Is there a way to set up a company to only bill after multiple shipments complete a sales order?

Epicor ERP 10
1

Hello,

Don’t know much about the shipment/invoicing aspect, so I thought I would ask here.

I was asked if there was a way to not invoice shipments until the final shipment completes the order. Hoping there is a checkbox somewhere for that, just couldn’t find it :slight_smile: .

Any help is appreciated.

Thanks,
Shawn

2

It’s on the sales order.

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2 Likes
3

There is a similar setting on the Customer, which makes it a default for all Sales Order for that customer.

Vinay Kamboj

1 Like
4

That is what I was looking for! Thanks for the quick response!
And Thanks to @Vinaykamboj for the Customer tip, I will pass that along as well.

5

Something we’ve noticed that if you ship across fiscal periods, you may get multiple invoices for each period shipped.

6

Yep, that’s true, even if you also have Combine Packing Slips (Customer.OneInvPerPS) set to “Yes”…

“Determines whether or not packing slips for the same Sales Order and Fiscal Period will combined into a single invoice or not. If the packing slips are for different sales orders for the customer or fall in different fiscal periods, separate invoices will be created even when this field is set to Yes.”