Matching Invoice and PS number

Yahoo Archive
1

At a previous employer we had the same problem... I cheated. Since the customer also was on One Invoice per PackSlip, I captured the packslip number during the invoicing process, and created a fake "Invoice Number" that printed on the AR Invoice Form in the Invoice Number area. Then, in smaller print over on the right-hand side, I added a field called "legal reference" and there I showed the Epicor invoice number. I also created a dashboard so my AR people could quickly refer to either one to get the other.


Ernie Lowell

2

We have customers who do not require us to send an invoice, they pay directly from the packing slip, and reference that number on the payment. Is there a way to make the invoice number the same as the packing slip number (or reference it such as INV123 for packing slip 123)?

3

I looked into it with Epicor’s customization group and the cost was somewhere in the 40K range.

Your best bet is to add the packing slip to the receipts panel and then move it to the front. That will allow you to sort on the packing slip and process the receipts that way.

 

Charlie Smith

CTCharlie@...

Cell: 860-919-1708

Office: 817-862-9862

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Saturday, May 30, 2015 8:53 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Matching Invoice and PS number

 

 

We have customers who do not require us to send an invoice, they pay directly from the packing slip, and reference that number on the payment. Is there a way to make the invoice number the same as the packing slip number (or reference it such as INV123 for packing slip 123)?