Auto Assign Project ID with BPM in Epicor
If your company wants to streamline its project entry process, you can customize Epicor to auto-assign a project ID.
Step 1. Create a BPM method directive on the “GetNewProject” method belonging to the Project business object.
This should be a post-processing directive.
Step 2. Create a new action to execute ABL code.
/*Assign Project ID When a new project is created, lookup Company.Number01 and increament it by 1. Use that number as the new project ID. */define variable newNum as integer. define variable newNumString as character. for each ttProject where ttProject.RowMod = 'A' or ttProject.RowMod = 'U': /* Lookup the Company that the Project is being created in */ find first Company exclusive-lock where Company.Company = ttProject.Company. If available Company then do: /* Increment project count by 1 */ assign newNum = Company.Number01 + 1. /* Update Company.Number01 */ assign Company.Number01 = newNum. /* Put the letter 'P' in front and pad with leading zeros */ assign newNumString = "P" + string(newNum,"999999"). assign ttProject.ProjectID = newNumString. End. /* If */ End. /* For Each */
Step 3. Add the code to the ABL action screen.
Step 4. Enable the customization.
Step 5. Go to the Project Entry screen and create a new project. The ProjectID will be automatically generated.
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1 thought on “Auto Assign Project ID with BPM in Epicor”
Thanks for the code 🙂 I added a “Generate ID” button.