Updating Buyer on all Parts by Vendor UBAQ

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I’m trying to allow our Buyers to change who is assigned to Parts for each Vendor. i.e. they want to shift all parts assigned to a specific vendor to a different Buyer.

There isn’t any native way in Epicor to assign a Buyer to a Vendor, at least as far as I’ve found, so I’m trying to do this with a UBAQ to update the Buyer on all relevant PartPlant records at once.

I’ve got one that’s working for myself, but it doesn’t seem to work for another user, who is a Security Manager, so I don’t think security is the issue. (But I could be mistaken.) Looking for any ideas what may be doing wrong or missing. (I’m a novice when it comes to C# and UBAQs.)

Here’s the BAQ, which just gets a list of Vendors that are currently assigned to any PartPlant records. (Just filtering out any vendors that aren’t assigned to parts, since there’s nothing to update for those vendors.)

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I’m using ‘Group By’ to return a single row for each Vendor. The ‘NewBuyer’ calculated field is just blank to start, and is what gets updated to the new BuyerID. I’ve got another BAQ populating a drop-down list to ensure only valid BuyerIDs are available to choose from.

And here’s the code that gets called on Update:

using (var txScope = IceContext.CreateDefaultTransactionScope())
{
    // ttResults contains VendorNum to use in query to find parts.  Get just the rows that were changed.
    var ttResultQuery = ttResults
        .Where(row => !string.IsNullOrEmpty(row.RowMod) && row.RowMod != "P");

    // loop through each vendor row that was updated
    foreach (var ttResult in ttResultQuery)
    {
        var ds = new Erp.Tablesets.UpdExtPartTableset();

        // Find all parts with this vendor
        var partPlantRows = (from row in Db.PartPlant.With(LockHint.UpdLock)
                              where row.Company == Session.CompanyID &&
                               row.VendorNum == ttResult.Vendor_VendorNum
                               select row);
        
        // Set each part to new buyer setting
        foreach (var PartPlant in partPlantRows)
        {
            PartPlant.BuyerID = ttResult.Calculated_NewBuyer;
        }
        Db.Validate();
        txScope.Complete();
                               
    }
 }

The UBAQ seems to work for me. I also put the BAQ into a Dashboard, deployed and added to the menu, and it all seems to work fine for me, but not for another user. What am I missing here? Is there some sort of security or permissions aspect that I’m not aware of? (Though I thought that Security Managers wouldn’t have security-based limitations.) Or something in the code that’s somehow user-specific?

Just making sure, but you do have the BAQ marked as Shared, correct?

Did you deploy it as a Dashboard-Assembly?

That was it. I added to the menu as an assembly, but the other user was opening through the Dashboard application. Once we got that straightened out so we’re both using the Dashboard-Assembly, it’s all working as expected. Thanks!