Is there a way to edit an invoice that makes the changes in Sales Order Entry or Customer Shipment Entry also?
I know you can edit an invoice, but this does not make these necessary changes within those other processes, which is not how I want things ran.
Once an order is established with an invoice number, I really dislike deleting it, making all changes, then re-invoicing it as these “deleted” invoices can still be seen by accountant and GM, but invisible to all other users so it gets difficult when they ask about a certain invoice # that had been deleted and trying to remember what the reason was or what correctionss were made and why 5 months down the road…
Is there a solution for this? Or a better way to bend around this, especially when it has not been posted?
Things that have needed changed:
unit price
ship to
qty shipped
delete a “shipped” item that did not phsycially ship
add a “unshipped” item that physically did ship
freight cost in CSE
tracking number/weight
This may be the Holy Grail of Vista/Vantage/E9/E10 …
We are constant having to back out the processes , to fix something that was wrong at Order Entry (un-ship a packer, edit the order, re-ship the packer, then invoice).
Most common for us it Product Group, and Sip To (as this affects the Tax Calcs).
It’s quite annoying.
I mean I just don’t see why it doesn’t refresh all screens with the updated “invoice” . Makes no sense. Ha. Poor designing I guess. If anything I wish you could delete the invoice and reinvoice after changes but it keeps the invoice number/ties the old with the new etc.
Yes, anything outside of the “ordinary” flow can definitely increase your “ERP annoyance” factor.
We all love to hate Epicor but in this case I suspect that rather than bad design… their choices had more to do with economy/priorities.
i.e. how much extra business logic would be needed to allow direct changes to invoices and retroactively update orders/shipments? Sounds tricky and expensive to me…compared to maintaining their current, single direction of flow from order to shipment to invoice… even though making changes can be a little annoying.
While it doesn’t fix the problem, we try to head it off at the pass with BPM’s, dashboards and reports to catch “missing info” on orders, before we get to the invoicing.
We enforce requiring a ProdGroup on every order line with a BPM, and create a daily report of open orders with other “bad missing info”. A bad ShipTo is our #1 culprit.
Our product ships by freight carrier (UPS drivers don’t think they should lift pallets weighing several hundred pounds), to construction sites. And these sites don’t always have an address. At least not one that validates in tax connect. Ex: “5 .3 MILES DOWN ACCESS RD 101”
I don’t mind making the changes, that part doesn’t bother me. What bothers me is the invoice number not being the “same” after deleting and re invoicing that particular invoice, or that I edit an invoice and it doesn’t update the unit price in order entry for instance.
I’d be happy with deleting an invoice and re invoicing it as long as the invoice number stayed the same and “updated” it to the correct, rather than a completely different invoice number.
Even if there was a radio button that you check and it holds the invoice as “edit” and you can go to Customer Shipment Entry and the status is marked as “shipped” instead of “invoice” just so I can make the necessary changes by unshipping, open and marking it as shipped, save and then uncheck that radio button in invoice and it pull all those changes over with a refresh.
While not exactly what you asking for, you may want to look at “Legal Number”. This can be sequential and doesn’t have to match the Epicor invoice Number. In many European countries, you have to account for every invoice to make sure nobody is cheating on VAT.
I look at this a bit differently. I would ensure that the info provided to Epicor at each stage of the process is accurate (as much as it can be). By going back and editing the order and shipment you’re altering history. From the Customer point of view, and margin reporting etc then as long as the invoice is correct that’s what counts. If the order value is different, use that to create reports that highlight it. What did the unit price change between what was known at order stage, versus ship and invoice? Did you send the Customer a Sales order acknowledgment with the incorrect unit price, didn’t they spot either? I see why shipping value would be wrong, this team are just processing order shipments and probably have no knowledge of the price.
Then you can start to question order entry staff why they are getting it wrong. Do price lists need updating, is the discount not modelled correctly? Etc…
Going back and undoing and changing records doesn’t add any value in my opinion.
