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Checking For Field Value in Customer Group From Invoice Entry

  • 18 November 2022
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I am trying to come up with a custom solution, and I’m hoping someone here can guide me in the right direction.

In AR Invoice Entry, I have created a custom epiButton on the Header tab.  When an invoice is displayed in the window, I would like to check the value in a checkbox01 custom field in the Customer Group table, for the customer that is assigned as the sold to on the invoice.  I would then like to enable/disable the epiButton based on if the checkbox field value is True or False.

I have so far created a BPM that fires on the Erp.ARInvoice.GetByID event.  At this point I’m not sure where/how to add custom code that would go to the CustGroup table and grab the checkbox01 value, and then set the Enabled properties of the epiButton.

I also have the Epicor Customization Tools add-in extension for Visual Studio.  Would it be better to program the logic in that rather than the BPM?  If so, how can I add in any references to the CustGroup table, or run a BAQ looking at CustGroup?

Any advice/guidance would be helpful.

Thanks in advance.

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Best answer by fred 20 November 2022, 20:49

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Thanks Fred.  After looking at E10 functionality, it looks like e-invoicing is going to match what we need to do.  However I cannot get that totally working.  See my newest post on e-invoices if you’d like.

Userlevel 3

If you are using classic forms, then you can put a hook on the EpiViewNotification when the record changes (Initialize?).  Set the enabled property of the button equal to the checkbox01 value.

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