Hi
during the lifecycle of the order, there must be specific flags that notify epicor / other teams of those completions. for example
you complete a job line and its shipped, that must notify the order
all of the order lines are complete, that must notify accounts for invoicing.
I need to the flag that notifies an order being complete and ready for invoicing or the order as being invoiced.
Where can i find such flag?
Thanks
Epicor invoices shipments, not orders. The shipment records indicate it’s time to invoice.
To invoice the whole order when completely shipped, use this check box on the Order Details panel.
The Order Line status indicates the state of the order line. (Open/Closed/Void)
When all lines are closed and/or voided then the order is automatically closed.
Hi
Thanks for your reply. So there must be a flag in the shipment that notifies billing of its status. I’ll look there.
The flag is to filter report data. We already filter by JobComplete and a few other flags but it seems there is a small window where a line is included in the report even though its complete and shipped but not yet invoiced and this is what i need to filter out
This is a standard Epicor report, just in case you may not have known.
i wasnt aware, i just picked up a custom report made by someone else contracted in. i’ll look for it.
thanks
ReadyToInvoice = true and Invoiced = false or a ShipStatus of SHIPPED should get that window.