Customer Part Cross Reference - PREVENT AUTO DESCRIPTION?!

Epicor ERP 10
1

We utilize the ‘Customer Part Cross Reference’ feature for a handful of our customers. In these situations, we simply add a customer part number and leave the rest of the fields blank.

The problem, however, is this: When we add that part to a quote, job, etc, the cross reference description automatically fills with the default part description.

This then presents two issues:

  1. When we change our default part description, the corresponding customer xref part description is different.
  2. When we print quotes, job travelers, etc, the description that is displayed is the customer xref description, not the desc added to the quote (sometimes we tweak descriptions at the quote level, but then those modified descriptions are overwritten by the xref description on numerous reports).

Ideally, we want to prevent the system from automatically filling out the xref description field. Is this a checkbox setting somewhere?

2

I ended up adding a Data Directive on the CustXPrt table to always set the desc = “”. That seems to work for now.

3

Can you share what your data directive looked like?

4

@ypatel Not OP, but I’ve done similar stuff. One IF block checking if the row was added or not. A second block attached to True that would blank the field.

That way, you can let users change the description after saving to xref the first time.

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