Sales Oder Line Zeroing when ShipTo is changed

Has anyone else seen the problem where changing the shipto on a sales order header zeros the dollars on the line? We are running 10.1.400.22 and just noticed this.

Tim

In Epicor 9, We have this behavior for parts that don’t have price in it or that are not on a price list. People inputs the price on the Quote or Sales order line. Is this your case also ?

Yes, that is the case. So, that sheds some light on the situation. As it looks, E10 will pull the Sales Price back in to the SO line when the Ship To is changed. I also tested this in our E9 700C system and it does not do that.

We are on E9 701. Most of our parts have prices, but there are parts we use as “containers” on the quote line for custom production, so they don’t. I am currently trying to fix this by customization, because our users developped real bad habits to work around this and avoid entering the prices again on a couple hundreds line after a ShipTo change… :expressionless:

Same with our environment. We have a generic repair part with no price which is where we are running into issues. We almost let $11,000 repair go out with no charge to the customer! So no where near the number of lines you have, but a big ticket impact. Be curious what customization you think up.

Basically, I’m trying to retain the price data in a temp table when the ship to is change, and put it back on each line after. I thought it would be simple to do , but it seems that I am stuck for now.

See my post: Help needed to update QuoteQty value in C# - ERP 9 - Epicor User Help Forum

We are running 400.22 and have the same problem.

We’re on 9.05.701. You can stop the order prices from updating when you change the ship-to if you lock the order prices. I added buttons to lock all order prices and unlock all order prices. Our sales department is in the habit of always locking the prices. They can always unlock the prices if they need to update them. This solution has worked well for us since 2008, one of my first Vantage workaround customizations. :slight_smile:

3 Likes

Nice tip Sue!

One more thing it only seems to do it when changing the ship to at the header level. Changing ship to’s on the releases leave the prices as is.

Thanks!

Sue,
For a moment I tought that could work for me too, as I found out that there is also a LockPrice field in the Quote Detail table. Unfortunately, even when after I locked the price on the QuoteDtl line, it has been change to zero in the QuoteQty table. :disappointed:

Thanks for sharing your tip anyway. :+1:

It does seem the quote tables and behavior are quirkier than the sales order tables and behavior!

This is a bit strange. I see it zeroed the pricing in 9.05 when the ShipTo was changed in either the Header or Summary tab. However, in 10.0 it did not. Now, in both 10.1.400 and 10.1.500 the problem is back.

I spoke to Epicor about this and they said, “when making a change to a ship to this causes the order to reset this is normal behavior because the system doesn’t know what prices the ship to should have. This is normal behavior.”

We also did not have this happening to us in Epicor 9.05.702.

I will try the lock prices on Sales Order! Thanks for the tip Sue!

This is the design of the system because you can wrap price lists around a ship to location. It wants to update the pricing based on this possibility.

You can also create a post-processing BPM on SalesOrder.GetNewOrderDtl to set it to true if you want it to happen automatically on new line creation.

Ross

Hey Ross,

Thank you, it is great that it does check for that pricing possibility, but if it’s not there it would be nice if it just left the pricing alone. You can’t always get what you want though. Thanks for the BPM event as well. I am sure that our end users are going to request that it is automatically checked.This will help a lot.

One last thing… would you foresee any implications of always checking it to true besides the fact that the price will stay the same regardless of price breaks and price lists while it is marked as “true”?

Not that I am aware of. We have done it exactly this way for a long time and the only side effect is that you have to manually manage your sales order line pricing, which is exactly what we were looking for.

Ross

That is great, we do not have many price lists built in or part pricing for that matter. Because you recommended a post processing BPM, does that mean that the line item will still pull in pricing from price lists when it is first entered and then turn true afterwards?

In my example, no. It is setting the flag immediately before there is a part entered.

You can, however, switch the BPM post routine to the SalesOrder.ChangePartNum method to see if that will grab the price list price first before it locks the line. If not, you may have to switch to Sue’s approach of adding a button via customization to toggle the flags on and off.

Ross