I have come across a few posts asking about whether it was possible to enter\upload non-financial information (eg, FTE, headcount, ratios, etc) in the GL module but have not seen any responses as to how to do it.
In our case, we are using v10.1.500.21 and would like to upload FTE, headcount, ratios, etc in the GL. Our IT department maintains that it is impossible to do it but have not provided any reasons why. There wasn’t any information posted in the Epicor Help files\pages … hence this post.
How would one proceed to enter/upload non-financial information in the GL module?
Not exactly your scenario but we had a requirement to do some month on month analysis of order intake/output based on number of working days (we have public holidays/shutdowns and it is a lot of unnecessary work to query the production calendar) and also order output per full time employee.
There is no obvious place to log this in E10 so what we had to do was add some user defined fields to the fiscal period screen allowing working days, planned and actual employees to be loaded against each fiscal period - these are manually keyed at the start of the year with actual populated at the end of the preceding month. These fields are then used in SSRS reports. Example is below - theoretically you could add the fields you require. Not sure if this is any help.
I’m not sure if epicor ever activated the statistical accounts functionality, but the framework is there for it. I have never personally used it, as I always feel there is a better place than the glass to store this, as perper James’s response.
However, I do know a couple companies who created some gl accounts, and offsetting, so they could put these on the gl. I think it’s just what they were used to coming from JDE. Then they exclude these from their financial reports. I think they used some account down at the bottom of the ledger. Their audit firm was ok with the approach after they talked it through.
Still, I’d suggest trying something more like what James did, or use a ud table or something like that. I don’t personally believe that analytic data belongs on the gl, but just my opinion.
Hi James,
This is close to what we would be after.
Many thanks for supplying this information.
You guys are so advanced\ahead of us, it’s not funny.
Thank you again.
Cheers,
Michael
