Setting Configuration Defaults

Use EDA Configuration to define the FTP protocols and the default settings for the exports. We recommend using the system-assigned defaults for the first export to review the results. You can then adjust the defaults, as needed, to extract more or less information.

To set the default export settings:

  1. From the System > System Programming > Add On Products > Epicor Data Analytics menu, select EDA Configuration.

  2. Set the transmission protocols before running your export.

  3. Use the following fields to set your extract defaults:

Field

Description

EDA Admin

The Eclipse user to receive errors or reports for the export process.

Purge Log After (In Months)

Indicate how many months' of data you want to keep in the EDA activity log.

The default is 12.

Default Historic Data (In Years)

Indicate how many years of data you want to export for analysis.

The default is 1.

Default Open PO Data (In Days)

Indicate how many days of open purchase order data you want to use in your export.

The default is 365.

Default Open Sales Data (In Days)

Indicate how many days of open sales order data you want to use in your export.

The default is 365.

Default closed A/R Data (In Days)

Indicate how many days of closed accounts receivable data you want to use in your export.

The default is 365.

  1. Click Save.