Curious as to how others handle “tooling charges” in Kinetic when the charge is wrapped into the piece price of an item? For example - we have a new customer requesting new parts that require special tools to produce. In this case, the tooling charges will be wrapped into the piece price of the new part, but the finished good parts are being bought to inventory. In order to issue a PO and account for these charges, what is the recommended way to handle in Kinetic??
We also have customers who prefer tooling be broken out as a separate charge, so in cases like this, we add it as a line item to the sales order and then issue a buy to order PO.
This is what we do. We have two Misc charges, one for minor tooling <2500 and one for major tooling >2500.
When you add the tooling misc charge to the PO you can update the default description to something more meaningful for the part you are purchasing for (Description field has a 30 char limit)
No, i haven’t seen this, i just tested this in 2023.2 and it works fine, I suggest that you do it again with tracing on, to see if any BPM’s are being called
It appears our PO form has been customized so it totals properly at the bottom. I am no good at updating forms in Epicor so wouldn’t even know how to begin troubleshooting.