Hi, was curious if there was a way to create epicor part that would be treated as a service. We can’t use order misc charges with new e-invoice provider so we’re looking to get similar functionality with order line part (no need to have them on stock/ship them, automatically add it to invoice created based of shipment)
Not sure if this is the exact use case you’re speaking of, but we have an engineered part that we call “Service”. It is a non-stock, manufactured part. We can add that to a Sales Order as a line item and it will kick off a job.
The only thing in the method are some operations for our Service team to charge time against when they provide the service. We then “ship” the part in the system from the job when the service is complete which then allows invoicing of the sales order line and the service hours are captured as labor on the job.
If the “service” also includes replacement parts, we can add those to the job on a case-by-case basis to capture those material costs as well.
Has worked pretty well for us.
Honestly, that might be too complex for what we need. Currently we just add misc charges to order head, and they are added to our invoice. Sadly, our new e-invoicing legislation doesn’t support adding misc charges to invoice lines, so we need to keep a similar workflow, but have charges as invoice lines.
you can add a part to a job and flag it as misc, and the select the misc type.
Just out of curiosity, for which country’s e-invoicing mandate are you trying to comply and when did the mandate take effect?
We don’t do any manufacruting or jobs, only purchased parts. All shipments are done using Epicor Kinetic Warehouse app
Can you not just create a list of parts for your misc charges and make them Non-Stock and Quantity Bearing = False? We have done that with some NRE lines we use internally.
Poland will require the use of its e-invoicing system starting on April 1. They allow only one charge or discount per invoice line, and since all of our sales are discounted, it throws an error.
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Do you add this part on sales order or invoice?
We add to a PO if it is PO related, Sales Order if it is related to that and it is then pulled through to the invoice accordingly
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You could create a “part” that is a Qty Bearing / Purchased part (would never require a job). Adjust in a large quantity of them. Then just add one as a sales order line item with a price.
When you ship the order, that line gets shipped too and shows up the invoice. The part will come out of your adjusted-in “inventory”. It just a fictious part, no cost involved.
We do this in our system with a part called “FREIGHT”.
I tried doing that, but can’t get this part to show on invoice
PO or SO?
Worst-case scenario, we’ll do just that, but if possible, I would rather use a part that we don’t need to keep in stock or “ship.” If we could use a non qty bearing part that is added to the sales order and shows on the final invoice, that would be perfect.
Sales orders
You have to ship it . . .then it will show.
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If it is a non-qty bearing part, you’re going to see demand in the system to buy it (or make it, depending on whether its a purchased or manufactured part). That’s why I would make it qty bearing and just adjust in 10,000 of them. Probably won’t have to do that again for a while.
But yes, in order for a sales order line to show on an invoice, it has to ship.
Beat me to it
Hi David,
Thats how we set ours up but we do not have Process MRP or Generate PO Suggestions ticked. Our NRE lines are Purchased parts, maybe that is why we dont see any demand for them?
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Okay, we have a customization that automates the fulfillment queue, and it looks like it simply ignores non-quantity-bearing parts - that’s why I couldn’t ship it. We’ll use a quantity-bearing part and adjust in the stock.
Thanks everyone for your help!
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