We have linked several thousand customers with their respective contacts (CustCnt) using DMT. This of course creates unique PerCon records. We now need to link these same contacts to each of the customer’s Ship To records. I have tried creating a simple CSV file containing only Company, CustNumCustID, ShipToNum and PerConID in the hopes of simulating the process of retrieving a customer, choosing a Ship To, clicking New Ship To Contact, then entering the PerCon ID directly. Unfortunately, my DMT isn’t working, stating that it needs a Name. In my mind, I should not have to specify a name since this would be retrieved from PerCon. Is there a way to link all the existing PerCon IDs to their respective Ship To’s?
I have the same question - does anyone have any experience with this? Epicor is not very logical when trying to create a BAQ to pull the Ship-To Contacts per each ship-to.
After digging into this further, I found a solution for myself that worked.
I created a BAQ like the attached and displayed the attached fields.
This essentially allows me to export the data from the Customer/Shipto/Contacts/Detail page (except for “Primary Contact for Shipping” which I am not sure where the EpiBinding code is in the BAQ).
Hope this is helpful.
