SalesOrderEntry change rev level

Kinetic ERP
1

Just updated to the Kinetic version of Sales order entry, we use legacy revisions for some parts, but when I try to select a different rev level in the drop down for a line, it automatically re-sets to the default.

So if I enter a part number, it chooses “B” by default. (Chooses the highest effectivedate it looks like in part maint), I drop it down, choose “A”, and it will immediately swap back to “B”.

I need our users to be able to choose older ones, I’ve tried unchecking the “Use part rev” in Part maintenance but that did not do the trick.

2

Was this line brought over from a quote? Configurator? Do you have any BPMs/logic that may be forcing the revision back?

Just trying to think what might be over-ruling the UI Rev selection.

I THOUGHT, you could choose whatever rev you wanted on the SO… the checkbox on the Part Master only controlled whether a corresponding job would USE the SO rev or not.

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3

We’re currently testing 2025.2.6. Our revision defaults to the Rev with the most recent effective date, however, we can change it to older approved revisions.

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4

I do not see any that would apply to it, plus any BPM should not be triggering because it happens before I even tab out of the box, right?

It worked just fine in choosing which one, before the update, so it definitely should not be a BPM.

It was hand typed while I’m testing this, just click new line, type in the part number, tab, try to switch the revision.

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5

Thats interesting.. The drop down gives us all of the options, but the second I choose one, it doesn’t even reflect in the UI, just stays the default.

6

Yeah, I jumped into our pilot to test, I’m just not seeing that behavior (in my current version, anyway). I can freely choose a revision on OrderDtl… and I’ve toggled the checkbox on the part master. It doesn’t seem to play any kind of role (for me). I can change revs on the order line, save, change it back, save, etc. It sticks every time. That’s why I asked about any custom logic you might have that could impact it.

Sorry… I’m at a loss at the moment. Can’t think of why it wouldn’t accept your field change.

7

Is there any way to view the trace in what its doing? I turn on every tracing option in the client (Not on browser while I’m testing this). and when I do this, the trace log just stays empty.

8

Does this happen to all parts?

I even tested switching my line to unapproved revisions and it allowed it. :thinking:

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9

I turned on the trace, typed the Rev number on the Sales Order and it fired the ChangeRevNumMaster when I tabbed out of the field. However, when I just enter the letter, nothing happens in the trace since I haven’t done anything.

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10

I tried the same thing and mine also allowed me to select the unapproved revision.

11

It happens to all parts, I’ve tried changing approved as well.. Thats interesting, yeah its not even getting a chance to trigger changepartrevmaster because it jumps back before tabbing out. Interesting

12

Any sort of screen customization or row rules? Or are you using the base order entry screen?

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Epicare said it is strictly tied to our version. It is fixed in 2024.2.30.

I appreciate the advice regardless, thank you!

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