I have set up a break routing rule to email PO’s to Suppliers. On the email form I designed, the buyers wish to show all the Jobs included in the PO release lines. When I add this field to the Email form, I only get the value from the first release line. Is there any way to get all the release line job numbers to populate? They often have multiple lines on the PO for several different jobs. I am using a customized Data Definition for the routing.
Logic was added in 10.2… somewhere? to allow you to do that sort of action for email addresses To, CC BCC. But it was not added for the body. The ability to send an email to multiple contacts was the request and building a delimited list is pretty straightforward. When you start talking about the message body though you quickly get lost in the formatting weeds. Now you are talking about labels and positioning and effectively a mini report designer for the email body itself.
You can submit an enhancement request but don’t expect an editor style experience - that would be pretty high cost. But I could see something like: Fill the body with the output of Epicor Function (build APR_PO_JobList) that runs c# code with input from APR and spits out text for the email body.
Warning: this is not a commitment or guarantee - this is free form thinking. of how it could be solved.
¯\(ツ)/¯
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You could make a custom SSRS RDL for the POForm (for this style using the Break/Route) to include that info in the generated PO. Then in the body of the email, put “See attached PO for details related to jobs”.
Hi Patrick,
So if a SO needs to be sent to all of the customer contacts’ emails, can this be done on APR?
Thanks,
Ale
Break Routing only has access to what is in the dataset the RDD generates. So you would have to customize the RDD to pull those fields in too.
A better method would be to:
- Add a UD field to OrderHed, to hold a list of email addresses.
- Have a BPM that populates that field on creation of the Order.
- Add that field to a UI customization so you could review/edit in order entry.
- Make an RDD that includes this UD field.
- Make a Report Style with Break Routing on the Order number. In the B/R add the UD field to the TO: or CC: in the email template.
The reason you have to do all that is because if you just link the contact records in the original RDD you get a copy of the order for each contact record. By using the OrderHed UD field you just get one field added to the one record set per order.
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This is a great solution, thank you for the info!