Looking for the best way to Create a New Revision for a Part that Engineering can do while Un-Approving the last Revision, so Prod gets the right part to pull up. This will also seem to need updating of the ECO Group.
Currently trying to make this work through a BPM and I know this can be done in Engineering Workbench but currently there are parts being changed in batches and using Engineering Workbench appears to be very time consuming and hoping to find a less time-consuming way to do this. Tried to find sources online but seems to be difficult to find more up to date sources on this kind of situation.
Any ideas or suggestions are appreciated, thank you!
A big part of using BPMs with ECO is the whole check in and out process. Start with the add any op BAQ, and look at the BPM in there. Its ugly and huge and I hate it, but it works.
Here you can see all the steps I took to work with ECO records. There are widgets in there for checkin/out, approve/unapprove rev, and more. I think if you look at the widgets, you can probably find the ones you need to replace to meet your needs.
Looks like I got it into my test environment but it for some reason isn’t behaving how I expect. Seems when the pop-up shows for the part # (only) and I hit enter or tab it doesn’t work how I expect and just shows a part num with rev, description, and effective.
This only shows up when trying to get it to force refresh but I don’t see anywhere it lets me edit anything or pop up.
Apologies for my lack of understanding, newer of a situation for me lol.
The link I posted is for my custom dashboards, so you have to build them up step by step to use them as intended. First install the uBAQ with the BPM in it. Next install all the supporting BAQs that feed the combo boxes. Then install the dashboard and deploy it. Then customize the dashboard in developer mode and apply the customization. This is all for the desktop client, not the new Kinetic browser version.
If you read that post, clearly I don’t know what I am doing, I am just hacking around until I got it to work. Other folks on here probably have a better approach.
If you have DMT, that may be a good option to help speed up large sets of changes. Otherwise, I think you can get the approach I used to work, but it won’t be simple.
Start by clearly defining the steps you need the BPM to take. I capture this first in plain text, just documenting the steps I have to take in Epicor to perform the required action. Then I run the trace while performing that action again to capture all the methods. I review the trace file using Jose’s tool, then pick out the methods that seem to be required. I did this through trial and error, and with the help of folks on here.
So you want to change batches of parts to add a new revision to each one? On second thought…There may be a flag or option somewhere that automatically unapproves the last rev once a new one is approved. For example, you may be able to use the part rev effective date.
I’ll let others weigh in here. @jtownsend - tell him to make a function!
Currently it is a manual export data to excel sheets from Epicor and then upload into DMT, I am wanting to automate that process is that what functions can do or is there a way something like that can be automated in DMT?
Thank you again for all the help!
We all are trying to improve and get better at somewhat knowing what we are doing lol
Indeed. I actually have a function for processing batched checkouts. Users paste in, at minimum, a list of parts into a custom EpiGrid I added to Express Checkout. Users can also specify the target rev if they desire. The function grabs the latest approved rev (or failing that, the latest rev available) and checks it out into the user’s express checkout group (it will also create that if it isn’t available already).
I’d paste it here, but it also leans on other functions I use for enforcing rev control and auto-incrementing revisions. Not sure how helpful it would be.
I am available for any questions. I am deeply familiar with this part of the system.
