Starting Bank Reconciliation 6 years after go Live - How can we clear all the old transactions?

Epicor ERP 10
1

Hello All,

We are trying to start the bank reconciliation process, but since there are 80,000 records (ARRcpt and APPay) to reconcile since we went live, the bank statement processing form is crashing and not posting.

Has anyone encountered this scenario throughout their career? What did you do?

Does anyone have a contact or the name of a datafix that helped you? Maybe an old case number that you raised to resolve this issue?

Thanks for any information/leads!

-Utah

2

I think Epicor has a datafix to clear all old items and give you a starting point, unless you want to do from the beginning.

You will have to contact support or your CAM for that.

1 Like
3

I was going to cross post on a different thread to ask you if you had an idea :wink: looks like you found me anyways.

Thanks Vinay, I am working with support now.

4

Vinay, do you have this fix or the name of it?

5

We are looking to start using the bank statement processing after years of being on Epicor. How did you end up resolving the old transactions that are out there?

Did you have to contact Epicor for them to resolve the issue?

Thanks for any help you can give.
Renee

6

Yeah we had to get custom datafixes.

Here is our case number if you want to piggy back off that: CS0002947933.

Please note that it was a very long road to get where we needed to go with support and this case was very back and forth but have them review it after they understand your problem and see if the same solution applies.

7

Thank you! I will start with that and see where the journey takes us.

1 Like
8

A journey it will be.