Credit memo--if no original invoice, returns "No Contact" error

Hey folks,

We’ve been consolidating several single-site companies (all on Kinetic) into a single multi-site company. All good, except:

Trying to enter a credit memo for which the closed invoice does not exist in the new company. If they don’t enter the original invoice number, they get a message saying “Contact references invalid value.”

If they enter a contact, then it lets them continue.

Bug or feature?

2021.2.26

Detailed error message below.

Thanks,

Joe

Hi Joe,
We’ve had this happen in various versions of Epicor. It typically happens because someone deleted a contact instead of just flagging them inactive/no contact. Best practice would be to inactivate contacts instead of deleting to avoid this in the future. Epicor used to provide a fix program, but that just set the contact number on the sales order to 0 (None).
Jenn

Hey Jen,

It also might be that the guy doing the transfer neglected to copy the customer contacts and left in the contact number, so it was trying to get an invalid contact.

Just a remote possibility. :slight_smile:

And it’s been a while since I’ve seen your name. Thanks for the reply!

Joe