Moving Data Across Tables

Kinetic ERP
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Good morning,

I was hoping to get some guidance on a customization request. We want to be able to add an external helpdesk ticket to the RMAHead that then passes that number to the Jobs that are created from that RMA.

So far, I have found that RMAHead links to RMADisp and the RMADisp links to the Job table, so theoretically it seems possible.

The issue I am having is trying to sync data from the RMAHead table to the JobHead table. I was initially going to try to tackle this with Method BPMs that would pass the data along, but I saw something called Foreign Key View that seems the do something similar. This seems to only work in Classic mode, which I have access to, but I also saw a post about doing this in DataViews in Application Studio.

I am hoping someone has a better answer to what is the best solution for this. Ideally, the user would enter the Ticket Number during the RMA process and then when a job is created from the RMA, it would also appear in the Job table. This is very important in terms of a report I have to create that will group these jobs and costs only if that Ticket Number field is populated.

Thank you for any help you can provide.

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Does RMA Process create demand for the job?

I am thinking you would go JobProd → RMADisp or straight to RMAHead (if you are going to have your ticket on RMAHead)

You could make this very simple create a field JobHead.RMATicketNumber_c then either in the Method Directive on RMA Disp that creates jobs (POST) or Data Directive on Erp.JobHead (In-Trans) to pull in RMAHead.RMATicketNumber_c and assign it to JobHead.RMATicketNumber_c this way you have the field available for reports, straight on the top.

The other options are maybe using a BAQDataView in Kinetic would be my first choice and create special BAQs such as DV-JobRMADetails (DV = DataView)

2 Likes
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I will try this, thank you for the in-depth response.