Our epicor pro, who used to be our CFO, is no longer with our company. I just started here this year. My boss is asking for a report that shows our bookings by month, by customer, for the past couple years, also what the backlog is.
Is this something I can make?
If you can create a BAQ to pull everything you need, you can easily turn this into a report using report data definition and report styles. You will need some SSRS experience to build out the report.
Look at the bookdtl and bookrel tables, see if you have data. There is a company setting to Book Orders on the order Tab, this needs to be enabled to begin populating the transactions in the table.
Bookings transactions have a type, New, Chg, and Del. I highly suggest you made changes to an order in the test database and get an understanding of the tables. historically, these tables can be tricky. in 10.1 bookrel is not used, only bookdtl. closing a release manually can mess your report up.
typically, these tables are handy when reviewing a backlog roll forward comparing the SO backlog report and start of month - shipments + additional bookings = SO backlog at start of next month.
Come back when you’re ready for more help!!