I don’t know what I don’t know. ( @hkeric.wci proved that the other day.) So I’m asking a really fundamental question today. We run “Capture COS/WIP Activity” only at “month end,” unless doing an upgrade, etc. I was asked today, “Could we run it daily or weekly? What would be the disadvantages?” I…

[image] JasonMcD: “capture” more often than monthly? Old thread for V8 but points should still apply in E10 [image] Vantage 8 Capture Vista/Vantage 8 We are currently on Vantage 8 we are looking to run Capture on a weekly basis, we currently do it only at month end…

We were taught by a great Epicor finance guy to capture after Tuesday thru the previous Sunday, so we can produce weekly statements to gage the month. This will vary on when you invoice Friday/Saturday shipments. You don’t want to capture up thru today unless it is month end as this stops any labor…

OK I read every other post with “capture” and “daily” except that one. I guess the name threw me off. Well I feel silly for missing it. Thank you, Bruce. The question that comes up here over and over is, “Why can’t I see GL activity during the month?” Consumables by department is a big one. I guess…

[image] gpayne: capture after Tuesday thru the previous Sunday Interesting. I added that to the poll.

We always did 2-3 day delay so Supervisors had time to fix Labor times and Payroll also didn’t pull the punches until 2 days later.

[image] JasonMcD: “Why can’t I see GL activity during the month? Wonder if your users are already using the “Inventory/WIP Reconciliation” report? to give an idea of activity they would see when they finally run the capture?

We do Daily. Only because the Accountants would get antsy not having GL accounts that are “live”. And I don’t think there’s many “unreversable” things that happen during Capture COS/WIP. If you receive a PO Receipt, then “un-receive it”, and the “re-receive” - it creates new parttrans at each st…

[image] bordway: Wonder if your users are already using the “Inventory/WIP Reconciliation” report? Oh goodness, yes. All the time. The A point of contention is that consumables, for example, are done on both a PO (Inv-WIP report) AND on AP invoices with no PO (hits GL directly). [image] c…

The only issue in posting daily is you can’t reverse Labour detail entries. I recommend scheduling Capture COS/WIP on workdays with ending date as Yesterday.

one method I have seen is: run daily BUT, use a date 7 days ago as the capture date What this does is it allows one week to do any correcting labor & material entries. This can be especially important in a backflush environment, because reversing those can be really hard if the data is already ca…

How often to Capture COS/WIP? Monthly? Weekly? Daily?

Epicor ERP 10

bordway (Bruce Ordway) September 9, 2020, 5:09pm 2

Old thread for V8 but points should still apply in E10

Topic		Replies	Views
Capture COS/WIP Slow Start Epicor ERP 10	6	1975	May 3, 2018
Capture COS/WIP Activity Question Epicor ERP 10 e10	3	2160	February 6, 2019
Capture COS/WIP Activity Yahoo Archive	11	5476	September 2, 2009
(SURVEY) GL and Inventory Yahoo Archive	7	343	January 30, 2001
Capture COS/WIP Epicor ERP 10 capture-cos	15	10604	April 8, 2019

How often to Capture COS/WIP? Monthly? Weekly? Daily?

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