Setting OrderHed/Rel ShipVIACode on EDI Import

Epicor ERP 10
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1

I want to override the default ShipVIACode for all OrderHed/OrderRel lines created when EDI orders are imported. I want to instead set it to the ShipVIACode found in the ShipTo table for the specific customer/ship to the order is for.

I am having a very difficult time finding the correct method (literally and figuratively). The orderes created on EDI import do not use the same BOs that a manually created order uses and tracing is proving difficult.

I would prefer to do this widgets and not custom code but whatever.

2

You could probably use a Data Directive on something like that. If you can get a criteria to isolate those orders (maybe EntryPerson?), you could add a data tag on an In-Tran Data Directive, then use a standard Data Directive on OrderHed along the lines of these widgets:

  1. On OrderHed, if the record has the data tag
  2. Call the SalesOrderSvc BO to change the ShipVia
  3. Remove the Data Tag

If you’re on a version with Epicor Functions, I’d probably move that second stage to a function, and invoke the function from the BPM.

3

This is my goto post for edi data fixing.

If you look at the chart there you can fix the shipvia before it gets to demand entry with a base directive on ImportEDIb4Val. I made one in widgets for this. Two variables, CustNum and ShipTo

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expression for shipto

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expression for custnum
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expression for set field

Db.ShipTo.Where(w => w.CustNum == CustNum && w.ShipToNum == ShipTo).Select(s => s.ShipViaCode).FirstOrDefault()
1 Like
4

Perfect, thank you.

1 Like