Using a finder file to extract specific data

Epicor ERP 10
1

I need to import 1099 data from our old system into Epicor. I’ll be doing these as a “paste insert”, very simple. The issue is that for many of the records that I need to import, the supplier has been changes from 1099 to straight W2 employee and had the 1099 flag set off. I have a large file of adjustments, and I know that I can build a supplier upload to change the 1099 flag on the supplier to do the upload but I have to change it back after.

How do I extract data for the specific suppliers into an Excel spreadsheet? I need their current values so I can put it back. I can’t do the entire table. I must only do the ones I need to do it to. In other systems I would create a finder file and it would return the values I seek.

2

Unless I misunderstood, wouldn’t you just create a baq with desired columns on desired tables and export to excel?

3

I wrote a BAQ to extract all supplier data. Is there a way to say “I need these 50 suppliers” instead of the 10000+ suppliers I need? Also, would I need to use DMT to do the update? I don’t see a list view for suppliers (Note: I’m relatively new to Epicor)

4

You can just add a table criteria to your BAQ to filter those suppliers.

5

DMT is the way to go. It is worth its weight in gold.

Since the suppliers are already in the system and you’re just changing some fields, you could do it in 3 DMT uploads

  1. The first file just changes the supplier from W2 to 1099
  2. The second file updates the supplier’s 1099 fields
  3. The last changes the suppliers back to W2.

Note: DMT uses the Supplier’s VendorID not the VendorNum

6

Thanks all. This is what I needed. You’ve all been a big help!