Hi all. So I was going to do a simple customization in Quote Entry. I have a BPM which records when a new quotemtl is added by writing today’s date to QuoteMtl.Date01. No problem. So then I went to customize the Quote Material view to add this field but QuoteMtl is not available, all of the fields are bound to JobMtl??? How do I add a UD field from QuoteMtl?
You should be able to find and add your UD field from the JobMtl table. There is some sort of relationship in Epicor between QuoteMtl and JobMtl for this screen that I cannot explain. I ran into this same problem a few years ago and adding the field from JobMtl was the answer.