Hello. I am wanting to pull a list somehow of number of invoices generated per customer in a year. But also then if possible I want the turnover/profit per invoice, otherwise I can just pull this per customer and get an average per invoice.
Is there a way I could run a BAQ or run a report or else do it some other way to get number of invoices per customer?
Thank you
I don’t have Epicor open in front of me and I can double-check when I’m back in the office, but the Sales Analysis report should give invoice information per customer. Also, the Sales Gross Margin report.
Thank you for your reply. I have looked at both these reports, but neither give a number of invoices. If you do sales gross margin report you can get a summary version but this shows no detail about number of transactions/invoices. Unless you can edit it?
The Sales Analysis report will show every single line of every transaction, which was not really what I was wanting, as I get nearly 2000 pages!! I was hoping for a summary of transactions/invoices
I think adding the “# Invoices” field to the SGM report is going to be your best bet. It should just be a textbox that counts the number of InvoiceNum’s for each customer. How familiar are you with adjusting SSRS reports?
If you’re just looking for the raw data, another option could be to just make a BAQ. You can set up a pretty simple query to get the count of invoices per customer. You can incorporate your part costs into a similar query to compare with the invoice’s cost to get an idea for profit.
Here’s a little something I was messing around with for the invoice counts:
You can add a date filter to the InvoiceHead to better suit your needs.
Thank you so much - that is perfect. Sorry I knew it was potentially relatively simple but couldn’t quite get it right!
Thank you
How/Where do I add the Date Filter to this? If I am trying to build a data query for number of invoices processed in One month
Amazing, thank you very much! Newer BAQ builder and been having some issues. Appreciate the response!
No problem! Epicor’s “ICE Tools User Guide” has some great info/guidance on everything BAQ related. If you run into an issue, you can always make your own separate post here too as people generally like helping with BAQ’s, myself included.
