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
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
This message is intended only for the individual named. If you are not
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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.
[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.
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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the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10.
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U.S.C. 2751 et seq.) and may not be exported to foreign persons without
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