My Purchase Order folks are asking how to do what they’ve always done in classic regarding importing modified lines from a PO grid to Excel, and then re-importing those lines back in.
In Classic, they would export to Excel, modify the line(s) then right click on the Lines grid and paste the data back in – all worked well.
However, in Kinetic they get an error doing that (almost the same UX steps) but get an error message saying “A valid quantity is required.”
BONUS: After asking ChatGPT about the problem, it suggested we do the paste on the OrderRelease lines instead – but we can’t find that anywhere in the UX (unless Classic), so that maybe a dead rabbit hole, but still makes us curious where Releases are in Kinetic.
Are you getting that error on all lines when you do the Paste Update, or do some lines process correctly? Just tested in my PILOT environment and that error came up only when I tried to change the Quantity to something that wasn’t a multiple of / divisible by the purchasing UOM.
For example, I had Our Qty as 144 EA on a line where the Supplier Qty was 1 CS (per the part-specific conversion). I could not paste update to change 144 EA to 25 EA, but I could to change it from 144 EA to 288 EA.
Something we ran into was that before (in E10), including the header row was allowed or required - and now it is not allowed. If they’re pasting in the header row, then the value in the Qty column will not be a number and won’t be valid…
Sorry - we can add a line manually - it will not allow us to enter the qty when we are on the “Lines” tab. If we are on the actual line, we can. But we use the copy and paste for large PO’s all the time in the Classic view
Maybe it’s currently set to Supplier Qty and won’t accept Our Qty. Maybe it’s not set at all and you’re not getting a helpful error message.
But I think this might be what’s stopping you here. You may be able to use Our Qty but will have to include that column in your paste. Yes, even though that didn’t exist before.
You won’t be able to copy the releases unless the lines already exist. If you copy the lines, the releases should auto generate 1 per line.
There’s a setting in Company Configuration that sets the default quantity on a PO to either Our Qty or the Supplier Qty.
When pasting in Epicor, you need to be sure the columns are in the same order and I would also suggest only pasting the bare minimum of columns. In the simplest terms, you copy from the same grid that you are pasting into. If you are copying from the summary lines, don’t paste into the detail lines, for example.
I just fired up the vanilla PO form and could copy and paste lines in both the classic version and the kinetic version of the form. Any UI customizations, BPM’s etc?
With all that said, why not just duplicate the PO?
