This is a new feature since EFP r1.3.
It's only available for Epicor ERP 10.1.

  • The first 3 columns(Source/EntityCode/BudgetCode) come from the ERP system. It's a list of the available budgets.
  • The next 2 columns(Scenario/SelectYN) gives possibility to name & choose whether load those budgets into EFP system.
Field Description
Source From which source
Entity Code From which entity (company)
Budget Code Name in ERP system
Scenario Scenario name that you want to give in EFP.
Default is Budget Code + _ERP
SelectYN Check the rows you want to include;
Uncheck the rows you want to exclude.

When all the steps have run successfully, the integration is completed.

  • efp/tech/installguide/budgetselection.txt
  • Last modified: 2020/09/29 10:05
  • by pcevli