I have two custom columns on my OrderRel table. I would like to setup a BPM on Job creation (or any other easy solution to doing this) that transfers the values of those columns from OrderRel to JobHead. Also when any changes are made on the Order it gets updated on the Job as well. How would I go about setting this up?
This would probably take 2 or more BPMs
- when a new job is created, the BPM would need to examine the linked sales order for the information
- when an order release is modified, you need to lookup the linked job and do the update.
Both of these require a link between the OrderRel and JobHead tables using the JobProd table as the link which tells the system how they are associated.
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Do you possibly know what the design for such BPMs would look like? Is there a way other than BPMs to do this?
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The best way would be BPM. It could also be done with Automation Studio, but if this is the only thing you are doing with it, it would not be the best solution. If you had other uses for Automation Studio, then this could be done as a “free” addon recipe (that you would still need to build or have built).
The design is basically a trigger (Order changed, or Job Created/changed) and then an action to update the opposing record.
Would you have to create an action for every field, or could you just point to the table and have the entire table update?
a Method Directive on which table would this be done on?
method directive on Job (changes to JobHead) and Sales order (Changes to OrderRel)