Epicor P21, also known as Epicor Prophet 21, is a comprehensive business management solution designed for distributors and retailers in the manufacturing, wholesale, and distribution industries. One of its main features is the customer portal, which allows customers to access account information, invoices, and other relevant data from any device with Internet access.

A particular feature of the customer portal that has attracted attention is the invoice search function. This feature allows customers to search and view invoices online, eliminating the need for paper invoices and managing billing more efficiently. However, there has been some discussion about the lack of filtering options to allow customers to narrow down their results when using the invoice search feature.

Filtering options are a key aspect of any search functionality because they allow users to refine and refine results based on specific criteria. For the Epicor P21 Customer Portal, filtering options will allow customers to search for invoices by date, invoice number, amount, or other relevant fields. This would make it easier for customers to find the specific invoices they are looking for, rather than searching through a long list of results.

Does Epicor P21 Customer Portal Invoice Search support filtering options? The short answer is: No, this feature does not currently exist.

However, this does not mean that this feature is not useful. Customers can still search for invoices by entering the invoice number, date range, or reference number, which can be helpful for those who know exactly what they’re looking for. The lack of filtering options may be a significant limitation, especially for customers with a large number of invoices. They may have to spend more time sifting through results or opening multiple invoices to compare them and find the specific invoice they need.

One way to solve this problem is to use a third-party tool such as Adobe Commerce, formerly known as Magento. Adobe Commerce offers integration with Epicor P21 and provides customers with advanced filtering options for invoice search functionality. This allows customers to easily narrow down their results and find the invoices they want with minimal effort.

In summary, although the invoice search feature in the Epicor P21 Customer Portal does not currently support filtering options, accessing invoices anytime, anywhere is still a valuable feature for customers. However, for those who require advanced filtering options, Adobe Commerce integration with Epicor P21 can significantly improve the performance and convenience of the invoice search feature.