Ask Your ERP for Epicor Eagle
Ask a question in English and get the number from Eagle, cited to the rows behind it and checked against the Business Advisor screens during setup. Read-only, every query governed, every answer logged under the user’s name.
Finance & reportingUpdated Oct 202620 ERPs
See it work on Eagle.
Click through the steps. Fictional data, in Eagle’s terms; the real thing runs on Eagle.
Which accounts are more than 90 days beyond their terms, by salesman?
Five accounts, $76,792.50 in total. Three belong to Rick Alder.
| Salesman | Customer | Beyond terms | Balance |
|---|---|---|---|
| R. Alder | Bayview Decks | 118 days | $31,240.15 |
| R. Alder | Oak Hill Builders | 104 days | $9,870.00 |
| R. Alder | Ferry St Renovations | 97 days | $12,402.35 |
| T. Nguyen | Shoreline Electric | 101 days | $12,980.00 |
| T. Nguyen | Granite Peak Builders | 95 days | $10,300.00 |
5 rows from Eagle’s open items, aged on each account’s terms · read at 6:02 am · query shown below
A governed, read-only query over the open items, aged on each account’s own terms. The rows come back with the answer.
The problem, as it happens in Eagle.
The number is in Eagle. Getting it means knowing which Business Advisor screen, which report, which filter, or asking the one person who knows and waiting until they’re free.
So the sales manager keeps a spreadsheet, the controller keeps another, and three versions of last month’s drywall sales circulate on Monday morning.
How it works.
- 1
Ask in English
Open accounts over ninety days by salesman. Drywall sales this month against last. What we paid a vendor in the third quarter.
- 2
A governed, read-only query
Written against curated knowledge of Eagle’s tables and terms codes, checked by a governor: select only, single statement, row-capped.
- 3
The answer, cited
The figure, the table behind it, and the query, so anyone can check it. Validated against Eagle’s own screens during setup.
- 4
Export or automate
Excel or PDF in one click. Save the question as an automation and have it in your inbox every Monday.
How it connects to Eagle.
Lunica reads Eagle through the Eagle data warehouse under an account that can only read. A question is answered with a single select, written against curated knowledge of Eagle’s files and terms codes and checked by a governor before it runs: read-only, one statement, row-capped. The answer shows the figure, the rows behind it and the query.
During setup, answers are validated against Business Advisor screen values until they match to the penny. Every question, query and result is appended to an audit log with the user’s name. Nothing is written to Eagle, and read-only accounts can ask but never send or act.
What a week looks like.
- Open accounts over ninety days by salesman, in a sentence.
- This month’s drywall sales against last, cited.
- Any answer to Excel or PDF in a click.
- Monday’s report saved as an automation and in the inbox before anyone sits down.
Questions
Can it change anything in Eagle?
No. Every query passes a governor that allows one read-only select and nothing else.
How do we know it’s right?
Answers are validated against Business Advisor screen values during setup, and every figure links to its rows so anyone can check.
Who can ask?
Anyone you give an account. Read-only accounts can ask and export; only named users can send or act.
Does it know our terms codes and departments?
Yes. The knowledge it writes queries from is curated for your Eagle: files, codes, the way your book is organised.
Is the question sent anywhere?
The question and the schema context it needs go to the model you chose. Never bulk data, never for training.
The same workflow, on another ERP.
Ask Your ERP is written for every system on the list. You’re reading the Eagle version.
See it on your Eagle data.
Thirty minutes. We walk the workflow on Eagle data, then map it to yours.