I have been asked to create a BPM which will set the value of a dropdown box on the Quote Header whenever the quote is converted to an order.
I thought this would be quite easy but I can’t get it to work. I have created a pre prossesing method directive,
I want to set the UD dropdown to RS_Ordered, this value exists in the user codes and I can select it manually, but the dropdown is staying blank whenever I convert a quote.
Hi Adrian, I checked with one of our developers here at Quartz and he gave me this information…
My guess would be to try a pre/post.
The pre would identify only that the post processing needs to be turned on.
The post-processing would most likely be “Custom Code”.
Because it’s post-processing you’d need to set both the tt value and the actual DB value.
One way you might try is a method directive on Erp.Quote.CreateOrder.
In your pre-processing, store the value of the quote in a call context variable, just like Ken suggested.
Thank you both so much for your help with this. I am pleased to say that I have it working thanks to your perfect example Aaron. The only downside is that I will probably get more BPMs to do now…so I will be back!
Thank you both once again