Epicor BPM Custom Code Examples: Set, Query, Validate, Call and Refresh

How to add a Custom Code block to a directive

1. 1Open Menu > System Management > Business Process Management > Method Directive Maintenance (or Data Directive Maintenance for table-level triggers).
2. 2Pick the business object and method (for example SalesOrder.GetNewOrderDtl or Update) and create a Pre-Processing, Base Processing or Post-Processing directive.
3. 3Open the Designer and drag a Custom Code widget onto the canvas between Start and End.
4. 4Write the C# in the code editor. Use the Insert Variable / Insert Code pane to see the available temp tables for that method.
5. 5Click the Validate / Check Syntax action so compile errors show before you save.
6. 6Save the directive, tick Enabled, and use the Generate / Deploy step so the server compiles it.
7. 7Test from the client with tracing on, and read the server log if the directive throws.

Query the database and validate

foreach (var dtl in ttOrderDtl.Where(r => r.Added()))
{
    var part = Db.Part.Where(p => p.Company == Session.CompanyID && p.PartNum == dtl.PartNum).FirstOrDefault();
    if (part != null && part.InActive)
    {
        throw new Ice.Common.BusinessObjectException("Part " + dtl.PartNum + " is inactive.");
    }
}

this.PublishInfoMessage("Credit hold check passed", Ice.Common.BusinessObjectMessageType.Information, Ice.Bpm.InfoMessageDisplayMode.Individual, "", "");

Common pitfalls

• !Writing to a table you also have in the incoming dataset can be overwritten by the client's copy on return. Change the temp table row when you can.
• !Forgetting the Company filter in a Db query returns the wrong rows and scans the whole table.
• !Calling Update on the same business object from inside its own directive can recurse or hit a record-in-process error. See the update vs UpdateExt page.
• !Heavy queries in a Pre-Processing directive on a frequently called method slow every user, so put expensive lookups behind a condition.
• !Hard-coded IDs in code block hide logic. Prefer UD codes or a BAQ so the business can change them.