The native epicor behavior seems to make a sales order in the site of the logged in user who created it. I know you can create a shortcut on the desktop to open sales order entry for a specific site but we have dozens of sites so this is cumbersome. Is there a native way for the user to just select the site from within the order? We have a BPM thats kind of doing this but having a plant dropdown on the order head and setting the logged in users session plant to the value of that box, but it’s rather convoluted and I’m looking for a cleaner approach. Thanks.
We have multiple sites. We primarily use Product Group Sales Plant to set the default for the order releases. Would that possibly work for you?
Another idea instead of changing session plant would be to make all new order releases default to the user’s chosen plant. That’s seems a bit smoother than changing session plant imo.
Thanks Nancy for the response. The product Group Sales Plant might work, I’ll have to look into it. You’re saying that that is what Epicor natively uses to determine the release site? On the second point I believe that is what Epicor natively already does. Our thing was that we wanted it to default to the headers plant instead of the logged in users plant as having to close order entry, switch site, reopen order entry for each order of a different site was quite cumbersome for the users.
Yep, I believe by default Epicor either uses product group sales plant, if one exists, or the plant that user opened order entry in. I think if you are storing the header plant selection somewhere (ud field?) you could make each new release default to that header plant via a bpm. I’d probably try to use a data directive. They are intensive, in that it’d run every new release event, but that sounds like what you want.
Ah, I’ve been doing this with a customization! (Finding the site that has the primary revision for the part.)