External Doc or UD table?

Epicor ERP 10
1

We have a list of about 1000 contacts from a legacy system. It’s a bit of a mess, to say the least. Even if the data were formatted correctly, we have no idea how good it is. And fewer than 200 of them can be easily tied to a customer within Epicor.

There is a desire to “bring it into Epicor.” I am a little hesitant to import a pile of junk into the Person/Contact table and am contemplating two other options:

  1. A UD table, exposed via a dashboard. Users can have access to the data and can review as they need to

  2. A link in Epicor to a read-only spreadsheet stored somewhere. Same result: users have access from within Epicor can review. I am not quite sure how these work, but I believe it’s possible.

Assuming I can convince the users that “accessible from Epicor” is good enough (vs. importing a bunch of junk into the PerCon table), is there a reason to favor one of the two options over the other?

It seems wasteful to use one of the UD tables, but we are only using a handful right now anyway. And I assume, if necessary, we can re-purpose it later.

Thanks.

2

Yeah go with UD table its pretty darn easy

3

How about an External BAQ.

That way you keep the Dashboard part i.e. same look and feel as all the rest of Epicor.

DaveO