I have code on the Quote/Opportunity Entry form that uses an epiDataView to populate user defined fields with costs from the QuoteQty view/table.
However, I need to move that functionality to a Data Directive, the code that is used is attached to an “Approved” checkbox on the QuoteDtl row (user defined field again) and doesn’t always fire. The cost fields I am using for the calculations are not available in the Db object.
Those are temporary , work fields that only exist during the calculations done in the Quote/Opportunity Entry Screens. You can capture those fields with a customization in Quote/Opportunity Entry to new UD fields in QuoteQty. Or you can write custom code to calculate them in your data directive. I’ve tried that and I can come within pennies of the amounts displayed on the worksheet tab but I’ve never been able to capture it exactly. The MatlBurden cost always seems to be off. If you figure out the best place to put it I’d love to know. Good Luck
Thanks Michael, That looks good but I’m trying to capture the Unit Cost and Unit Price from the quote Entry screen and Print it in a custom Quote WorkSheet form. There have been multiple problems with this.
The Epicor Version of the form doesn’t have values that match the screen.
The SSRS temporary tables only capture the costs to 2 decimal places instead of 5 so rounding up changes the cost from that on the screen.
I’ve created 2 new _UD fields in the QuoteQty table then customized the QT entry screen to fill these field and the values show in the Table when displayed in a baq but do not show in the temporary tables used by the SSRS. Really I could go on but… who has the time. If you figure out how to make this change please let me know. Thanks, Vicki
