Bill To info on OrderAck

Epicor ERP 10
1

We occasionally need to us a different Bill To on an Order, and need it to display as the sold to, on the OrderAck.

There are calculated fields in the OrderAck RDD like “BTAddress”. But they only ever contains the sold to info.

Is there something special to get the BillTo info into the RDD’s calculated field?

If not, any suggestions on what to do? Because the customer table is already in the RDD, I can’t add it with a OrderHed.BTCustnum = Customer1.Custnum

2

I haven’t done it before, but I thought you could add two versions of the same table and give them different aliases in the RDD. At least, I remember reading that in the help files.

Are there linked tables/fields available off the OrderHed table that link to the Bill To CustNum?

3

I tried adding the Customer table again, giving it the different name “customer1”. But the RDD balked saying the name and the table must match.

The OrderHed table does have the field BTCustnum. Unless you specify a different Bill To on the Order, the BTCustnum will be the same as the Custnum

I might just make a subreport that uses the BTCustnum as in input, and have that subreport inplace of the Calc_BTAddress.

4

When trying to add the Customer table again (as customer1), I get:

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5

You should try using “Allow Third party shipment” checkbox on the customer. That is how we handle these situations.

Thanks

Vinay Kamboj

6

Okay …

Say I have the following:
CustID: ZZZ999
Name: ACME CORP
Add1: 123 Main St

and a ShipTo for CustID ZZZ999
ShipToNum: 001
Name: ACME LOGISTICS
Add1: 987 Warehouse Drive

After the order has started, we’re informed that the sold to docs and invoices must say
Name: ACME PROJECTS
Add1: 666 Management Way

So a new customer is created
CustID: ZZZ999a
Name: ACME PROJECTS
Add1: 666 Management Way

And the order that has ZZZ999 as the SoldTo, is changed so that the Bill To is set as ZZZ99a

Now when I print the Order Ack, I’d like the Sold To area to reflect the ACME PROJECTS name and 666 Manangement Way address. But I always get the info from the Customer specified as the SoldTo

7

Hi Calvin,

For this case you will have to change the sold to on the order toZZZ999a and bill to will be the same as sold to(ZZZ999a).

The customer ZZZ999a should be setup to allow third party shipments.

For ShipTo use the customer ZZZ999 and ShipToNum 001.

This will give you what you need. We use it all the time.

Thanks

Vinay Kamboj