Zero invoice created - Ready to Invoice


(Chia Chang) #1

In AR Entry, when we do ‘get shipments’ and manually select the shipment, we get a pop up message saying ‘0 invoices created’. The Pack ID is shipped and ready to invoice but it does not allow creating the invoice for the Pack ID. Any thoughts as why it is ‘ready to invoice’ but cannot create an invoice?


(Mark Wagner) #2

May have something to do with either one of the following:

Customer terms set to bill monthly instead of weekly

Invoice date is greater then the current group date

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)


(Chia Chang) #3

The Billing terms are set to Weekly for ‘All Days’. The invoice date is greater than the ship date of the Pack ID. I tried changing the invoice date to before and after the ship date and it is still not creating the invoice.


(Mark Wagner) #4

Check the Order Header and make sure Auto Invoice is not checked

Is there any invoice to create? Check the order tracker and see if all
invoices have been created to fulfill the order amount and/or there is a
negative balance?

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)


(Chia Chang) #5

The ‘Invoice when Complete’ box is not checked on the Order Header.

In Sales Order Tracker, there are no invoices created. We are trying to create an invoice in AR Entry by doing a ‘get shipments’ but when we bring in the shipment, we get the message “zero invoices created” which is not creating any invoice at all when getting this shipment package to be invoiced. We are expecting to see 1 invoice created when performing get shipments.


(Mark Wagner) #6

Check the earliest apply date on your GL setup. Is it greater then the ship
date on the pack?

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)


(Chia Chang) #7

Where do I find the earliest apply date on the GL? Which GL setup and account? It’s only happening on two pack ID’s for two different customers but the rest are pulling in correctly.


(Mark Wagner) #8

General Ledger/General Operations/Earliest Apply Date

If it is only two customers you may want to check the billing terms again
to make sure it is not set to bill on a certain day

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)


(Chia Chang) #9

The earliest apply date is back in 2010. I did a sql query and all our customers are set up as bill ‘all days’ with ‘weekly’ term type so it all looks correct.


(Mark Wagner) #10

Ok couple of more things

Were these order lines closed (voided)?

Customer not on credit hold after the shipment (pack) was created?

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)


(Chia Chang) #11

All the order lines are closed and the Customers are not on credit hold. We do have a fix ‘cvpackiv.r’ that triggers the ready to ship and ready to invoice checkboxes. I did a sql query against those fields and it doesn’t seem like anything out of the ordinary that it might be data related where something isn’t enabled to pull in to create an invoice when getting shipments even though it is available as ready to invoice.


(Chia Chang) #12

Turns out with Epicor support’s help that if you enable All Plants and Sold To at the time of Get Shipments, it brings the shipment into the invoice correctly. Seems like if the Sold To and Bill To are different, you have to enable these parameters in order for the invoice to be created correctly.


(Mark Wagner) #13

Glad it was resolved. Not sure I ever had to do that for multi-company
shipments

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)