Invoice selection for AP Payment Entry on a Wire

Epicor ERP 10
,
1

Is there an easier way to select invoices for a wire payment.

My AP clerk showed me a painful task she has to do. She is processing a wire payment for a large supplier - 600 open invoices - in AP Payment entry. She was trained to

  1. New Invoice
  2. Click invoice to search
  3. Click next several times (I showed her the return all rows, but that takes almost as long)
  4. Sort by date because she is looking for the oldest invoices (this does not save a sort layout)
  5. Scroll to the top, pick her invoice.
  6. Repeat. For over a hundred invoices.

She said the select invoices only works with AP Check payments - not wires.

2

Hi Scott, are you talking about to add in an easier way invoices in the following section?

Regards
RD

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3

Hi Raul
Yes, she is looking for an easier way to add invoices. She has not made the jump to Kinetic UX yet. Is it easier in Kinetic?
(we are on prem). This winter we will change!
Scott

4

Try this
Create Group
Set bank account, select payment method (Wire)
Click Actions >> Select invoices
Click on filters tab / Payment method
Select All
Click on Supplier Tab
Select your supplier
Set your dates if needed
Click OK

Pick your invoices

Should do the payment selected for the group
Test first

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5

The other thing to check is what the payment method is on the supplier

6

Hi Scott, it’s the same procedure that Chris explain, works on Classic and Kinetic, that should help you.

Regards
Raul D.

7

Chris

I went through your steps in TEST, and it does work as you say.
From my screenshot of what she was doing, she was on another tab.
When she can make time for me I will see exactly what she is doing. I think she was selecting New Invoice Payment. This forces her to individually select invoices.
OMG
I found the original instructions from 9 years ago. That is how we have been doing this since the beginning. Individually selecting the invoices. You guys just made my day.
Thanks
Scott

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