EDI and ERS Settings

Epicor ERP 10
,
1

We have a number of EDI customers that have us setup as an ERS supplier. From my understanding, this means that they pay us off of the Shipment and do not require an Invoice.

I noticed a check box on the Customer Billing tab labeled Auto Invoice/ERS.

If I check that box, what will Epicor do? The help description on this box is light.
How is this different from configuring an EDI Invoice as Automatic in the Documents tab?

Is anyone else using this option? Do you have any good documentation on it’s configuration?

Thank you in advance.

2

If necessary, select the Auto Invoice / ERS Order check box for invoices to be automatically generated and
posted by the system when the pack is shipped.

Regarding Automatic on Document it means that a flat file is created for EDI 810 document when the group is posted.
15.

1 Like
3

Vinaykamboj,

Thank you for your response. I have questions about how the Auto Invoice/ERS works.

Does it automatically generate an Invoice number in Epicor? Does it flag the shipment as Invoiced?

Is there detailed documentation around this process?

Thanks,

Andrew

4

This is the information from the User Guide.

“14. If necessary, select the Auto Invoice / ERS Order check box for invoices to be automatically generated and
posted by the system when the pack is shipped.”

You will have to try it in your test environment.

5

Yes, it does automatically generate invoice numbers, and yes, it does flag the shipments as invoiced. We use this feature 8/5/253!

Try searching for “Auto Invoice” in the EpicCare Knowledge Base. There isn’t much there, but it may still help you nonetheless.