Foreign Key View - Quotes > Orders

Epicor ERP 10
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1

I am trying my hand at creating a Foreign Key View and not having any success. On the Opportunity / Quote form, I would like to add a grid showing the related sales order line items to the quote. So I created a FKV from the Data Tools window and set my custom grid EpiBinding to the new FKV and all it shows is the Quote header info. The documentation on FKV’s is not real helpful. Any help is appreciated.

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2

Hi Jim,

I have not done this via this method, but have done embedded dashboards for the same type situation. Maybe this would be helpful in case you want to consider this direction too.
There are screenshots exactly how to go about it. Dashboard within a new sheet

Nancy

1 Like
3

I don’t think this is possible with a Foreign Key View… but I did something similar (but reverse) with a BAQ Data View to show Quote Qty Breaks in Order Entry.

Embedded Dashboard will work but they do not perform as well as a BAQ Data View.
BAQ Data View is the best way that I know how to accomplish this but this does require a little bit of custom code.

Here is an example of the BAQDataView code I used in Order Entry to show Quote Qty. (Credit for this goes to Jose Gomez, I used an example of his code to create this)

public class Script
{
    // ** Wizard Insert Location - Do Not Remove 'Begin/End Wizard Added Module Level Variables' Comments! **
    // Begin Wizard Added Module Level Variables **

    // End Wizard Added Module Level Variables **

    // Add Custom Module Level Variables Here **
    BAQDataView baqView;

    public void InitializeCustomCode()
    {
	    // ** Wizard Insert Location - Do not delete 'Begin/End Wizard Added Variable Initialization' lines **
	    // Begin Wizard Added Variable Initialization

	    // End Wizard Added Variable Initialization

	    // Begin Wizard Added Custom Method Calls

	    // End Wizard Added Custom Method Calls
	    CreateMyBAQView();
    }

    private void CreateMyBAQView()
    {
	    // Create the My BAQ View and add it to transaction
	    baqView = new BAQDataView("TEAMQuoteQty");
	    oTrans.Add("TEAMQuoteBAQView", baqView);

	    // Publish the PartNum from OrderDtl
	    string pubBinding = "OrderDtl.PartNum";
	    IPublisher pub = oTrans.GetPublisher(pubBinding);
	    if (pub == null)
	    {
		    oTrans.PublishColumnChange(pubBinding, "PartNumCustomPub");
		    pub = oTrans.GetPublisher(pubBinding);
	    }

	    // Subcribe to our BAQ View
	    if (pub != null)
		    baqView.SubscribeToPublisher(pub.PublishName, "QuoteDtl_PartNum");

	    // Publish the CustNum from OrderDtl
	    pubBinding = "OrderDtl.CustNum";
	    IPublisher pub2 = oTrans.GetPublisher(pubBinding);
	    if (pub2 == null)
	    {
		    oTrans.PublishColumnChange(pubBinding, "CustNumCustomPub");
		    pub2 = oTrans.GetPublisher(pubBinding);
	    }

	    // Subcribe to our BAQ View
	    if (pub2 != null)
		    baqView.SubscribeToPublisher(pub2.PublishName, "Customer_CustNum");

    }
1 Like
4

Thanks for the replies, I had done it with a BAQ Data View and it works but I wanted to see if it could be done with a Foreign Key View since it looked like it could be all done without code. I’m not really sure how to use FKV’s.