Changes to SO in Order Entry does not carry over to Customer Shipment Entry

Epicor ERP 10
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1

Wondering if other people are having this issue…
We run into a lot of errors when trying to freight in Customer Shipment Entry. Most of the time this occurs when Order Entry makes changes to a Sales Order and those changes don’t carry over to the Pack ID in Customer Shipment Entry.

I feel that Shipping shouldn’t have to worry about changing for example a Ship Via or Billing Type on their end and the order should be correct once it is in their hands so they don’t have issues getting things out the door.

2

Are the shipments created before the changes are made to the Order?

3

Yes, but I would assume the refresh button on the Customer Shipment Entry would refresh all changes made on the SO side.

4

That would not be the case. You have 3 options here:
Option 1: Update the Shipment as you are now.
Option 2: Delete and recreate the shipment.
Option 3: Create a BPM that will update those fields on the shipment (ShipHead record) when changed in a Sales Order (OrderHed record).

5

No, If you’ve already created the Pack, then it has no idea you modified the sales order afterwards.

You would need to either also make the same changes on the Pack or re-create it.

2 Likes
6

That is what we are finding. So, are you saying that Shipping would be in charge of doing this?

7

They would need to be, unless you create a BPM to automate the process. That would be my recommendation if you don’t want your shippers to update the Shipment record.

8

There probably isn’t a one size fits all answer to that.

If we’re only talking about Ship Via related details, it’s not uncommon for sales folks to pick Best Way and let shipping figure it out.

However, it sounds like you are using Quick Ship and your sales depart is supposed to correctly enter the Ship Via and related Details. In that case, this sounds like an order entry problem.

Edit: As Kevin says, you could create a BPM to update Shipments when Orders are updated or you could create a BPM making sure all the correct details are filled in on the Order before the Shipment gets created.

9

Yes, we are using Quick Ship. Okay, thank you. Will look into creating a BPM to update Shipments when orders are update. I think that best fits our needs. Thank you all.

10

Sometimes you have to trust people to let them do their job. How would they do it if it was happening all with paper?

I’m guessing

Sales: “Thanks for the information Mr Customer. We’ll put you through to dispatch to confirm it has not been sent yet”
Dispatch: “Hello Mr Customer… No it’s not been sent yet… You want what? Sure we can deliver that to the dark side of the moon, consider it done. Have a great day”
Dispatch to Picker/Packer: “Hey Joe have you picked that order for Mr Customer yet, they complained, it needs to go to the dark side of the moon”
Picker/Packer: Grabs his coloured marker pens, crosses out the address on the labels and draws a nice triangle with a rainbow of lines coming out of the right hand side, all the while thinking “this will make them think twice in making me do more work!”

Maybe not, but it made for a fun story. :slight_smile: