Explain, “net it all out”. After the job is invoiced, the service technician uses the job number to order parts; replacing the ones he used on the repair. This way we have parts on hand for the next repair job, etc. So, these are real parts. Not sure how this links it to the Sales Order, though.
Meaning is TSO-40000 a real part?
No, that’s what we call a Shop Order Number.
Perhaps the only thing I can do is create a new line and zero out the cost and create the job from there?
OK, I assumed so, but I had to ask.
Well, then how did AR ship the line? I think it has to exist in Part Entry, right?
Creating a new line with a quanity of ‘1’ and cost of ‘$0’ worked. I now have the Job linked to the Sales Order.
Sure, that might be your only option (or make the original line for 2 - maybe you could even change it back to 1 at the end).
But I still think you might have an accounting mess in the background. Just be thorough is all I am warning.
The part does exist in Part Entry. I use this part number for all repair service orders.
I really appreciate your help. I may confer with Accounting to make sure all is well. Thanks again!
Yeah, no offense, but it seems that your accounting dept. does not fully understand the relationship of inventory, make-direct jobs, and shipments. (I say this because they are shipping service orders from inventory.)
So, you may need to school them a bit on this.
To add insult to injury, I am not only new to the company, I’m new to order entry and to Epicor. So, it’s a perfect storm.
I was hired to document processes and procedures (my predessessor refused to let anyone know what she did). Plus, as I do this, I’m also looking for opportunities to improve and streamline.
So, how would I approach them? What recommendation would I give them for a better way?
First, I am making an assumption (with 99% probability…), so let’s clarify - if you look at Part Transaction History Tracker for part TSO-40000, is there a STK-CUS transaction for order 447292?
OK, so, you’ll want to see what GL accounts this is hitting. Do you (or do they) know how to run the Inventory/WIP Reconciliation Report (IWR) for a specific day?
Then separately, you’ll want to run the IWR for the job you made (only that job, and make sure to use a wide date range). And pow-wow with someone there who knows what accounts should be getting cleared, etc.
I have a new problem. When I go to ‘leave’ 447292. I get this error.
So, I go into the Order Job Wizard (no experience at all) and I don’t know what to do.
Short answer is you can ignore it. It just means “there is work to do.”
I think it’s silly. Like, if you just made the order 3 seconds ago, then, no you haven’t made the job yet - get off my back, Epicor.
Ok, so I’ll just answer ‘no’ and move on.
Regarding your comments about GL accounts…I think I’m going to leave things be and ‘beg for forgiveness’ should an issue arise. I maintain detailed notes and they know how to find me:)