Prevent Picking Sales Orders on Credit Hold

Epicor ERP 10
,
1

We are implementing E10 and have a question regarding the sales order cycle and credit controls. I understand there are 2 credit control points built into Epicor… on sales order entry (warn/stop) and shipment (warn/stop). If the business opts to only warn on order entry but stop on shipment, there is nothing preventing warehouse staff from physically releasing the goods and processing the shipment later, which bypasses the credit check control point.

Is it possible to prevent picking programs from processing a sales order if the order is on credit hold (ie customer on credit hold and the order level credit hold has not been overridden)?

Picking programs identified so far:

  • manual picking warehouse
      1. Sales Order Pick List
  • scan picking warehouse
      1. Fulfillment Workbench
      1. Material Queue Manager
      1. My Material Queue

I appreciate all thoughts and advice. Thanks in advance.

Randall Whiteman
Business Analyst
Polyaire Pty Ltd
Adelaide, Australia

2

Randall,

There isn’t any out-of-the-box process to do what you need, but each of the processes you describe can be customized (via report modifications and/or BPMs and/or custom programming) to get you where you want to be.

  1. Sales Order Pick List - this report can be modified to only show orders for customer NOT on credit hold;
  2. Fulfillment Workbench - can be modified to either not SHOW orders for credit hold customer, or show them but mark them in some way as to be noticeable;
  3. Material Queue Manager - same as Fulfillment Workbench;
  4. My Material Queue - same as Fulfillment Workbench.

The first item will require someone who can modify Crystal or SSRS reports (depending on what version of Epicor you’re using), and the other three will require custom programming (don’t be terrified by that phrase!).

If you don’t have an Epicor guru on-site, Epicor has a Custom Solutions Group, and there are several Epicor Partners (look on the Epicor website) who can also help.

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3

I developed a process to do this via BPM holds on the lot, but it could easily be modified to check the customer before firing the Pre-Processing OrderAlloc.AllocateByLotBin and throw an exception if the customer is on credit hold.

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Thank you Ernie and Aaron for your responses. This answers my query that standard Epicor does not have credit check at picking built into the standard application, but this is quite achievable through the various levels of program customisation.

Cheers, Randall.

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