Replies posted by ali

13 Replies

mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

Valid Warehouse Error When Receiving

Hi @mwilson ,check Site Configuration default warehouse and bin (Modules > Inventory > General > Detail), try clearing the general Bin and see, i think it has an issue conflicting with some screens in some versions 

7
mwilson
2 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

UI Custom Button To Trigger BPM

you welcome @mwilson, i have done example for you mate, and this is the code that you need to add within click button event on the UI, ( i selected CheckBox10, you can choose any one but just make sure that it is not in use in any other BPM/UI custmisation for this BOEpiDataView edvCallContextBpmData = ((EpiDataView)(this.oTrans.EpiDataViews["CallContextBpmData"])); System.Data.DataRow edvCallContextBpmDataRow = edvCallContextBpmData.CurrentDataRow; if ((edvCallContextBpmDataRow != null)) { edvCallContextBpmDataRow.BeginEdit(); edvCallContextBpmDataRow["Checkbox10"] = true; edvCallContextBpmDataRow.EndEdit(); } EpiDataView edvUD01 = ((EpiDataView)(this.oTrans.EpiDataViews["UD01"])); System.Data.DataRow edvUD01Row = edvUD01.CurrentDataRow; if(edvUD01Row != null) { edvUD01Row["RowMod"] = 'U'; oTrans.Update(); }HTH

6
A
2 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

UI Custom Button To Trigger BPM

Hi @mwilson ,you can update any CallContext variable in your UI Customisation then capture it on the relevant BPM method as a trigger condition

6
A
2 years ago
J
john.chinNew Participant
asked in Kinetic & Epicor ERP

Restrict Access to Customer Maintenance to just "Ship to" tab

@john.chin another option to create a BPM (Data Directive) and security group of users, this BPM will be on any Update/New customer record to check if the change is anything except Ship to for users belong to this specific group then stop.

5
A
2 years ago
A
Anonymous
asked in Kinetic & Epicor ERP

KPI report for Purchase Orders?

thanks @slepley ,@Marsha Foxx  done

6
A
2 years ago
A
Anonymous
asked in Kinetic & Epicor ERP

KPI report for Purchase Orders?

Hi @Marsha Foxx i have got it in my Test system already, very straightforward, can not upload it here as BAQ file as this website does not support such file type, however if you want and can message me your email, then i will send it to you  

6
A
2 years ago
K
kskipperInspiring
asked in Kinetic & Epicor ERP

Who closed a bunch of Jobs?

@colemanp @kskipper  or use group security setting to allow certain users whom belong to this specific group to perform close job's method, very straightforward  

4
A
2 years ago
T
todd caugheyInspiring
asked in Kinetic & Epicor ERP

Project Management - Best Practices?

@todd caughey have you read the Epicor University project management course manual for your version ? -in my opinion- it is very good start. 

5
T
2 years ago
M
MSantucciNew Participant
asked in Kinetic & Epicor ERP

REST Error when trying to Connect

@ajohnsonyou can bypass API key requirement for REST V2 by altering the config file on the server for your data instance

2
A
2 years ago
M
Michaela.HKnown Participant
asked in Kinetic & Epicor ERP

BOM Cost Dashboard

Hi @Michaela.H ,as a general rule if Epicor is calculating tracker value on the fly, then you wont be able to capture it in BAQ, e.g. break quantities prices in Quote entry tracker, i solved the issue by adding some UD fields on the table, then create a custmisation and BPM to capture these calculated viewed values and save then into my UD fields, then i had to run DMT update to trigger what i have done for my targeted list, after that you can BAQ/Dashboard to show these values to whatever user you select.https://www.epiusers.help/t/product-configurator-use-component-cost-pricing/56778/22?u=a.baeisa

5
A
2 years ago
mwilson
mwilsonGenius
asked in Kinetic & Epicor ERP

BPM Code Request: Create UDCodes Record

Hi @mwilson i agree with @jim_rogers  mate, go straight to your UD table and use txScope subroutine code to Add and/or Update, you just need to insert it at the relevant trigger to capture the data you want, it could be ttData or from Db (after getting it of course )Ice.Tables.UD01 UD01;using (var txScope = IceContext.CreateDefaultTransactionScope())      {        UD01 newRow = new UD01();        Db.UD01.Insert(newRow);        newRow.Company = Session.CompanyID;        newRow.Key1 = xxxxxxxx;        newRow.Key2 = xxxxxxxx;        newRow.Key3 = xxxxxxxx;        newRow.Key4 = xxxxxxxx;        newRow.Character01 = xxxxxxx;        newRow.CheckBox01 = true; // or false        Db.Validate();        txScope.Complete();      } 

3
mwilson
2 years ago
M
martingParticipating Frequently
asked in Kinetic & Epicor ERP

REST to Link Excel to BAQ - BAQ Labels

@mwilsonwe are still On prem mate, but i think what you questioning is correct SQL views is not available for Epicor Cloud, that is why REST is been used, my advice is to start using REST any way as it is very straight forward, one time built within Epicor, and easy to maintain and/or update, i.e. you only need to update the URL link if server path changed as all BAQ will be taken care of any way on any Epicor upgrade.https://www.epiusers.help/t/e10-2-400-rest-excel-2016-not-working-for-me/60393/36?u=a.baeisaNote: Power BI is very similar, i.e. only adding one line of URL link. 

4
A
2 years ago
M
martingParticipating Frequently
asked in Kinetic & Epicor ERP

REST to Link Excel to BAQ - BAQ Labels

Hi Martin,The way round it is load the returned REST data to the built-in Excel power query and do this replacement overthere, it is very powerful tool and has got many sophisticated commands and the option of using M code if you need as well. 

4
A
2 years ago
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