Hi,
I’m seeking advise that if there is a way to create a set of forecast statements (income statement, balance sheet and cashflow statement), purely in Epicor
The starting point is to forecast revenue. I can forecast the sales using the quote entries, however, due to the revenue recognition, I want to forecast the revenue using a set of defined criteria (eg 5% in month 1, another 10% in month 2 etc).
The similar concepts but using different criteria set are applied to AR invoice, cash receipts, cost of goods and AP payment.
Currently, we are doing in Excel to manage the forecast statements
If not in Epicor, I’m explored to any ideas that can make it more automating using any Epicor tools.