- 26 September 2014
Tags: Epicor AR Invoice Entry, Epicor BPM, Epicor Custom Software Solution, Epicor Custom User Interface, Epicor Customer Shipment Entry, Epicor Tables, Epicor Tracker, Epicor UI, Epicor User Defined Fields
In previous posts, we have seen how we can add custom fields to either Epicor tables (OrderHed / Part for example) or User Defined tables (UD01-UD100) and show them in different User Interfaces throughout the Epicor application. Depending on the users’ needs, different fields might be needed; perhaps a Part requires additional information, like Color Descriptions, or custom measurements. In the following example, a ‘Redemption Code’ field has been added to the ShipDtl table, and made visible in the Customer Shipment Entry UI under the Lines ˃ Customer Shipment Entry ˃ Detail tab:
Epicor Customer Shipment Entry – Custom Redemption Code
End users enter a specific code (not related to the Serial Number) for the products on each line so that it can be included in different reports and e-mailed to the customer if necessary (For online redemption, for example). A custom software solution developed by Cre8tive Technology & Design has been created to add the Redemption Code to the ShipDtl table and the UI. Additionally, it is required that this Redemption Code is transferred and shown in the Invoice.
Once the customer has been invoiced for a specific shipment, it would be an extra task for the representative to copy the Redemption code from the Shipment screen and paste it or type it in the new Invoice; this could even result in errors and different codes recorded. A BPM was created to automate the moving of Redemption Codes from one table to another. After a user has entered a code in Customer Shipment Entry, and created an Invoice for this same Shipment, each line’s code will be transferred over to the Invoice lines:
Epicor Customer Shipment Entry – Redemption Code entered
Epicor AR Invoice Entry – Created an Invoice from Shipment
In the example above, a Shipment was created for an Order and a ‘Redemption Code’ entered by the user. After the user Ships and prints the Pack, he/she creates an Invoice from that Shipment and the ‘Redemption Code’ is automatically transferred over. This Redemption code is also available in the Invoice Tracker in the summary tab for easy visibility:
AR Invoice Tracker – Summary Tab, Redemption code visibility
The same idea can be applied for any custom fields that the user might need, and transfer them from one table to another using BPMs. Each one of the Standard Epicor tables comes with a set number of custom fields, if those are not enough or if it is decided that the fields will be worked on in UD (User Defined) tables, the same BPM strategy can be applied to move data between tables.
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