Good morning everyone. Wondering if someone can help out on a problem we are having when product comes in off of PO’s ?
We are trying to come up with a way where we can receive in a PO so that the parts will show up in Epicor for the Project Managers to see, but that the PO is not actually “received in” so that we can add in pricing afterwards.
Can something be done? has anyone accomplished this?
Thanks for all your help. It is much appreciated.
John
Welcome to the forum!!
I believe once something is “received”… the transactions in the system occur… parts hit inventory and the price/cost hits the financials.
The best you could do is to create the receipt lines in receipt entry, but don’t mark them as “received”. This will put them in an “arrived” state.
Those parts shouldn’t be visible as on-hand inventory until finally marked as “received”, but your PMs should be able to filter based on their “arrived” status, in a suitable dashboard.
You can query against RcvDtl.Received = false.
The RcvDtl record will exist… but Received will be “false”.
Agreed, you can’t divorce financial transactions from inventory transactions in an ERP system.
You have fluidity in what GL account they go to until the capture. (Long story; don’t want to scare you yet if you are new to that.)
But inventory (and expense) transactions inherently carry the cost also (all on the PartTran table). These are not separate tables in the database.
David’s idea is your best bet.
For this to work as OP wants, the Company Configuration setting to close the PO Release at arrival, receipt, or invoice when would need to be set to one of the latter two, right? Otherwise they would need to re-open the PO/Line/Release to update the price.
Good morning everyone. Thank you for all of your replies.
We are putting the parts in ARRIVED and there was a column added for the PM reports to let them know they are here, but not received.
It works like we need it to.
Thanks again
