Method Directive or Data Directive

Kinetic ERP
1

Hello,

Long time follower first time poster.

I am in the process of exploring BPM and can handle some simple basic ones in designer.
I have reached the point where I want to get a bit more technical and potentially join information from 1 table into another table and not sure whether a Method or Data Directive is the best route to go.

In this case under the Customer Entry Table I have created a UD column that I am using to flag if a customer has a Partnership deal with our company and therefore subject to special rules.

I then created a similar UD Column for Partnership in the Sales Order table and have a custom checkbox there.

What I want to happen is that when a Sales Order is started and the customer is entered the Partnership checkbox gets checked if that Customer is on Partnership and a message pops up for the Sales Entry person to alert them that the Customer is on Partnership and then have a Post-Processing email sent to our Production Manager. Right now I can get it to populate that checkbox using the data tools in customization but I am unable to figure out a Method Directive as it is not in this OrderHed table.

Any help would be greatly appreciated.

PartnershipBinding
PartnershipBinding1946×535 194 KB

2

BPM’s pull in any UD columns attached to your BO automatically.

If the UD field isn’t part of the service you’re working with, I tend to use a condition widget with the “Number of rows in the designed query” to cross reference whatever I want.

3

In this case I am using two different tables.

4

Use the “Number of rows in the designed query” option in the condition widget. It lets you build a simple-BAQ-like lookup.

I’d also strongly recommend putting this on SalesOrder.Update rather than a data directive.

5

In this case I’d use that design query to search and then set field if true?

6

Do I need to join that Customer Table to the SalesOrder table to be able to set a field inside SalesOrder?

Query
Query2056×870 279 KB

7

Yes, join ERP.Customer to ds.OrderHed.