Epicor Financial Planner - How to Create a Trial Balance Report?

Kinetic ERP
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1

Hi all,

This question is for those of you who’ve implemented Epicor EFP. We use Epicor Financial Planner and I’m trying to validate our numbers. The guys at dspanel told me to use the Trial Balance report for this, but we don’t have one in our EFP, looks like it’s been deleted. I need to create a new one, but I’m not a financial person and have no idea what it should look like. I’ve searched online but I’m not finding what I need. How can I create one in EFP, and how do I know what the hierarchy should look like?

Thanks for any help!
Erin

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Trial balance is a canned report in the base app. Can be found under Financials->General Ledger->Reports.

3

Thanks, John. But if I were going to make it myself, how would I know which tables/fields to pull? I don’t need it in Epicor, I need it in EFP so I’m going to have to create it myself.

4

If you go into your Report Data Definition and look at GLTBRpt that should give you the table list and point you in the right direction.

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5

Perfect, thank you, Todd.

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