by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Purpose This document is used to create purchasing terms and to specify discount for terms. Menu Path Financial Management > Accounts Payable > Setup > Purchasing Terms Add a new Terms Select New to add a new Terms. Enter 4-digit character terms code in the code...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Purpose Use this procedure to apply debit memo against the invoice balance. Applying Debit Memos / Prepayments Menu Path Financial Management>Accounts Payable>General Operations>Apply Debit Memos/ Prepayment Steps Select the Invoice from the search, In the...
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...
