Create Date for AP Invoice BAQ

Epicor ERP 10
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1

Hi All,

I am building a BAQ for a member of our finance team to track AP invoices. The user has requested that I display the date that the invoice was created but I cannot seem to find it anywhere. Has anyone been able to find a method to pull in an entry date field for AP invoices?

Thanks!

2

I think the field you want is APInvHed.InvoiceDate.

3

Invoice date is technically the date the Vendor Generated and send the invoice. If you want to see the date the invoice was entered into Epicor you have 2 options:

  1. BPM to set a UD field when the invoice is entered, then display that in a dashboard.
  2. if you have change log tracking on APInvHed, you could link to that table and setup a query to provide the invoice create date in Epicor. Make sure you’re very explicit when querying that table b/c it can have a tremendous amount of data based on how much stuff you have setup to track in the change log.
4

There is a change date and change user field in APInvcHed - if the invoices are entered and posted then this should suffice

1 Like
5

We had to add a UD field to track when the invoice was entered into our system (we have weird work flows).

6

Thanks everyone! After revisiting the request with the user, it was decided that having the invoice date wasn’t super important to them so I decided to leave it out. That being said; after researching it, I do think that adding a UD field to hold the creation date would be the best solution if needed.

7

We just use the person’s initials and date as the standard format for batch names. For example any batches created by me today would be named “cb121123”. As long as the team is consistent in data format, that works for us. I then write BAQ’s against the invoice table that pulls in the batch name and then parse the initials and date. From there I can do a metric for how many invoices per day per clerk. As a user I can do that without getting IT involved and without making system changes.