Quote/SO Customization

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 :slight_smile:

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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.

Brian, try an after adapter method for the SalesOrder adapter getbyID method.

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I believe any time that value changes, the getbyid method is called.

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Thanks Utah. I ended up using a BAQ under the EpiViewNotification event and it’s working well.

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