We have brought in a new company to the Epicor sstem we have currently, with a bit of a different process. They take trade-ins of vehocles, and then give the customer credit on their finished new unit they purchased from us. I would think a Credit memo would take care of the customer credit, but I am struggling with how to tie the dolllar amount of the credit memo to a new part number we create to track that unit we just got into inventory. Has anyone run into this situation, and how did you deal with it in Epicor?
I wonder if a Customer RMA for the part number would work, but we do not have a Sales Order to match for the RMA.
Our company uses trades extensively ( probably 30%+ of our orders overall ).
We use a negative misc charge on our sales orders / invoices for the trade value, with 2 UD fields added to OrderMsc that holds the serial number and part number of the trade. The Misc charge that is used is linked to a GL account that is offset by the quantity adjustment GL account used to receive the trade into inventory, and we have a customization in place that allows users to receive a trade from the sales order screen using a quantity adjustment. It is pretty easy to then track back from a traded unit to a specific sales order / invoice.