31st October 2013 How to Create a Business Process Management

Function(BPM) in Epicor 9

Simple BPM for a Non-Stock Part.

This Particular function is going to raise a message to a user who attempts to create a manufacturing
job for a part that is considered to be a non-stock part.
When a person tries to enter such a part on a job ,the system would create a message telling that they
shouldn't do that and they have to select a different part to create.

Steps to be followed for creating this particular BPM.

Here we are going to use the Method Directive.

[http://4.bp.blogspot.com/-5GBtiIefLZE/UnEWHarpsOI/AAAAAAAAAGU/FtuZWvKNh5w/s1600/pic01.jpg]
pic-01

Navigation :(As shown in the Above Pic-01)

System Management - Business Process Management - Setup - Method Directive.

(Method Directive is a type of BPM that executes when a user is actually interacting with the screen
versus while execute based on underlying data changes.)
 [http://1.bp.blogspot.com/-M1OYMgPCUu4/UnEeHYAnxOI/AAAAAAAAAHA/LlNEvuSTA28/s1600/pic-02.jpg]

• Open the Method Directive screen, the system would like to know the method code we want to
work on.
• We can use the search .
[http://1.bp.blogspot.com/-j8tFD7pxqMY/UnEgVyaesrI/AAAAAAAAAHM/P6dtZb45Imk/s1600/pic-03.jpg]

1. We can select the Business Object. (Here it is job entry screen), Select job entry then click the
button for search , System will return all the functions within the job entry.
Among the functions select the required function for the BPM. (In this case we need update), so select
update.

Now we are in Method Directive screen specifically for the jobentry.update.

 [http://2.bp.blogspot.com/-ycA_yjKRebg/UnEj7J8tNQI/AAAAAAAAAHY/CpuTdyD_OuU/s1600/pic-04.jpg]

Next we have to hit the new button and select New Pre-Processing.
(This means ,execute this method before actually saving the data to the permanent table.)
 [http://2.bp.blogspot.com/-hrI5QbdCMFI/UnEmseqygCI/AAAAAAAAAHs/5ru1qqLEBBA/s1600/pic-05.jpg]

1. Give the Directive Name.( In this case ,the name is given as NonStockPart.)
2. Assign the Group Name.(Here it is given as Job.)
3. Give the value for Order Sequence.( In this case its given as 10.)
4. Select the checkbox enabled .
5. Select the checkbox Company Independent .(Reason : If you have any Multi-Company
environment this rule will apply to all companies not just the current company.)
6. Next we have to give the Condition, that is under what condition do we want to trigger this Action.
For that we have click the Condition button.
 [http://4.bp.blogspot.com/-bGOV5IRAcUA/UnFRV9xdAxI/AAAAAAAAAII/Ll0qIzvQBhk/s1600/pic-06.jpg]

1. Create a new condition .

2. From the drop down click the types of conditions.(In this case when a certain designed query
resolves in a certain number of rows.that is "Number of rows in the designed query is not less
than 1".)
Now we have to go ahead and click designed and this is where we would put in the query that we
would like to use to drive the criteria here.
[http://2.bp.blogspot.com/-BTaO1TfVKIk/UnFTP-eqcXI/AAAAAAAAAIU/7fba0Ei_LDQ/s1600/pic-07.jpg]

1. Enter the Query Name. (Inthis case we use NonStockPartExample.

2. Next we need to type in the query or go ahead and use the built in query editor
Click on the Editor Button, The BAQ Designer window will appear ,as shown below
 [http://1.bp.blogspot.com/-eCJZHC4mRqI/UnFP8VSN9GI/AAAAAAAAAIA/Hxy9z1gDBqA/s1600/pic-08.jpg]

1. Pick the tables we want to work with. (In this case we have to work with the Part Master,because
the Part file contains whether a part is stock or Non-stock.
2. Next we have to look for the ttjobHead.(This is a temporary table of the JobHeader that is available
to you and the Method Directive while the Job is being worked on before its saved ).Go ahead and
pick the table ttJobHead.
3. Create a link between the two tables added.(Let the Parent table be the ttJobHead & the child be
the Part table.)
4. Create a table relationship between the two tables. that is create a new relationship: partnum =
partnum.
Based on that,we need to create a criteria as to what it is ever looking for to trigger or to Directive or
Business Process management. 5.
On the Part create a new criteria .
6. We want to compare the field name and we have to select Non-Stock is equal to a specified constant
(In this case it is "Yes", which means checked on in Epicor.(As shown in above pic)
7. Save the Query.
The system will compile that into a standard Epicor compilable query language.
 [http://1.bp.blogspot.com/-WdMoU3lrt54/UnFfcDab80I/AAAAAAAAAIk/N8BBx-_kQTU/s1600/pic-09.jpg]

Then what we want the system to do next is ,we want to say the value of the number of rows.(Here in
this case the value is more than 0 as shown in the above picture.)
• Click on the OK button.
• Next we have to click on the Actions button.
 [http://2.bp.blogspot.com/-78pWxTZwEJU/UnFg7fyKZ0I/AAAAAAAAAIw/7iJp1vrmP6I/s1600/pic-10.jpg]

• Select on the new Action row.

• Select the actions required. (In this case select " raise exception based on the designed
template".)
• Click on the underlined "designed" .The Design Exception Template window will appear.
 [http://3.bp.blogspot.com/-x2oOQh0o30U/UnFi2xwK0fI/AAAAAAAAAI8/ivITuy3B3WU/s1600/pic-11.jpg]

• Give a Name for the Exception.(In this case its given as Non-stock.)
• Type the message ,which we want to trigger.(In this case it is given as "Please dont use non-stock
item on Jobs".)
• Click on the OK button.
• Click on the Save button and save the created Method Directive.
• Minimize the screens and open up the Job Entry Screen.
• ie Production management - Job Management - General Operation - job Entry.
 [http://4.bp.blogspot.com/-mOUu1-pfsok/UnFmjLaMgbI/AAAAAAAAAJc/wxpykBmmATQ/s1600/pic-12.jpg]

• Create a New Job.

• Select a part that is of non-stock. Which in this case is 00ck1 and just to prove that,go to open
with part entry.
• It will shows the details of the part and yo can see the non stock entry is checked on.
• go ahead and save the job.
 [http://1.bp.blogspot.com/-KUnriWqDFXE/UnFoFtT0F5I/AAAAAAAAAJo/qxjMIi7Vo9c/s1600/pic-13.jpg]

• While saving,the system will throw an error message , that is the message which we have given in
the exception ,as shown above.
• Try with a new job entry with a stock part. The system will not throw this error message.

This is how the Business Process management Function works in Epicor 9.

•

Posted 31st October 2013 by Prasanth.Cheruvath

4 View comments

Reju 31 October 2013 at 03:50

good one...
Reply

Anonymous 10 November 2014 at 09:26

Great step by step example on how to use a BPM. Thank you!
Reply
 Anonymous 26 February 2015 at 07:41
We have used your examples according the custom search dialog and it works perfectly. Thank you very
much!
Reply

Kantaa Balaji 20 June 2017 at 04:38

Nice Article. Thanks for sharing usefull Information and I have seen more info onOsmania University
Affiliated BBA Colleges
Reply

Enter your comment...

Comment as: plpi.it.team@gmail.com

 (Google) Sign out

Publish Preview Notify me