Prevent copying of a sales order from copying UD field values


(system) #1
This is a good idea Greg.

In the meantime, I came up with a UI customization to address this.



I have a BPM that will set CheckBox05 and CheckBox12 to true when
OrderHeld goes from True to False (order is taken off of hold).

The auto print BAM is triggered when CheckBox12 is true.

Any subsequent changes to the order will set CheckBox12 to false if both
5 and 12 are true.

The problem with this is that changes made to OrderHed outside of Order
Entry do not cause 12 to clear.

I created an After Adapter method that fires after Update runs and looks
to see if 12 is set to true. If it is, 12 is set to false and then I
call oTrans.Update.



Seems to work. This will ensure that 12 is only set to true for just one
Update call.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Greg Payne
Sent: Monday, October 28, 2013 4:15 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD
field values





Joe:



I have a similar issue that I am dealing with on copies, so I did some
testing. If you do a preprocessing directive on Salesorder.CopyOrder you
can set a flag in the existing order that will be copied to the new
order.

Use that value in either the bam rule or if you are using a .p program
to set sendmail = false



Then you can unset the flag in the original and clear out the data in
the new order in post processing.



Greg





SalesOrder.CopyOrder



pre-processing.

for each OrderHed where OrderHed.OrderNum = orderNum exclusive-lock.



assign OrderHed.Character10 = 'Copied do not trigger
bam'.



End.



post-processing

for each OrderHed where OrderHed.OrderNum = orderNum exclusive-lock.



assign OrderHed.Character10 = ''.



End.



for each OrderHed where OrderHed.OrderNum = NewOrderNum exclusive-lock.



assign OrderHed.Character10 = 'Clear fields'.



End.





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joe Rojas
Sent: Monday, October 28, 2013 2:10 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD
field values





Thanks for the idea Greg.

I do not see a flag in 9.05.702 but I could set one.

The only problem is that I can only set it with a Post-Processing
directive and by this point, the BAM has already trigger.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Greg Payne
Sent: Monday, October 28, 2013 2:01 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD
field values

Is there a flag that indicates the sales order was copied or could you
set one? if so you could make the bam conditional and maybe even clear
the fields in the bam.

Greg

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joe Rojas
Sent: Monday, October 28, 2013 1:45 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD
field values

I am but a data directive will fire after the BAM. I need these fields
cleared before the BAM.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Monday, October 28, 2013 1:20 PM
To: Vantage
Subject: Re: [Vantage] Prevent copying of a sales order from copying UD
field values

Are you on 9.05? If so you can use a data directive to empty those
fields

On Oct 28, 2013 12:42 PM, "Joe Rojas" <jrojas@...> wrote:

Hi All,

We copy orders from time to time and when this process runs, it also
copies UD fields.

I understand why this is but I need some way to prevent this, if
possible.

I'm currently using a BPM to clear these fields after the copy process
is completed but the issue is that this directive does not trigger until
after the OrderHed record is created.

As a result, I have BAMs firing when they shouldn't be.

I'm racking my brains here because with the timing of when BAMs fire, I
can only picture a solution that would require me to create a base
processing directive and without knowing what the Epicor base code is
doing, I wouldn't be able to successfully create a base processing
directive.

Any ideas?

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and
beautiful matting and flooring

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[Non-text portions of this message have been removed]

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and
beautiful matting and flooring

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[Non-text portions of this message have been removed]

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and
beautiful matting and flooring

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Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.



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CONFIDENTIALITY NOTICE

The information contained in this communication, including attachments,
is privileged and confidential. It is intended only for the exclusive
use of the addressee. If the reader of this message is not the intended
recipient, or the employee or agent responsible for delivering it to the
intended recipient, you are hereby notified that any dissemination,
distribution or copying of this communication is strictly prohibited. If
you have received this communication in error, please notify us at
727-578-6280 and immediately delete the communication.

"This (document/presentation) may contain technical data as defined in
the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10.
Export of this material is restricted by the Arms Export Control Act (22
U.S.C. 2751 et seq.) and may not be exported to foreign persons without
prior approval form the U.S. Department of State."




[Non-text portions of this message have been removed]

(system) #2
Hi All,



We copy orders from time to time and when this process runs, it also
copies UD fields.

I understand why this is but I need some way to prevent this, if
possible.

I'm currently using a BPM to clear these fields after the copy process
is completed but the issue is that this directive does not trigger until
after the OrderHed record is created.

As a result, I have BAMs firing when they shouldn't be.



I'm racking my brains here because with the timing of when BAMs fire, I
can only picture a solution that would require me to create a base
processing directive and without knowing what the Epicor base code is
doing, I wouldn't be able to successfully create a base processing
directive.



Any ideas?








Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.


[Non-text portions of this message have been removed]

(system) #3

Are you on 9.05? If so you can use a data directive to empty those fields

On Oct 28, 2013 12:42 PM, "Joe Rojas" <jrojas@...> wrote:

Â
<div>
  
  
  <p>Hi All,<br>

We copy orders from time to time and when this process runs, it also
copies UD fields.

I understand why this is but I need some way to prevent this, if
possible.

I'm currently using a BPM to clear these fields after the copy process
is completed but the issue is that this directive does not trigger until
after the OrderHed record is created.

As a result, I have BAMs firing when they shouldn't be.

I'm racking my brains here because with the timing of when BAMs fire, I
can only picture a solution that would require me to create a base
processing directive and without knowing what the Epicor base code is
doing, I wouldn't be able to successfully create a base processing
directive.

Any ideas?





Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191

jrojas@… | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring



This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.


[Non-text portions of this message have been removed]

</div>
 


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

(system) #4
I am but a data directive will fire after the BAM. I need these fields
cleared before the BAM.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Monday, October 28, 2013 1:20 PM
To: Vantage
Subject: Re: [Vantage] Prevent copying of a sales order from copying UD
field values





Are you on 9.05? If so you can use a data directive to empty those
fields

On Oct 28, 2013 12:42 PM, "Joe Rojas" <jrojas@...> wrote:



Hi All,

We copy orders from time to time and when this process runs, it also
copies UD fields.

I understand why this is but I need some way to prevent this, if
possible.

I'm currently using a BPM to clear these fields after the copy process
is completed but the issue is that this directive does not trigger until
after the OrderHed record is created.

As a result, I have BAMs firing when they shouldn't be.

I'm racking my brains here because with the timing of when BAMs fire, I
can only picture a solution that would require me to create a base
processing directive and without knowing what the Epicor base code is
doing, I wouldn't be able to successfully create a base processing
directive.

Any ideas?





Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and
beautiful matting and flooring

This message is intended only for the individual named. If you are not
the named addressee you should not disseminate, distribute or copy this
e-mail. Please notify the sender immediately by e-mail if you have
received this e-mail by mistake. Please note that any views or opinions
presented in this email are solely those of the author and do not
necessarily represent those of the company.

[Non-text portions of this message have been removed]










Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.


[Non-text portions of this message have been removed]

(system) #5

Is there a flag that indicates the sales order was copied or could you set one? if so you could make the bam conditional and maybe even clear the fields in the bam.

 

Greg

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Joe Rojas
Sent: Monday, October 28, 2013 1:45 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD field values

 

 

I am but a data directive will fire after the BAM. I need these fields
cleared before the BAM.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Monday, October 28, 2013 1:20 PM
To: Vantage
Subject: Re: [Vantage] Prevent copying of a sales order from copying UD
field values

Are you on 9.05? If so you can use a data directive to empty those
fields

On Oct 28, 2013 12:42 PM, "Joe Rojas" <jrojas@...> wrote:

Hi All,

We copy orders from time to time and when this process runs, it also
copies UD fields.

I understand why this is but I need some way to prevent this, if
possible.

I'm currently using a BPM to clear these fields after the copy process
is completed but the issue is that this directive does not trigger until
after the OrderHed record is created.

As a result, I have BAMs firing when they shouldn't be.

I'm racking my brains here because with the timing of when BAMs fire, I
can only picture a solution that would require me to create a base
processing directive and without knowing what the Epicor base code is
doing, I wouldn't be able to successfully create a base processing
directive.

Any ideas?

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and
beautiful matting and flooring

This message is intended only for the individual named. If you are not
the named addressee you should not disseminate, distribute or copy this
e-mail. Please notify the sender immediately by e-mail if you have
received this e-mail by mistake. Please note that any views or opinions
presented in this email are solely those of the author and do not
necessarily represent those of the company.

[Non-text portions of this message have been removed]

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring

This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.

[Non-text portions of this message have been removed]



CONFIDENTIALITY NOTICE

The information contained in this communication, including attachments, is privileged and confidential. It is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us at 727-578-6280 and immediately delete the communication.

"This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."

(system) #6
Thanks for the idea Greg.

I do not see a flag in 9.05.702 but I could set one.

The only problem is that I can only set it with a Post-Processing
directive and by this point, the BAM has already trigger.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Greg Payne
Sent: Monday, October 28, 2013 2:01 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD
field values





Is there a flag that indicates the sales order was copied or could you
set one? if so you could make the bam conditional and maybe even clear
the fields in the bam.



Greg



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joe Rojas
Sent: Monday, October 28, 2013 1:45 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD
field values





I am but a data directive will fire after the BAM. I need these fields
cleared before the BAM.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Monday, October 28, 2013 1:20 PM
To: Vantage
Subject: Re: [Vantage] Prevent copying of a sales order from copying UD
field values

Are you on 9.05? If so you can use a data directive to empty those
fields

On Oct 28, 2013 12:42 PM, "Joe Rojas" <jrojas@...> wrote:

Hi All,

We copy orders from time to time and when this process runs, it also
copies UD fields.

I understand why this is but I need some way to prevent this, if
possible.

I'm currently using a BPM to clear these fields after the copy process
is completed but the issue is that this directive does not trigger until
after the OrderHed record is created.

As a result, I have BAMs firing when they shouldn't be.

I'm racking my brains here because with the timing of when BAMs fire, I
can only picture a solution that would require me to create a base
processing directive and without knowing what the Epicor base code is
doing, I wouldn't be able to successfully create a base processing
directive.

Any ideas?

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and
beautiful matting and flooring

This message is intended only for the individual named. If you are not
the named addressee you should not disseminate, distribute or copy this
e-mail. Please notify the sender immediately by e-mail if you have
received this e-mail by mistake. Please note that any views or opinions
presented in this email are solely those of the author and do not
necessarily represent those of the company.

[Non-text portions of this message have been removed]

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and
beautiful matting and flooring

This message is intended only for the individual named. If you are not
the named addressee you should not disseminate, distribute or copy this
e-mail. Please notify the sender immediately by e-mail if you have
received this e-mail by mistake. Please note that any views or opinions
presented in this email are solely those of the author and do not
necessarily represent those of the company.

[Non-text portions of this message have been removed]












Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.



________________________________


CONFIDENTIALITY NOTICE

The information contained in this communication, including attachments,
is privileged and confidential. It is intended only for the exclusive
use of the addressee. If the reader of this message is not the intended
recipient, or the employee or agent responsible for delivering it to the
intended recipient, you are hereby notified that any dissemination,
distribution or copying of this communication is strictly prohibited. If
you have received this communication in error, please notify us at
727-578-6280 and immediately delete the communication.

"This (document/presentation) may contain technical data as defined in
the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10.
Export of this material is restricted by the Arms Export Control Act (22
U.S.C. 2751 et seq.) and may not be exported to foreign persons without
prior approval form the U.S. Department of State."




[Non-text portions of this message have been removed]

(system) #7

Joe:

 

I have a similar issue that I am dealing with on copies, so I did some testing. If you do a preprocessing directive on Salesorder.CopyOrder you can set a flag in the existing order that will be copied to the new order.

Use that value in either the bam rule or if you are using a .p program to set sendmail = false

 

Then you can unset the flag in the original and clear out the data in the new order in post processing.

 

Greg

 

 

SalesOrder.CopyOrder

 

pre-processing.

for each OrderHed where OrderHed.OrderNum = orderNum exclusive-lock.

 

                assign OrderHed.Character10 = 'Copied do not trigger bam'.

 

End.

 

post-processing

for each OrderHed where OrderHed.OrderNum = orderNum exclusive-lock.

 

                assign OrderHed.Character10 = ''.

 

End.

 

for each OrderHed where OrderHed.OrderNum = NewOrderNum exclusive-lock.

 

                assign OrderHed.Character10 = 'Clear fields'.

 

End.

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Joe Rojas
Sent: Monday, October 28, 2013 2:10 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD field values

 

 

Thanks for the idea Greg.

I do not see a flag in 9.05.702 but I could set one.

The only problem is that I can only set it with a Post-Processing
directive and by this point, the BAM has already trigger.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Greg Payne
Sent: Monday, October 28, 2013 2:01 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD
field values

Is there a flag that indicates the sales order was copied or could you
set one? if so you could make the bam conditional and maybe even clear
the fields in the bam.

Greg

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joe Rojas
Sent: Monday, October 28, 2013 1:45 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Prevent copying of a sales order from copying UD
field values

I am but a data directive will fire after the BAM. I need these fields
cleared before the BAM.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Monday, October 28, 2013 1:20 PM
To: Vantage
Subject: Re: [Vantage] Prevent copying of a sales order from copying UD
field values

Are you on 9.05? If so you can use a data directive to empty those
fields

On Oct 28, 2013 12:42 PM, "Joe Rojas" <jrojas@...> wrote:

Hi All,

We copy orders from time to time and when this process runs, it also
copies UD fields.

I understand why this is but I need some way to prevent this, if
possible.

I'm currently using a BPM to clear these fields after the copy process
is completed but the issue is that this directive does not trigger until
after the OrderHed record is created.

As a result, I have BAMs firing when they shouldn't be.

I'm racking my brains here because with the timing of when BAMs fire, I
can only picture a solution that would require me to create a base
processing directive and without knowing what the Epicor base code is
doing, I wouldn't be able to successfully create a base processing
directive.

Any ideas?

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and
beautiful matting and flooring

This message is intended only for the individual named. If you are not
the named addressee you should not disseminate, distribute or copy this
e-mail. Please notify the sender immediately by e-mail if you have
received this e-mail by mistake. Please note that any views or opinions
presented in this email are solely those of the author and do not
necessarily represent those of the company.

[Non-text portions of this message have been removed]

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and
beautiful matting and flooring

This message is intended only for the individual named. If you are not
the named addressee you should not disseminate, distribute or copy this
e-mail. Please notify the sender immediately by e-mail if you have
received this e-mail by mistake. Please note that any views or opinions
presented in this email are solely those of the author and do not
necessarily represent those of the company.

[Non-text portions of this message have been removed]

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring

This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.

________________________________

CONFIDENTIALITY NOTICE

The information contained in this communication, including attachments,
is privileged and confidential. It is intended only for the exclusive
use of the addressee. If the reader of this message is not the intended
recipient, or the employee or agent responsible for delivering it to the
intended recipient, you are hereby notified that any dissemination,
distribution or copying of this communication is strictly prohibited. If
you have received this communication in error, please notify us at
727-578-6280 and immediately delete the communication.

"This (document/presentation) may contain technical data as defined in
the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10.
Export of this material is restricted by the Arms Export Control Act (22
U.S.C. 2751 et seq.) and may not be exported to foreign persons without
prior approval form the U.S. Department of State."

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