CustXPrt RDD Linking

Kinetic ERP
1

Hello!

I am modifying a PackSlip RDD for a Bartender autoprint. I am having difficulty connecting the ShipDtl and CustXPrt tables, in order to get XRevisionNum and XPartNum.

I have successfully done things like create an UD field, put the field in the UI and input information, link that UD field to a table, and print the pack slip report with the extra customized information, so it’s driving me nuts that I can’t bring up something native.

I see Customer Shipment Entry has a place to choose the Customer Part Number, but I don’t want our shippers to have to fill that out. I want to be able to assign it in the Customer Part Reference and then have it pull into the Pack Slip through relationships. But it’s not working for me.

I can’t even get CustXPrt.XRevisionNum to match up to ShipDtl.XRevisionNum in a BAQ.

The only thing I find that works is assigning it manually in the Customer Shipment Entry. Is there a better relationship I can create? I want them to be able to quickly print labels without much interruption.

image

Thank you.

2

If you want to use the Customer Part functionality, you need Order Entry to start entering it on your sales orders. Adding it on the SO Line automatically saves the cross reference that is then available throughout the application.

3

as @jkane mentioned you need to have the customer part cross references configured first before the SO lines are entered.

You should then be able to just see those fields on the shipdtl table.

  • XPartNum
  • XRevisionNum

You may need to Unexclude them in the RDD

4

@Hally , actually you do not. If you enter an order line by putting in your Part Number in the Part field and then you enter the Customer Part number in the Customer Part Number field, the system will automatically create the X-Ref for you. There are no additional steps needed.

You can test this by:

  • Enter a SO and note the Customer ID
  • Enter a line with your part in the Part field
  • Enter a Customer Part Number
  • Click Save
    -Open up Customer Part Cross Reference and pull up that Customer ID and your Part Num to see the record.
5

There you go… I just learnt something…all these years and you never stop learning. :slight_smile:

Thanks the clarification @jkane That is a nice one.

:beers:

Made me go back and revisit the PO to see if it does the same thing… It does not.

6

Thank you!!!

7

And sometimes, this isn’t what you want. We have to clean up typos that get in there or they add “helpful text” which creates new entries which can cause issues.

8

I did the same thing a while ago. Now there is an Idea Allow Auto Creation of Supplier Part Number | Epicor Ideas Portal

I got you too @Mark_Wonsil , here is the Idea Prompt User with Fuzzy Matching and Company | Epicor Ideas Portal