Best practices for closing jobs of voided sales orders? Is a shipment required?

Epicor ERP 10
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1

If we have a repair job and sales order and it is determined that it would be cheaper to sell the customer a new unit than repair the unit sent to us on an RMA, is it necessary to create a shipment and zero dollar invoice? Or can we just close/void the sales order and complete/close the job.
If we do not create a shipment will the costs get applied properly?

2

Issue a completed new unit to one of that job’s materials, then process a normal.

3

That would work if we were using the same part numbers. The voided SO and job has part number REPAIR but a new unit would have the real part number.
I wonder if it is possible to change the part number on the job after work has already been done. I’ll try it out.

4
  1. Order has a line with P/N: REPAIR
  2. Job created, for part REPAIR, linked to that Order line.
  3. Job has some basic materials (“repair parts”) assigned to it, that are expected to be used to do the repair.
  4. Do not issue any of the “repair parts”
  5. Issue one of the P/N of the finished good to the job. (Job costs now include the cost of a new unit)
  6. Mark the job complete and ship it back to the customer. Job costs now in COS (or AR Accrual if you use that)
  7. Invoice the customer, even if it was warranty ($0.00 price). This will move the costs from AR Accrual to COS.