Quote Entry to Order Entry

Epicor ERP 10
1

Converting Quote to Sales Order, Character01 & Character07 fields are not being copied to the Sales Order. The columns are on QuoteDtl_UD and should be copied to the OrderDtl_UD table for the new order. How do I see and edit the codes under Actions->Quote->Create Sales Order… screen in order to add those 2 columns? Or what is the correct way to copy them?

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2

You need to make 2 BPM’s (one in the Quote BO, and one in the SalesOrder BO). Then read the value in the Quote, and update the OrderDtl table.

3

I believe you can also make a single DD BPM.

4

How would the DD know if the OrderDtl was created by the “Create Sales Order” function, as opposed to someone manually entering a Quote Num and line?

Or maybe that would be better as it would update the OrderDtl record’s UD fields to match the values from a matching QuoteDtl (should one be found)

And FWIW - I always point out as many possible potential issues to the requester. For example,

  • What should be done if the OrderDtl UD fields already have values in them? Leave them be, update with whatever the matching Quote info has, or prompt the user?
5

Thanks. Will look into this.

How can you see the codes under the screen that pops up when you click Create Sales Order on the menu item?