Customer and/or Ship-To Manifest Info on Orders

Epicor ERP 10
1

We are wondering what everyone is doing about this… Epicor E10 doesn’t copy the Customer’s or Ship-To’s Integrations->Manifest Info->Billing values over to Orders.

It seems odd to us, but that’s what Epicor tells us is the way it works.

We are considering asking our VAR for a customization to do that but wanted to see what other users are doing.

Thanks,

Karen

2

This should be standard functionality. Epicor should copy customer or ship to manifest info into sales order entry so you only have to set the information up once and not each time a new sales order is entered. What version are you on?

Kristine Fierce
Business Systems Analyst
Ag Leader Technology

3

You would think this is standard functionality. Epicor says it’s by design because they don’t know what Billing Info to use. My logic says copy it in from the Customer file and overwrite it if the ShipTo address the user selects has info filled in.

I have tested this six ways to Sunday and the Billing Info is never copied over to the Order. We are running 10.1.400.20.

~;)Karen

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4

I agree with you Karen. I always thought the limitation was that we didn’t own one of the shipping products and the fields were reserved to them. Our users were stuffing the information into the FOB code and it’s hard to get them to stop if the other fields don’t work.

Mark W.

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5

I never thought about the shipping/manifest module being the key to having this work.

That may be the key. We don’t have either of the shipping modules.

~;)Karen

6

We have Manifest Insite and it still doesn’t work. It should be standard functionality whether you have Manifest or not!!

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7

I was just talking with our VAR. They say that since a Customer can have multiple Billing info records (so can a Ship To), Epicor doesn’t assume which of them you would want copied to the Sales Order, so they don’t copy any.

They said they have done this customization for another of their customers. That customer only all enters one Billing information record per Customer and one per Ship To. The customization copies the Billing Info from the customer to the Sales Order and then overwrites that IF the Ship To selected has Billing Information entered on it.

I guess that’s what we need to do.

~;)Karen

1 Like