Job 'get Details' Pulls Quote Configuration Despite Reconfiguration On Order

We have had a few hiccups recently on job manufacturing details. It turns out that quotes were converted into orders, then lines were reconfigured on the order, but despite that, the job “get details” defaults to pulling the quote configuration. Any suggestion for bypassing this default?

What do you mean by reconfigured on the order? The order does not contain any details. You can change the top level part number of the line, but that line would still be linked to the quote line and MOM details. If thats the case, in job entry you would need to get details from the part revision method rather than the linked quote.

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The line was not engineered on the quote, just configured. The quote line was pulled into an order. Then within order entry, the “configure” button was reselected and the options within the product configurator were changed. This did not break the link to the quote despite the PN no longer matching. I was looking for a way to have job entry default to pulling the method details in that instance, rather than the quote details.

Has anyone found a way to convert a quote to an order but ensure that the job details are generated from the configured SO line, and not the quote details. At the time of quote, some options are TBD but the configurator inputs are updated after it becomes an order. We often make MoM changes and rule corrections. Any changes or corrections made in Engineering Workbench since the time it was quoted will not be applied if details come from the quote.

HI Scott,

Yes, have done it w/a BPM on the GetDetails method, basically you need to populate the Configurable part num in the Get details dialog box Part num field to trigger the method rules to fire on the Order Configuration.

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Quite an old thread but i have just run into this issue. It has always been my assumption that the order configuration wins once a quote is converted to sales order, I will say this was the tested on 10.2.400 anyways.

The way I have found around this is to add the following document rule to the configurator,

if(Context.Entity == “OrderDtl”)
{
OrderDtl.QuoteNum = 0;
OrderDtl.QuoteLine = 0;
}

This then forces the get details to look at the order configuration instead. It does mean you lose the relationship back to the quote but this could be populated in other UD fields on the OrderDtl if required.

The customer I’m currently working for is on 2021.2 so i may come back and update this thread later if the behaviour has changed in a later version.