BPM to clear "Ready To Process" when pulling Quote to Order?

Yahoo Archive
1
Be sure to verify your post process has refreshed the screen with the new data or you will update the old values with the next firing of the save method.

Hth, 
Calvin



Sent from my Verizon 4G LTE Smartphone

----- Reply message -----
From: "Stephen Freeman stephenf@... [vantage]" <vantage@yahoogroups.com>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Subject: [Vantage] Re: BPM to clear "Ready To Process" when pulling Quote to Order?
Date: Fri, Jul 11, 2014 2:26 PM

 

Original message

 

When a user pulls a quote to an order, the "Ready To Process" check box is
auto-set to True. I've asked Epicor and it's "working as designed" and
they've already rejected a enhancement request to add a toggle. New SO's do
not have this field checked, by a setting in Company Mainteance. However,
that toggle doesn't effect Quotes-to-orders.

So I'm trying to make a BPM to automatically change "Ready To Process" to
false when a user pulls a quote into an order. I've made a Method
directive for SalesOrder.CreateOrderFromQuote on Post-Processing I've added
tell it to set the field to false yet it doesn't work. I added a
show-info-message and that DOES work, so I know the BPM is firing, yet it
won't change any data field.

I'm new to BPMs so any help would be appreciated.

Thanks,
Randy

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 11, 2014 1:37 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BPM to clear "Ready To Process" when pulling Quote to Order?

 

 

Randy I want to do the same thing.  Did you find your solution?

2
When a user pulls a quote to an order, the "Ready To Process" check box is
auto-set to True. I've asked Epicor and it's "working as designed" and
they've already rejected a enhancement request to add a toggle. New SO's do
not have this field checked, by a setting in Company Mainteance. However,
that toggle doesn't effect Quotes-to-orders.

So I'm trying to make a BPM to automatically change "Ready To Process" to
false when a user pulls a quote into an order. I've made a Method
directive for SalesOrder.CreateOrderFromQuote on Post-Processing I've added
tell it to set the field to false yet it doesn't work. I added a
show-info-message and that DOES work, so I know the BPM is firing, yet it
won't change any data field.

I'm new to BPMs so any help would be appreciated.

Thanks,
Randy


[Non-text portions of this message have been removed]
3
Randy I want to do the same thing.  Did you find your solution?
4