Still new to Epicor. I know you can do releases in Epicor, what I am searching for is best practices on how to enter and process a single new customer order with 1 line and between 400-450 different release addresses.
Sounds like a job for EDI and Demand Management. Doing retail?
If each release has a different ship to address, you’ll need to create a separate Ship To entry for each. Or you can use the One Time ShipTo (OTS) feature.
I would do the following:
- Create the customer
- Create a ShipTo entry for the Customer
- View the new ShipTo in the list view
- Use the right click to copy to Excel
- In the Excel file create the other 499 entries (using the first one as a template) as new rows. Note that each row will need a unique ShipToID.
- Select rows 3 through 500, and copy to clipboard
- Back in the list view of the ShipTo entry, use Paste insert to create all tge new ShipTo’s.
- In Order Entry select that Customer, and create the line that needs all these release.
- Do the export to excel, create additional rows(incrementing the ReleaseNum each time), and paste. All on the Releases -> List sheet.
You may have to personalize the Releases List grid to show the ShipTo field. Do this before sending tge release to Excel
No, it is not retail. It’s just drop shipping a tested item to that many individuals at their residential addresses.
Yes, this is true. I can do it this way or import that Ship To addresses through DMT.
I am wondering if there is a similar way to create the order with all of the different release ship to addresses.
You can use DMT to create the releases.
I would manually make the order with the line (which would create a single release). Then use DMT to create the releases. I’d just use the “Sales Order Release” upload, and not the “Sales Order Combined”. There is a ShipToNum field you can use to match the ShipTo’s you created.
One word of advice… If you change the shipTo on the header or the order line, it may overwrite the Release’s ShipTo’s.
Edit: Or skip making the ShipTo’s, and use the One Time Shipto fields in the Release upload.
You can enter orders also using DMT.
Vinay Kamboj
Thank you for your help on this. It took a while for our customer to nail things down with their end-user. I did use your edited solution and used the OTS on the release as the addresses could change over time if we needed to repeat the shipment. It took about fifteen minutes of playing with DMT in our test database to nail down what was needed and then I was able to enter the order and upload the releases in less than five minutes. I appreciate the help this user group provides!
EDIT: I am sure some of the other suggestions would have worked as well. I just thought this was this easiest one to try first.
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Glad it worked. And I noticed your company is just across the river from me (I’m from Bucks County, PA)
Yes, we are right in Burlington about five minutes from the Burlington Bristol Bridge.
I am wondering if anyone has an idea how to handle the five copies of commercial invoices needed for Canadian shipments. There are 28 OTS releases that are going to Canada. I have this order checked to invoice when complete. We use Manifest. We are waiting to schedule additional training time. I am stuck and not sure what to do!
I’m not familiar with the Canadian requirement for 5 Commercial invoices.
Is it for 5 of the same exact invoice?
Or are their 5 different versions of commercial invoices required?
It is 5 of the same for each release. It’s a dumb (IMHO) requirement that would show the cost of each for tariffs, NAFTA, etc.
My problem is that I was going to bogart the proforma and create a new style and call it invoice, but it’s for the full 115 and I only need it for one.
This would need to be done off the Packing Slip and not the Sales Order, since they only want to know about what’s shipping. Long ago (in E9) there was an actual Commercial Invoice report (in Crystal) I modified… I haven’t seen it since (it may have come with Insite Manifest).
There is a checkbox under Company Configuration > Modules > Materials > ShippingReceiving labeled “Calculate Prices”, and marking this as TRUE will display prices from the Sales Order on the Pack Slip. With a time-consuming procedure you could enable this field, modify your current Pack Slip form to remove the pricing field from displaying, and create a new Pack Slip titled “Commercial Invoice” that DOES display the price.
