E9 - Advanced Payment Invoice and Sales Orders with Misc Charges

Yahoo Archive
1
Pretty much it. We have a dashboard we use to track these as well



________________________________
From: Tim Vonderhaar <tvonderhaar@...>
To: vantage@yahoogroups.com
Sent: Friday, March 8, 2013 2:13 PM
Subject: [Vantage] Re: E9 - Advanced Payment Invoice and Sales Orders with Misc Charges

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Wow, that seems like a very large oversight.

Would you mind sharing your procedure of how your company handles this?

I'm guessing you would have to apply the payment to the lines, then wait till the actual shipment, but somehow remember there are dollars available. Once the actual shipment occurs, do the Get Shipments to create the final invoice that will only have the misc charge. Somehow remember what the outstanding payment was, then apply the remaining dollars to the final invoice.

--- In mailto:vantage%40yahoogroups.com, Mark Wagner <mjfw2003@...> wrote:
>
> Tim, from my experience and having talked to Epicor support there is not a way to do this, you cant do an advance payment or deposit against a misc charge
>
>
>
> ________________________________
> From: Tim Vonderhaar <tvonderhaar@...>
> To: mailto:vantage%40yahoogroups.com
> Sent: Friday, March 8, 2013 1:39 PM
> Subject: [Vantage] E9 - Advanced Payment Invoice and Sales Orders with Misc Charges
>
> ÂÂ
> We are struggling with a situation where we have a sales order that has a misc charge on the header and we are trying to apply an advanced payment invoice against it. We can apply the invoice to each line, but we cannot find a way to connect to the header misc charge. Anyone have experience with this?
>
> Tim
>
>
>
>
> [Non-text portions of this message have been removed]
>




[Non-text portions of this message have been removed]
2
We are struggling with a situation where we have a sales order that has a misc charge on the header and we are trying to apply an advanced payment invoice against it. We can apply the invoice to each line, but we cannot find a way to connect to the header misc charge. Anyone have experience with this?

Tim
3
Tim, from my experience and having talked to Epicor support there is not a way to do this, you cant do an advance payment or deposit against a misc charge



________________________________
From: Tim Vonderhaar <tvonderhaar@...>
To: vantage@yahoogroups.com
Sent: Friday, March 8, 2013 1:39 PM
Subject: [Vantage] E9 - Advanced Payment Invoice and Sales Orders with Misc Charges

Â
We are struggling with a situation where we have a sales order that has a misc charge on the header and we are trying to apply an advanced payment invoice against it. We can apply the invoice to each line, but we cannot find a way to connect to the header misc charge. Anyone have experience with this?

Tim




[Non-text portions of this message have been removed]
4
Wow, that seems like a very large oversight.

Would you mind sharing your procedure of how your company handles this?

I'm guessing you would have to apply the payment to the lines, then wait till the actual shipment, but somehow remember there are dollars available. Once the actual shipment occurs, do the Get Shipments to create the final invoice that will only have the misc charge. Somehow remember what the outstanding payment was, then apply the remaining dollars to the final invoice.

--- In vantage@yahoogroups.com, Mark Wagner <mjfw2003@...> wrote:
>
> Tim, from my experience and having talked to Epicor support there is not a way to do this, you cant do an advance payment or deposit against a misc charge
>
>
>
> ________________________________
> From: Tim Vonderhaar <tvonderhaar@...>
> To: vantage@yahoogroups.com
> Sent: Friday, March 8, 2013 1:39 PM
> Subject: [Vantage] E9 - Advanced Payment Invoice and Sales Orders with Misc Charges
>
> ÂÂ
> We are struggling with a situation where we have a sales order that has a misc charge on the header and we are trying to apply an advanced payment invoice against it. We can apply the invoice to each line, but we cannot find a way to connect to the header misc charge. Anyone have experience with this?
>
> Tim
>
>
>
>
> [Non-text portions of this message have been removed]
>