We have seen this happen as well, not only with INS-STK but with DMR-STK when the material is related to an RMA.
DMRs come with Basic Quality module - not with basic Epicor though.
I know this is an old thread, but we are having the same problem as described here. When RMA items are received into inventory (INS-STK), it debits our inventory account and credits our AR clearing account. Then the only way to offset the amount in AR clearing is to post a journal entry.
Does anyone know if enhancement ERPS-134606 or problem PRB0221563 has been resolved?
I did not find that problem, but did find this idea. I actually found we have been dealing with this issue, so I will probably do a custom posting rule to get around it.
I went into to this today because our accountant wanted it fixed and I needed to get PS involved if I could not do it. It was actually pretty straightforward. In 11.1.200 all of the non AR Clearing rules are also in the COSAndWIP GL Transaction Type in case use AR Clearing is not checked so you can copy those rules.
I did these with the edited indicator
EDIT: To start you need to make a new revision
It will copy from the active revision
The new revision will be a draft.
Go into the not AR clearing rule version and right click copy all
In empty customization tab in the matching AR clearing rule do a right click - paste below
Then you need to make two Rule variables
Repeat this for all the rules you need.
Check Syntax
ONCE A RULE IS ACTIVE YOU CAN NOT EDIT IT ANY LONGER. You can make another draft from it and continue, but be sure you are finished.
Promote it to Active
I did this in my dev system and then exported the COSAndWIP to import into test for review and assuming it passes muster then it will get imported into live.
Thanks! I will review this with our system admin.
Our financial team just noticed the same issue in our 2023.1 environment.
Following a RMA-INS transaction, the INS-STK transaction uses AR Clearing GL as the book credit.
Does anyone have more information about the enhancement (ERPS) or the problem (PRB) reported to Epicor?
If you have the issue the test the fix I posted. I put in place for us and it does what we need.