My accounts team are having issues with the fact that the A/P Invoice Entry screen retains the Vendor ID when creating subsequent invoices. This isn’t a problem for PO related invoices, because the Vendor ID field gets overwritten. It is a problem for straight invoices, and we’ve had invoices keyed against the wrong supplier. Whilst the work instruction and common sense says it should be checked before posting, they would like it to blank out the field each time so that even if they have a couple of invoices from the same vendor, they will input the Vendor ID.
I tried a pre-proc BPM on APInvoice.ChangeVendorID but blanking that out breaks the functionality altogether and you can’t ever select a Vendor.
I also tried post-proc BPM on APInvoice.GetNewAPInvHedInvoice but setting either/both of VendorNum and VendorNumVendorID to blank/zero doesn’t result in any change on screen.
Hi,
We are using E9.5. I think in E10 , the process of creating AP Invoice must be same. The steps we following are, First you initially creates a group on Group tab, next create new invoice. You will navigate to Header tab. We then enters a reference PO number in PO textbox. On pressing , all the PO details are pulled automatically along with Vendor Number. Vendor number reflects on both Summary and Header tab.
Now i am thinking you are following the same steps or you starts your invoice entry from summary tab ? or in E10 , standard functionality must be there which autoselect vendor of that PO.
I’m sure the functionality is the same between E9 and E10.
As you say, if you type a PO number in then the vendor ID gets populated automatically. The problem I’m having is for NON-PO related invoices. If I have a pile to put on the system, as I enter the first one I would leave PO blank and input the vendor ID, then invoice num, then value etc. When I then go to New, New Invoice to start the next one it retains the Vendor ID from the previous record. I can see that this may be helpful if you have lots of invoices from the same vendor. BUT, I’m trying to prevent Epicor from doing this and I want it to blank out the Vendor ID upon new record. We’ve had too many invoices keyed to the wrong vendor account because of this “helpful” feature!
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As i seen in all cases up till now, you can create only one invoice for a single vendor with unique group name. If u try ti make another invoice, it pull previous vendor ID and overrides previous data. If you wish to make another invoice, please try with new group ,new vendor, new line.
@markdamen thank you so much, I can’t for some reason get my tt table to pull in, the ds table does. How do I go about getting my tt table as a choice?
This is literally frustrating. I have copied everything the same and it won’t work for us on Kinetic 2021.2.11.
Unless you see something different in the screen shot. @markdamen@gpayne
@Andrea Well, I can confirm it does not work any longer. Just after get new invoice header in the trace file ChangeVendorID is called with the text value of the current vendor as the proposed value. So even with a VendorNum of zero it rereads the vendor.
Hello everyone,
Sorry for necroing this post. But I am currently having this same problem where our team wants to have Supplier be blank on new AP invoice entry. Bruce Larson showed that it is blank on new invoice but the problem still occurs when there are already invoices in the group. It still fills in the Supplier on Kinetic view. I tried the bpm that was suggested here too and it still does not work. Any other ideas?
