E9 Financial Report Designer & Product Group

Thank you for the direction. 

I'll research and give it a try in our test environment. 

Thank you again. 

We are currently researching whether or not we can include the product group on the Income Statement to breakdown sales by product group. 


Has anyone or does anyone know how to include the product group breakdown in the Financial Report Designer?


Thanks, 

Does anyone know if this is possible?

From my research, I have to say it is not but I wanted to make sure before moving on. 

Please, anyone. 
We are on Epicor 10 so I apologize if this does not apply to you, but I believe it would be in the Chart of Accounts setup and the GL Control Codes where you would need to define this. In the Chart of Accounts setup you would want to add a dynamic segment that references the Product Group. After doing this you would probably need to run the Verify Balances process. Then, in the GL Control maintenance you would want to access the Product Group controls and add the desired segment value to each applicable control.

Without actually setting this up and testing it myself I'm not sure what other steps there are, but that's where I would start.