Name
Customer Co-Led: Customizations to Manage Make-to-Order Parent/Child Groups
Date & Time
Wednesday, May 25, 2022, 10:30 AM - 11:20 AM
Description
This presentation is co-presented by Epicor Professional Services and customer Millerbernd. This session will review a set of customizations related to multi-level make-to-order and make-to-job relationships. This package of customizations gathers collections of all child jobs related to a single top-level parent job and organizes the list into a single view to streamline the process of managing all activity related to a single end item order. Users select any top-level parent job in an updatable dashboard and manage updates to all of the related jobs in a single view. This customization leverages a complex updatable BAQ powered by a CTE (Common Table Expression) and a scheduled Epicor function that establishes and manages the parent/child relationships using UD columns.
Location Name
Presidential Ballroom A
Full Address
Gaylord Opyrland Resort & Convention Center
2800 Opryland Drive
Nashville, TN 37214
United States
Session Level
Advanced
Interest
Sales and Commerce,