Issue with EDI Invoice Generation

Epicor ERP 10
1

We have a customer that was not set up for EDI (810 Document was not attached to customer). Multiple orders were shipped and invoiced for this customer. After the Invoices were generated, the customer was set up for EDI (810 Document was added to customer). At this point, the EDIReady flag on the Invoice Headers was set to False. A Cash Receipt was entered for the invoices which changed the EDIReady flag on the Invoice Headers to True and triggered 810 Invoices to be sent to the customer via EDI.

I tested this in our pilot system and it is definitely the Cash Receipt entry that is changing the flag.

Is this the expected process? If so, how can we prevent the Cash Receipt from changing the EDIReady flag triggering the Invoice being sent via EDI? The customer had already received these Invoices and now has received duplicates.

2

My answer would be no. Just came across this when researching an issue of the EDIready flag not setting to 1 when the customer record has an alternate bill to configured.

One suggestion I would try is. Disable the Autoprint bpm (I’m assuming your using the standard implementation here) Set the EDIReady flag for all the related invoices for that customer and then re-enable the data directive. You could use an updateable dashboard to update the field.

Hope that helps.