I’ve been tasked with creating a new handheld usable form to enter in a VIN (Serial number) , and display the Job’s associated with it from SNTrans. I’ve not done anything like this, except perhaps an updatable dashboard. How do you create new handheld forms and add them to the handheld menu?
Even in developer mode, I couldn’t customize an existing Handheld form, or at least I couldn’t figure out how, the option wasn’t there in my menu like a regular form.
Ah, I finally figured out to right click on the hand held form to get to the dropdown that gives me customization, I was looking in Tools on the main screen. But how can I create a new handheld form entirely or do I have to customize an existing form?
Thanks! That will be very helpful, since this is new I’ll have to use a UD form, how do I create a UD form? I have to add a menu item pointing to one of the UD tables?
correct, add a menu item for your UD form, apply your customization to it, and then you have to customize the handheld menu to add your new item manually.
The user wants it to go under Production, this is pretty much the requirements I got from the user The screen layout shall fit the Epicor standard handheld size. Here is a suggested layout below:
VIN :
Once the VIN is scanned it should be set to auto tab and search SNTran table for serial number and return all associated jobs where material sequence= Null
Upon Save button will trigger an update to set the JobHead.JobFirm = True, the JobHead.JobReleased field = True and call the Job Traveler Print using the default report style set for that company and set in the background. See below:
Given the nature of your question I would recommend reviewing the Epicor Customization and Ice Tools guides to get a baseline of customizing forms and working with native controls.
Thanks for all the help, this is moving along. I’ve gotten to the point that I want to print the job traveller, and have got the print working using this code
But, as you see, I hard coded the RptPageSetting and RptPrinterSetting from what I saw in the trace, I actually want to default those from the users defaults like they printing from the job traveller report, from this screen