I imagine there has to be a more automated way for Epicor to manage prepay customers and their orders. Currently, we have a prepay terms customer on manual credit hold. This causes sales order entry to notify the accounting team when an order is acknowledged. Accounting issues the deposit invoice and sends to customer. Customer account and orders remain on hold. Payment comes in and is applied to deposit invoice, but this does not cause Epicor to automatically release the order off hold so it can ship. Is there a way to set up the customer, or orders, so the hold comes off automatically when payment is received? Also, is there some way for Prepaid terms customers to be shown that way to Order Entry and Shipping instead of using Manual Credit Hold?
Not sure if this would work, but have you looked at the counter sale functionality?
Other than that, my suggestion would be to put a BPM Hold on the Order that stops it from being shipped until the invoice is paid. BPM holds are a good way to automagically control transactions.
What about setting the customer credit limit to $1? When the deposit invoice is paid, the customer no longer has an open sales balance, and theoretically wouldn’t be on credit hold.
When accounting is receiving the deposit, have them do a credit override on the sales order as well.
You can also set the Customer Credit Manager to be an option on the context menu (e.g. right click open with), to make it easier for accounting to quickly get to the credit override screen.
You may want to look at the differences between Deposit Billing and Progress (Advanced) Billing. They are kind of similar, but not.
With a deposit payment it can be entered directly into cash receipt entry.
You might get some mileage out of using Deposit payment and having a bpm
that compares the OrderHed.DocDepositBal to the OrderHed.DocOrderAmt
and takes the order hold on or off depending on the resultant subtraction
Just like @jkane mentioned