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E9.05 - Multi-Level UD Table Entries

  • 15 November 2018
  • 3 replies
  • 23 views

Userlevel 3
I have been asked to investigate the possibility of creating a nested selection for our Rework process.  Not sure if or how you can perform this function within Epicor.
Any one have any insights or can give me a direction on where to find out if/how this can be accomplished?

We want to have very restricted selection criteria to capture our requirement for rework.  Our quality team would like to have the following ability:
Selection 1 = A, B, C, D, E
Selection 2 = a, b, c, d, e
Selection 3 = 1 ,2 , 3, 4, 5, 6, 7, 8 {dependent options displayed based on Selection 1 & Selection 2}

Example 1:
User would select from a UD table Selection 1, let us say they select "D".
User would select from a UD table Selection 2, let us say they select "c".
Selection 3 would display options 5, 6, 7 for the user to select, as Selection 3 would restrict the options based on the Selection 1 & 2 entries.

Example 2:
User would select from a UD table Selection 1, let us say they select "D".
User would select from a UD table Selection 2, let us say they select "a".
Selection 3 would display options 1, 2 for the user to select, as Selection 3 would restrict the options based on the Selection 1 & 2 entries.

How would I create the UD tables to link to each other and progressively lessen the Selection 3 options based on the combination of the Selection 1 & 2 options?  A selection 3 option could be valid across all Selection 2 options or it could be available only from one Selection 2 option.

Thank you for any insight.

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Glenn Owers
ERP Business Analyst
Safran Electronics Canada
Peterborough ON
705-743-6903 x231
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Best answer by sfitzpatrick 19 November 2018, 10:12

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3 replies

It would help if there was a sample of the data.

 

Would each selection 3 only have one selection 1 and one selection 2 in them?

 

i.e. would option 5 only have  D and c? If this is the case, then a selection 1 and selection 2 field can be added to the selection 3 table, and two UD tables created to store a list of selections.

 

If they can have multiple the easiest way would be 4 UD tables. 2 for holding the list of selections, and 2 that would serve as child tables to the selection 3 table and contain the possible Selection X/Selection 3 values. Then when you search based on selection 1 and 2, you would check the child tables for the values and only show where Selection 3 is in both of them.

 

 

Shawn Fitzpatrick, B.ADM | President, Partner, Lead Consultant

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teccweb.

Epicor Services Partner | Member of Epicor Users Group

22 King Street South, Suite 300, Waterloo, Ontario N2J 1N8

Phone: 905-637-9255 x 101

sfitzpatrick@teccweb.com

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Userlevel 3
This is a grid format of the information they wish to link:
Grid Display

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Glenn Owers
ERP Business Analyst
Safran Electronics Canada
Peterborough ON
705-743-6903 x231
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Ok, then the suggestion is to create a UD field that states the one selection 2 value, then a child UD table to handle multiple selection 1's.

 

 

Shawn Fitzpatrick, B.ADM | President, Partner, Lead Consultant

teccweblogo_charcoal_greenEpicor_EUGsig

teccweb.

Epicor Services Partner | Member of Epicor Users Group

22 King Street South, Suite 300, Waterloo, Ontario N2J 1N8

Phone: 905-637-9255 x 101

sfitzpatrick@teccweb.com

twitterfacebookimage006.png@01CF645E.507E9490image007.jpg@01CF6460.C5A0EE10

click on any of the icons to follow us

 



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