Hi,
I have created copy fields from the QuoteHed to the QuoteDtl.
We set the dates at a header level and have these copy through as a default when a new line is created which we want to overwrite by exception if needed:
I have written an InTransaction BPM to do this which works perfectly.
var ttQuoteDtl_xRow = (from ttQuoteDtl_Row in ttQuoteDtl
select ttQuoteDtl_Row).FirstOrDefault();
if(ttQuoteDtl_xRow != null)
{
var QuoteHed = (from QuoteHed_Row in Db.QuoteHed
where QuoteHed_Row.Company == Session.CompanyID
&& QuoteHed_Row.QuoteNum == ttQuoteDtl_xRow.QuoteNum
select QuoteHed_Row).FirstOrDefault();
if(QuoteHed != null)
{
ttQuoteDtl_xRow.EntryDate_c = QuoteHed.EntryDate;
ttQuoteDtl_xRow.DueDate_c = QuoteHed.DueDate;
ttQuoteDtl_xRow.DateQuoted_c = QuoteHed.DateQuoted;
ttQuoteDtl_xRow.ExpirationDate_c = QuoteHed.ExpirationDate;
ttQuoteDtl_xRow.FollowUpDate_c = QuoteHed.FollowUpDate;
ttQuoteDtl_xRow.ExpectedClose_c = QuoteHed.ExpectedClose;
}
}
However, I am unable to change the date as the BPM forces the line item date back to the header date, how do I copy the field then keep it dynamic so we can change the dates at line level after the initial copy.
Thanks in advance all
Steve