Blog Post

Manufacturer in Sales Order Customization – Delivered to Customer

As part of a Distribution model, Manufacturer is a critical attribute for the management of costing and pricing. For this implementation, Manufacturer is equal to Supplier, and all materials are lot tracked, so the Manufacturer will be assigned by Lot. At Quote and Sales Order entry, the manufacturer drives pricing, and also allows computation of a gross margin based on the available lots. A dashboard of information was added to the List grid tab of both the Quote and the Sales Order, containing information pertaining to Manufacturer and available lots. If the gross margin percent drops below a specified (in the company master) level, and the logic to calculate and warn when the limits are met is enabled (also defined in the company master), a message is displayed either at line save, or on set of Ready to Process, warning the Sales Person of the limit and asking for confirmation to continue. In this way, information is available as required to manage pricing and margin.

Screen examples:

Select manufacturer in the supplier maintenance detail of epicor erp

Manufacturer Added to Supplier

Select status in the manufacturer maintenance of epicor erp

Status Added Directly to Manufacturer

Select status in the price list maintenance of epicor erp

Status Added to Price List

Sales Order Entry Detail in epicor erp

 Additional Fields Added to Order Entry for

Gross Profit Check occurs when GP % is below the minimum in epicor erp

Message is displayed when gross profit at the order line level is too low.

Gross Profit Check pop up box from epicor erp

Message is displayed at the Order Header level if gross profit percentage is too low.