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EPApproval table refnotid that shows AP Bill, will not show up same result on Email Template


martingaxiola
Varsity I
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Team,

 

I am using a GI to send reminders of Pending Approval for AP Bills, I am using the PX.Objects.EP.EPApproval, which is also the base for my email Template, and the only field that has the AP Bill Reference number is refNoteID, but when put as full code:
 

On the GI, it shows as follows:

 

According to me, this was working when I tested, but seems that something change, or I may be off a little bit, and it never worked. I could not relate the APINVOICE or any other talbe to the EPAPPROVAL table to get the related billl reference number to make this work. 

I really appreciate any insight. I put the GI attached. 

Best answer by aiwan

HI @martingaxiola 

 

You should be able to join the EPApproval table to APInvoice on EPApproval.refNoteID = APInvoice.noteID

I believe the mechanism behind it is to bind a uniqueidentifier (APInvoice.noteID) to another tables reference uniqueidentifier (EPApproval.refNoteID).

This is the way this works with SOOrder → CRRelation → CRQuote.

The email template doesn’t mask the value of refNoteID but rather displays the raw value.

I took the filtering for only AP Invoice approvals off therefore the blank lines.

You should use APInvoice.refNbr for this field.

 

Hope this helps.

Aleks

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  • Captain II
  • September 2, 2024

HI @martingaxiola 

 

You should be able to join the EPApproval table to APInvoice on EPApproval.refNoteID = APInvoice.noteID

I believe the mechanism behind it is to bind a uniqueidentifier (APInvoice.noteID) to another tables reference uniqueidentifier (EPApproval.refNoteID).

This is the way this works with SOOrder → CRRelation → CRQuote.

The email template doesn’t mask the value of refNoteID but rather displays the raw value.

I took the filtering for only AP Invoice approvals off therefore the blank lines.

You should use APInvoice.refNbr for this field.

 

Hope this helps.

Aleks


martingaxiola
Varsity I
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Thank you @aiwan , this was the answer, I have also used EPExpenseClaim.NoteID with the EPApproval.RefNoteID, and exposing EPExpenseClaim.RefNbr and it works. 


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  • Jr Varsity II
  • September 4, 2024

Hi @aiwan @martingaxiola , I have been trying to do something similar but have been struggling to set up the business event to trigger the email. I thought I had everything correctly but it is not triggering. Would you mind showing me pictures of how your business event is set up?


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  • Captain II
  • September 4, 2024

Hi @afranklin 

 

Could you share your GI please?

For business events, you want these to be as simple as possible and ensure you have all the key fields on the results grid.

 

Aleks


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  • Jr Varsity II
  • September 4, 2024

Hi @aiwan,

 

Attached by GI that basically has a condition to show all invoices that have been sitting for approval for at least 3 days. Below are some screenshots. I thought everything was set up correctly but my business event is never triggered. My hope was that every time an invoice gets added to the GI that it would trigger the business event & email 

 

GI Condition:

Business Event:

 


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