In our system, somehow QuoteHed.ShortChar05 is intermittently being copied to OrderHed.ShortChar05. This has been going on since 2015 and is an error. But I can’t see what is causing this to happen!
I don’t want to mess with these fields until I figure out how it is happening, wouldn’t want to break something…
I don’t see it is happening on a Method BPM or Data Directive. I’ve looked through them, searched Body column in Ice.BpDirective. There are no Functions that would do this. No code in the customizations for Order or Quote screens. Nothing in UD Column Map. Don’t see anything in the FSIP-SysCustomTrackr dashboard (tweaked as not all our BPMs were showing).
It is intermittent so have been unable to replicate or trace. But there are hundreds of bad records, 23 from last year. The consultants that must have done this in 2015 are long gone.
Any of you gurus here have ideas of what else I can do to find the source of this?
Is it possible there is some external system that is writing to those fields? Have you tried adding a change log on both fields to see if anything shows up there?
If you have ShortCharXX or any of the Classic Columns they will be automatically copied when someone marks a Quote Won or if they Convert a Quote to an Order. Built in deep in the Epicor Magic ™.
Your Quote + Order should literally remain identical. makes the flow btw them better. I am not sure if it does the same for UD Columns, havent paid attention – but there was a time if you make a column on the Order, you should make it on the Quote too - KISS.
Ive seen this behavior since atleast Epicor 9.702A.
I have in 9.702A we used the CRM and You marked a Quote as Won, or created a Order from Quote, maybe pull it in… I know i’ve had it before and I never questioned it. It was nice it did that But not sure if its done with CRM or an Action, depending on how you convert the Quote to an Order.
We see this behavior in 10.2.700, actually copies data between QuoteHed and OrderHed UD fields Classic AND Custom) if the fields have the same name. We actually depand on it to pull Quote info into the order when we create one from a Quote.
Ok thanks much fellas!!! Yes these fields were put in back in 2015. They also coded in a BPM that copied some other fields, but not this ShortChar05.
Yes I had checked UD Column Map, nothing I could see. Nor see how there even is an option to take data from QuoteHed to OrderHed.
It is odd that it is only copying mostly for a couple users ~10% of the time. So there must be one specific function that is causing it to happen that they aren’t doing all the time. I don’t think it is Make Order from Quote (on quote screen) or Get Details from Quote (on order screen). Will try some other things. Even if I don’t confirm it is auto-copying via Epicor Magic, I’m comfortable now messing with it. So thanks much @hkeric.wci !
-Update - I can confirm this is what is occurring when you run it with the Sales Order Get Opportunity/Quote function (at least in 2021.2.13). It doesn’t occur when you make a sales order from the quote screen. The BPM they wrote copies data from shortchar02 to shortchar03 etc (different fields!). When BPM is turned off, the 02 goes to 02, 07 to 07, etc. And by default my ShortChar05 was blank, so it only got pushed if it was selected from a dropdown and then the order made from the order screen. Hence head scratching intermittence. Thanks again folks!
But not sure if its done with CRM or an Action, depending on how you convert the Quote to an Order.