Replies posted by JohnB405

5 Replies

C
clynchNew Participant
asked in Americas - Northeast - CT, MA, ME, NH, RI, VT

Absorbing Forecast with Make Direct Orders

We use MTS for product but are wanting the CUSTOMERS EDI forecast to absorb the Business Development forecast.  Epicor does not seem to work like that and are considering writing a BPM to trigger when EDI is received and degrade the BD forecast by the EDI forecast.  You could do a variation of this to absorb forecast when opening jobs. 

1
J
1 year ago
T
TINAWNew Participant
asked in Americas - Missouri

Purchase Order DMT for Blanket PO

what fields did you have in your DMT template?  i get hungo on marking a PO as contractorder.  the errors says it is a read-only field.  did you overcome that?  

2
J
1 year ago
A
Anonymous
asked in Americas - Northeast - CT, MA, ME, NH, RI, VT

BAQ with GL Account from PO Release Tab

Jim, i’m looking for a BAQ to list all transactions in a given set of GL accounts.  any clues on how to? 

2
J
1 year ago
A
Anonymous
posted in Americas - Pacific Northwest - ID, OR, WA

BPM - Notify approver of an approval pending (SaaS)

we wrote a BPM for PO approval emails based on the native epicor PO aproval process.  It emails a trickle up approval until the $ limit has been reached.  We are working on a req approval with emails. Anyone got one of those? 

1
J
1 year ago
T
TINAWNew Participant
asked in Americas - Missouri

Purchase Order DMT for Blanket PO

I tried to today.  kept giving me the “Read Only” field when i tried to TRUE the ContractOrder field.  After a couple hours, i gave up.  If anyone finds a way please let me know.  We intend to use ONE part number per Contract PO so got a bunch to create.thanksjohn 

2
J
1 year ago
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