Sorry if this is a dumb post, but i am trying to create a BPM that kicks out an email for any part numbers that were created that day. I found the “Created On” date in the Parts table, but i can get to it using a BPM. Anybody know how to get to that or am i missing the obvious?
are you only wanting to run this one time per day? How about an Epicor FUNCTION that is triggered once per day (1:00 am) that selects all the items with “yesterday’s date” and sends the email? Yes this should be possible. A Function is simply a more advanced BPM that can be scheduled.
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That would be great!
my other suggestion that I have made many times is to do something better than an email…
- Emails turn into clutter
- people often put filters on and auto filter out the clutter… resulting in people not looking at the email
INSTEAD
- create a new dashboard that has a date filter at the top. The date would be something that the user can enter
- THEN make it the responsibility for someone to look at the dashboard on a regular basis… if they forget to do it today, then the tomorrow, they can enter the date several days ago, and see all the parts on one list.
- ALSO… at this point this dashboard becomes a list of action items… the user can right-click on the parts and look deeper.
- BUT EMAILS… they are NOT right-clickable. They are only read only. but your dashboard could show more data, and be clickable and actively update. They could show things like “total orders” or “Total on hand” which would update when the user runs the dashboard.
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Oh my goodness that’s a lot. That seems like a big process
While all of this is true. Scheduled functions do not forget to send themselves.
We just need to solve the right clickable which in the future would be the url to your system including the part number so it loads in part entry.
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The baq and dashboard would be simpler than a daily email, but you could do both.
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Create a standard data directive when a new part is added
Now, let’s step back for a moment. Why are we sending an email when a part is added? I assume that it is to check to make sure that it was set up properly? Instead of launching a manual process, why not do some of the checking up front and set Data Tags for the things that are wrong. Now you can have dashboards that filter on those data tags for just the items that someone has to fix, and like @timshuwy says, the user can right mouse click, fix it, and the data directive would remove the data tag.
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Here is the million dollar question: How do I do any of this stuff you fine people are mentioning???
Here’s the $2 Million question: What are you trying to do? And why?
I am trying to send an alert to our materials team when a new part number is made so they can order what they need.
You mean like a PO suggestion for a buyer?
How do they know how much to buy? Are you a project shop or have long lead time parts? Are these parts ordered again? If so, how does materials know how much to order?
BTW, that was super useful information. I heard everybody’s mind shift into a different gear. 
So we buy parts in bulk and cut them to length. We order a 6 foot bar of aluminum and chop it up and backflush the remainder. We build data center cages, so the length, width, and height get plugged into excel and results spit out telling them how many total bars to buy.
Exactly
What Epicor modules do you have? Are these configured or smart parts or are you making up new parts daily?
Are the jobs getting created after this spreadsheet is done for materials?
I think you can combine the new parts, excel calculation and job creation into one dashboard and then assuming you have po suggestions the buyers will get their info thru the buyers workbench.
Good Morning!
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We are a made to order shop, so we do create new part numbers pretty much daily.
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Yes, the jobs are for materials. Drilling, cutting, etc
I would love to do up a buyers workbench but my skills are a bit lacking 
so you have the configurator module. Have you looked at setting up fewer top line parts and make them configurable? Not at all what you asked about, but it could be game changing for your company.
When I started here we had hundreds of custom parts that literally were the same RJ45 or fiber patch cord just in different lengths and colors and they made jobs by hand and prints of them even though they were 70% sure they would never make that part for that customer ever again. I wrote a configurator in our previous ERP to make one part that could be any length or color and took job creation down to under a minute. We bought the configurator module for that division, but they got sold and I never have used it.
The buyers workbench I would think is in purchase management or advanced purchasing, so it would just happen when po suggestions are made.
Again, none of this I have done in Epicor, but I believe it is possible.