We have a few packing slips that are not showing up in the Sales Order Tracker from the Shipment tabs. When we click the Retrieve button, nothing comes back. When you open the packing slip in Customer Shipment Entry, the packing slip shows the Order number on the detail line. But it is not showing up in Sales Order Tracker.
We using 10.2.700.23
is the packslip marked as shipped and Invoiced?
Yes, the packing slip is checked as Shipped, and it is invoiced.
wondering if somehow the CRM settings are getting in the way… are you a workforce who has access to all territories? note that territories can restrict access to some data… so if teh packslip is pointed to a special territory that you dont have viewing rights to, it might be hiding it.
I am an Admin and can see all Territories. Also this is happening on more than one Order in Order Tracker. I ran a BAQ and SQL and can tell the packing slip is tied to that order. Just not showing up in the shipment tab. I have cleared the cache and purged the personalaztion. Also just for kicks I opened the program the base. Changed nothing. Still unable to see the packing slips.
Even being an Admin and with All Territories checked, it sometimes can still restrict what you can see based on other system settings. Do you also have yourself set as the default Authorized User on your work force record? If not, add that and see if the behavior changes at all. I have had this behavior happen to me as an Admin for this reason.
I’ve been an Security Manager and View All Territories BUT if I am an Authorized User of any other Work Force, I couldn’t see anything. Once I removed me as an Authorized User of ALL Work Force records, it worked.
YMMV
I get where your going with this.. but it’s not just me that can’t see the packing slips. It’s all users. It doesn’t matter if they are the default authorized user for the work force record or not. The packing slip will not show for anyone. Like I said, when running a BAQ I can see the packing slip is tied to that Order.
It could still be a related issue. Was there a change recently to the default salesperson on the territory this customer is in? Or any other changes to your territories and/or salesperson defaults?
Things like that can impact all users or subsets of users, depending on your setup.
I went and checked this morning. I logged into the salesperson’s workstation and pulled up the order in Order Tracker, where he is the main salesperson. He was unable to see the packing slip in the Shipment tab as well. This is a new salesperson, and he was assigned to this customer and a list of other customers about 6 months ago. This problem just started in July and is carrying over into August. I have a list of about 74 Orders not showing Packing Slips in the shipment tab in Order Tracker. I can confirm from a SQL query that the packing slip is tied to that order. It’s just not showing in Order Tracker.
If I were to go down that rabbit hole. How would you fix a customer whose territory and sales person changed?
A couple of things that come to mind:
If this is remotely the issue, then a thread like this one may help: Some users can't load the full customer list
Again, I’m just spit balling here; your issue may not have anything to do with Work Force/Territory setup (but it sure seems like the same kind of issue).
…Also check that filters aren’t applied?
Ahh, I appreciate the effort and the explanation. But the territory and salesperson are set up correctly.
See if the user has any Personalizations and remove them. That screen calls a BO that if I recall isnt tied to any security. Did you remove UD Column and forget to Database Regen, or is there code behind it.
Basically the fact he was able to open the order in Order Tracker means he has access, the Tab uses direct LINQ, nothing special very simple ShipDtl.OrderNum = orderNum
What happens if you use Actions → Retrieve Transactions
If I go to Actions → Retrieve Transactions it gives me nothing still.
I did a trace and found out that box is calling BO:Erp.Proxy.BO.CustShipImpl Method:GetCustShipOrdTrk Parameter:orderNum
We don’t have any personalization’s on Order tracker, or any UD columns.
But I don’t think I have completed a Database Regeneration on the Data Model. That would make a lot of sense. Maybe that would link some floating or orphaned data that could be hanging out there. I will try that now.
Regenerating the Data Model worked!!
Makes sense and easy to forget. But the underlying transactional data was present, somehow Epicor’s application data model was stale/inconsistent. Regenerating the Data Model restored Epicor’s ability to correctly retrieve/process the existing records.
