I do not have nearly the expertise in Epicor as many of you have on this forum. I hope I describe the issue clearly and beg your forgiveness if I don’t.
Our customer service team created a workaround for creating Blanket POs in Epicor and trained me to follow the same process for entering service hour orders.
The attached PDF is a screenshot of all 7 Releases.
In a nutshell, the Order Quanity Remaining in Release 1, should be 25.16, as of Release 7. However, between Release 1 and Release 2, it shows a deficit of -5 available, then from Release 3 thru Release 7, it shows a deficit of -29.16 available. Instead it should be a positive number of 25.16.
I need to enter Release 8 and hope someone can shed some light on this for me. Again, I’m not an expert, so I welcome details.
When working with multiple releases the Line Detail quantity (I believe) is a sum of all the releases. It greys itself out because it basically changes from an entry field to a “sum of all releases” field.
I would change your release 1 from 24.16 to 25.16 and the Line 1 quantity should go back up to 80.
I looked at the documents you attached more closely. The field you are referencing can be ignored. That field is a sum of supply and demand and is trying to estimate your stock levels. Since this is a service and not actual product, you can safely ignore it.
It appears that your environment is heavily customized. I would recommend having your Epicor person dig into screen customizations and BPMs to see why the field is greyed out.
The quantity can’t be changed because it is being driven by the sum of the releases. If the Lock Line Quantity was checked, you would be able to edit the quantity on the line.
I greatly appreciate your expertise. I now know to ignore the field that was bugging me. The advise I received from David resolved the issue. You guys made my day!
Select this check box to indicate that you want the sales order quantity to remain constant this means the total quantity of the sales order line is not affected after adding multiple releases. Once the order quantity for a line is entered, the total amount is automatically assigned to the first release. Each subsequent release added to the line decreases the quantity of the first release, thereby keeping the sales order quantity constant regardless of the number of releases added. The first release of a multi-release line controls the total quantity of the sales order. If the quantity for the first release is changed, the same change will apply to the total quantity of the sales order. A sales order has an order quantity of 10,000 and three releases: Release 1 = 7,000, Release 2 = 2,000, and Release 3 = 1,000. If the quantity for Release 1 is changed to 3,500, the order quantity updates automatically to 6,500. Updating the quantity of the first release will overwrite the Lock Order Quantity command. This check box is automatically selected when the Keep Line Quantity Constant check box located on the Company Configuration > Order sheet is selected. If the Lock Line Quantity check box is selected and you close the Master Release (Release 1) of a multiple release sales order line, any remaining open releases for that line will automatically close. To avoid this situation, always use the final shipment date for Release 1. You will receive a warning message if you attempt to close Release 1 when the other releases have not already shipped. If you unintentionally close Release 1, you must manually reopen the closed releases that have yet to ship.
I’m wondering (based on the bold text above) if someone inadvertently changed your release 1 from 25.16 to 24.16, which like @jkane noticed, unchecked that checkbox? Basically, changing Release 1 overrides the checkbox and changes the overall line quantity.
Good Morning!
I was reviewing your comments again.
If you change the quantity of Release 1, which overwrites the Lock Order Quantity command, then I assume you have to manually update the quantity of Release 1, like I had to do to fix the issue I had with miscalculation. Right?
Where can I find the Company Configuration > Order sheet?
I have a feeling I don’t have permissions to see the Company Configuration. I think I can work without it and just use the Lock Line Quantity on a order by order basis.
I’m sorry, but I don’t know how to turn on field help.
Hello again!
The project manager asked me to revise the original ‘expiration’ date of the Blanket PO and push it back from 09/22/2024 to 11/17/2024. We still have more than $2,000 left and will not ‘spend’ this by the 22nd. I’m checking in with you to see if I’ve done this correctly.
I’ve attached an image so you can see what I’ve done. When I go to Lines the Promise and Expected Ship Date are grayed out. In our world the Promise Date = Scheduled Ship Date and the Expected Ship Date = the month we plan on taking revenue. Most of the times these are the same date.
So, I went to Release 1 and changed both dates. After I clicked ‘save’, I realized, I probably should have changed New Ship By Date instead. It did automatically change to the new date. So, I’m not sure how much this matters.
Anyways, a weird thing that sometimes happens when changes are made to the Release, the Modified Count will change from 0 to 1. I’ve discovered this MUST be 0 or the recalculations will be off. So, I have to be very careful to check and make sure this is 0. Blanket PO.pdf (82.1 KB)
Is this the correct procedure for changing the expiration date?
It’s really hard to say as your form is customized and different companies may utilize things differently.
For example:
Promise Date (I believe) was designed to be used to store the original due date. Then if things change, you change the Ship By Date but the promise date would stay as 9/17/2024… that was the original promise.
But, I’ve seen other companies keep this field updated to the “most current” promise date (as in the last time they told the customer it should ship). Like you said, “in your world”… different companies use them differently.
The Modified Count field… no idea what that is. I’m assuming it could be a custom field that may track a “count” of modifications to the dates. So if you modify the ship by date, it increments up to 1. If you did it again, it would increment to 2… then 3… keeping track of how many times the ship by date has been “modified”.
… although, if that were the case, I don’t know why they would have it out to 4 decimals. I really have no idea… can you look at field help for that field and see what its bound to?
How/why this impacts the recalculations… again, I have no idea.
We use the Promise Date as the ‘most current date’ as you mentioned other companies do.
I looked into Field Help for the Modified Count field and no luck. It makes no sense to me that this would impact the calculations on Release 1, but when I was testing the procedure in the Epicor test environment, if the Modified Count is anything but 0, the calculations are off.
I appreciate your fast response and insight. This is my first Blanket PO AND today was the first time I was asked to change the ‘expiration’ date. So, only time will tell if it’s correct.
I need your expertise again. I will start off letting you know that I did not learn about Lock Line Quantity until it was too late for this order. So, with each Release, I have to manually adjust the Order Quantity of Release 1.
Release 10 & 11 were invoiced and later credited after we discovered an error in each. Accounting has credited the account correctly. However, the quantity of Release 10 & 11 cannot be changed because they’ve been invoiced.
I manually enter the correct quantity, which is now 20.75 x $110.00 = $2,282.50 left to be spent on the PO ($8,800.00). However, when I go to Lines > Detail instead of showing the PO amount of $8,800.00. It now shows $11,002.20, the order quantity is 100.20 (110 x 100.20). It is supposed to be a quantity of 80 (80 x 110.00 = $8,800.00).
To resolve this, I adjusted the order quantity to 0.73. The Lines Detail Price is correct at $8,800.00 and the quantity shows 80, which is correct. However, I still have $2,282.50 to go and I have no idea how many releases I will need to ‘spend’ this down. I’m concerned I’ll be getting into negative quantities. Luckily, this is for service and not for parts/inventory items.
