How do you send samples to your customer without affecting Production and how do you record the related costs in the marketing budget

Epicor ERP 10
1

We are planning to send some free-goods to our customer. There should be no GSV-NSV effect and this cost should go to marketing budget. Is there any guideline or a way to do it these transaction on Epicor?

2

Are they coming from stock? Any special tracking required - like Lot or S/N? Do you expect to get them back?

Just create an order with zero dollar prices. Then after it ships do a Journal Entry between the COS Acct that got hit and the Marketing acct.

Another way (with less tracking) would be to:

  1. Make Reason code with a GLC to hit marketing account
  2. Do a Misc Issue - using the reason code from above
  3. Make a Misc Shipment
3

Like Calvin said, we have a Product Group called “Promotion” or “Samples”. The G/L Control for these point to a revenue account that SHOULD be zero because no sales price. The COGS account would be set to your Marketing Expense account. Enter order, change the Product Group on the Order Line, Ship it. Check the WIP Recon report and it should show the costs going to Marketing Expense.

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