Configure

Estimated reading time: 9 minutes

Interject Financials - Epicor offers a simple, step-by-step configuration tool to set up and test the monthly import schedule as well as the configuration of financial reports.

Schedule Manager

Set up and manage active Scheduler jobs

reportlib config

Data Upload Tool

Use to upload budget data if required

reportlib config

Use Initial Config Tool to Perform the Initial Setup

While logged into Interject, open the configuration tool from the report library.

reportlib config

reportlib config

Setup/Review Year Name

To-do

Step 1: Select “Review Year Names Link”. reportlib config

Step 2: Review and approve year names. Note: This is a one time setup and must be done before using the reporting. Once approved it cannot be changed. reportlib config

  • Verify all years expected to be part of initial data load have a “yes”, if not contact Interject
  • Optional: Change the “Year Name” to be more specific to client requirements. This will impact user filters and parameters used in reporting
  • Select “yes” from approved dropdown
  • Hit Ctrl-Shift-U, or the Save button in the Interject ribbon, to save and approve configuration.
Setup/Review Segments

To-do

Step 1: Select the “Review Segments” link reportlib config

Step 2: Review and approve Segment setup. Note: This is a one time setup and must be done before using the reporting. Once approved it cannot be changed.

reportlib config

  • Verify all segments part of client epicor setup, if incorrect contact Interject. This will be referenced in other setups describing how to Localize reports.
  • Optional: Change the “Segment Display Name” to be more specific to client requirements. This will impact user filters and parameters used in reporting.
  • Select “yes” from approved dropdown
  • Hit Ctrl-Shift-U, or the Save button in the Interject ribbon, to save & approve

Account Rollup - Activate Seeded DEMO Config

Account Rollups are important part to ensuring the “Control” and “Validity” of the mappings required in Financial reporting sections. Interject for Financials - Epicor provides two Seeded Rollups as samples of a configuration that can be used in initial client demos or other functions to illustrate the recommended use. They can be leveraged as a “reporting” control while building reports and can additionally support client demos or other preliminary reporting requirements. These seeded rollups are automatically generated using the Account Type mappings in the Epicor client GL.

To Do

Step 1: Select the “Setup/Review Rollups” link reportlib config

Step 2: In the Account Rollup Manager tab, select the BS_DEMO link reportlib config

Step 3: In the next screen, hit Ctrl-Shift-U, or the Save button in the Interject ribbon after verifying Summary Message is “Rollup Validated - No Warnings” reportlib config

Step 4: Go back to the “Rollup Manager” tab and select the “PL_Demo” link

Step 5: Hit Ctrl-Shift-U, or the Save button in the Interject ribbon after verifying Summary Message is “Rollup Validated - No Warnings” reportlib config