AR Invoice Entry allows Misc charges to be added to invoice lines, but I don’t see a Misc charge for the Invoice Header.
I’d like to be able to enter a Header Misc Charge on an Order, and then add that to the Invoice during AR Entry.
Or is my only option to add Line Misc Charges for each line item on the Order, which will then they’ll be created as Misc Line Charges on the Invoice?
In other words, how to bill an Order’s Misc Header charge, for a Shipment type invoice?
You can add Order Miscellaneous Charges by going to Header > Order Misc Charges and click New. Another way is to click the drop-down arrow next to the New icon on the tool bar and choose New Header Miscellaneous Charge. This will create a charge for the whole order, not each individual line.
I know how to add a Header Misc charge to an Order. My problem is adding the Order’s Misc Header Charge to the Invoice. And not having it tied to one specific invoice line.
Yes, so when you add the Misc Charge, you will need to choose when to bill it, First, Last or Every under the Frequency column. The charge will pull through to the invoice on the First line under Miscellaneous. It doesn’t appear on the Invoice as a header charge though it is a header charge for the sales order.
Thanks. I’ll give that a test.
Beth,
Is there any decent explanation as to WHY the Invoices do not maintain the header/line misc charge structure? I’ve been unable to find one and Epicor Support just doesn’t know for sure, they just know “how” it works.
I have to assume it is because an invoice can contain more than one order/line( or shipment pack/line) combination and thus an invoice header charge could not distinguish which order/pack it was associated with - and that then works back all the way to the GL Controls for AR Posting Engine…
But I’m wondering if anyone actually knows for sure. My accounting folks get this funny look on their faces when I try to explain how Epicor does things in the financial modules. For some reason they can never see the logic 
Mike
Hi Mike,
I wish I knew. It is really confusing and took me awhile to get used to it. Someone at Epicor (or someone who worked there in the past) should know.
Beth
Miscellaneous Charges are related to shipments, not quantities. First, Last or Every frequency refers to First Shipment, Last Shipment or Every Shipment.
There are two types of Miscellaneous Charges, Header and Line.
Header Miscellaneous Charges:
Charges are added to the Invoice for either the First, Last or Every Shipment created against the Sales Order. Since they are not specific to any line item, Epicor associates the Miscellaneous Charge to the first Shipment Line and will be associated with corresponding Invoice Line.
Line Miscellaneous Charges:
Charges are tied to a specific Sales Order Line and will be added to the Invoice Line for the First, Last or Every shipment against that Sales Order Line. For example, if Sales Order Line has a selling quantity of 20 parts and (2) shipments are created against that line with 12 parts on the First shipment and 8 parts on the Last shipment the following would occur depending on the frequency selected:
First - A miscellaneous charge would be added to the invoice line for the first shipment.
Last - A miscellaneous charge would be added to the invoice line for the last shipment.
Every - (2) miscellaneous charges would be added to the invoice, one for each shipment against the order line.
Mike is right, it has everything to do with supporting multiple sales orders per invoice.
Pack slips can be created the same way with multiple orders.
I also train our teams to think of the imvoice as a copy of the pack slips, not the sales order.
There are settings on the customer setup to allow or block this function.
Bryan DeRuvo
Thanks! I’ll keep poking around at Epicor and see if I can find someone.
Thanks for your input, Brian. What we were referring to is not how miscellaneous charges actually work, but why a header miscellaneous charge from a sales order is put on the first line of the invoice rather than showing it as a header charge in the header of the invoice. It can be very confusing unless you know the charge is a header charge, not a line charge.
Hi Bryan,
Could you clarify where this settings are in customer entry screen?
Regards
Alek
(from the field help)
Consolidate Sales Orders - Select this check box to indicate this customer can have multiple orders placed together on the same AR invoice. This is used during the Get > Shipments command in AR Invoice Entry. If you clear this check box, separate invoices are created for each order placed by this customer.
Consolidate Packers - Used during the Get Shipments program within AR Invoice Entry, this option controls how invoices are created if multiple packing slips are generated for this customer. Select this check box to indicate all packing slips created for the same order and fiscal period are billed on a single AR invoice.
If this check box is clear, each packing slip that is pulled into the AR invoice batch creates a separate invoice. This happens even if they were created for the same order.
Invoice Per Packing Line - Select this check box to indicate an invoice should be created per packing slip line. The Get Shipments option in Invoice Entry generates one invoice per each packing slip line for customers with this check box selected.
Just wanted to know if there was a solution to this one we are running into the same issue where misc charges that where at a header lever on the SO are put on the line of an AR invoice and our customers not accepting these invoices as the line values are different. So would having the misc charge set to first or last solve this problem but putting the misc charge on the header lever rather than the line level on the respective invoice?
