PO Receipt Detail UD column questions

Kinetic ERP
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1

Team,

We are in a hybrid model at the moment, using our previous estimating software as our Estimating/Order/Shipping/AR Invoicing tool. We are using Epicor Kinetic for Purchasing and “Financials” until we figure out what we are going to do moving forward.

I have added a UD field to our PO line items for the Order number in the other software. This is used for a few reasons. One use is for the receiving team to properly label incoming materials.

What I’ve noticed is that my UD Column on the PO Detail table is not available in Receipt Entry. Is it possible that data gets copied in there from the PO Detail and becomes it’s own table RctDetail? If this is the case I would assume I would need to add the UD Column to that table then do a BPM to copy data from PO Detail into RctDetail? Now I know how to do some of that LOL, but before I embark on this mission am I correct?

2

yes, i believe PODetail info would land on the RcvDetail level.

Think about multiple PO’s going to a vendor. They ship everything to you at once. You get one Receipt… this is your RcvHead information. Each RcvDetail could be receiving items from different POs. So the PO information needs to live on the RcvDetail level… not the header level.

There is a PO field on the RcvHead table… but it is not required. You only NEED a Supplier ID and Packing Slip number.

I think in Kinetic, the catch is, in Receipt Entry, if you don’t put a PO number on the header, you may have to do a Mass Receipt. But it works to receive items from different PO numbers on the same packslip.