Export AP Invoices by Fiscal Year & Period

Epicor ERP 10
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1

I am trying to export a list of all accounts payable invoices in our system and have them include the fiscal year and period.

So far, I can easily get a list of all the invoices (but does not include “Fiscal Year” & “Period” columns) by doing the following:

[Company] -> Financial Management -> Accounts Payable -> General Operations -> Invoice Tracker -> “Invoice” search -> Accounts Payable Invoice Search -> Search (return all rows)

This gets me a list that I can copy to Excel.

But how do I get the search to also return the “Fiscal Year” & “Period” columns?

2

I would recommend you create a BAQ with APInvHed and APInvDtl and select the fields you want. If you do not have access to do this then request an adminstrator to do it.

2 Likes
3

If you only need the paid Invoices, you can use the Payment Tracker. It includes the Fiscal year and period.

Note this will be the FY and FP of the payment, and not necessarily that of GL trans created when posting the AP invoice.

4

Thank you Josh! This produced exactly what I needed.