I am on a system where every time I save a pack slip, the pack closes and shows as status “Invoiced”.
However, the shipment tracker does not show any generated invoice.
Anyone know where that setting is made - i have not seen this before.
Thanks,
DaveO
I don’t know if that is a setting or not – but if you can’t find anything in the help files about that I would start looking at BPM’s on that system
Mr. Evan: Thank you for the suggestion - I like to consider BPM’s as a last resort.
I have not seen this behavior before - there are NO customizations and NO BPM’s on this DB.
When i save a line on a pack the pack closes and shows invoiced. I am unable to find any invoices for the PackSlip that was just closed.
DaveO
There are two fields in Order Entry that look to be related. They also have corresponding fields in Customer Entry for default values. We don’t use auto-invoicing, but the help documentation makes it sound like no invoice is created and that the Customer pays directly to the pack.
Ah you misunderstood, I mean look for existing BPM’s - I see you say there are no BPM’s on the system so my suggestion isn’t relevant. I am aware of what @tsmith mentioned, but I thought that would only generate an invoice when you use the freight button and not any time you hit save…
Mr. Tyler : Thank you for the suggestions and screen shots. Both of those AutoInvoice and invoice when complete checkboxes are unchecked.
DaveO
Check in the Company Configuration > Modules > Sales > Order for “Save Shipment for Invoicing”. If that box is not checked then invoicing is not done through Epicor (meaning they’re using some other software for their invoicing). I’ve never worked with that box not checked, so I don’t know what the results would be, but it’s worth a look.
Try looking at the DB
select * from Erp.InvcDtl where PackNum = ‘’ and PackLine = ‘’
Mr. Ernie: Thank you - Thank you - Thank you.
That was it Company Config -->Modules–>Sales ORder–>Save Shipments for Invoicing
You Rock!
DaveO
