Customising the Quote Tracker

Epicor ERP 10
1

Hi everyone,
I have done some work on the customization of our quote, a few text boxes and some dropdowns. The data in the dropdowns comes mainly from values in the UD codes and shows the description rather than the code (which is fine). Now I want to show the same data on the tracker but the epibinding is to the code not the description. For example;

dropdown1 uses UD code 001 which has a description of ‘abcdefg’ this description appears in the dropdown.
When I bind a textbox on the tracker to dropdown1 I get 001.

Can anyone help me to get the description onto the tracker please?

Any help would be much appreciated.

Thanks

Adrian.

2

Easiest thing would be to change it to a drop box even on the tracker

1 Like
3

Thanks Jose, anther question you might be able to help with, I am trying to display the project and project description on the quote tracker but there is no Epibinding to the Project available. Do you know of a way to do this?

Thanks for your help

Adrian.

4

Use a foreign key view (FKV) to bring over the project

5

Hi Jose,

I tried your suggestion but when I tried to use the foreign key view but I still can’t see anything related to the project table

image
image.png681×560 25.1 KB

Am I missing something?

Regards

Adrian.

6

Parent view would be QuoteDtl, then you need to bring in the Project View.

1 Like
7

Thanks for that Jose, I can now use the Project table but am unable to get any Project Phase detail from it. I tried to create another FKV with my fkvProject as the parent but the customisation threw an exception at that. How can I get to the PhaseID and PhaseDescription?
Thanks so much for your help so far

Adrian.