I am dealing with an issue with Epicor wanting us to invoice something we technically didn’t ship.
We have a sales kit that has 2 lines. 1 line has quantity, and the other line does not. When we ship the sales kit, the line with zero quantity shows up under “get shipments” in AR Invoice Entry.
Is there a setting that controls this?
Why does your sales kit have a line with 0 qty? Epicor is assuming that if you have something with no qty, the reason that you are shipping it is so that you can bill it. Otherwise why ship it at all?
Its a workaround that we are doing. Our old software allowed us to have negative BOM quantities, so we could do “switching BOMs” for simple swap upgrades for our product. Epicor doesn’t allow negatives on BOMs.
Another thing I should mention…Epicor doesn’t bring over both sales kit lines together when we select “get shipments”. In fact, it doesn’t even show that there is a 2nd shipment to invoice until we’ve invoiced the first line.
Are you using Sales Kits as Sales Kits or only using it for upgrades?
If so, Epicor DOES have a built-in feature for upgrades called Part Alternates
When there’s an available alternate part, Sales Order Entry activates buttons:
Selecting the sub, upgrade, or comparable button allows one to switch out the part on the order.
@Mark_Wonsil , I think he means swap out a component in and assembly for an upgrade. Not total part alternate.
Oh, I read a two line Sales Kit and they were choosing one or the other. 
And they only chose Sales Kit because that’s “How the Old System Worked”…
If we understood the business problem, sales kit may not be the answer… 
Here is the problem we’re dealing with:
We sell carts that have 4 standard casters. Sometimes, customers choose to upgrade the casters. What we did in the past is adding a Sales Kit to a sales order, which adds the 4 upgraded casters and subtracts the standard casters. So the Sales Kit has +4upgrade, -4standard. When we shipped the entire sales order, our inventory would be correct.
OK, gotcha. That helps. Are the carts premade with the standard casters and in inventory? Or are the carts on the shelf without casters and then the correct casters are thrown into the box at shipment time?
Both are prevalent scenarios…
I thought they were working on a new feature for disassembly jobs so that you could take an assembly, break it down to parts to put back into inventory. I’m not sure how far they got on that though. This would definitely be a helpful feature to have. If you have access to the ideas portal I would submit this, and send a link here, because I would throw my votes on it too.
Does anyone know why Epicor tries to break the sales kit into 2 invoices? I don’t understand why when I “get shipments” the entire sales kit doesn’t come over. The initial invoice only shows the sales kit P/N and the component with quantity. Then, if I do “get shipments” again, it shows the exact same Packing Slip, but for the sales kit line without quantity…
So keeping caster inventory sounds like a challenge! 
How often are you breaking open boxes and replacing castors?
If you want to run the old system in Epicor, I’m afraid I can’t help you there. You can submit an Epicor idea to see if they’ll change the software to have it work like the previous system.
Some options if you want to do it in the new system:
Leave the castors off the cart BOM and create two Sales Kits: Standard and Premium. Enable the backflush on the kits and the correct castors will be removed from inventory.
Put the standard castors on the sales kit but enable the ability to update the components to change the castor at quote/order time. Use backflushing.
Build Standard to stock. Use an alternate part for a cart with premium castors - this part would be a sales kit.
Kanban carts as you make them. Two separate part numbers.
