How to Active/Inactive Customer ShipTo address in Epicor?

Kinetic ERP
,
1

Hello

I have recently encountered a challenge in Epicor related to managing multiple ShipTo addresses for customers, specifically the need to mark certain ShipTo addresses as “Inactive.” After conducting some research, it appears that this functionality is not included in Epicor’s standard offering.

In light of this, I would like to propose a technical solution, and I’m eager to hear your perspective or any alternative approaches you might have in mind. My proposal involves adding an UD “Inactive” checkbox to the ShipTo table and developing BPMs to filter ShipTo addresses based on certain criteria, so that inactive ShipTo addresses do not appear in the selection options during processes like “GetByID,” “GetList,” and “GetRow” etc.

I would greatly appreciate your insights and recommendations on this matter. If you have encountered a similar situation or have alternative solutions to consider, please share your thoughts.
Your expertise and input will be invaluable in finding the best way to address this challenge within Epicor.

Thank you for your time and assistance.

Best regards,
Dnyanraj Patil

2

You can start by renaming the ship to’s to something like ‘do not use’. Then, I would see 2 options.

First one is the easy way - BPM on SO Update which throws an error if you have ship to with ‘do not use’ in the name.

Second option would be a GetList.Pre BPM which changes the where clause and adds something like ShipToName not like ‘%do not use%’. This would be the one with the best results as it will exclude the ‘do not use’ from the list when you search for ship to’s. But it is also riskier and can create issues if not done & tested properly.

3

https://epicor-manufacturing.ideas.aha.io/ideas/ERP-I-1495

Looks like its coming . . . eventually

4

Thank you @Dragos and @aosemwengie1 for feedback.

5

It’s a feature in 2023.2.