Charging expenses to a Job or Sales Order

Receipt entry -> job subcontract line -> under Receipt type -> choose "miscellaneous "


We are running E10 and have only been running Epicor since April 1.


We are a Custom Fabricator and charge all costs incurred on a job to that job so we can measure how well we did on that job.  With our previous system, when we received an invoice for something not on the BOM (Freight charges, miscellaneous nuts and bolts for example), we could just enter the invoice and charge it to the job.  (In our previous system, the job and sales order were one and the same.)


Is there a way in Epicor to enter an invoice against a Job or a Sales Order without having to go back and update the BOM and create a PO and "receive" the PO?  Freight costs are the most common with us, but when we run out to Lowe's or Fastenal for some miscellaneous something, we want to be able to just enter the invoice and charge it to a specific Job or Sales Order.


Is this possible in Epicor?


Cheers,

Charlie Payne

Hendrick Screen Company

Owensboro, KY

>> we could just enter the invoice and charge it to the job
I wonder if you could add a dummy material when you create your  jobs and use it for job adjustments to account for miscellaneous costs/reference the invoice?
Not pretty but...

I’ve done some testing with this on E9, hopefully E10 does the same.  In AP, if you put in a miscellaneous LINE charge on a part bought to the job the costs follow the job.  If you put the miscellaneous charge in at the header it follows whatever GL code you have associated with that miscellaneous charge. 

 

We have miscellaneous charges set up for freight, tooling, expedite, etc. and use those in AP invoices.  It would be nice if purchasing would add those upfront (Epicor lets you) if known so AP doesn’t have to deal with going back for approvals when we get the invoice – that will have to be phase 2…

We are on E9.05 so I am not sure if it the same on E10. We are similar to you as we charge every expense to a job.

When we set up our jobs we have a subcontract freight operation on each job. Then when accounting gets the freight bills (freight that is not a part of an AP invoice) they can so a misc job receipt and it will hit the job (no po needed but they do have to do an receipt first and then apply the invoice to receipt)

Then we also have a "misc" job material item which we handle by just applying a job misc AP invoice line (no need for PO or receipt).

I'm not sure if there is a better way...

On Wed, Jul 8, 2015 at 11:00 AM, charlie.payne@... [vantage] <vantage@yahoogroups.com> wrote:
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  <p><p><span>We are running E10 and have only been running Epicor since April 1.</span></p><p><span><br></span></p><p><span>We are a Custom Fabricator and charge all costs incurred on a job to that job so we can measure how well we did on that job.  With our previous system, when we received an invoice for something not on the BOM (Freight charges, miscellaneous nuts and bolts for example), we could just enter the invoice and charge it to the job.  (In our previous system, the job and sales order were one and the same.)</span></p><p><span><br></span></p><p><span>Is there a way in Epicor to enter an invoice against a Job or a Sales Order without having to go back and update the BOM and create a PO and &quot;receive&quot; the PO?  Freight costs are the most common with us, but when we run out to Lowe&#39;s or Fastenal for some miscellaneous something, we want to be able to just enter the invoice and charge it to a specific Job or Sales Order.</span></p><p><span><br></span></p><p><span>Is this possible in Epicor?</span></p><p><span><br></span></p><p><span>Cheers,</span></p><p><span>Charlie Payne</span></p><p><span>Hendrick Screen Company</span></p><p><span>Owensboro, KY</span></p><p></p>

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Hi!  Where do you do the miscellanous job receipt?