Epicor -.05 - hold type maintenance

Yahoo Archive
1
We are on version 9.05.607b. What is happening with us is that if sales tries to enter a sales order directly from a part that is on hold, they are unable to enter the order. But if they try to pull in the information from a quote and the part is on hold, they will get the warning and they will still enter the order. Then this order could be made incorrectly due to the change in the part because it will be made according to the info on the sales order which pulled from the old part info. Why do they continue after the standard warning, I really don't know. But it happens a lot. Thanks for this information. We may have to put the quote on hold at the same time the part is put on hold.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of b_ordway
Sent: Thursday, September 20, 2012 1:13 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: EPICOR -.05 - HOLD TYPE MAINTENANCE



Hi Mary,

When I add a part to a quote that is on hold, I get a clear warning - but the quote does allow me to continue.

If users continue to use part numbers in a quote even after they get the warning you'll probably need to make a form customization or BPM.

I'd ask why the standard warning isn't enough to stop users from entyering parts that are on hold first.

What version are you on?

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Mary Horsey <mhorsey@...<mailto:mhorsey@...>> wrote:
>
> Hi,
>
> Can a "hold" be applied to a part master, Job, SO that stops all activity with some type of warning? Right now if we have a part on hold, an order can be entered from the quote using the part that is on hold. Let me know if you can help us with this.
>
> Thanks,
>
> Mary Horsey
> Greene Rubber Company
> HR/Finance Manager
> 20 Cross Street
> Woburn MA 01801
> mhorsey@...
> 781-497-1851 (p)
> 781-937-7881 (f)
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]
2
Hi,

Can a "hold" be applied to a part master, Job, SO that stops all activity with some type of warning? Right now if we have a part on hold, an order can be entered from the quote using the part that is on hold. Let me know if you can help us with this.

Thanks,

Mary Horsey
Greene Rubber Company
HR/Finance Manager
20 Cross Street
Woburn MA 01801
mhorsey@...
781-497-1851 (p)
781-937-7881 (f)





[Non-text portions of this message have been removed]
3
Hi Mary,

When I add a part to a quote that is on hold, I get a clear warning - but the quote does allow me to continue.

If users continue to use part numbers in a quote even after they get the warning you'll probably need to make a form customization or BPM.

I'd ask why the standard warning isn't enough to stop users from entyering parts that are on hold first.


What version are you on?



--- In vantage@yahoogroups.com, Mary Horsey <mhorsey@...> wrote:
>
> Hi,
>
> Can a "hold" be applied to a part master, Job, SO that stops all activity with some type of warning? Right now if we have a part on hold, an order can be entered from the quote using the part that is on hold. Let me know if you can help us with this.
>
> Thanks,
>
> Mary Horsey
> Greene Rubber Company
> HR/Finance Manager
> 20 Cross Street
> Woburn MA 01801
> mhorsey@...
> 781-497-1851 (p)
> 781-937-7881 (f)
>
>
>
>
>
> [Non-text portions of this message have been removed]
>