As anyone come up with a solution for Bill and Hold.
Situation is, we produce serial tracked items put into stock, we then need to do a shipment weekly, so we can invoice and recognize the sale. However, we physically keep the items and physically ship them as the customer requests them. We are runninng 10.2.400.26, we have looked at by-product coparts, however, epicor will not allow serial tracked parts to have a co-part in the engineering workbench / part record.
Thank you
Do you have Customer Consignment? You could bill and ship the product to a Customer Consignment warehouse. Then you could ship from that warehouse when they want it.
We use customer consigment. We added UD fields to customer to indicate if it is a customer using consigment…
Sales order is created, I customized the form to popup a message is customer has the flag set.
Pop up asking if it is consigment order, or an order to ship from consigment, then if shipping from consigment I force the consigment warehouse in the release. (often the user did not chose right one!!)
So if it is to put in consigment inventory, we need to bill the customer. As soon as the order is created, a finance clerk receives the details.
First, it does an inventory transfer from inventory to the consigment warehouse. (this is not done automatic… but could be…)
Then she creates the customer invoice.
Later, when ready to send, an order is created making sure it is from the consigment warehouse. The invoice will then be created at 0$ for the part sent, adding shipping charges though…
That is all. Works for us.
Looks like we are going to go forward with UD table to track our Bill and Hold detail.
Thank you
How do you handle tax on the order with consignment? Does it not need to be charged at the time of shipment so it is charged to the proper location?