Pop Up Notes for parts during SO entry

[Clambert (Cory Lambert)]

Is there a way to add pop-up notes when a part is selected on SO entry?

[klincecum (Kevin Lincecum)]

Hang a BPM off of Erp.SalesOrder.ChangePartNumMaster.

[Clambert (Cory Lambert)]

Not sure I follow.

[klincecum (Kevin Lincecum)]

Ok, I haven’t interacted with you before I don’t believe, so I don’t know the experience level
that you are operating at.

What I am suggesting, is to create a Method Directive on that procedure listed.
Pre-Processing or Post-Processing, depending on your end goal, which I do not know.

In that directive, you can intercept or hook the call when a part number is changed.

You can then send back messages or interrupt the process if you’d like.

[BKen (Brian Ken)]

Take a look at my post here:

BPM on SalesOrderUpdate, want to update OrderDtl field when multiple criteria in OrderHed and OrderDtl met

Because we allow the flexibility to our CSRs to enter sales order in any order they want to (entering the ShipTo location first or after adding lines), I changed how I handled this task. I created Two Post-Processing Method Directives. One is on SalesOrder.ChangePartNumMaster and the other is on SalesOrder.ChangeShipToID. The one on ChangePartNumMaster I was able to update the comment box with the message for the CSR and provided a popup to notify the CSR that had occurred. If the CSR change…

Adding a popup is half of what I am doing here.

[Clambert (Cory Lambert)]

I may have to bring in my experts on this one. Thanks for this.

[klincecum (Kevin Lincecum)]

What kind of message are you wanting?

You can probably do everything with widgets and we can walk you through it.

[BKen (Brian Ken)]

Cory,
Open Method Directive and search for Service Name: Sales Order, where method name starts with GetNew and find GetNewOrderDtl.

Then add a new Post-Processing directive, name it whatever you want, give a description, create a group if you want (or select an existing group), if you are multi-company you will have to decide if you want this to work in 1 company or all companies. Click the design button.

Drag a condition widget onto the workflow pane, click on the widget, add the condition “The specified field of the changed row is equal to the specified expression”. Click the specified condition and select de.OrderDtl.PartNum, leave the added row, leave the is equal to, click the specified expression and use quotes around your part number that you are looking for.
Then draw a message widget into the workflow pane. Click the designed template and type whatever message you want to pop up.
Connect the start box to the Condition widget. Connect the true output of the condition widget to the Show Message widget. Validate if you want or just save and close the design window.

This is an easy BPM to do.

[Clambert (Cory Lambert)]

I saw a support guy do this a week ago and now I know what you meant.

Thanks for this.