Currently our team puts in purchase orders for MRO or on the fly items that are related to capital projects and then assigns on the PO release a specific GL account based on which project that it is going against by using a reference (dynamic) GL account segment. In trying to pull data back out of Epicor based on that information in a usable format is a little funky. On the AP side, they are putting in descriptions that include the capex project number but it shows up wherever it shows up in the written out description.
How do others track their capital projects?
We have basic project management and thought that might be an option. Another thought was advanced requisitions (we have requisitions as well). The end goal would be to say this group of POs went against this capital “project” expense account in the GL and which POs are closed and which ones are still outstanding (open).
Thanks!