Input Schedule

1. Click on Admin Tasks → Open Update WorkFlow Schedules
   
2. Click on New Schedule from Template
   
3. There are 3 templates
   

To expand the account.

1. Example: select Expand → Open → click on the Epicor Planner logo. This will open the Report Wizard.
2. Dimension For Row → select Account
3. Select an account → click on Save.
   In the TabName, you can give a specific name to this tab - example “Input”.
   
4. Open Workbook window will pop up → Select WorkFlow directory → Tick Save to Library → OK
   
5. Give it a new name - to create input schedule
6. Overwrite it with old version - to change input schedule

To list accounts.

1. Select List → Open
2. Click on User:xxxx to enable Design menu → click on Edit Report
   
3. In Report Wizard → click on Account → select List → then click on … button
   
4. In Member Selector-Account window, select those accounts that you want for your reports → OK
5. Click on Hide Design to save the report into WorkFlow folder

How to create InputCAPEX input sheet