Order Entry Kinetic - Invalid Sold To!

Kinetic ERP
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1

I have a weird situation going on! Using the classic Order Entry I can create a new order but in kinetic order entry as soon as I enter the customer ID, I get the error message: Invalid Sold To! No matter what customer I choose I get this error and I cannot continue.

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We have two companies. Could that be the issue?
I can use the same customer using the classic form and it saves.

The kinetic form does not have any layers or customizations.

2

do the customers have Valid Sold to ticked? Could be a bug in Classic and something working in kinetic.

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3

Might sound silly, but are you in the correct company in Order Entry in Kinetic? Check the top right of the screen. On 2025.2 I’ve noticed that sometimes even if the home page says Company 1, when I open a Kinetic UI form it opens in another company. Classic forms still open in Company 1, though.

4

Yes they all have it:

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5

I checked and Order Entry opens under the right company.

6

Do you have a primary ship to set against these customers?

7

I checked that too and yes we do.

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8

For a quick A B test remove the primary shipto and try again. I have a nagging feeling we had this one and it was something to do with that. Your version of Epicor is Epicor ERP 10?

9

We have Kinetic 2024.1.12

Removed the primary ship to check box, saved and tried again. Same error. Put it back and saved. Tried and still same error!

10

Try CTRL-F5 to on the Kinetic window to clear the browser cache. If that still does not fix it, logout of Kinetic and log back in.

11

It is not just me. It is every user.

12

Sounds like it needs a support ticket.

13

Yes I have a ticket but I didn’t want to wait. Still waiting tho!

14

I just looked at our SOE screen - there’s three customer fields to fill…Bill, Sold and Ship…make sure the three are legitimate accounts (or use “same as sold to”)…and THEN the Ship To number should match up. Or even try One Time Ship to see if it’ll let you past.

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15

How would I check to see if any of that information is wrong?

Also using the classic order entry I can create an order using any customer that we have in the system.

As soon as I select a customer and hit tab I get that blocking message and I cannot do anything after.

16

Good question. Maybe don’t hit tab after entering the first customer ID? Use the mouse to click from field to field. Maybe the first tab is causing Kinetic to validate the entire screen. Hard for me to say…sorry. We never used Classic - we started on Kinetic/browser.

EDIT…
I opened up SOE, created an order, entered an account number in Sold To customer that didn’t exist…hit TAB…and it threw up “Invalid Sold To” right away.

Tried again with a good account number, filled in “Same as Sold To” and it moved on to the ATTN field.

So it’s doing an immediate validation on whatever customer ID you’re putting in the Sold To.

17

Thanks for the advice but as soon as you click elsewhere it triggers the validation event and shows me the same error.

18

When you say “good account number” what do you refer to? What is it that I need to change in the customer records to make it work?

19

Enter a valid customer ID to start the order. Remember there’s two fields…“CustID”, the customer’s account number…and “CustNum”, the internal record number that Kinetic uses to link to other tables.

20

I do enter a valid customer ID!!!
The error does not complain about customer like “Invalid customer”, it complains about invalid sold to.