Epicor Financial Planner (EFP ) Reports - Reverse Balance Category

Epicor ERP 10
1

We are using Epicor Financial Planner (EFP) Reports for intercompany/consolidation reports.

In Epicor, if an account segment has a reverse balance, a different category can be assigned for the Reverse Balance Category

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Can EFP cater for Reverse Balance Categories? If so, how?

2

Hi Fiona,

Reverse balance categories today requires a custom business rule to be configured in EFP. The good news is that this functionality will be available to you out-of-the-box (along with a multitude of other report enhancements) in the spring release of EFP in May.

3

Thanks for the update.