Updating a Purchase Order after it's approved

Wow,  that document sender sounds pretty awesome. We bought APM and tried printing with that initially but it never worked as we desired.  So we ended up using the link that Jose posted to write a customization which allowed us to send a PO to outlook and attach the PDF. 

If that's what you are interested in still I could provide you with some help on it.  But the core chunk of the code is what Jose posted....Thanks again for that Jose!

-Bobby
I have a button on the Purchase Order Entry form. Here's the code:

private void testbtn_Click()
{
    EpiDataView po = ((EpiDataView) (oTrans.EpiDataViews["POHeader"]));
    po.dataView[po.Row]['CheckBox02"] = true;
    oTrans.Update();
    oTrans.Refresh();
}

All I want to do is check that checkbox when I click that button but I get error messages saying I can't update CheckBox02.  It seems like epicor has a bunch of built in restrictions on what POHeader attributes you can update in certain situations. How can I relax those restrictions? I want CheckBox02 to be editable whenever you want.
Is the PO Already Approved? and all that?


Jose C Gomez

Software Engineer


T: 904.469.1524 mobile
E: jose@…

http://www.josecgomez.com
     Â


Quis custodiet ipsos custodes?


On Thu, Dec 19, 2013 at 3:18 PM, <ralmon@...> wrote:

Â
<div>
  
  
  <p>I have a button on the Purchase Order Entry form. Here&#39;s the code:</p><p></p><div><br></div><div>private void testbtn_Click()</div><div>{</div><div>Â  Â  EpiDataView po = ((EpiDataView) (oTrans.EpiDataViews[&quot;POHeader&quot;]));<br>
  po.dataView[po.Row]['CheckBox02"] = true;
  oTrans.Update();
  oTrans.Refresh();
}

All I want to do is check that checkbox when I click that button but I get error messages saying I can't update CheckBox02. Â It seems like epicor has a bunch of built in restrictions on what POHeader attributes you can update in certain situations. How can I relax those restrictions? I want CheckBox02 to be editable whenever you want.

</div>
 


<div style="color:#fff;min-height:0;"></div>

Yes, the PO is approved. The code is part of a send PO to Email button on the PO header and we want it to check a checkbox after the button is hit so that we know the PO was sent to the Vendor.

You'll have to unapprove then check the box then update then re approve

On Dec 20, 2013 7:08 AM, <ralmon@...> wrote:

Â
<div>
  
  
  <p><p>Yes, the PO is approved. The code is part of a send PO to Email button on the PO header and we want it to check a checkbox after the button is hit so that we know the PO was sent to the Vendor.</p>

</div>
 


<div style="color:#fff;min-height:0;"></div>
Sorry to hijack this thread, but how were you able to get Epicor to print to email?  I haven't had any luck with this.  Thank you.
Document Sender (.NET IT)

You can do it with a customization but why bother? Doc sender is cheap and efficient!



Jose C Gomez

Software Engineer


T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com

     Â


Quis custodiet ipsos custodes?


On Wed, Jun 4, 2014 at 5:05 PM, khonderd@... [vantage] <vantage@yahoogroups.com> wrote:

Â
<div>
  
  
  <p>Sorry to hijack this thread, but how were you able to get Epicor to print to email? Â I haven&#39;t had any luck with this. Â Thank you.</p>

</div>
 


<div style="color:#fff;min-height:0;"></div>

Wait, you have Document Sender Jose?  

I've been trying to get it ever since Insights! I emailed our CAM right away, but she came back saying that it is not currently certified, but that they expected it to be by the end of May.  So I asked again a day or so ago, and she said that it "has not been released yet --- from I found out [sic] it is still in the testing stage."

Are you on a beta program for it or something?
No I am not personally on a beta program or anything just saw the functionality at insights. Email the .NET IT folk directly (They lurk the list)
Your other option is to implement it yourself, here is part of the code you'll need  (This code lets you generate a PDF File I wrote this last year so it should still apply for the most part) from there should be fairly trivial to attach to an Outlook Email





Jose C Gomez
Software Engineer


T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com

     Â


Quis custodiet ipsos custodes?


On Thu, Jun 5, 2014 at 12:19 PM, ygroups.adamleer@... [vantage] <vantage@yahoogroups.com> wrote:

Â
<div>
  
  
  <p>Wait, you have Document Sender Jose? Â </p><div><br></div><div>I&#39;ve been trying to get it ever since Insights! I emailed our CAM right away, but she came back saying that it is not currently certified, but that they expected it to be by the end of May. Â So I asked again a day or so ago, and she said that it &quot;has not been released yet --- from I found out [sic] it is still in the testing stage.&quot;</div>

Are you on a beta program for it or something?

</div>
 


<div style="color:#fff;min-height:0;"></div>

Ah, so you don't have it yet, just knew about. Okay, thanks, I'll go on believe my CAM then.  :)

Well, we could try to implement it ourselves, by why re-invent the wheel.  We really liked some of the advanced features it had too, like de-collating a batch of documents (e.g. Invoice Batch) and putting them in the draft folder in Outlook. Just about every feature EDS had sounded quite useful to us.

Adam Nofsinger
There are several members of .NET IT that hang out on the list, look around for them and reach out directly they may be able to give you better info than your cam.


Jose C Gomez
Software Engineer



T: 904.469.1524 mobile

E: jose@...
http://www.josecgomez.com

     Â


Quis custodiet ipsos custodes?


On Thu, Jun 5, 2014 at 12:34 PM, ygroups.adamleer@... [vantage] <vantage@yahoogroups.com> wrote:

Â
<div>
  
  
  <p>Ah, so you don&#39;t have it yet, just knew about. Okay, thanks, I&#39;ll go on believe my CAM then. Â :)</p><div><br></div><div>Well, we could try to implement it ourselves, by why re-invent the wheel. Â We really liked some of the advanced features it had too, like de-collating a batch of documents (e.g. Invoice Batch) and putting them in the draft folder in Outlook. Just about every feature EDS had sounded quite useful to us.</div>

Adam Nofsinger

</div><div class="ygrps-yiv-1276461719">
 


<div style="color:#fff;min-height:0;"></div>

#ygrps-yiv-806258002 P.ygrps-yiv-806258002ce387540-7764-462c-979a-97379ccda45c { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-806258002 LI.ygrps-yiv-806258002ce387540-7764-462c-979a-97379ccda45c { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-806258002 DIV.ygrps-yiv-806258002ce387540-7764-462c-979a-97379ccda45c { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-806258002 TABLE.ygrps-yiv-806258002ce387540-7764-462c-979a-97379ccda45cTable { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-806258002 DIV.ygrps-yiv-806258002Section1 { }

If anyone is interested in Document Sender please get directly in touch as it takes a while to get things fully on the price list with Epicor.

 

http://www.dotnetit.co.uk/solutions/solution/epicor-document-sender

 

 

thanks,

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: 05 June 2014 17:39
To: Vantage
Subject: Re: [Vantage] Re: Updating a Purchase Order after it's approved

 

 

There are several members of .NET IT that hang out on the list, look around for them and reach out directly they may be able to give you better info than your cam.



Jose C Gomez

Software Engineer


T: 904.469.1524 mobile


Quis custodiet ipsos custodes?

 

On Thu, Jun 5, 2014 at 12:34 PM, ygroups.adamleer@... [vantage] <vantage@yahoogroups.com> wrote:

 

Ah, so you don't have it yet, just knew about. Okay, thanks, I'll go on believe my CAM then.  :)

 

Well, we could try to implement it ourselves, by why re-invent the wheel.  We really liked some of the advanced features it had too, like de-collating a batch of documents (e.g. Invoice Batch) and putting them in the draft folder in Outlook. Just about every feature EDS had sounded quite useful to us.

 

Adam Nofsinger

 



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