Funny Mike Watkinson posted his question and I was thinking I needed to post this one.
Contrary to Mike, I am wondering about getting changes to a Ship To address to appear on a Customer Shipment.
The Shipment may be created and saved and then a CSR will check in with the customer regarding shipping questions etc. The customer may request a change of the Ship To address for that order. The CSR makes the changes on the Sales Order, but those changes dont’ flow through to the Shipment. I’m thinking it’s because Epicor allows parts from multiple orders on a Shipment.
As far as I remember, if you change the Ship to at the header level you get a prompt asking if you want to propagate it to the releases. Make sure that the address at the release level is updated.
Edit: I misread what was said. Greg below has it right.
The address from the order is pulled to the customer shipment when the order number is entered. It would not check again. You could write a bpm to revalidate the address every time the shipment was opened if the status was not shipped and notify the user that it had changed.
@kskipper We have a report that goes out three times a day to check for these errors and it sends to shipping and customer service. You could also make a BPM like @gpayne suggested, but that depends on how comfortable you are with making a customization like this.
Karen, I think we were trying to do basically the same thing. We need to update our customer shipment address after it ships. Are you doing different customer ship to addresses or one time ship tos?
We always ship to our customers customer, so every order has a one time ship to. I think the customer shipment entry references the OTS number in this case, so when I would update the address on the order it would flow through to the customer shipment by itself. No problem, I would guess that if you were not using a one time ship to and change the address it wouldn’t change the customer ship to number reference and therefore keep the same address.
Mike, we use both Ship To addresses and OTS’s. I was thinking your question was about changing the address AFTER Invoicing. I was looking to change the address on the Customer Shipment BEFORE Shipping or Invoicing. We may create the Customer Shipment and start staging the parts and then the customer asks to change the Ship To address. Currently we have to delete that Customer Shipment and start over again once the address is changed on the Sales Order. When the order has 100 parts on it, that can be quite time consuming.
I still need to test the setting in Company Config that was mentioned in a reply above. I hope to do that today.
You should be able to update a customer ship to address after the pack id has been created in customer shipment entry. Here’s how we do this:
We have a BPM stopping sales to make changes to a sales order after it has been sent to picking. Sales would need to contact shipping to open the pack id should it be closed for a shipping address change.
Once pack id is open, an approved user can update the customer ship to address and update sales order entry header and release lines. Shipping refresh the pack id and the new ship to address are available.
