Thanks so much, Greg, I did not know that. That will come in very handy. Thanks again.
I am on Epicor 9.05.702A Progress. I was asked to create a BPM that would send an email if a jobhead date01 field gets updated to a date greater than the date that it was previously set at. The email needs to have the before and after fields data information. It sounded easy enough but I couldn't find what I would call a "simple" way to do this and I think I made it way too clunky.
I did this in 2 parts by first creating a pre-processing method directive BMP on job entry on the condition that date01 changed and then the action used simple code to set date20 to the orig date01.
And then step 2 was to create a standard data directive on the jobhead table with the condition date01 > date20 and the action to send the email.
This does work correctly and accomplishes what I need. But I am sure there is a simpler way of doing this (that also wouldn't require using a date field to hold the orig data), so I am just looking for any feedback on what other users do to accomplish this.
before and after is easiest for me in a BAM. you can reference the original data with OLDJobHead.date01. You can use a rule in the bam setup or have a condition that sets SendEmail = false if you don’t want the email sent.
Below is a sample on credit changing.
Greg
{ud/GlbAlert.i &TableName = "Customer"}
ASSIGN SendEmail = FALSE.
/* format Email Text */
define variable EmailAddress as Character no-undo initial '':U.
define variable UserName as Character no-undo initial '':U.
define variable OldTerm_Description as Character no-undo initial '':U.
define variable Tot_Invoices as decimal no-undo initial 0.
define variable vFrom as character no-undo initial '':U.
define variable vTo as character no-undo initial '':U.
define variable vCC as character no-undo initial '':U.
define variable vSubject as character no-undo initial '':U.
define variable vBody as character no-undo initial '':U.
Find First UserFile where UserFile.DCDUserID = DCD-UserID no-error.
Find First Terms where OldCustomer.TermsCode = Terms.TermsCode and Terms.Company = Customer.Company.
If Available Terms then
OldTerm_Description = Terms.Description.
Find First Terms where Customer.TermsCode = Terms.TermsCode and Terms.Company = Customer.Company.
For Each InvcHead where InvcHead.CustNum = Customer.CustNum and InvcHead.Company = Customer.Company and InvcHead.OpenInvoice = yes.
Tot_Invoices = Tot_Invoices + InvcHead.InvoiceAmt.
End.
Assign vBody =
"~n~n~tA Change in Territory, Terms code or credit limit has been made by " + UserFile.Name +
"~n~n~tCustomer " + Customer.CustID +
"~n~n~tName " + Customer.Name.
If Customer.TerritoryID <> OLDCustomer.TerritoryID Then Do.
vBody = vBody + "~n~n~tOld Territory " + OLDCustomer.TerritoryID +
"~n~n~tNew Territory " + Customer.TerritoryID.
End.
vBody = vBody + "~n~tTotal Invoices:" + string(Tot_Invoices,"$>>>,>>>,>>9.99").
IF Customer.CreditLimit <> OldCustomer.CreditLimit Then Do:
vBody = vBody + "~n~n~tOld Credit Limit:" + string(OldCustomer.CreditLimit,"$>>>,>>>,>>9") +
"~n~n~tNew Credit Limit:" + string(Customer.CreditLimit,"$>>>,>>>,>>9").
End.
Else do:
vBody = vBody + "~n~n~tCredit Limit:" + string(Customer.CreditLimit,"$>>>,>>>,>>9").
End.
If Customer.TermsCode <> OldCustomer.TermsCode then do:
vBody = vBody +
"~n~n~tOld Terms " + OldTerm_Description +
"~n~n~tNew Terms " + Terms.Description.
End.
Else Do:
vBody = vBody +
"~n~n~tTerms " + Terms.Description.
End.
assign vTO = "user@...;user@..."
vCC = "info@...".
assign EMAIL-From = UserFile.EmailAddress.
EMAIL-To = vTO.
EMAIL-CC = vCC + ";" + EMAIL-From.
assign EMAIL-Subject = 'Terr/Terms/Credit Changed on ' + Customer.CustID + " - " + Customer.Name.
If Length (EMAIL-Subject) > 60 Then EMAIL-Subject = substring(EMAIL-Subject,1,60).
assign EMAIL-Text = vBody.
assign SendEmail = true.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, January 27, 2016 11:27 AM
To: Vantage List
Subject: [Vantage] 9.05.702A Progress - BPM Feedback/Advice
I am on Epicor 9.05.702A Progress. I was asked to create a BPM that would send an email if a jobhead date01 field gets updated to a date greater than the date that it was previously set at. The email needs to have the before and after fields data information. It sounded easy enough but I couldn't find what I would call a "simple" way to do this and I think I made it way too clunky.
I did this in 2 parts by first creating a pre-processing method directive BMP on job entry on the condition that date01 changed and then the action used simple code to set date20 to the orig date01.
And then step 2 was to create a standard data directive on the jobhead table with the condition date01 > date20 and the action to send the email.
This does work correctly and accomplishes what I need. But I am sure there is a simpler way of doing this (that also wouldn't require using a date field to hold the orig data), so I am just looking for any feedback on what other users do to accomplish this.
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