# \#erp **URL:** https://pug.phocassoftware.com/tag/erp/5.md [Latest](https://pug.phocassoftware.com/latest.md) · [Categories](https://pug.phocassoftware.com/categories.md) · [Tags](https://pug.phocassoftware.com/tags.md) --- ## [Google Sheets as a Data Source?](https://pug.phocassoftware.com/t/google-sheets-as-a-data-source/2967)
**Author:** [@edberner](https://pug.phocassoftware.com/u/edberner)\ **Replies:** 3\ **Last updated:** [August 25, 2025, 12:19am UTC](https://pug.phocassoftware.com/t/google-sheets-as-a-data-source/2967 "2025-08-25T00:19:02Z")
Is it possible to use a Google Sheets document as a Data Source? How do I connect them? Thanks --- ## [Pricing Analytics and the crossover between Sales & Purchasing](https://pug.phocassoftware.com/t/pricing-analytics-and-the-crossover-between-sales-purchasing/2972)
**Author:** [@mcgran](https://pug.phocassoftware.com/u/mcgran)\ **Replies:** 0\ **Last updated:** [August 1, 2025, 9:10pm UTC](https://pug.phocassoftware.com/t/pricing-analytics-and-the-crossover-between-sales-purchasing/2972 "2025-08-01T21:10:16Z")
I am struggling with narrowing down/consolidating the specifics between the business’s Purchase Cost, Landed Cost (including shipping) + handling, shelving, maintaining, etc. & the Sales Price. Not to mention the variabl… --- ## [Inventory Stream - EDA](https://pug.phocassoftware.com/t/inventory-stream-eda/2963)
**Author:** [@e\_duku](https://pug.phocassoftware.com/u/e_duku)\ **Replies:** 2\ **Last updated:** [August 1, 2025, 7:40pm UTC](https://pug.phocassoftware.com/t/inventory-stream-eda/2963 "2025-08-01T19:40:56Z")
Hi, we have Epicor data analytics implemented by Phocas and was wondering if anyone has any idea about the Stream \> Usage under Inventory database? There’s Inventory, Sales, open Orders and Usage and I know all except U… --- ## [Overdue reminder notices](https://pug.phocassoftware.com/t/overdue-reminder-notices/2800)
**Author:** [@GT86](https://pug.phocassoftware.com/u/GT86)\ **Replies:** 0\ **Last updated:** [September 10, 2024, 2:53am UTC](https://pug.phocassoftware.com/t/overdue-reminder-notices/2800 "2024-09-10T02:53:33Z")
Hey peoples, I am very new to the Pronto world. I have used Oracle extensively. Is there are way of sending customers overdue reminder notices in Pronto? We are on V760 on prem. I have found where this can be done using … --- ## [Help - Create KPI Summary from calculation](https://pug.phocassoftware.com/t/help-create-kpi-summary-from-calculation/2637)
**Author:** [@jpage](https://pug.phocassoftware.com/u/jpage)\ **Replies:** 1\ **Last updated:** [February 6, 2024, 2:14pm UTC](https://pug.phocassoftware.com/t/help-create-kpi-summary-from-calculation/2637 "2024-02-06T14:14:38Z")
Hello, I am fairly new to the software and I need to accomplish what is circled in the image below. If it can be done? Could anyone help me, Please? Thank you! --- ## [Using Phocas to Review Sell Matrix Assignments?](https://pug.phocassoftware.com/t/using-phocas-to-review-sell-matrix-assignments/1358)
**Author:** [@jderosa](https://pug.phocassoftware.com/u/jderosa)\ **Replies:** 2\ **Last updated:** [May 24, 2023, 12:09pm UTC](https://pug.phocassoftware.com/t/using-phocas-to-review-sell-matrix-assignments/1358 "2023-05-24T12:09:48Z")
We are looking to add sell matrix data to our sales database. Anyone else doing this to review or look for errors in assigned discounts? Just curious. Thanks. --- ## [BC SaaS environment](https://pug.phocassoftware.com/t/bc-saas-environment/2356)
**Author:** [@Ian.Fletcher](https://pug.phocassoftware.com/u/Ian.Fletcher)\ **Replies:** 0\ **Last updated:** [January 11, 2023, 4:22pm UTC](https://pug.phocassoftware.com/t/bc-saas-environment/2356 "2023-01-11T16:22:00Z")
Has anyone been able to connect to a BC SaaS environment? --- ## [Sales by Month for 60 months](https://pug.phocassoftware.com/t/sales-by-month-for-60-months/2355)
**Author:** [@Ian.Fletcher](https://pug.phocassoftware.com/u/Ian.Fletcher)\ **Replies:** 2\ **Last updated:** [January 11, 2023, 4:20pm UTC](https://pug.phocassoftware.com/t/sales-by-month-for-60-months/2355 "2023-01-11T16:20:09Z")
Hi, any idea to setup a way of looking at the last 5 years of sales figures by month in one view or bar chart? Every time i try to set up 60 months, it also asks for a previous period, which i am not interested in, any… --- ## [Nav BI Reporting](https://pug.phocassoftware.com/t/nav-bi-reporting/2350)
**Author:** [@Ian.Fletcher](https://pug.phocassoftware.com/u/Ian.Fletcher)\ **Replies:** 0\ **Last updated:** [December 22, 2022, 4:28pm UTC](https://pug.phocassoftware.com/t/nav-bi-reporting/2350 "2022-12-22T16:28:44Z")
as the Nav section seems low, do i assume that there are not many Nav using companies that use Phocas? --- ## [Calling all NAV users (lovers or haters!)](https://pug.phocassoftware.com/t/calling-all-nav-users-lovers-or-haters/871)
**Author:** [@StuartH](https://pug.phocassoftware.com/u/StuartH)\ **Replies:** 4\ **Last updated:** [December 22, 2022, 4:26pm UTC](https://pug.phocassoftware.com/t/calling-all-nav-users-lovers-or-haters/871 "2022-12-22T16:26:45Z")
Notice a few posts in the Epicor section, I can’t be the only NAV user!! Anyone come across any oddities in NAV that might be of use to anyone? Ours is highly customised so it’s hard to tell now what is core NAV and wh… --- ## [Period Types problem](https://pug.phocassoftware.com/t/period-types-problem/2206)
**Author:** [@lairdl](https://pug.phocassoftware.com/u/lairdl)\ **Replies:** 1\ **Last updated:** [July 11, 2022, 7:21am UTC](https://pug.phocassoftware.com/t/period-types-problem/2206 "2022-07-11T07:21:32Z")
We have two week period types one is called Weeks and the other is called Weekly. Not sure why we have two, looks like one is new and linked to a Sync Item. The problem is Weeks shows available in some databases and we… --- ## [If-Then nested expression](https://pug.phocassoftware.com/t/if-then-nested-expression/2099)
**Author:** [@lairdl](https://pug.phocassoftware.com/u/lairdl)\ **Replies:** 0\ **Last updated:** [January 25, 2022, 7:04pm UTC](https://pug.phocassoftware.com/t/if-then-nested-expression/2099 "2022-01-25T19:04:34Z")
I am looking to do a nested If-Then (new to coding, so I hope this is the corrrect term). case when X = Y then case when Z = A then B else C end else D end Will this work in Phocus? --- ## [Unsure how to model this data](https://pug.phocassoftware.com/t/unsure-how-to-model-this-data/2082)
**Author:** [@kmarvel](https://pug.phocassoftware.com/u/kmarvel)\ **Replies:** 3\ **Last updated:** [January 12, 2022, 9:55pm UTC](https://pug.phocassoftware.com/t/unsure-how-to-model-this-data/2082 "2022-01-12T21:55:14Z")
Hi everyone, I’m wracking my brain trying to find a way to provide receipt data to a user. It seems straight forward but I’m struggling to thing about this/develop it dimensionally. Business requirement: User wants to… --- ## [Creating Completed Work Orders](https://pug.phocassoftware.com/t/creating-completed-work-orders/1857)
**Author:** [@35dodge](https://pug.phocassoftware.com/u/35dodge)\ **Replies:** 0\ **Last updated:** [April 29, 2021, 9:20am UTC](https://pug.phocassoftware.com/t/creating-completed-work-orders/1857 "2021-04-29T09:20:40Z")
Hi Folks I am very new to the Pronto community, but have extensive experience in Maximo, IFS, Mainpac, SAP, etc from an Asset Management view point as well as implementation and limited “technical” works. I have never h… --- ## [What is the Best way to calculate percentage](https://pug.phocassoftware.com/t/what-is-the-best-way-to-calculate-percentage/1851)
**Author:** [@Crogers](https://pug.phocassoftware.com/u/Crogers)\ **Replies:** 2\ **Last updated:** [April 27, 2021, 12:41pm UTC](https://pug.phocassoftware.com/t/what-is-the-best-way-to-calculate-percentage/1851 "2021-04-27T12:41:46Z")
Im trying to calculate the percentage of True values by sync date so for this day there are 800 records and i need to know the percentage of True values of the Shortage field. whats the best way to do this? --- ## [Breaking Job Management Orders Out](https://pug.phocassoftware.com/t/breaking-job-management-orders-out/478)
**Author:** [@jderosa](https://pug.phocassoftware.com/u/jderosa)\ **Replies:** 7\ **Last updated:** [March 13, 2021, 4:09pm UTC](https://pug.phocassoftware.com/t/breaking-job-management-orders-out/478 "2021-03-13T16:09:27Z")
If you are an Eclipse user and you use Job Management for job business… you may find that in Job Management that any orders pushed through that system register under a single product in Phocas - in our case: 992915 JOB … --- ## [Resource Group Capacity / Workload](https://pug.phocassoftware.com/t/resource-group-capacity-workload/1763)
**Author:** [@lairdl](https://pug.phocassoftware.com/u/lairdl)\ **Replies:** 0\ **Last updated:** [December 2, 2020, 4:46pm UTC](https://pug.phocassoftware.com/t/resource-group-capacity-workload/1763 "2020-12-02T16:46:32Z")
First time I am using the Phacas user group, as we are new to Phocas. We are looking to create a weekly resouce group capacity / workload chart. I was wondering if anyone has already created something. Using Epicor ER… --- ## [10,000 Line restriction on DB's](https://pug.phocassoftware.com/t/10-000-line-restriction-on-dbs/1716)
**Author:** [@KellyS](https://pug.phocassoftware.com/u/KellyS)\ **Replies:** 4\ **Last updated:** [September 24, 2020, 8:59pm UTC](https://pug.phocassoftware.com/t/10-000-line-restriction-on-dbs/1716 "2020-09-24T20:59:57Z")
I need to remove the 10,000 line restriction from a specific database for all users or maybe just a specific user. A thread from May 2018 answered by lee.konrath mentioned selecting a user and going to Settings tab, but… --- ## [How to join UD table on Sysrow and Part](https://pug.phocassoftware.com/t/how-to-join-ud-table-on-sysrow-and-part/1656)
**Author:** [@Crogers](https://pug.phocassoftware.com/u/Crogers)\ **Replies:** 1\ **Last updated:** [July 21, 2020, 5:51pm UTC](https://pug.phocassoftware.com/t/how-to-join-ud-table-on-sysrow-and-part/1656 "2020-07-21T17:51:37Z")
im trying to bring in UD\_Part to this database and have it as a property of the PartNum but its trying to join on Partnum and not sysrowID. i need to join E&O.SysrowID on UD\_Part.ForeignSysrowID. how can i do that? --- ## [How to tell what database(s) a dashboard is using](https://pug.phocassoftware.com/t/how-to-tell-what-database-s-a-dashboard-is-using/1657)
**Author:** [@KellyS](https://pug.phocassoftware.com/u/KellyS)\ **Replies:** 6\ **Last updated:** [July 20, 2020, 5:12pm UTC](https://pug.phocassoftware.com/t/how-to-tell-what-database-s-a-dashboard-is-using/1657 "2020-07-20T17:12:08Z")
Hello everyone. Easy question. I have been presented with a dashboard and told that some of the data being pulled is incorrect. My question is: How do I determine which database(s) are referenced by this dashboard? --- ## [Show more than 1 PartNum Row in the joined dashboard](https://pug.phocassoftware.com/t/show-more-than-1-partnum-row-in-the-joined-dashboard/1652)
**Author:** [@Crogers](https://pug.phocassoftware.com/u/Crogers)\ **Replies:** 1\ **Last updated:** [July 15, 2020, 3:32pm UTC](https://pug.phocassoftware.com/t/show-more-than-1-partnum-row-in-the-joined-dashboard/1652 "2020-07-15T15:32:34Z")
i have 2 databases as 2 different lines in a dashboard that are joined on the Code value which is the partnum. when i focus on one part number on the EO line i want to see ALL rows of that part number in the demand line… --- ## [HTTPS Link for External Sharing as MS Teams tab](https://pug.phocassoftware.com/t/https-link-for-external-sharing-as-ms-teams-tab/1640)
**Author:** [@GregHeeley](https://pug.phocassoftware.com/u/GregHeeley)\ **Replies:** 3\ **Last updated:** [July 9, 2020, 9:06pm UTC](https://pug.phocassoftware.com/t/https-link-for-external-sharing-as-ms-teams-tab/1640 "2020-07-09T21:06:46Z")
Hi We’re looking to add some KPI dashboards to MS Teams as tabs in channels. When generating a Link For External Sharing in a dashboard the prefix is http ( i.e. http://.epicoranalytics.com/Dashboard/External/) but MS T… --- ## [Innovative Material Replenishment Project for Field Service Techs](https://pug.phocassoftware.com/t/innovative-material-replenishment-project-for-field-service-techs/1604)
**Author:** [@titanpricer](https://pug.phocassoftware.com/u/titanpricer)\ **Replies:** 0\ **Last updated:** [May 31, 2020, 9:57am UTC](https://pug.phocassoftware.com/t/innovative-material-replenishment-project-for-field-service-techs/1604 "2020-05-31T09:57:36Z")
Does anyone have the knowledge or curiosity to help me with an eclipse API or XML integration project? I am a plumbing, heating, and electrical trades veteran who has developed a pricing and replenishment solution for o… --- ## [How to navigate to the expression which makes up a calculated Measure](https://pug.phocassoftware.com/t/how-to-navigate-to-the-expression-which-makes-up-a-calculated-measure/1576)
**Author:** [@KellyS](https://pug.phocassoftware.com/u/KellyS)\ **Replies:** 2\ **Last updated:** [May 18, 2020, 4:27pm UTC](https://pug.phocassoftware.com/t/how-to-navigate-to-the-expression-which-makes-up-a-calculated-measure/1576 "2020-05-18T16:27:11Z")
I am troubleshooting an existing Data Base and am looking for the expression which makes up a calculated field. It appears to be an aggregate (Count). Also searched Help under “Calculated fields” with no luck. I should … --- ## [User gets dates in Eurpopean format when displaying data base](https://pug.phocassoftware.com/t/user-gets-dates-in-eurpopean-format-when-displaying-data-base/1538)
**Author:** [@KellyS](https://pug.phocassoftware.com/u/KellyS)\ **Replies:** 4\ **Last updated:** [March 30, 2020, 4:54pm UTC](https://pug.phocassoftware.com/t/user-gets-dates-in-eurpopean-format-when-displaying-data-base/1538 "2020-03-30T16:54:56Z")
We have a user who’s dates display in European format on a particular DB (Quotes), whereas when I display the same data, mine comes out in MM/DD/YYYY format. Any ideas on how to get his to display in MM/DD/YYYY format? --- ## [Territory not rolling up into region as expected](https://pug.phocassoftware.com/t/territory-not-rolling-up-into-region-as-expected/1527)
**Author:** [@kmarvel](https://pug.phocassoftware.com/u/kmarvel)\ **Replies:** 7\ **Last updated:** [March 24, 2020, 12:44pm UTC](https://pug.phocassoftware.com/t/territory-not-rolling-up-into-region-as-expected/1527 "2020-03-24T12:44:50Z")
Hi everyone, I’m pretty new to both Epicor and Phocas, but very excited about the functionality Phocas has. Loving this software already. I’m trying to create some visualizations for our sales team and I need to compa… --- ## [Problem with out of the box sync script for General Ledger IS/BS database](https://pug.phocassoftware.com/t/problem-with-out-of-the-box-sync-script-for-general-ledger-is-bs-database/1489)
**Author:** [@MikeLowe](https://pug.phocassoftware.com/u/MikeLowe)\ **Replies:** 1\ **Last updated:** [March 8, 2020, 4:47am UTC](https://pug.phocassoftware.com/t/problem-with-out-of-the-box-sync-script-for-general-ledger-is-bs-database/1489 "2020-03-08T04:47:58Z")
Specifically, the Balance Sheet stream. This script queries the GLPeriodBal table for data. The 0 period is the balance forward amount for the year. In the out of the box query, there is logic that looks for this 0 pe… --- ## [How to get rid of dimensions that are grayed out?](https://pug.phocassoftware.com/t/how-to-get-rid-of-dimensions-that-are-grayed-out/1482)
**Author:** [@KellyS](https://pug.phocassoftware.com/u/KellyS)\ **Replies:** 4\ **Last updated:** [February 27, 2020, 11:41pm UTC](https://pug.phocassoftware.com/t/how-to-get-rid-of-dimensions-that-are-grayed-out/1482 "2020-02-27T23:41:10Z")
Thanks in advance! --- ## [Trouble displaying Property (Epicor)](https://pug.phocassoftware.com/t/trouble-displaying-property-epicor/1479)
**Author:** [@KellyS](https://pug.phocassoftware.com/u/KellyS)\ **Replies:** 3\ **Last updated:** [February 24, 2020, 5:50pm UTC](https://pug.phocassoftware.com/t/trouble-displaying-property-epicor/1479 "2020-02-24T17:50:02Z")
Hello all. I am a rank amateur who knows SQL, but am not up to speed with Phocas. I updated a script to select the properties and measures I need (Attached Admin Data Base). When I go to data base view, the measure…