Sales order 1 for customer A (no ShipTo defined)
Sales order 2 for customer B => ShipTo = customer A (without additional ShipTo)
There is 1 shipment for both sales orders because this is 1 package for the same address. Customer A and B receive their own AR invoice and they sort out by themselves what content in the package is for each of them.
However creating 1 shipment in either a packing slip, Master Pack or BOL is blocked because it is for 2 different customers.
You canât . . . just create 2 shipments. There will be an invoice for each shipment. You canât have 1 invoice for 2 customers so it makes sense, right?
Shipping and invoicing are two different things. Both customers get their own invoice and both do their own receipt to their own inventory.
All from one (and not two) big container being shipped by 1 supplier to 1 address in a logistically efficient way.
One packing slip per customer isnât the issue for receipt and invoicing as long as we can combine multiple packing slips for different customers in 1 shipment to 1 address of 1 of these customers.
Although that is technically a true statement, in Epicor they are inseparably linked IF you select the âSave Shipments for Invoicingâ checkbox in Company Configuration. This is not selectable at the order, customer, or shipment level⌠only at the Company level.
Theoretically, you could create the shipments and invoices the normal way, throw away the Pack Slips after the invoices have been generated, and create a Miscellaneous Shipment record to document the single shipment and prepare the rest of your shipping paperwork.
As said before there is no problem in having separate packing slips for separate customers. They serve the purpose of receipt and invoicing. On top of that -combining several packing slips - in something like a bill of lading there is no further requirement for receiving and invoicing. That is limited to only the customer shipment packing slip.
I can do all kinds of custo work. Just try to find a standard out of the box solution first.
Just because you can doesnât mean you should. Custnum is literally a key value on ship head. I would never customize around the foundational data structure to subvert that relationship.
Is there any kind of master or parent company involved here?
Trying to understand the real business problem being solved here. . .
To me it sounds like what @Ernie has suggested might be the best solution, treating a msc shipment like a master pack. Have individual packs for each customer, then ship the combined under a msc like he is saying. Wouldnât take a super lot of custimization to add the ability to select which packs are a park of the msc shipment, and then have it automatically mark the related packs as shipped when the âmasterâ msc shipment is marked as shipped.
Also not really sure how FOB Origin, shipping charges, delivery issues, etc would work with this setup? Which of the two companies would have responsibility for the shipment?
First step is an intercompany process between several related companies. IC orders add to the challenge for combining.
Other scenario is a buyers organisation that receives 1 shipment which contents belong to several customers. The receipients sort out the shipping cost for each of them.
Shipping 1 container over a long distance obviously is more efficient then separate containers for separate customers.
Working around the custnum on the packing slip is not the intention. I need a higher level to combine multiple standard Epicor packing slips.
Hmm, I think this needs to be solved upstream from the pack if I understand correctly. I think this âBuyers Organizationâ should be the epicor customer, as they sound like the responsible entity (for receiving, distributing goods and shipping costs, etc)
Maybe make the sold to be the Buyers group, make the ship to the sub customer, and the bill to the sub customer?
Or perhaps if the ship to is what has to be the same for a pack, make the sold to the sub customer, the ship to the Buyers group?
If no combination works on the sales order, you should also investigate the National Accounts feature.
Unfortunately that does not work. National Accounts is finance only, no logistics.
The buyers organization only facilitates the combined purchase and has zero legal responsibility regarding the purchase and shipment.
The question is simple:
I have a bunch of standard customer shipment packing slips for different customers with the same address. No need to change anything in these packing slips. They all have their own receipt and invoice from their own packing slip. That is standard Epicor.
For logistical purposes only I want to bundle these standard Epicor packing slips into a container and combine the contents of these packing slips and commercial invoices into one shipping document. Cost for shipping and customs can be left out of this topic. And no, landed cost/container shipment or ship to other customer does not work either.
Hmm, well, I guess I would try on each of the orders:
Making the Sold To Customer the buying group
Making the Ship To customer the buying group
Making the Bill To customer the paying / legally responsible customer
Use the Release - Mark For fields so the individual shipments have the responsible party on the labels and paperwork.
I tested, and this would allow you to mix the orders on packs and master packs. everyoneâs packages would be properly labeled. I didnât get as far as testing what happens when its shipped and invoiced but I think it would work, as far as the logistics and invoicing goes. Might mess up reports you have made using the Sold To customer or Ship To customer and not the bill to customer.
Certainly test it out in the pilot. Might want to uncheck âValid Payerâ on the 'Buying Group" customer to prevent accidents.
Hmm, I think it wasnât supposed to let me do that (Edit: Looks like you canât mix billing info on each pack, but packs with different billing info can be added to a master pack)
If I do it in a different order, it says you cannot add lines that have different billing information. Would probably have to use national accounts to handle the billing.
Then the buying group must receive it in their inventory which is nog the case. Thanks for your help, but I think I need to create something on top of standard Epicor shipment pack slips to bundle them.
Yes, quite frankly it sounds like they are doing something a little fishy so its not surprising Epicor doesnât support it. Somebody has to be responsible.
Its like two people in the same apartment complex ordering from amazon. There is no way amazon could combine their orders into one shipment unless the two people agreed to it, and then one of them would be taking responsibility for receiving the shipment and splitting the shipping costs. This whole mysterious buyer group that has no responsibility does not seem to model the real world very well.
Something custom or the msc pack idea are probably your only options, but it seems like something isnât being done properly on the buiness end to me.
Hmm, it let me add my two packs that I made above, but I think for some reason I cannot understand, its not acceptable to them to have the âBuying Groupâ be a customer and just have the bill go to the payee
Nothing fishy. All parties know each other and together agree optimizing shipment of large containers with every party involved receiving their own goods and paying their own bill.
As mentioned before the cost of shipment is not part of this question.
(Edit: Looks like you canât mix billing info on each pack, but packs with different billing info can be added to a master pack)