We have had a ticket raised by our quote team that on a recent quote that they raised the description that was pulling through was not correct. I have had a quick look into it and on one of the parts it is pulling the Description from the Customer Part Cross Reference Table (See below). Is there a setting somewhere that needs changing so it pullthe the description from the Part Master?
I think you have to go into the Customer Cross reference (Customer Part Entry) and set it to be the “secondary” reference… or “Not Printed”
You may have to play with it to get the setting you want. But I think this is what drives what part description is pulled into the Quote. You basically need to tell the system… Yes, I have a customer part number and a customer part description… but this description is Secondary… or “not printed” means don’t display this description at all… and it will default back to the master description.
Thanks David will give it a look
Looks like you do it at the customer level although i cannot see a DB Field that it is tied to to mass update our customers.
Query against Customer.CustPartOpts That may be the customer default setting.
Field Description:
Determines print options for any customer parts related to this customer.M = Main Part Reference (Default)S = Secondary Part ReferenceO = Only Part Reference PrintedN = Customer Part Not Printed
I just noticed that 
All our customers are set as M, which by the behaviour of what i have seen means that it will overide the Part Master with the CPXR details. The field is also hidden from what i can see on the Customer, even though you can set it on the CPXR screen. Maybe i need to ‘show’ the field on the Customer UI somewhere and then do a BPM to set the default to N.
yeah, its a really annoying system!
When we went live, our sales teams was adding customer reference part numbers to quotes (which is great). But this automatically saves the description used on that particular quote as the descriptions for the customer XRef. That then automatically becomes the default description used on all future quotes.
I’ve trained them to manually toggle that setting on the Customer Cross Reference after they enter it.
Embarrassingly, I never thought to look for the default setting on the Customer side. I haven’t gone the step of trying to expose it to see if I can update it… because, no, it doesn’t seem to be on the existing Customer form anywhere.
My sales team has defaulted a lot of times to adding the customer part num in the quote line comments instead so they don’t have to battle it.
For us, a lot of times, we do rebuild/refurbishing services for our customer. So, my sales team would quote: Customer PartNum 123… Description: Rebuild by performing A, B, C.
Well that “rebuild” description becomes the default!
So, the next time they quote, we may be doing differen tasks. Rebuilding by performing D, E, F, & G. Or… making it NEW, and not rebuilding that part at all… but the description comes in still referencing the steps A, B, C.
It basically frustrated them to the point where they didn’t want to use Epicor’s customer Part cross reference at all because it wreaked havoc on quotes, and was just too much of a pain ( to many extra steps) to fix it every time.
I believe we had a similar issue just after we went live, again it was a frustration for them BUT they came up with an alternative solution to what they were doing themselves that seems to have worked as i have not heard of any issues until today.
Interestingly… playing around in Customer XRef Entry… there is a combo box on the Customer level… AND one in the part num detail level. Changing one appears to change the value of both. They both impact Customer.CustPartOpts. So… I’m not sure you can truly control this on a part-by-part basis. It is only appears to impact it on the customer level.
I was able to copy the combo box settings from CustXRef entry into Customer.
Then set up the same rest-call it uses. Seems to work in both places now… and Customer.CustPartOpts SHOULD be DMT able, if you wanted to set it there en mass.
I have just exposed it in Customer and created a BPM to default it to N when a new customer is raised. Interestingly, looking back at a couple of IT tickets it seems that this setting unbeknown to me looks like the cause of the those tickets as well. Internally we want to record the customer part details but documentation, Orders, Quotes etc.. are done using our internal part details.
Well… Looking back at emails I sent to my sales team back in January of 2023, if you choose “Not Printed”… it won’t even show the customer’s part number on the quote… so it kind of defeats the purpose if you want the customer to be able to see THEIR part number as a reference on the quote.
So did you use Secondary then?
We defaulted to " Print as Secondary Reference". This seems to then use the descritpion entered on the quote line.
So when you first enter an internal part num, it brings in the description from the part master.
But if you alter the description for quoting purposes… that is what the quote shows. But if you have a customer part X ref… it then uses the description within the CustXRef.
We found setting it to “Print as Secondary Reference” will then use whatever description is entered in the Quote line description (but still show the customer Part Num for reference on the quote).
On Not Printed, it is still pulling the Customer Part Number through, just not the description.
Oh… again, I was looking back at an email I sent out in 2023… perhaps they fixed that! I’ll have to test again!
Even more confused now as i have just looked at the Quote form and this is the calculation for the CUstomer Part NUmber
=iif(isnothing(Fields!Calc_CustPartOpts.Value) or Fields!Calc_CustPartOpts.Value ="N" or
Fields!Calc_CustPartOpts.Value = "S" or IsNothing(Fields!XPartNum.Value) or
Len(Fields!XPartNum.Value)=0,Fields!PartNum.Value,Fields!XPartNum.Value)
Which to me looks like if it is N or S it is just showing our Part Number
Okay, that must be how I got around it… customizing our quote form.
Stock QuotForm:
My customized QuotForm:
So… I’m ALWAYS showing our internal partnum as the primary reference on the RDL. I then do allow for the Calc_LineDesc… which is controlled by the CustPartOpts setting.
I then made the CustPartNum visible or not depending on whether there is a value:
Field expression:
="Customer P/N: " + Switch(Isnothing(Fields!Calc_CustPartOpts.Value), Nothing, Fields!Calc_CustPartOpts.Value = "O" Or Fields!Calc_CustPartOpts.Value = "N", Nothing, Fields!Calc_CustPartOpts.Value = "N", Fields!XPartNum.Value, Not IsnOthing(Fields!XPartNum.Value) And Fields!XPartNum.Value <> "", Fields!XPartNum.Value)
And if there was no customer cross referenced part, I hid the field all together:
Once again David, thanks for your help 