Opportunity/Quote Entry - Territory Assignment

Kinetic ERP
1

Hi Folks,

I’m curious if the behavior we are observing is normal for Epicor:

Creating quotes, the Sold To customer on the quote is what drives the Territory/Salesperson. We think it should be the Ship To customer that drives the Territory/Salesperson (which is the way it works for us in Order Entry). Does this make sense to people outside of our organization?

Is there a setting somewhere to change this?

Thanks,
Nolan

2

Looks like a bug. If:

  1. On customer Entry, you have different territories and salesreps between main customer and customer ship to
  2. You start a quote, it loads default customer territory and salesrep.
  3. You then select a ship to, it will update the salesrep to match CustomerShipTo, but not change the territory to match.

You could fix with a BPM if it’s a significant issue for you.

3

I should clarify: I don’t mean the Ship To within a customer record. I mean that the Ship To customer is actually a different customer than the Sold To. The Sold To could be on the East Coast, and the Ship To could be on the West Coast. These different customers have different territories and reps.

image
image814×148 3.55 KB

4

I see the Salesrep is changing with the ShipTo, on both Quote and Sales order.
The Territory is not changing on the quote.
I’m not seeing a Territory on the base Orderhed screens… are you?

5

On our Quotes, neither the Territory nor the Sales Rep updates when you select the Ship To customer. We believe it should update, based on the Territory/Rep of the Ship To customer.
On the OrderHed, we can only see the Sales Person. The Territory does not display for us.

6

On Quote entry, if I adjust the Ship To Customer AND the Ship To location #, the sales rep updates. The territory doesn’t change.

If this isn’t working how you need, you can fix with a post-process method bpm on quote.update.