In case anyone else is working this weekend - I’m setting up a DMT file to migrate sales orders out of quickbooks into Epicor, and was planning on using the Sales Order Combined template. I couldn’t find the misc header charge table, though! Am I losing my mind, or was this not added?
Here are all the “misc” fields in the Sales Order Combined template:
If I need to do this in 2 parts, would I run the SO Combined first, then do a 2nd DMT for Sales Order Misc Charge?
In case there are better alternatives, we use misc header charges for sales discounts, while Quickbooks used a ‘SalesDiscount’ line on the order. I figured it’s better to import the sales orders the way we want to use Epicor, rather than create a SalesDiscount part (and GL). Can a part even have a negative price?
Also, when it comes to discounts, header discounts can only be specified as a percentage of the order total.
Line discounts can be either a fixed amount, or % of the line.
To make a line that is just the discount, you’d need to set tge price at $0.00, then enter the discount amount. The lines ext price would then be negative.
Calvin - Thanks! Our team downstairs volunteered to roll the discount into the first line item - Just 50 or so orders. This is good to know for next time (if ever we need to do it!).
Calvin - I ended up DMT’ing in the discounts as a Misc Line Header Charge on Line 1 and Seq 1, and stuck with Fixed Amount. I tried Line 0 and Seq 0 just in case, but it errored where it couldn’t find the right keys. I supposed I could have tried Seq 1, but needed to wrap this up. Thanks for your help.
