Sales Order -> Manifest Billing question

Epicor ERP 10
1

Hi there,

We are a company that has many “dealer” customer accounts, i.e. they place lots of orders and they use the same ship billing account for 99.9% of orders. Because of this, having to enter a manifest billing account every single time on every order, regardless of EDI or other electronic connections.

This basically defeats the purpose of the automated nature of EDI because we have to go into each order and make this change.

We tried going into Customer Maintenance and seeing if there is a way to “default” a ship billing account, and we have had zero success.

We have been struggling with this since our launch Dec 2018. It would save us an enormous amount of time and effort we previously did not have to expend with our old system from the 80s!

Thank you for any help you can provide!

2

You can put a post processing method directive on the sales order after the demand is processed to automate this.

Vinay Kamboj

3

I agree with @Vinaykamboj. You’re going to have to do some customization.

You CAN store the account numbers in the Manifest Customer and Manifest Ship-To Billing tab. It’s meant for the Manifest product but you should be able to pull the records from the sales order which come from these tables if I recall correctly. If not, a Method Directive should do the trick.

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