Epicor Vista Setup

$25-50 USD / hour

Closed

Posted

over 5 years ago

$25-50 USD / hour

We're a US company using Epicor Vista (or Vantage?) 8.03. We need to be able to identify transactions in our GL related to our Canadian operations. We currently use Departments to specify product categories. Is there some other field we can use to identify Canadian transactions within our system? Segment? Division? Currently we use departments 01,04,05,06,07. Most of our Canada sales are in dept 07, but not everything in dept 07 is Canada. Also, there is some Canada transactions in depts 05 & 06 as well. So we need something besides dept to use as an identifier for Canada transactions. I'll need to be able to run GL account detail and financial reports that include only Canada operations. I think this is basic Epicor functionality, I just don't know how. Can you do this?

ERP

Project ID: 18407450

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Active 5 yrs ago

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2 freelancers are bidding on average $44 USD/hour for this job

@MakeShapes13

Hi There, I have implemented multiple ERP systems. From the description of the problem, I could understand that an identifier unique to Canada sales is required to run the reports more easily and reduces the mammoth effort of running multiple reports and compiling them. I need access to your system or the output data to identify the unique identifier.

$50 USD in 40 days

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@svijaysun1

Hello , Good Day , I have understand your query , Your question is common scenario. Before committing could you please clarify below questions . 1 What kind of report are you going to prepare . 2, Do you have different company ID for CA or all sales done via US . Let me if you have any questions. Thank you .

$38 USD in 10 days