As companies shift to digitalization, the use of accounting software has become crucial for effective financial management. Epicor P21 is one of the leading enterprise resource planning (ERP) solutions designed specifically for manufacturers, distributors, and retailers.

It offers a wide range of modules, including an invoice search function, that simplify the accounting process for businesses. This feature allows customers to quickly and efficiently access invoices through the Epicor P21 Customer Portal. However, as with any technology, there are limits to the types of invoices that can be searched using the invoice search feature.

One of the first limitations of Epicor P21’s invoice search functionality is the requirement to store invoices in the system. This means that the search function only has access to invoices created in the system. You cannot view invoices received from a third party or created before Epicor P21 was deployed. This limitation can pose a challenge for companies that still receive paper invoices or use multiple accounting systems.

Another limitation to consider is the data that can be searched using the search function. Epicor P21 uses a specific data format for invoices. Deviations from this format may result in invoices not appearing in search results. This is because the system only recognizes data that has been entered into the appropriate fields. Therefore, companies must ensure that their invoices are formatted correctly to avoid discrepancies.

In addition to data formatting, you also need to consider search criteria. The invoice search feature provides limited fields for search criteria such as invoice number, date, and amount. This may be a limitation for companies that want to search for invoices based on other parameters, such as product name or customer name. In such cases, a manual search may be necessary, which can be time-consuming and error-prone.

To sum up, although the invoice search function in Epicor P21 is a useful function for efficient invoice management, it is worth being aware of its limitations. Businesses need to make sure their invoices are stored in the system and formatted correctly to appear in search results. Additionally, when using this functionality, you should bear in mind the limitations of data and search criteria. By being aware of these limitations, companies can take full advantage of Epicor P21’s invoice search functionality and streamline their accounting process.