I would like to default the ready to process flag as “yes” (screen snip below)
Can this be achieved? If so please let me know how.
Thank you
This can be accomplished by using a customization. You can use the form event wizard (one way) and just add something like this.
1 Like
Hi,
there is also a company setting under Company Config - Materials- Purchase. That should do the trick
Anya
1 Like
What flag under this setting defaults the ready to process flag during the Sales Order copy process? I am always curious to learn a setting I am not aware of.
I have been told we do not have access to this and it will be additional cost to get a customization done.
I’m hoping there’s another way?
Dan,
I think she is referring to this Ready to Process flag.
Brad Boes
bradboes@boosterpconsulting.com
231-845-1090
I’m going to see if we can try this.
Thank you for the screenshot!
I am pretty sure that does not change the Ready to Process flag on Copy Order or the resulting copy.
Gotcha - I was definitely aware of the Sales Order flag, which does not help Copy Order but was curious about that other flag. That is an E10 only flag though, correct?
I found this and it’s already ticked “ready to process”
Yep. That will not work for copy order. Check out Epicor support article 15626MPS. There is another way listed there on how to work around this.
I have read others have defaulted flags, but I am super unfamiliar with baq’s and bpm’s… I feel I’m on the right track? If this is do able on a bpm?
I’m almost 90% sure its line 6, but after that I am unsure of what to do.
I think it has to do with line 6 because I’ve read the ready to process flag has to do with calculating taxes.
You can create a pre-processing directive and then with an action set ipCalc = true or set it to the value of the order it is copied from. This is simple but does not flag the field in the Copy Order screen as Ready to Process but does flag the resulting Order correctly. The support article I mentioned has this code in it.
Okay thanks.
I’m not finding this article?
Or where can I find or search for this article?
If you go to the Epicor support site and click on Search Tips, enter platform of Epicor Ent Ed and put 15626MPS into the field Any Key Words.
I actually went and done some digging and decided to try and find this in the “Test” version of epicor.
This worked, but is there a way to just automatically keep this ticked, but gives me the option to unselect it.
I hate for later on, with more training and as our company grows, we may need this feature? and I am unable to figure out how to remove etc.
So is there a way to keep it to where I can tick it yes or no? but it default to yes?
thank you!