BPM for preventing users from editing Approved Sales Orders

Epicor ERP 10
1

Who has a BPM that is working correctly? Please share tips

2

What do you mean by approved?

Do you already have a process in place for that?

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3

The base sales order doesn’t have the approved functionality that PO is having.
If you have created an approved UD for that purpose, simply create a BPM against the update method to prompt an error whenever the approved checkbox is true.

4

I would start with a BPM for SalesOrder.Update.Pre. You need to deal with all of the 3 situations: when the header is updated, when the line is updated and when the release is updated. You can then have a condition which checks for your UD field and throws an error to block the update.

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