Epicor P21 is a popular ERP (Enterprise Resource Planning) software used by many companies to manage their daily operations. One of the key functions of this software is the customer portal, thanks to which customers have access to information about their account, invoices, and order history.

However, can Epicor P21 Customer Portal administrators also generate compliance reports for internal or external audits? The answer is yes, but with some limitations.

Compliance report generation is available in Epicor P21, but is not a standard feature and must be configured by your administrator. To generate compliance reports, an administrator must first define the data sources that will be used. This may include sales orders, purchase orders, inventory, and other relevant data.

Once the data sources are determined, the administrator can create a report template using the Report Writer tool in Epicor P21. The report template must then be customized to meet your specific compliance requirements. This includes selecting data fields to include in the report, adding filters to refine the data, and designing the report layout. The administrator can also add scripts or formulas to automate calculations and further customize the report.

Once the report is configured, the administrator can schedule it to run at regular intervals or on demand. The generated report can then be exported in various formats such as PDF or Excel and shared with auditors or other relevant stakeholders. However, please note that compliance reports generated from the Epicor P21 Customer Portal do not provide real-time data. Reports are based on data at the time it is generated and may not reflect recent changes. This means that if an audit is conducted over a specific period of time, the report may not accurately reflect the current compliance status.

Additionally, the availability of compatibility reports may also depend on the version of Epicor P21 you are using. Some older versions may not have this feature and you may need to upgrade to the latest version to use this feature.

In summary, while the Epicor P21 Customer Portal allows you to generate compliance reports, it requires some configuration and customization by your administrator. However, these reports may not provide real-time data and may vary depending on the version of the software used. Companies using Epicor P21 should consult with their ERP vendor to ensure all necessary features and updates are available to generate accurate and timely compliance reports.