I am trying to do a test load for a go live of the AR Open Load data. I cannot seem to figure out the invoicenum setup. I have my starting invoice num in Company Config set to 10000. It accepts the first invoice in the DMT starting at 10000 but gives me errors on the rest.
Even if I set them directly in sequential order I get an error. I tried setting them to blank and 0 to see if it would generate the next invoice number but it gives an error that the format is incorrect. Can anybody help me out with this?
In the setup the gave the errors below the DMT file had the first row as invoicenum 10000, the next row as 10001, and then the rest at 0 to see if either of these options would work.
If memory servers, when you’re doing AR Open Load… you’re loading open legacy invoices into the system. So, you want to load them in with the same invoice numbers they had in your legacy system. They’re already in your customers’ hands and they’ll be paying against those old legacy invoice numbers.
So, if the last invoice number in your legacy system was 12345… then set Epicor invoices to start at 20000.
You’re AR Open Load DMT template should only include invoice numbers less than 20000.
Our last open invoice number was 60775. So our starting Invoice number in Epicor was set to 70000.
Note one of your errors was that your invoice balance could not be less than zero. See the first entry in my DMT template. In AR Invoices, you can set Credit Memo to “TRUE”… then pass a positive number.
But… the point of AR Open Load is that you’re loading already open, existing, invoices into Epicor. So the invoice numbers will already exist (generated from your old system), and once you DO go Live and Epicor generates its first invoice, it will start at 10000 or whatever you set that value to in Company Config.
