BAQ to identify Parts with no activity in over 3 years

Epicor ERP 9
1

E9.04.507A on Progress DB.

I am looking for a way to identify any parts that have not been made, sold, or purchased within the last 5 years.

I first created a BAQ putting a table criteria on the Trans Type but that just filters them out.
I brought in the Part, Part Trans, and PartBin tables.

Any suggestions?

Thanks
Clive

2

Clive,

I have done this on multiple versions.

I would not use the Part Bin and instead use the Part Warehouse table.

Link the tables Part < Part Whse < Part Tran.

Put Part Tran in summary mode and use a calculated aggregate function to pull in the most recent date used.

Alternatively, instead of using the Summary table you could use the “last” option.

If you need to skip over some transaction types, like ADJ-CST by listing those as criteria and then choose the NOT checkbox as part of the criteria.

HTH

Brad

3

What about QTY ADJUST out of the old whse and then into the new whse rather than a transfer.

4

Thanks I will give that a try.

5

How do you put a table in summary mode?