Hi,
I seem to remember hearing that it was possible to put non-financial data in the GL. Does anyone know how to do this? If so, could you give me some steps to doing this. We do not use the currency module, but would like to put the exchange rate used each month into the GL. Another example would be putting headcount numbers in the GL.
I am working on 9.05.701.
Thanks,
Paula
Paula, I've not heard of pushing data like this into the G/L. Safe to assume by your [Vantage] reference you are on Vantage 8 (where the data schema is much simpler than Epicor 9 or 10 and if necessary to try for some reason, probably simpler to do - & safer?)
Is the purpose to provide some dashboardish reports?
If so (for example), why not set up your Employee records (which would then enable breakdown by departments, etc.,) & simply bring the EmpBasic record data into your reports (a simple count of records
not inactive or terminated).
If that complicates things (or is at cross purposes with other uses of that info), most tables of user defined fields where you could maintain the info (including financial/GL related tables) & any reports could be modified to present the data. (Or use a UD table & integrate that where needed). We've learned (sometimes painfully) that short term 'misuse' of fields can come back & haunt you as you grow & expand use of the sysyem's capabilities.
Rob Brown
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There are probably some user defined fields in the table that holds the GL data which you could use. I would say you could use a user-defined table so you don’t have to “clutter” your GL data table, but if you don’t have the developer edition of XL Connect, then you wouldn’t be able to use the user-defined table in your reporting. So I would look at what user defined-fields you have available in the existing table.
Bethany Rye
Epicor Business Analyst
PTI Engineered Plastics
Paula - If I remember correctly, you can simply have another "budget" code for the book/fiscal year that has non-fin data in it. Since the budget data is strictly for reporting, the system won't care if you store a Qty in a Currency field. Then XL Connect can have one column looking at each budget code and you get:
Account# Actuals $Budget QtyBudget
Mike