Hey Shawn,
Hopefully someone will chime in with a solution that may be more palatable than the following.
First, I’m on E9, but I suspect you’re experiencing the same issues I am/was; competing with Epicor for control of the sales order header and detail records.
I am in the process of using a UD table to store all of my company-specific data in sequence with a sales order - create a new order, create a new UD header. Create a new detail, do the same.
When the order is “occurring” (many changes from order receipt to picking), I don’t have to worry about the Epicor record’s update state. I can write what I need to, when I need to. All I have to do is intercept the create-new, and record deletion methods/events (via BPM) and the records will remain in sync. I can update “my records”, when I need to.
This follows advice I received (from @rbucek) when I posted on this topic:
Now, for your purposes, updating the OrderHed/OrderDtl records via customization may be the appropriate course, just be aware that you will be competing with Epicor for control of those records every step of the way.