DMT to Update Sales Order Header "Ready To Process" checkbox

Epicor ERP 10
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1

Hi, does anybody know if this is going to cause us problems if we do this in PROD?
It would be great if someone could reply before Monday when management wants this done. We don’t use Avalara® AvaTax®

We found our Bookings tables were missing a lot of data and figured out it was because we were not Checking “Ready To Process” in the Sales Order Header. Moving forward we set it in company configuration Sales > Order sheet.

The DMT for Sales Order Header has the fields Company, OrderNum, CustomerCustID, ReadyToCalc.
The query to create the DMT csv file matched on Customer.CustNum = OrderHed.CustNum to get the required CustomerCustID (BTW, not actually in our OrderHed table, but required). We set ReadyToCalc to 1 (the query selected all that were 0). The DMT worked in our TEST Environment and we know that for closed Sales Orders only BookOrd will get data and not BookDtl & BookRel. Otherwise for open Orders all 3 tables get rows inserted.

Thanks

2

@DaveS I don’t think it will cause any issues. ready to calc just does Avalara and starts the book tables. The book tables are not used anywhere in Epicor.

3

Thanks Greg!