Getting billing info from sales order/customer info to be picked

Yahoo Archive
1
Use the comments on the header of the sales order....they will print automatically on the invoice.

Create text that can be "dropped in" the comments section. This is a little hard to explain in an email so bear with me. You can create a variety of "texts" (keep them in a folder that everyone has access to), then right click on the comments section and "insert file". If you look at the bottom of the comments section there is a duplicate button that will copy this over to the invoice screen.

I hope that made sense....

Or keep them in the customer file and copy paste to the sales order.


M. Manasa Reddy
manasa@...<mailto:manasa@...>
630.806.2000 x1515

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jfmartin67
Sent: Thursday, April 19, 2012 11:05 AM
To: vantage@yahoogroups.com
Subject: [Vantage] getting billing info from sales order/customer info to be picked up in invoicing



we're trying to figure out the best way to communicate billing info (i.e. misc charges or waiving misc charges) in either the sales order or customer info to be picked up in invoicing.

the challenge we have is that we create invoices off of shipments.

we were hoping to use comments section in the customer records and comments section in the sales order header so that the a/r person could use that information to charge miscellaneous charges (or waive the usual misc charges) for customers, but the comments don't seem to work easily/can't see them in the invoice entry screen.

how do people get that information to the a/r group through epicor?

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2
we're trying to figure out the best way to communicate billing info (i.e. misc charges or waiving misc charges) in either the sales order or customer info to be picked up in invoicing.

the challenge we have is that we create invoices off of shipments.

we were hoping to use comments section in the customer records and comments section in the sales order header so that the a/r person could use that information to charge miscellaneous charges (or waive the usual misc charges) for customers, but the comments don't seem to work easily/can't see them in the invoice entry screen.

how do people get that information to the a/r group through epicor?
3
Enter a misc charge in the sales order? And if a charge is waived,
enter it but with a zero price? These charges will appear on the
invoice automatically if you create invoices via "get shipments".



Brian.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of jfmartin67
Sent: Thursday, April 19, 2012 12:05 PM
To: vantage@yahoogroups.com
Subject: [Vantage] getting billing info from sales order/customer info
to be picked up in invoicing





we're trying to figure out the best way to communicate billing info
(i.e. misc charges or waiving misc charges) in either the sales order or
customer info to be picked up in invoicing.

the challenge we have is that we create invoices off of shipments.

we were hoping to use comments section in the customer records and
comments section in the sales order header so that the a/r person could
use that information to charge miscellaneous charges (or waive the usual
misc charges) for customers, but the comments don't seem to work
easily/can't see them in the invoice entry screen.

how do people get that information to the a/r group through epicor?





[Non-text portions of this message have been removed]
4
Or, you can also do a similar process at the shipment level too - add a misc charge there

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian Roberts
Sent: Thursday, April 19, 2012 12:21 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] getting billing info from sales order/customer info to be picked up in invoicing



Enter a misc charge in the sales order? And if a charge is waived,
enter it but with a zero price? These charges will appear on the
invoice automatically if you create invoices via "get shipments".

Brian.

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of jfmartin67
Sent: Thursday, April 19, 2012 12:05 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] getting billing info from sales order/customer info
to be picked up in invoicing

we're trying to figure out the best way to communicate billing info
(i.e. misc charges or waiving misc charges) in either the sales order or
customer info to be picked up in invoicing.

the challenge we have is that we create invoices off of shipments.

we were hoping to use comments section in the customer records and
comments section in the sales order header so that the a/r person could
use that information to charge miscellaneous charges (or waive the usual
misc charges) for customers, but the comments don't seem to work
easily/can't see them in the invoice entry screen.

how do people get that information to the a/r group through epicor?

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]