Invoice Actuals BAQ/Module?

[Anthony_Mattice]

I was wondering if its possible to create a report or dashboard with a certain months invoices with actuals for the invoice? Currently, our standard is not matching our job actuals completely, which makes it more difficult to know our actuals without pulling our job transactions and trying to match them up manually.

[gpayne (Greg Payne)]

@Anthony_Mattice @hkeric.wci’s baq should get you started.

Anyone Have Sales Gross Margin Dashboard?

The Epicor Sales Gross Margin Report and the Homepage Query have flaws. I spent a solid 1 month trying to balance the BAQ out to the Sales Journal, SGM Report, Trial Balance, Chart Tracker etc… I can’t recall all the flaws but what I learned is that on an Invoice all things go into “seperate journals” or “GL Accts” and the SGM Report out of the box will exclude numbers and throw you off. For example: Discounts go into a seperate bucket Credit Memos Deferred Revenue Misc Charges Taxes Adv Les…