I have had, on two occasions, salespeople call me and tell me they cannot complete the next task in their task set.
Upon further investigation, Epicor’s documentation states that there was an issue where this occurred after changing the customer on a quote.
The initial occasion turned out to be the case - the salesperson had changed the customer. But the second occasion, the salesperson has told me that the customer has not been changed, yet the task set has been corrupted.
Looking into the database, the Erp.Task table has not had the subsequent task written into it as it does with all the other standard cases that have all worked.
Does anyone know of anything that can cause the quote task set to be corrupted other than the customer being changed on a quote header?
I don’t know what causes the task set to get corrupted, but I have seen it happen infrequently.
How to fix it - we just go to the Quote Header and change which task set we are using. This is a bandaid solution for that quote, but at least it helps us get unblocked from proceeding with the quote.
Unfortunately, no joy in changing the task set that is in use by the quote. I created two different task sets; one was an identical duplicate (Copy Task Set) and the other was a completely different CRM task set.
Changing it to the duplicated task set yielded the same results, the next task was blocked and could not for the life of me get it unblocked.
Changing it to the CRM task set yielded an interesting result - the completed tasks from the quote task set showed in the task tree, yet the CRM tasks were ‘added’ to it. For example, if I had task A, B, and C in the CRM task set and task D, E, and F in the Quote task set, I would see D, E, A, B, C if E was the last completed task… If that makes any sense.
Thanks for the suggestion, I’ll have a play around and hopefully get this working! I know there is a fix out in the later versions of Epicor for this, I guess a bandaid solution is exactly what I’m looking for though!
Found a workaround for this. The person assigned to the last task in the task set needs to void their task - this then ‘releases’ the remainder of the tasks for completion. Awaiting response from Epicor to confirm that this won’t have negative impacts within the rest of the system.