Summary
When the Install Complete Date is updated for a Job in CCDash but the Job is not sent to the Complete and Ship Revenue automation, use the “Quote Installation Date DB” dashboard to process all the steps the automation does for New Jobs.
Detail
Jobs that have been completed in CCDash but did not process through the Complete and Ship Revenue automation may be processed by the Quotes Installation Date dashboard. This dashboard will complete the Job and Sales Order Shipment process Quote/Order.
The Complete and Ship Revenue automation effects processes most New Jobs (NJ) sent from CCDash. When the CCDash Final Install Date is saved, the date is sent to Epicor, the Epicor Job is completed, and the Sales Order is shipped as of the Final Install Date. But, some New Jobs are missed by the interface that sends Jobs to the automation. Other types of Jobs - like AP Ad-Hoc Parts Order – do not process through the automation. You will complete those using the Quotes Installation Date dashboard. This will complete the Job and Sales Order Shipment process Quote/Order. When the CCDash Install Complete Date is updated for Jobs other than NJ – New Job, process the “Quote Installation Date DB” dashboard to update the Installation Date. This will process all the steps the automation does for New Jobs.are by design not sent by the interface.
How to process the Quotes Installation Date dashboard:
In Epicor, navigate to Sales Mgt > Quote Mgt > Custom > Quotes Installation Date DB
Also available in the Customizations folder.
When the screen opens, click the Refresh icon.
Sort the result by Order, and locate the Order to be processed.
Use the calendar or key in the “Installation Date” that was entered in CCDash.
Tab out, and the “Update Installation Date” checkbox is checked automatically.Set the date for the Orders to be updated.
Click the “Update installation Date” button.
All the Orders with “Installation Date” set will be completed and shipped.
A message will be presented when the update is complete.
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