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POSTING RULES

Make your posting descriptions make sense!

One area addressed time and again is the lack of clarity for inventory transactions when the posting engine runs in Epicor 9 or 10. Having a description of “Periodic Posting Process” doesn’t give the full details of what actually happened with the transaction. For further information, the user must drill into each transaction to determine what actually occurred.

Instead, you can use custom posting rules to give your team more information on the inventory (and other) transactions. Here’s an example of the difference between standard and customized posting rules.

The installation of this enhancement doesn’t take long. The benefit is seeing more data in the initial view so that you can determine the transaction you actually need to look at instead of drilling in to every transaction to find the needle in the haystack.

To learn more about the program or to request a quote, call (630) 672-7688 or sales@codabears.com.

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