Many of our clients have asked why doesn’t Epicor generate the packing automatically on Receipt Entry. The short answer is that most companies enter the packing slip number from the vendor, but in some cases there is no packing slip number. To handle this we developed a simple customization to auto generate the pack slip number.
One of the most common requests we get from customers is how to set a default value on a field in Epicor. Continue reading to view a simple example of how to set the default value on a customer field called Source. This process is fairly simple and works for almost any field.
We have a customer that wanted to ship items directly from the sales order without having to go through the shipment entry screen. The orders never change and the items are non-stock so they don’t need the functionality provided by that screen.