Change Default Territory Source to be Synchronize to Customer

Kinetic ERP
,
1

Is there an easy way to make Territory Source in Customer default to Synchronize to Customer instead of System Select?

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We are having an occasional issue where Epicor does not like having unassigned as the territory when it is taken from system select → get territory, and I am hoping that changing the default territory source to be synchronize with customer would stop this from happening.

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I thought I could just go into application studio and change the default there, but the combo box doesn’t show anything in column or list.

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2

BPM

Let me look real quick.

3

Example of what I have done in the past

var ttShipToRows = ttShipTo.Where(w => w.Added()).ToList();

foreach (var row in ttShipToRows)
{
	// Get TerritorySelect Setting
	string sTerritorySelect = Db.XaSyst.Where(w => w.Company == row.Company)
										.Select(s => s.DefaultShipToTerritorySelect_c)
										.DefaultIfEmpty("SYST")
										.First();

	row.TerritorySelect = !string.IsNullOrEmpty(sTerritorySelect) ? sTerritorySelect : "SYST";

	// If the TerritorySelect is not SYST we need to get the TerritoryID from Customer
	if (sTerritorySelect == "SYNC")
	{
		row.TerritoryID = Db.Customer.Where(w => w.Company == row.Company && w.CustNum == row.CustNum)
									 .Select(s => s.TerritoryID)
									 .DefaultIfEmpty("")
									 .First();
	}
}
2 Likes
4

Thanks, I was hoping for an easier way but if it has to be a BPM then oh well. I have never made a bpm before so thank you for posting the code for it!

5

This IS the easiest way. Don’t be messing with those crappy screens. :rofl:

Post processing BPM on Erp.BO.Customer.GetNewShipTo

ds.ShipTo.FirstOrDefault().TerrSelectFlag = "SYNC"; //Sync to Customer
1 Like
6

Hi @klincecum ! I tried to implement this and got a couple of errors. Specifically:
image

I feel like we’re close, but something isn’t defined properly. Any idea how to resolve these two errors?

1 Like
7

Been a minute, break it down for me in detail.

What you want, what you got, reason, etc.

8

Oh I see.

Probably looking for ds.ShipTo.

The other one in @hkeric.wci code is a ud field he added.

Which leads me to believe you don’t really understand what it’s doing. (sorry) :sheep:

So anyway, lay it all out as you see it, and we’ll see if we can help.