This may be a simple question, but I don’t know the answer. *Disclaimer: I am a user with limited basic Epicor knowledge, but intermediate overall IT knowledge. I don’t, however, have any significant programming skills.
We are a manufacturing company, but we have subscriptions to service contracts that are billed annually (usually during the same two months of the year). Currently, invoices are entered one at a time and relevant information is manually typed that reflects identifying information for the subscription. E.g., line would be “XYZ Subscription” which would be the same for all customers but it would be followed by the location “123 Main St., Building 5, Room 8” or something similar.
Is there a way to either have a “master” subscription invoice or copy the first invoice and create subsequent invoices so that all that needs to be changed is the customer info and the identifying info on the item line?
I may be oversimplifying it, but I’d like for AR to receive an Excel worksheet with the customer numbers and identifying info then be able to copy/paste into the relevant section, save, and move to the next.
There is a Service Contracts module so you can create contracts that can be defined for a specific duration and periodicity, and then be invoiced through AR Invoice Entry in the Actions/Get/Recurring Invoices.
However I think you would still have one contract per customer. Invoicing should be easier since you can do them all at once. Also I don’t remember if you can enter additional information after the service contract invoice is created.
Thanks, everyone. I don’t know that recurring invoices will help in our specific situation due to some of our internal limitations, but it does give me somewhere to start.
If recurring invoices isn’t practical, another option would be to DMT the invoices. You could use the AR Invoice Combined template, and within Excel, make your bulk edits, and then run the file in once or twice a year. We do that monthly for several hundred lease and promissory note invoices where the principal and interest amounts change monthly, making the recurring invoice function not too helpful.
Thanks. That seems like it would be promising. It would be great to create a master template then make bulk changes and upload. We only do it once a year and the base info is the same for every customer, but the identifying line item is different for each customer and changes each year, so it’s a balancing act. I want to get rid of some of the manual process in invoice entry, but not add a lot of manual process elsewhere.
We’ve had some personnel changes and I’ve started to look at the processes and I’m trying to streamline wherever possible. It may not be feasible to implement this year, but hopefully, I can get the process perfected before next September.