Topics started by steven.martin

8 Topics

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steven.martinParticipating Frequently
posted in EMEA - Europe

Quote Head to QuoteDtl Field Copy

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 ttQuoteDtlselect 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.Expect

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10 months ago
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steven.martinParticipating Frequently
asked in EMEA - Europe

QuoteHed Block Sales Order Creation

Hi, Is there a way to block Sales Order Creation from the QuoteHed if the quote has already been WON, or at least flag up a warning message if a user tries to create an SO from an already WON quote. Thanks Steve

0
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10 months ago
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steven.martinParticipating Frequently
asked in EMEA - UK

Advanced Unit of Measure - Material Issue

Hi,I am currenty testing Advanced Unit of Measure for the business, after getting a UoM Class data fix from Epicor as you cannot change a material class for the FG once they have been transacted, we have AUoM doing what we want, we are on version 10.2.700.11.I know in Kinetic there are several upgrades to the AUoM module that address a few issues around material issue but unsure of all of them.We know AUoM does not allow backflush so material must be issued to a job then the remainder salvaged back to stock, this if fine in principle and works fine.However, this has to be done on a job-by-job basis in our current version, in this scenario it would mean that if we had 20 jobs we would have to issue 20 sheets then salvage 20 offcuts back to stock, even though all jobs could be nested and cut on say 3 sheets with a small offcut. this is not a practical way foreword.On our version 10.2.700.11 is there a way to issue say 3 sheets for 20 jobs and salvage back the remaining offcut.Has anyone

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1 year ago
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steven.martinParticipating Frequently
asked in EMEA - Europe

Tax Posting on Adv Billing

Hi Group. I am trying to set up advanced billing, I have the revenue going to the deferred account but the  tax is posting to the Output VAT on Sales on both the Advanced Bill (132805) and the final shipment invoice (132806) I cannot get the tax to go to the Deffered Tax account, I have added attachements of the setup, I am hoping some can tell me what is missing. I would have hope the tax would have posted to the deferred tax account then when the final invoice wass posted transfer to the VAT on sales rather than two postings to VAT on Sales. Invoice Tracker postings, two lots to the VAT on Sales  Tax Type Setup TAX/VAT Setup

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1 year ago
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steven.martinParticipating Frequently
asked in EMEA - Europe

Adv Billing and Tax Posting

 Hi Group. I am trying to set up advanced billing, I have the revenue going to the deferred account but the  tax is posting to the Output VAT on Sales on both the Advanced Bill (132805) and the final shipment invoice (132806) I cannot get the tax to go to the Deffered Tax account, I have added attachements of the setup, I am hoping some can tell me what is missing. I would have hope the tax would have posted to the deferred tax account then when the final invoice wass posted transfer to the VAT on sales rather than two postings to VAT on Sales. Invoice Tracker postings, two lots to the VAT on Sales  Tax Type Setup TAX/VAT Setup 

0
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1 year ago
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steven.martinParticipating Frequently
asked in EMEA - Europe

Advanced Billing & VAT Remaining in the Deferred Revenue Account

Hi, We are in the the process of setting up Advanced Billing, I have to whole process working as it should apart from the VAT not posting out of the deferred account when the shipment is invoiced this is after all cash has been received. All the Cash receipts work as they should it is just the VAT that remains in the Deferred account, I am unsure if this should journal out or automatically post when the shipment is invoiced. The Deferred Account is linked the the GL VAT Account, the same way the Deferred Account is linked to the AR Accounts. If anyone could offer some direction it would be appreciated. Steven Martin

2
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1 year ago
S
steven.martinParticipating Frequently
asked in Kinetic & Epicor ERP

Add Filter to a Search Button

Hi, I have created a button on the POHeader to pull in a user who is to receive the Purchased items when they are delivered. I have the button working fine on its own with no filters but when I try to add a filter to pull active users only I receive an error, I have tried various iterarations with various errors but to no avail. I have changed to following:FROM: string whereClause = string.Empty;TO: string whereClause = string.Format("EmpBasic.EmpStatus = '{A}'"); Code below:private void btnContact_Click(object sender, System.EventArgs args)    {        // ** Place Event Handling Code Here **        SearchOnEmpBasicAdapterShowDialog();    }    private void SearchOnEmpBasicAdapterShowDialog()    {        // Wizard Generated Search Method        // You will need to call this method from another method in custom code        // For example, [Form]_Load or [Button]_Click        bool recSelected;        string whereClause = string.Format("EmpBasic.EmpStatus = '{A}'");        System.Data.Data

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1 year ago
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steven.martinParticipating Frequently
asked in EMEA - UK

Calculation between two fields

Hi All, I hope someone can help as I am not a full time coder and this part of the customisation has me flumuxed!I have created a UD field in “PODetail” called “TonRte_c”, I have then pulled through a Foreign Key from the “Part” Table called “Part.GrossWeight” The calculation seems simple but it has me stumped, it compiles ok but does nothing.(PODetail.ScrUnitCost / Part.GrossWeight) * 1000 - This should return the result back to “TonRte_c” private void PODetail_AfterFieldChange(object sender, DataColumnChangeEventArgs args)    {        // ** Argument Properties and Uses **        // args.Row["FieldName"]        // args.Column, args.ProposedValue, args.Row        // Add Event Handler Code        switch (args.Column.ColumnName)        {            case "TonRte_c":                            decimal TonRte_c = (decimal)args.Row["PODetail.ScrUnitCost"] / (decimal)args.Row["Part.GrossWeight"] * 1000;                 break;        }    } Any help on this would be very appreciated. Many than

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2 years ago
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