Updatable dashboard

Epicor ERP 10
, , ,
1

Hi, We have an updatable dashboard to update part plant/site records. We are a multi-site company so we have a few plants set up in Epicor. The one challenge I am facing is when I try to update buyers for the sites. To explain a bit more, if I open the dashboard from site A, I am only able to update the buyers in site A. Trying to update the buyer records for other sites gives me an error. Is there a way to modify the dashboard where it would allow me to update buyer records across sites irrespective of what site I am accessing the dashboard from. I appreciate your help.

2

Hi Devika,

What is the error you are encountering?

3

Hi, there is no text error message but the filters in the dashboard get highlighted in red, and the changes I make don’t take effect in the part master.

image
image694Ă—183 4.63 KB

4

Which fields are you trying to update? What does your BAQ look like?

5

Try to do the same change in part entry and you should see the error. If this is your update then you can add a try catch and then grab the error and put it in a calculated field in the baq

1 Like
6

I am trying to update the buyer field. This is what my query looks like:

select 
	[Part].[PartNum] as [Part_PartNum],
	[Part].[PartDescription] as [Part_PartDescription],
	[Part].[NetWeight] as [Part_NetWeight],
	[Part].[PUM] as [Part_PUM],
	[PartPlant].[Plant] as [PartPlant_Plant],
	[PartPlant].[MinimumQty] as [PartPlant_MinimumQty],
	[PartPlant].[MaximumQty] as [PartPlant_MaximumQty],
	[PartPlant].[LeadTime] as [PartPlant_LeadTime],
	[PartPlant].[VendorNum] as [PartPlant_VendorNum],
	[PartPlant].[BuyerID] as [PartPlant_BuyerID],
	[PartPlant].[MfgLotMultiple] as [PartPlant_MfgLotMultiple],
	[PartPlant].[DaysOfSupply] as [PartPlant_DaysOfSupply],
	[PartPlant].[ReceiveTime] as [PartPlant_ReceiveTime],
	[PartPlant].[ReschedInDelta] as [PartPlant_ReschedInDelta],
	[PartPlant].[ReschedOutDelta] as [PartPlant_ReschedOutDelta],
	[PartClass].[Description] as [PartClass_Description],
	[PurAgent].[Name] as [PurAgent_Name],
	[Vendor].[Name] as [Vendor_Name],
	[Part].[ClassID] as [Part_ClassID],
	[Part].[TypeCode] as [Part_TypeCode],
	[PartPlant].[PartNum] as [PartPlant_PartNum],
	[Vendor].[VendorID] as [Vendor_VendorID],
	[PartPlant].[SourceType] as [PartPlant_SourceType],
	[PartPlant].[TransferPlant] as [PartPlant_TransferPlant],
	[Part].[DateCreated_c] as [Part_DateCreated_c],
	[PurAgent1].[Name] as [PurAgent1_Name]
from Erp.Company as Company
inner join Erp.Part as Part on 
	Company.Company = Part.Company
	and ( Part.InActive = False  )

inner join Erp.PartPlant as PartPlant on 
	Part.Company = PartPlant.Company
	and Part.PartNum = PartPlant.PartNum
left outer join Erp.PurAgent as PurAgent on 
	PartPlant.Company = PurAgent.Company
	and PartPlant.BuyerID = PurAgent.BuyerID
left outer join Erp.Vendor as Vendor on 
	PartPlant.Company = Vendor.Company
	and PartPlant.VendorNum = Vendor.VendorNum
inner join Erp.PartClass as PartClass on 
	Part.Company = PartClass.Company
	and Part.ClassID = PartClass.ClassID
inner join Erp.PurAgent as PurAgent1 on 
	PartClass.Company = PurAgent1.Company
	and PartClass.BuyerID = PurAgent1.BuyerID
7

Usually when it’s red like that, you can hover over a field and it gives you an error. I’m not sure if it works in that advanced search view, but if you’ve got a grid view with a row in red, the hover usually gives you the error.

Also, if you can’t do something using the standard Epicor programs (meaning you can’t do this cross-plant update), doing it via an updateable dashboard should give you the same error. There are ways around it, but that would likely involve BPM’s/Customizations to work around Epicor’s Business Logic. And, working around Epicor’s business logic usually has a lot of pitfalls, so it’s not recommended.

1 Like
8

As mentioned earlier, try the same update within the BAQ Designer and see if you get an error message.

If you’re attempting to update PartPlant, you’re missing fields from the primary index from what I can see. You’ll need all the fields from the primary index included in your BAQ. You don’t necessarily need to show them in the Dashboard, but that have to be in the BAQ. For PartPlant, I think that’s Company, Plant, PartNum.

1 Like