How can I get the invoiced amounts related to a GL?

Epicor ERP 10
1

Sorry if it’s a simple task but I don’t know much about GL in Epicor. I need to visualize (or create our own Dashboard, we’ll see) the real cost vs. the budget for each GL Accounts based on a certain period.

For example, for GL Account 1000, I need to see a table with 2 columns (Assigned/Real Cost, Budget) between february 2018 and september 2018.

What’s the best way to do so? Is there already a dashboard or report in Epicor where we can see this ? I know that I can develop my own Dashboard and I have no problem doing so except that I don’t know in which table to get the assigned/real cost for the dashboard.

Thanks

2

You may be better off creating a basic Financial report that pulls all GL accounts and then a column set that has budget $ and the other with actual. that would probably be the easiest approach.

Otherwise, you will need GLBudgetDtl table for the budget

GLCurBal stores the monthly balances for actuals, or you can pull the actual GLJrnlDtl table as an aggregate.

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Thanks, got the GL BudgetDtl working but I can’t find any data in GLCurBal. I know that I can aggregate GlJrnDtl as you said but do I need to do something to enter information in GLCurBal?

4

GLPeriodBal

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