When I create a new Sales Order Entry, I want to have the project ID be created and entered for me. The project ID will always be the same as the SO number. What is the best way to go about doing this?
In standard Epicor, the project goes on the sales order line so one can have one sales order related to multiple projects. We tried to keep the sales order and the project the same but then we’d get a follow up PO which goes to a new sales order even though it was for the same project. Or we’ll get three POs for a project because the project spans several departments for the customer. As long as project is on all of your sales “paperwork” (order, pick list, packing slip, invoice…) then hasn’t been a problem.
Mark W.
I understand, but would you have a solution to what I am trying to accomplish?
Cody H.
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It is possible to call the Project business object and insert a new project. What you need to know:
- What’s the minimal data required to enter a project? Where will you get the description?
- What extra data can I add?
- Will every sales order line belong to one project? How many lines can there be?
- Will I ever have a second sales order for an existing project? (Otherwise you’ll create a project that you don’t need
- Will you have a process to fill out the extra project info? (Billing method, phases, Project Mgr, …)
- What if a sales order is cancelled/deleted? What happens to the project?
- If you change the customer on the PO will you update the project?
- At what point is the sales order complete enough to create the project?
Instead of pushing the Project, you might be able to pull from a Sales Order and populate the Order Lines from the project.
So it all depends on how your company would like to do it.
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