Trying to find the best way to setup warranty in Epicor. Have a problem now in that we create an order with wnty in PO filed and zero out the price creating a zero dollar order. When trying to ship that over seas they don’t like a zero dollar order and it gets stuck in customs.
Instead of changing the unit price to 0, you could leave the unit price as is and enter a miscellaneous charge for the line. For example, the order is for a qty of 5 for 1.00 each. You’d enter a miscellaneous charge of -5.00 and it would bring the line total to 0 but would show the value of the items.
Thanks for the suggestion and I just ran it by our Accounting dept. but it seams like a work around instead of a process. I would have thought Epicor would have a process in place for this.
I guess we don’t consider it a work around… That’s been our process for almost all of our no charge orders in Epicor for the last 11 years.
Not saying that is a bad way but Epicor should have a way to handle warranty. When you do a case it will reference the part warranty information and you can kick off a order right from that case.
Bill Tunis
Senior Systems Administrator
SUN Automation Group
Phone: 410-472-2900 x159 Mobile: 443-421-9639
12201 Long Green Pike, Glen Arm, MD 21057
Email: Bill.Tunis@SunAutomation.com
Accountant speaking here. What we do for our warranty is we created a GL Control Code under Product Group for warranty. The order is entered with full selling price and offset by a full discount and Warranty selected in the Product Group pulldown. The GL control code both debits and credits Warranty Expense for the revenue and discount. The cost of the item debits Warranty expense instead of COGs. I don’t know what field is pulling to your customs paperwork as to whether this would work for you or not.
We have both ways going - if the order isn’t going international, then we select a warranty product group so we only record the cost and not the sale (order is at $0).
When the order ships internationally, our team leaves the price as is, puts in a warranty misc charge of 100% (if this is forgotten the order gets held up at the border). Accounting has to manually adjust sales, COGS, commissions, rebates, etc. since it really was a $0 order. Plus, if we’re responsible for import costs it is at full price instead of what it cost us.
I heard you can put the product cost in QuickShip, that way if the shipment comes through at $0 you can pull the std/avg cost out of QuickShip part info. That’s on my target to review - need to make sure customers don’t see cost and it would be nice to only pay import taxes on our cost instead of price 
. Of course, having a consistent process for customer service and eliminating adjustments by accounting are important too!
If you find a better way please share!
Jenn