Generating Invoices Directly from Epicor 9 Sales Orders

An Epicor® 9 ERP user who was a service provider needed to be able to easily generate invoices from sales orders that had been imported into their Epicor® system from a separate labor data collection system.

Generally speaking, the process of creating invoices isn’t necessarily difficult. However, it can be a time consuming process if there are a large amount of sales orders due to the way that invoice generation is handled within Epicor®. Each sales order must first be put on a shipment, then marked as shipped. Then an invoice group must be created and then the shipments must be gathered to actually create the invoices. The invoices at this point must be posted before they are considered ready to go out.

To help streamline this process, we created a customization on the sales order entry form where the user may press a button to expedite a sales order as shipped through the system and it is then automatically processed through invoice creation and posting. We utilize the standard Epicor® business objects through this entire process so that we ensure we are using the proper logic as well as enforcing any BPMs that may be in place.
Although we do not automatically print out invoices during this process, it would be a simple matter to setup a BAM to do so because we are only using the standard logic given to us within Epicor®.

Need to improve and streamline any of the the steps from quote to cash in Epicor® 9? Contact us today to see how we can help!