Input Schedule

1. Login pcFinancials.
   
2. Click on Admin Tasks → Open Update WorkFlow Schedules
   
3. Click on New Schedule from Template
   
4. There are 3 templates
   

To expand the account.

• Example: select “Expand” → Open → Click on the Epicor Planner logo. This will open the “Wizard”.
• Dimension For Row → select Account
• Select an account → Click on Save.
  In the TabName, you can give a specific name to this tab - example “Input”.
  
• Open Workbook window will pop up → Select WorkFlow directory → Tick Save to Library → OK
  
• Give it a new name - create input schedule
• Overwrite it with old version - change input schedule

To list accounts.

• Select “List” → Open
• Click on User:** → Design menu shows up. → Click on Edit Report
  
• In Edit Report window → click on Account → Select List → then click on … button
  
• In Member Selector-Account window, select those accounts that you want for your reports → OK
• Click on Hide Design to save the report into WorkFlow folder

• How to create InputCAPEX input sheet