I am pretty new to Epicor so bear with me. I have added a UD column QuotedFreight_c to the QuoteHed table extension and a corresponding text box on the Quote Entry screen bound via Epibinding to that UD column. This works great - I can enter a value and save and later retrieve the value for that quote or find it with a BAQ.
I added a text box to the Sales Order Entry screen and bound it to the QuoteHed QuotedFreight_c but it is not pulling in and displaying the value. I created a Foreign Key View with OrderDtl as the Parent to QuoteHed via the QuoteNum column but this did not help. I also played around with EpiViewNotification in the scripting but no luck there either. What is the best approach to getting a UD column from the Quote Header to the Sales Order? Thanks.
I imagine it’s due to there not being a direct link from OrderHed to QuoteHed, instead, you have to go through OrderDtl to get to QuoteHed.
You may want to either use a Dynamic Query to update the text box, or use a baqCombo (and a BAQ) to pull a value (note, there MAY be more than one Quote for an Order) and display it. There are some tricky ways to make it read only, but that’s for later
Thank you, Marjorie. Your response is appreciated. I am looking at using a BAQ or SQL to get the value. I added an Epitextbox and bound to the OrderHed.OrderNum and used the Event wizard to create a ValueChanged event for that text box so that when the SO number changes I could execute the query/BAQ and get the Quote value. Unfortunately, the event doesn’t seem to be firing. I even put a simple messagebox in there. This seems like it should be a straightforward fundamental thing to do.