Sales Order System Date

Kinetic ERP
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1

Is there a field that captures the system entry date of when a Sales Order is created? If yes, what field and which table can I find it? The table OrderHed only contains OrderDate which is a user-supplied value.

Thanks in advance!

2

Epicor has been adding user/date stamps to many of the tables over the last few years. I don’t recall if OrderHed has one now or not, but even if it doesn’t you could add your own pretty easily with a BPM.

Order Date does default to the current date if that helps at all.

3

Yeah, OrderHed has a few “UserDate” fields you could capitalize one.

It was a huge frustration for me coming from a Legacy system where pretty much every table included “CreatedOn” and “CreatedBy” columns. Looking for the originator of records is near impossible in some cases unless you add these fields in… and then wire them up correctly.

Its funny that tables like OrderHed have “ChangeDate” and “ChangedBy” columns (valuable, yes)… but they don’t record the original entry person by default.

Quotations is another one. No way to know who originally started a quote.

4

Thanks for the response, Chad! Order date does default to the current date, but problem is it can be changed to whatever date the user wants to show the date as the order being entered. We have a KPI that measures the turnaround time for converting quotes to orders in Epicor, as soon as we receive the order from Customers. This is a challenge since the order date can be played around inorder to achieve this KPI.

Anyhow, thank you also for suggesting the use of BPM. I am not an Epicor-technical person, but if I do know how to work around this using BPM, will I be able to add a user-defined field (in this case that OrderEntry Date) in the OrderHed table?

5

Wow, I didn’t know this! I was still thinking that the CreatedOn or CreatedBy fields are still on most of the tables. :exploding_head: We also came from ERP 10 and upgraded to Kinetic just 2 years ago. Frustrating.

Thanks for this info, @dcamlin though.

6

Sure, you can add UD fields (via UD Column Maintenance) to just about any table in Epicor. As mentioned above, there are some generic date fields provided in the OrderHed table as well. You’ll want to get the fields added and the data model regernerated before you try to tackle the BPM(s).

7

Consider - if you are using the bookings on the sales order - you are capturing the create date of the sales order line and all future changes to the line and releases of all lines on the order.
Just check the box in company configuration to enable this feature (it is not defaulted as selected)

8

Thanks, @LarsonSolutions, I checked our config and it’s actually checked. However, I couldn’t find a specific date neither on the line nor on the release level of the order. I’ll give it another go to check, but I don’t mind receiving a fast-track assistance… :grin:

9

Thanks, @Chad_Smith! I did see that I have to request EpicCare to add these fields and to regenerate the data model. This is really a great new learning for me. Thanks again for sharing! :smiling_face:

10

If you are configured to capture bookings then you can find the information on the Sales Order Tracker. Go to Lines and then Book Details - it won’t record when the header was added but does show the information per line.

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11

Eureka! Amazing! This is enough for me for now. Thank you so much for sharing @tmat ! :smiling_face_with_three_hearts:

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