Entered Opportunity/Quote and Sales Order in the wrong Plant

Epicor ERP 10
1

When I enter an order, I first create an Opportunity/Quote. Once I get the Opportunity/Quote number, I go to Sales Order Entry > Get Opportunity/Quote to link and create the Sales Order Entry.
We have several business units and some orders need to be entered in Plant 1, others in Plant 2. I mistakenly entered an order in the wrong Plant. Is there a way to remedy this without changing the quote or sales order number?

2

Wonder if you can change the “From” information on your SO Release(s)
and if that would resolve everything for you?
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1 Like
3

No, the dropdown only shows the current plant.
However, I did wiggle my way out of this and will share the steps in this post soon.
I think your way is MUCH better and will find out why we can’t find a way to back out of a mistake easier than the steps I had to make.
Thank you so much for responding!

4

Yes, won’t be available to change for all parts, not sure all the criteria.
I believe a minimum requirement is the part master must include the desired plant.

5

Thank you Bruce for your response.
The following steps are a workaround for those in a similar situation.

How to Correct, When the Opportunity/Quote, Sales Order and Job Were Entered in the Wrong Plant

  1. Delete the Part - Go to the ‘wrong’ plant, where you created the part > Production Management > Job Management > Setup > Part > Search/Find the Part > Delete Part
  2. Delete the Job - While in the ‘wrong’ plant > Production Management > General Operations > Job Entry > Search/Find the Job > Delete Job
  3. Recreate Part in the Correct Plant - Go to the Correct Plant > Sales Management > Quote Management > General Operations > Opportunity Quote Entry > Search/Find Quote > Follow the usual steps to create a Part
  4. Link the Quote to the Sales Order - While in the Correct Plant > Sales Management > Order Management > General Operations > Order Entry > Go to File > New Line From Quote > Search/Find Quote > Click OK. You should see the Part in Line 1
  5. Recreate the Job in the Correct Plant - While in the Correct Plant follow the same steps for creating a New Job via Job Entry
  6. Save the Sales Order Acknowledgement.