I’m trying to create a Business Event, that when it triggers, it changes some information in a specific Sales Order Record. I presume it is using a Action Execution, but I’m not sure which Action Name needs to be used. The few I tried didn’t work.
Solved
Business Event to Change Sales Order Information?
Best answer by bwhite49
First, create a GI that will list out all sales orders/records that you need to update. Build out the conditions for this list to only show records that need to be updated. Exclude them from this list when they have been updated. For example, in your GI conditions you will only want to show records where the “Use customer account” field = True or =1. You also want to make sure you are not trying to update completed or cancelled orders. Make sure you have the key fields of “order type” and “order nbr” displaying in the GI.
Next, create the business event as a trigger by action and use this GI as the source. This allows you to manually test the business event to see if it is updating as expected. The action to run the update will appear on the GI under the 3 dots (...)
After that, create your import scenario subscriber to the business event to connect to the sales order and update these two fields.
After testing and it works as expected, change to a trigger by schedule type business event. Add the schedule for update frequency. The end goal is that your GI list should always be empty. When a record shows up in the GI, it should be updated and then removed from the list.
+5What do you want to change on the Sales Order? It may be easier to do with running an import scenario from the Business event.
There are a couple of questions about this that may help you build what you need.
Import Scenarios trigger by Business Event - import line detail | Community
Business Event Import Scenario to create task when opportunity status change to Won | Community
Business Event import scenario, finding the GI result grid if it's a formula | Community
Samvel Petrosov | www.iigservices.com | https://www.linkedin.com/in/samvel-petrosov-096880107/
+1
First, create a GI that will list out all sales orders/records that you need to update. Build out the conditions for this list to only show records that need to be updated. Exclude them from this list when they have been updated. For example, in your GI conditions you will only want to show records where the “Use customer account” field = True or =1. You also want to make sure you are not trying to update completed or cancelled orders. Make sure you have the key fields of “order type” and “order nbr” displaying in the GI.
Next, create the business event as a trigger by action and use this GI as the source. This allows you to manually test the business event to see if it is updating as expected. The action to run the update will appear on the GI under the 3 dots (...)
After that, create your import scenario subscriber to the business event to connect to the sales order and update these two fields.
After testing and it works as expected, change to a trigger by schedule type business event. Add the schedule for update frequency. The end goal is that your GI list should always be empty. When a record shows up in the GI, it should be updated and then removed from the list.
1 person likes this
In the business event, I use this as the Screen Name and Set it to an Action Trigger,
With the Following Import Scenario.
The Action appears on the GI perfectly fine,
But when I select it, nothing happens. The Fields don’t change, the BE doesn’t show a run in the log, and the Order doesn’t drop out of the list. Where did I mess up?
+1That’s a common glitch/bug with trigger by action business events. If you add a new field to the GI results grid, save, and then delete and save. This refreshes the data provider. I think you can also just go to the data provider screen and refresh there.
Once you run it manually again, a green checkbox will appear whether it did anything or not, but it will show up in BE history.
There is also a bug/glitch once you switch it to a trigger by schedule. It is very common for a schedule to not “do anything” the first day. It should start running the 2nd day no problem
1 person likes this
+1Oh sorry, I just saw the import scenario. You are trying to edit the SOLine unit price?
You will need to grab join the SOLine table in you GI and get the “line nbr” field in the results grid.
The import scenario will need a bit of work. I will draft in a bit
1 person likes this
bwhite49 wrote:
Oh sorry, I just saw the import scenario. You are trying to edit the SOLine unit price?
You will need to grab join the SOLine table in you GI and get the “line nbr” field in the results grid.
The import scenario will need a bit of work. I will draft in a bit
Yes, I’m trying to change the SOLine unit price, unless there’s a better way of taking the Sales Order to a price of zero. I’ve already included SOLine in the Generic Inquiry.
bwhite49 wrote:
That’s a common glitch/bug with trigger by action business events. If you add a new field to the GI results grid, save, and then delete and save. This refreshes the data provider. I think you can also just go to the data provider screen and refresh there.
Once you run it manually again, a green checkbox will appear whether it did anything or not, but it will show up in BE history.
Tried updating the GI and retrying the Event and nothing happened.
+1Your import scenario should look like below. You are missing key fields as well as the save action which I think is why your business event is not triggering.
1 person likes this
Alright, I tried to create the import scenario as you described
It’s in the GI though.
+1I think you need to update the data provider. Go to the data providers screen, find the business event, and then click on the 2 highlighted buttons. Once done, you can go to import scenario screen and the line nbr field should be available.
1 person likes this
Ok, everything runs smoothly to setting it up to run as you suggested
+1I think commit needs to be turned on for yellow and off for red and maybe change to @@LineNbr not @@Line Nbr. … Everything else looks good to me.
1 person likes this
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.