I am trying to get my Finance team to use the Cancellation and Correction Invoice processes but i am getting resistance. One of the comments was "the correction invoices dont work though at the minute, they are 2 lines2, another “it generates a credit for the full line, and then one for whatever re-invoice value you select - talking to ***** she says she doesn’t think Epicor would let you post this as one invoice if we received it from a supplier + ***** has said she doesn’t believe customers will be able to process easily either”
So how do others process correction invoices internally and do others have issues with the correction invoices they send out to their customers?
Personally i dont think EPICOR would have produced this if it wasnt a process that could be used
Yeah thats kind of what we want to use them for as we do some Make-Direct work as well. I am just getting resistance from Finance about the correction invoice being two lines, one for a credit of the original amount and one for the corrected amount. They are saying that they dont think customers could process an invoice that way plus they dont know how they would process one if we received on internally. To me (I am far from financially minded), having it on one invoice is no different to having one credit memo and one re-invoice or am i being too simplistic?
Even if we cede that point, that only scraps the correction invoice possibility.
But I’d still say the cancellation invoice would create the credit memo much faster and more accurately, and then yeah the AR person is on the hook to make the new invoice by hand I guess if you want that new invoice to be all by itself.
But others here are more experienced there than me.
I know the technical part just fine, but not necessarily the “why”.
I’m in one of those ‘Oh we have always done it like that’ situations and despite me showing the benefits of both Cancel and Correction i feel i am having the book of excuses thrown at me and i cant fight back with anything
