Order Entry UOM

Epicor ERP 10
1

I have been trying to track down the issue we have been having with our Order Entry and UOM. Basically, we have parts that are entered and the UOM is incorrect. Not sure why the front is not catching it, but Accounting is. Anyway, I have restricted the UOM to Read only for everyone but the managers. The managers for this dept, when they create am order with a part, then save, then try to highlight the part, change it and not tab through it, but save it, they get an error that says the UOM doesn’t match. The order entry folks do not.

Also, I had two of my CSR enter a fake order and put any part in, then save. After saving I told them to change only the part number, no tab, and hit save… The UOM did not change to the correct one. I had them put another Part in with a different UOM and this time tab. They tabbed and the part number changed, the description changed, and the UOM changed. When they hit save, it reverted back to the original UOM.

Any ideas on this?

2

Are these On The Fly parts (i.e. - don’t exist in the part master)?

If parts that are in the Part Master, is the UOM Class correct?

3

UOM is correct. Parts are in Part Maint.

4

So it doesn’t default to the Selling UM as specified in Part Maint?

5

No

6

Still not sure I follow you. Is the following what you see:

  1. Part ABC is in Part Master with Selling UM EA
  2. Part DEFis in Part Master with selling UM BX
  3. Order Entry enters ABC as a P/N and UOM automatically sets to EA, and part Desc is also set.
  4. Order is saved and line remains as P/N: ABC, with selling UM: EA, and same Part Desc.
  5. The P/N field is changed from ABC to DEF.

If you Hit TAB right now, I’d expect the Desc and UOM to change to whatever part DEF’s are.

If you just save the record (without leaving the Part field), you don’t see the changes? Have you refreshed after the save?

7

Once we replace part ABC with DEF and hit Tab, everything changes. BUT once you hit save the UOM reverts back to the original (ABC) but the P/N is still DEF.

We never hit tab and just save it, only the description changes, UOM stays the same. And yes, we have hit the refresh.

8

Anything special about these parts, like: sales kits, Manufactured, Buy To Order? Anything that would create other records that don’t like being changed.

Are there multiple releases already in place?
Customer price sheets?

I assume the two parts have the same UOM Class. If you manually change the sellig UOM on the order entry, does it hold?

9

Nope, just one line, one simple part.

10

Any customization on the Order Entry form, BPM’s or DD’s?

11

And that is a yes.