by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
PurposeUse this procedure to create invoices for AP received from suppliers. The procedure covers processes for Advanced Billing Lines, Receipt Billing Lines, Miscellaneous Lines, Job Miscellaneous Lines and Un-received Billing Lines. Enter Invoices for...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Purpose Use this procedure to increase or decrease the invoice balance for open invoice / debit memo. Process Summarized Select Posted AP Invoice from search, Enter Adjustment amount and save. AP Adjustment Entry Menu Path Financial Management/Accounts Payable/General...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Overview This document will explain how to create a new supplier or update an existing one with the data needed to process purchase orders. Users will learn how to effectively manage supplier data and maintain a strong and reliable supplier database for better data...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Overview Return Assembly is the process of handling returned or defective stock or returning an assembly from a job to inventory; you can issue an inventoried item from stock to a job and then return the assembly to inventory. Top of Form When returning an assembly...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Overview This document will outline how the Miscellaneous Material program is used to issue miscellaneous parts from inventory; this function enables users to issue parts without assigning them to a specific job, such as transporting a sample item to a trade show. It...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Overview This document will review the creation of the customer process and serve as a reference when adding new customers, suspects, or prospects. Users will be able to update existing customer data and delete information for customers for which no data has been...
