We have 2 invoices for 1 shipment(1 pack slip), and don’t want this(we want 1 invoice). I’ve checked all the fields I know that govern this and they seem to be set as we expect. Can someone point us in the right direction? See screenshots / explanations of where we’ve looked below.
@Aaron_Moreng good question. When I print preview both invoices(not sure where to see this elsewhere), all lines are listed on the first invoice, and the second invoice is blank. Any ideas why we would have a blank invoice?
@Beth thanks for the recommendation, but unfortunately no luck. We deleted the invoices, checked the Consolidate Shipment Lines on the customer, then recreated the invoices and got two invoices again.
@ckrusen Yes we have a miscellaneous charge. We deleted just the blank invoice but “get shipments” recreated it. Interesting note the kit components are listed on the blank Invoice(we suppress listing kit components in our report so didn’t notice them originally), is this a clue?
We also deleted both invoices and did “get shipments” but it created two invoices again. Below are the Order Totals and Both Invoices. The blank one is $0…
We have seen that if the shipments are from different fiscal periods then it will always generate two invoices. And if you must comply with ASC606/IFS15, this is probably correct behavior as your revenue should match the cost per period for the “contract” as defined.
I believe for Beth’s method to work, the shipment would need to be un-shipped and then re-shipped. This would be in addition to deleting and reissuing the invoice. I may be wrong but I do not believe the lines will consolidate and give you the results you are looking for for an event that has already happened. Some functions are funny like that. They use a “snap-shot” at the time of the transaction. Therefore, changes only get applied after the fact. Try deleting and reshipping after checking the consolidate shipment lines.
No, it is literally that easy. Just unclick the shipped check box. Once that check box is clicked it marks the shipment ready to be invoiced. Be sure to “SAVE” in between steps. Either way please let me know if it works since it would not be the first time I have seen something like this.
We opened an Epicor support case, and ended up having to upload our database for them to look at. We have not yet confirmed but they said the cause of the problem was on the Order the Time and Material checkbox was checked.
Does that make logical sense that if that checkbox is checked on the order and we have a kit it would result in 1 blank invoice for only the kit components? Maybe a better question is what is the intended use of the Time & Materials checkbox on the Order?
Edit: Explanation from our finance team as to why we check the Time and Materials checkbox: We check the time and material box on orders with a deposit. This ensures that in AR Invoice Entry, the invoice created will be on hold so we can review the amount of deposit applied to the invoice and retain enough deposit to ship remaining lines. We use this feature on a great number of our orders and it is necessary. It seems we have a problem and any help / suggestions would be greatly appreciated.
I know that the Time and Materials box checked on an Order will prevent you from posting the invoice. It’s like a flag that says, “yeah, there’s a dollar amount for this line item, but it’s really variable. So it needs to be confirmed before generating the invoice.”
Based on what I understood from your explanation, it sounds to me like a bug. What’s your opinion/perspective, do you see a logical reason for this behavior(a sales order with a kit and the Time/materials checked, it will result in 2 invoices where 1 is blank)?
I’ve never seen it on an order with a kit. My experience (which is rare as we don’t use that “feature”), was that it would just prevent the invoice from posting. And if it happened on a shipment that was just for that one line, it wouldn’t have split it into two invoices. I don’t recall if a scenario in which one line had T&M enabled, if it would try to make that a separte invoice, so you could at least bill for the lines not affected by it.
If a Sales order has multiple lines and each line is shipped from different sites, is it a normal behavior wherein Epicor creates specific invoice for each site?
Is there anyway we can combine them into one invoice?
Maybe a setting?