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Epicor ERPSQL Server Reporting Servicesfor Epicor ERP10.1

Disclaimer

This document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties withregard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake improvements or changes to the products or programs described in this publication at any time, without notice.The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such lawsand requirements. All laws and requirements are subject to varying interpretations as well as to change and accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicor® is a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2016.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent ofEpicor Software Corporation.

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Contents

SQL Server Reporting Services for Epicor ERP Course.........................................................6Before You Begin....................................................................................................................7

Audience.........................................................................................................................................................7

Prerequisites....................................................................................................................................................7

Environment Setup..........................................................................................................................................7

Report Types...........................................................................................................................9Review ERP Schema..............................................................................................................10

Field Help Technical Details............................................................................................................................10

Workshop - Use the Field Help................................................................................................................10

Data Dictionary Viewer..................................................................................................................................11

Tables.....................................................................................................................................................11

Fields......................................................................................................................................................12

Table Linking.................................................................................................................................................12

Modify System Reports........................................................................................................14Workshop - Add a Logo.................................................................................................................................14

Create Report Style.................................................................................................................................14

Add a Logo Image..................................................................................................................................15

Upload and Test Report..........................................................................................................................15

Workshop - Add a Table/Column...................................................................................................................16

Modify Report Data Definition................................................................................................................16


Add the New Field..................................................................................................................................18

Upload and Test the Report....................................................................................................................19

BAQ Reports..........................................................................................................................21Workshop - Create SSRS BAQ Report.............................................................................................................21

Copy a System BAQ for Report Use.........................................................................................................21

Create the BAQ Report...........................................................................................................................21

Create Report Option.............................................................................................................................22

Add Report Filter....................................................................................................................................22

Design the BAQ Report...........................................................................................................................23

Add Menu Item for BAQ Report..............................................................................................................24

Routing Rules........................................................................................................................26Rule Elements................................................................................................................................................26

Workshop - Customer Statement E-Mail........................................................................................................27

Create Rule.............................................................................................................................................27

Design Rule............................................................................................................................................28

Test Rule.................................................................................................................................................29

Workshop - Filter by Attribute........................................................................................................................29

Create the Attribute...............................................................................................................................30

Select the Attribute.................................................................................................................................30

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ContentsSQL Server Reporting Services for Epicor ERP

Copy System Report...............................................................................................................................31

Modify Report Definition........................................................................................................................31

Define Relationship.................................................................................................................................32


Design Routing Rule...............................................................................................................................33

Select Break Column...............................................................................................................................34

Define Condition....................................................................................................................................34

Add User Action.....................................................................................................................................35

Add Send E-mail Action..........................................................................................................................35

Activate Routing Rule/Test Rule...............................................................................................................36

Workshop - Overdue Jobs..............................................................................................................................37

Create Overdue Jobs Style......................................................................................................................37

Create Routing Rule................................................................................................................................38

Select Break Column...............................................................................................................................38

Define Condition....................................................................................................................................38

Add Print Action.....................................................................................................................................39

Activate Routing Rule.............................................................................................................................39

Direct Access to SSRS and SQL Database............................................................................41Workshop - Manage Reports.........................................................................................................................41

Open Report Manager from Server.........................................................................................................41

Open Report Manager from Client..........................................................................................................42

Launch Report Builder.............................................................................................................................43

Create a Data Source..............................................................................................................................44

Workshop - Parts List Custom Report.............................................................................................................44

Create the Parts List Report.....................................................................................................................44

Select the Data Source.....................................................................................................................44

Design the Query.............................................................................................................................45

Modify the Report...........................................................................................................................46

Add the Report to the Interface.......................................................................................................46

Add Parameters......................................................................................................................................47

Create Parameters...........................................................................................................................47

Create Parameter Filters...................................................................................................................48

Test the New Parameters.................................................................................................................49

Create Row Group..................................................................................................................................49

Add Row Group..............................................................................................................................49

Format Row Group..........................................................................................................................50

Add a Calculated Field............................................................................................................................51

Create the Calculated Field..............................................................................................................51

Add a Column for Calculated Value.................................................................................................51

Test the Finished Report..................................................................................................................52

Workshop - Customer Report with Subreports...............................................................................................53

Create the Customer Main Report..........................................................................................................53


Design the Query.............................................................................................................................54


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SQL Server Reporting Services for Epicor ERPContents

Add Parameters...............................................................................................................................55

Create Dataset Filters.......................................................................................................................56

Test the Report................................................................................................................................57

Adjust the Report Format................................................................................................................57

Create the Call Activity Subreport...........................................................................................................58


Design the Query.............................................................................................................................59


Add Parameters...............................................................................................................................60

Create Dataset Filters.......................................................................................................................60

Test the Report................................................................................................................................61


Create the Open Orders Subreport.........................................................................................................63


Design the Query.............................................................................................................................64


Add Parameters...............................................................................................................................65

Add Dataset Filters..........................................................................................................................65

Test the Report................................................................................................................................66


Embed the Subreports............................................................................................................................68

Embed the Call Activity Subreport....................................................................................................68

Embed the Open Orders Subreport..................................................................................................69

Add the Main Report to the Interface.....................................................................................................70

Conclusion.............................................................................................................................72

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ContentsSQL Server Reporting Services for Epicor ERP

SQL Server Reporting Services for Epicor ERP Course

This course introduces Microsoft SQL Server Reporting Services (SSRS) reports and their implementation in EpicorERP.

Microsoft SQL Server Reporting Services (SSRS) is a server-based reporting platform that provides comprehensivereporting functionality for generating reports from SQL Server databases.

For creating custom reports, the workshops in this course uses Microsoft SQL Server Report Builder, which is areport authoring tool that allows the user to get started quickly in a Microsoft Office-like environment.

Upon successful completion of this course, you will be able to:

• Use the SSRS Report Manager management tool and the Report Builder authoring tool to create customreports.

• Add custom SSRS reports to the Epicor ERP application menu system and retrieve them for viewing.

• Edit an Epicor ERP shipped SSRS report.

• Create a BAQ report and then use the Report Builder authoring tool to design an SSRS report layout for thereport.

• Create routing rules that determine how report output generates, prints, and distributes.

• Add an SSRS printer in the Epicor Client and print SSRS reports.

• Understand the report security resources available when working with custom and shipped SSRS reports inEpicor.

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SQL Server Reporting Services for Epicor ERPSQL Server Reporting Services for Epicor ERP Course

Before You Begin

Read this topic for information you should know in order to successfully complete this course.

Audience

Specific audiences will benefit from this course.

• System Administrator

• IT/Technical Staff

• Report Writers

• Business Analysts

Prerequisites

To complete the workshops in this course, the necessary modules must be licensed and operating in your trainingenvironment. For more information on the modules available, contact your Epicor Customer Account Manager.It is also important you understand the prerequisite knowledge contained in other valuable courses.

• Navigation Course - This course introduces navigational aspects of the Epicor application's user interface.Designed for a hands-on environment, general navigation principles and techniques are available at each ofthe interface levels in the Epicor application - system, module, and program. Workshops focus on each ofthese levels and guide you through each navigational principle introduced.

• Recommended Industry Knowledge -

• Exposure to other reporting programs.

• Knowledge of relational database concepts such as table relationships, records, and field types.

• Understanding of the current release application functionality.

Environment Setup

The environment setup steps and potential workshop constraints must be reviewed in order to successfullycomplete the workshops in this course.

Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experienceEpicor functionality in action but does not affect data in your live, production environment.

The following steps must be taken to successfully complete the workshops in this course.

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Before You BeginSQL Server Reporting Services for Epicor ERP

1. Verify the following or ask your system administrator to verify for you:

• Your Epicor training icon (or web address if you are using Epicor Web Access) points to yourEpicor training environment with the Epicor demonstration database installed. Do not completethe course workshops in your live, production environment.

Note It is recommended that multiple Epicor demonstration databases are installed. ContactSupport or Systems Consulting for billable assistance.

• The Epicor demonstration database is at the same service pack and patch as the Epicorapplication. Epicor's education team updates the Epicor demonstration database for each service packand patch. If your system administrator upgrades your Epicor application to a new service pack or patch,he or she must also download the corresponding Epicor demonstration database from EPICweb > Support> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completingthe course workshops.

• Your system administrator restored (refreshed) the Epicor demonstration database prior tostarting this course. The Epicor demonstration database comes standard with parts, customers, salesorders, and so on, already defined. If the Epicor demonstration database is shared with multiple users(that is, the database is located on a server and users access the same data, much like your live, productionenvironment) and is not periodically refreshed, unexpected results can occur. For example, if a courseworkshop requires you to ship a sales order that came standard in the Epicor demonstration database,but a different user already completed this workshop and the Epicor demonstration database was notrestored (refreshed), then you will not be able to ship the sales order. Epicor's education team has writtenthe course workshops to minimize situations like this from occurring, but Epicor cannot prevent usersfrom manipulating the data in your installation of the Epicor demonstration database.

2. SSRS must have been configured for your training application server instance. Refer to ERP installation guidefor instructions for configuring SSRS on the Reporting Services tab of an application server instance.

3. You must have downloaded and installed Microsoft Report Builder on the client where you are takingthe course. Download the version of Report Builder that matches the Microsoft SQL Server version of yourtraining application server database.

4. Log in to the training environment using the credentials epicor/epicor. If you are logged into your trainingenvironment as a different user, from the application Home Page click Settings to open the Settings Page,and then choose Change User under General Options.

5. From the Menu, select the company Epicor Education (EPIC06).

6. From the Menu, select the Main site.

7. In Company Maintenance verify, or ask your system administrator to verify, that SSRS Printer Option onthe Email and Printing tab is set to either Client and Server Printing or Server Printing Only.

Cloud Specific Information

Note If your Epicor installation is not an on-premise (hosted within your organization) installation, thennote the following about using the Epicor-hosted education database. All logins referenced in the course(such as manager, or epicor) should be changed to be the <site ID>_<abbreviationOfCompanyID>-. Forexample, if your site ID is 98315 and you are logging into the Education company EPIC06, then whereveryou are instructed to use the login manager, instead use 98315_E6-manager. The password is the sameas the login name.

Note To refresh your Epicor training database, send a request that includes your site ID [email protected]. Refreshing your training database may take up to 72 hours after the requestis received.

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SQL Server Reporting Services for Epicor ERPBefore You Begin

Report Types

The Epicor ERP application can utilize the following types of SSRS reports. You most likely will use all these typesof reports in your business flow.

SSRS report types:

1. System Reports - Installed with the application, each system report is the base version of the report. Youcannot modify these reports; this ensures you can always run the base version of each report. However youcan make a copy of a system report and then customize this copy as you need.

2. Custom Reports - These reports are customized versions of system reports. When you make a copy of asystem report in Report Data Definition Maintenance, you can then modify this report to better reflectthe data your organization needs to review. You make changes to the report's table structure within ReportData Definition Maintenance and then make changes to the report layout in Microsoft

® Report Builder

®

(or a similar SSRS report layout tool).

3. Business Activity Query (BAQ) Reports - These custom reports are created from business activity queries(BAQs) within the BAQ Report Designer. You can create BAQ reports from existing system BAQs or customBAQs. Just like you cannot modify system reports, you cannot modify system BAQs. However you can makecopies of BAQs within the Business Activity Query Designer to customize them.

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Report TypesSQL Server Reporting Services for Epicor ERP

Review ERP Schema

This section of the course reviews the table and field name identification process in the Epicor ERP application,using Field Help, and the Data Dictionary Viewer functionality. It also describes table linking procedures andrequirements, join type definitions and specifications.

A fundamental requirement when modifying or authoring reports or queries is to identify which tables withinthe database contain the needed data, and which field names are used to store that data. This section providesinformation on how to investigate schema details.

Field Help Technical Details

The Field Help feature is a quick reference tool that provides a brief field description and the technical propertyreference for selected fields.

To enable Field Help, from the Help menu, select Field Help and click a field in the interface.

The Field Help sheet contains two menu items:

• Field Level Help - The Field Level Help is a text description of the field from the Application Help. You canuse Field Help as a learning tool, as it allows you to access documentation for each field.

• Technical Details - The technical details include the data dictionary information for the field. You use thetechnical specifications for a field when building business activity queries (BAQs), using Business ProcessManagement (BPM) methods, and other advanced functions of the Epicor ERP application.

Note To view technical details, you must have permission to access the corresponding business object.This permission is set in Process Security Maintenance for the bo.DataDict business object.

The technical details of the Field Help are valuable in understanding the table structure of the database. Keepin mind that data can reside in multiple tables. The query topic displays where the data comes from.

You can also use the Customization feature to locate tables and fields.

Workshop - Use the Field Help

In this workshop, use the Field Help to find table and field names.

The Field Help provides a Technical Details sheet to display the data dictionary information for a selected field.The properties that display are helpful when you create a Business Activity Query and discuss the Data DictionaryViewer.

• Field Name - This displays the field name as defined by the Epicor application. This name is used in allexpressions.

• EpiBinding - This displays the table name and the field name. For example, the field displays Part.PartNum,which means the table to use is the Part table and the field to pull into the query is the Part field. The syntaxis always <Tablename.Fieldname>.

• DB Field - This displays the database field property which also displays as <Tablename.Fieldname>.

• Format - This is the database format for this field and the number of characters to which that field is limited.

• Like - Use this field to validate a BAQ search and generate Foreign Key Views to indicate the common fieldbetween two tables or datasets.

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SQL Server Reporting Services for Epicor ERPReview ERP Schema

1. Navigate to Part Maintenance.

Menu Path: Material Management > Inventory Management > Setup > Part

2. From the Help menu, select Field Help.

In the tree view pane, the Field Help sheet displays. It automatically opens in an undocked position.

3. Place the cursor in the Field Help sheet header and click the push pin icon to dock the Field Help window.

4. Place the cursor in the Description field.

5. In the Field Help sheet, click Technical Details and view the information.

You can adjust the Field Help width to see the fields properly.

6. Navigate to the Part > Sites > Warehouses > Primary Bin sheet and place the cursor in the Bin field.

The properties populate with the data in this field. The table and field combination display in the EpiBindingfield of the Technical Details in the format of <table>.<field>.

7. Navigate to the Part > Sites > Warehouses > Bin Information > Detail sheet and place the cursor in theBin field.

Notice the database field is different.

Note Data is often stored in multiple places, and table selection depends on the purpose of the query.This example presented a part's listing with a part bin location.

8. Exit Part Maintenance.

Data Dictionary Viewer

Use the Data Dictionary Viewer to find and review details of each field and table within the database. Use thisprogram to better understand the purpose and data values of each field.

The Data Dictionary Viewer helps you to identify the fields and tables you want for a customization or a customreport. This program is also an aid during upgrades, as you can view the current database structure to compareit against a previous database version.

Important In Epicor ERP version 10, user-defined columns are placed within separate UD tables. Forexample, the Part table may have a corresponding Part_UD table.

Navigate to this program from the Main Menu:

• System Setup > System Maintenance > Data Dictionary Viewer

Tables

Use the Tables sheet to find and select the database table to review.

The Data Dictionary Viewer is organized by tables. A table is a set of fields that contain related information.

Example

• Use the Customer table to store all your customer records.

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Review ERP SchemaSQL Server Reporting Services for Epicor ERP

• The OrderHed table records your order header records.

Data is often stored in multiple tables, each with a specific purpose. Use the Search option to display tables ina grid format. The grid includes a brief overview of the tables and helps determine which table to use when afield is located in more than one table.

Fields

Use the Fields sheet to display specific information about each selected field. All values for a selected field, suchas format, label, and description, display on this sheet.

Each table contains various fields. These items are individual pieces of information associated with the table, andeach field has a unique name.

Example The Customer table includes the identifying code for the customer (CustNum), name (Name),and other specific details about the customer.

Tip The Data Dictionary Viewer properties are also available in the Technical Details area of the Field Help.When accessed through the Field Help, the details are specific to the selected field.

Table Linking

You link multiple tables together to display the data you need within a business activity query (BAQ) or a customSQL Server Reporting Services (SSRS) report. You link one or more fields the tables have in common so the datadisplays together in the output.

Table Links

Link tables so the records from one table match related records from another. This linking process involves usinga common field between the selected tables. For example, if you activate an Orders table and a Customers table,link the tables so each order from the Orders table can be matched with the customer from the Customer tablethat made the order.

Reporting or querying tools use this connection to identify related records between tables. In the above example,the linking process ensures the data in each line of the report refers to the same order.

Table Link Requirements

Table link requirements involve linking from one table to another. The from table is the primary table, while theto table is the lookup table where records are looked up by the primary table. For example, if the Quote is theprimary table, the querying or reporting tool chronologically goes field by field through the Quote table andsearches for matching records in the second table, which can be customers, until all fields are evaluated.

Link Types

The main link types are one table to another or one table to multiple others.

• One table to another - The primary table and the lookup table have a one-to-one relationship betweentheir records.

• One table to multiple others - The primary table and the lookup table have a one-to-many relationshipbetween their records.

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SQL Server Reporting Services for Epicor ERPReview ERP Schema

Indexed Fields

An index field points to a data location which is a named path designed within the database in order to quicklylocate and store data or to easily retrieve data in a table. The index name and path, or index order, are identifiedin the Data Dictionary Viewer and on the Field Help > Technical Details sheet.

Important Always use the Company field as it is the first indexed field and it is located at the top of theEpicor ERP application table hierarchy. The data of each company is stored and separated from othercompany data using the Company ID field. Since every table uses the Company field, you must select thisindexed field as one of the primary linking fields in a join.

There are no exceptions to this rule. You must select the Company field as a join field pair when linkingtables because company is at the top of the table hierarchy in the Epicor application. Your report will notprovide the correct results if this field is not used in the join.

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Modify System Reports

The SSRS reports installed with the Epicor ERP application are built on dynamic database table structure knownas the Report Data Definition (RDD). This structure has been implemented to support good report performance.

In the following workshops, you will explore how to copy and modify RDDs and their accompanying SSRS definitionfiles (RDL files) to create custom versions of system reports. Note that to create a completely original RDD, youneed to use the Epicor ERP Software Development Kit (SDK). Using the ERP SDK is outside the scope of thiscourse.

The primary Microsoft tool you will use to modify SSRS reports is Microsoft® SSRS Report Builder

®. Usually

called Report Builder, this application is an a Microsoft Office-like authoring tool for SSRS reports. Through thisapplication, you can modify existing SSRS reports and create new SSRS reports. You do this by defining whatdata displays on the report and designing the report layout.

If you run the Epicor ERP application on your organization's network (on-premise), you will also need to useMicrosoft

® Report Manager

®. Installed as one of the components of SSRS, Report Manager is a web-based

report access and management tool you use to manage reports on the SSRS report server. Report Manager is agood starting point for creating and editing reports; you can select a report and open it for editing in ReportBuilder and you can launch Report Builder by itself to begin creating a new report.

Be sure you have a Report Builder installation to access; you cannot do the workshops without this application.If you run Epicor ERP on-premise, you can launch the Report Builder from the Report Manager application onyour server. If you run Epicor ERP through a hosted (Cloud) environment, you must download and install ReportBuilder on the client workstation. In either case, be sure to use the Report Builder version that matches the versionused in your environment.

Note For more information, review the SQL Server Reporting Services (SSRS) documentation availablefrom the Microsoft website.

Workshop - Add a Logo

In this workshop you add a logo to the Customer Statement report.

Create Report Style

Working in ERP, create a new report style for the Customer Statement Report that creates a copy of its SSRSreport file.

A report style defines a variation for a report in the Epicor ERP application. The variation is reflected mainly onthe report type, the report template being used, the report data output location, report options passed to thereporting engine, and the companies in which the style can be used.

1. Open the Report Maintenance program.

Menu Path: System Management > Reporting > Report Style

Important This program is not available in Epicor Web Access.

2. For Report ID, enter CustSt and press Tab key.

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SQL Server Reporting Services for Epicor ERPModify System Reports

3. Expand Report Style(s). Highlight the Standard - SSRS style. From the Actions menu, select Copy ReportStyle.

4. Click the newly-created report style Standard - SSRS - Copy.

5. On the Styles > Style Detail sheet:

a. For Description, edit to read Standard - SSRS - XXX where XXX are your initials.

b. Report Location: take notice of the path here. This refers to a location in SSRS Report Manager. Notethat a copy of the report used in the original style has been placed in this location under CustomReports.

6. From the File menu, select Save.

7. Click Actions > Download SSRS Report. Select an empty folder on your client computer, click OK, andOK again.

8. Close Report Maintenance and leave the application running for use later in the workshop.

Add a Logo Image

In this procedure, you add a logo to the report layout.

1. Open Windows Explorer and go to the folder to which you downloaded the report files in the previousprocedure.

2. Drill down into the StatementOfAccount folder, double-click CustSt.rdl to open the file in Report Builder(see Environment Setup topic for instructions on installing Report Builder). When prompted for a servername click Cancel.The report opens in Design mode. If desired, increase zoom level in lower-right corner.

3. There is a large area of white space in the report above the report title (RptLiteralsLSubTitle). Right-click inthe white space area and select Insert > Image.

4. In the Image Properties dialog, click Import and browse to an image file (for example a .png or .jpg file)you would like to use as a logo, and click OK.

5. Resize the logo as desired.

6. Click the Report Builder button, and select Save.

7. Exit Report Builder.

Upload and Test Report

Upload and test the new report from Epicor ERP.

1. If it not already open, start Epicor ERP.

If prompted, enter epicor for both user name and password.

2. Open the Report Maintenance program.


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Modify System ReportsSQL Server Reporting Services for Epicor ERP


3. For Report ID, enter CustSt and press Tab key.

4. Click the report style that you created, Standard - SSRS - XXX.

5. From the Actions menu, select Upload SSRS Report. Select the folder to which you downloaded thereports previously for this workshop and click OK.A confirmation of uploaded reports displays.

6. Open the Customer Statements report in company Epic06.

Menu Path: Financial Management > Accounts Receivable > Reports > Customer Statements

7. Under Report Options, change the Begin Date to be one year back of the End Date (to make sure youhave some sample data).

8. For Report Style, select Standard - SSRS - XXX where XXX are your initials.

9. Select File >Print Preview.The report preview displays. You should see the added logo.

Workshop - Add a Table/Column

In this workshop, you create a copy of the Sales Order Pick List report definition that ships with the Epicor ERPapplication, and then create a new report style that uses the copied definition which is modified to use anadditional ERP table/column.

Modify Report Data Definition

Working in Epicor ERP, copy a system report data definition and edit the copy to add a table to it.

A report data definition is a structure of tables and fields that will be used by a reporting engine (like Crystal,EDI, SSRS or Bartender) to lay out data on a report.

1. Start the Epicor ERP application.


2. Open the Report Data Definition program in company Epic06.

Menu Path: System Management > Reporting > Report Data Definition


3. For Code, type SOPick and press Tab.

4. From the Actions menu, select Duplicate Report.

The Duplicate Report Definition dialog box opens.

5. For Report Def ID, enter SOPickXXX where XXX are your initials.

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6. For Description, enter My Sales Order Pick List.

7. Click OK.

The newly-created report definition is displayed.

8. From the File menu, select New > New Table.

9. Click Schema Table.The Table Search window displays.

10. For the Starting At field, enter Customer, and click Search.

11. From the Search Results grid, select the Customer table and click OK.

12. From the File menu, select New > New Relationship. Click the Detail sheet.

13. Enter the following values:

a. Relation: OrderHedCustomer

b. Description: OrderHedCustomer

c. Parent Table: OrderHed

d. Key: Click down arrow and select PK_OrderHed

e. Child Table: Customer

f. Relation Type: Output

Note The Relation Type value defines how these two tables are joined within the report definition.The join you select from this drop-down list determines how data between these two tables displayswithin the report. Available options:

• Definition Only – This relationship is an inner join; the report will only display data from theparent table if linking data exists in the child table.

• Output – This relationship is a left outer join; this report displays all requested data from theparent table regardless of the linking data available within the child table.

14. Click Save. The Relationship fields are added. Click Save again.

15. Close Report Data Definition and remain in the application for the next exercise.

Create Report Style

Working in ERP, create a report style that uses the report data definition that you created in the previous procedure.

A report style defines a variation for a report in the Epicor ERP application. The variation is reflected mainly onthe report type, the report template being used, the report data output location, report options passed to thereporting engine, and the companies in which the style can be used.

1. Open Report Style Maintenance.


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2. For Report ID, enter SOPick and press Tab key.

3. Expand the list of Report Styles. Make sure you have the Standard - SSRS style highlighted. From theActions menu, select Copy Report Style.

4. Click the newly-created report style Standard - SSRS - Copy.

5. On the Styles > Style Detail sheet:

a. For Description, edit to read Standard - SSRS - XXX where XXX are your initials.

b. For Data Definition, select SOPickXXX where XXX are your initials.

c. Next for the Report Location, take notice of the path here. This refers to a location in SSRS ReportManager. Note that a copy of the report used in the original style has been placed in this location underCustomReports.

d. Now for the Output Location, verify the Database option displays. This value is copied from the systemreport.

For SSRS reports, two Output Location options are available, Database and XML. In most cases youshould select the Database option, as SSRS reports released with Epicor 10 or higher store informationdirectly within the database. However if you are defining a style for an older SSRS report and have notmigrated it yet, select the XML option. Older SSRS reports store data in .xml files.

6. From the File menu, select Save.

7. Verify that the cursor is still on the newly-created style. In the Detail sheet, click Sync Dataset.The expression in the SSRS report that generates the dataset for the report is now based off the reportdefinition you created, and the dataset items in the report now have the added schema items for you todrag and drop onto the report.

8. Click Actions > Download SSRS Report. Select an empty folder on your client computer, click OK, andOK again.

9. Close Report Style Maintenance and leave the application running for use later in the workshop.

Add the New Field

In this procedure, you add the field to the body of the report.

1. Open Windows Explorer and go to the folder to which you downloaded the report files in the previousprocedure.

2. In the SalesOrderPickList folder, double-click SOPickL.rdl to open the file in Report Builder (seeEnvironment Setup topic for instructions on installing Report Builder). When prompted for a server nameclick Cancel.The report opens in Design mode. If desired, increase zoom level in lower-right corner.

3. In the Report Data pane, expand the OrderHed dataset and drag SalesRepCode (which is about 3/4 ofthe list down) to the design area and drop it to the right of Calc_CustName placeholder box.

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A new text box containing the placeholder [First(SalesRepCode)] is created.

4. Select [First(SalesRepCode)], right-click, and choose Placeholder Properties.

5. In the Placeholder Properties window, do the following:

a. Select General, and for Value, click fx to open the Expression window.

b. Under Set expression for: Value, change =First(Fields!SalesRepCode.Value) to=Fields!SalesRepCode.Value and click OK to close the Expression window.

c. Select Font, and for Size select 8pt.

d. Click OK to close the Placeholder Properties window.

The placeholder now appears as [SalesRepCode].

6. Inside the text box, use the arrow keys to get the cursor to the left of [SalesRepCode] and type Sales Rep:(with an ending space).

7. Click the text box and use the handles to resize and move the text box so it displays even with theCalc_CustName field.

8. Click the Report Builder button, and select Save.


Upload and Test the Report

Upload and test the new report from Epicor ERP.

1. If it not already open, start Epicor ERP.


2. Open the Report Style Maintenance.



3. For Report ID, enter SOPick and press Tab key.

4. Click the the report style that you created, Standard - SSRS - XXX.

5. From the Actions menu, select Upload SSRS Report. Select the folder to which you downloaded thereports previously for this workshop and click OK.A confirmation of uploaded reports displays.

6. Open the Sales Order Pick List report program window in company Epic06.

Menu Path: Sales Management > Order Management > Reports > Sales Order Pick List

7. Under Report Options, change the From date to be one year back of the To date (to make sure you havesome sample data).

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8. For Report Style, select Standard - SSRS - XXX where XXX are your initials.

9. Select File >Print Preview.The report preview displays. You should see the added Sales Rep: <value> on each report page.

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BAQ Reports

In the Epicor ERP application, the BAQ Report Designer enables you to design a SQL Server Reporting Services(SSRS) report that displays the output from a Business Activity Query (BAQ).

You can create a report based on a system BAQ, an existing custom BAQ, or a custom BAQ you create in theBusiness Activity Query Designer. You then select the query within the BAQ Report Designer. Working inthis tool you can open the report in SSRS Report Builder, where you can control the report layout and select thedata that displays in the report.

Workshop - Create SSRS BAQ Report

In this workshop, you add a BAQ report based on an existing BAQ, design the report layout in Microsoft SQLServer Report Builder, download/upload the (.rdl) from/to the SQL Server Report Server, and add the report tothe application menu.

Copy a System BAQ for Report Use

You cannot use system BAQs as the source of the BAQ report without copying them first. For this exercise ratherthan create an original BAQ, you copy a system BAQ to use.

To copy a system BAQ:

1. Navigate to the Business Activity Query.

Menu Path: System Management > Business Activity Queries > Business Activity Query


2. For Query ID, enter zCustomer01 and press Tab.

3. From the Actions menu, select Copy Query.

4. For the Query ID of the new copy of the BAQ, enter aa_CustomerTest. For Description, enter SSRS BAQReport Demo.

5. Click OK to create the copy.

6. Close Business Activity Query.

Create the BAQ Report

In BAQ Report Designer, create and save a new report. On completion, you have the report rdl (SSRS) file witha blank layout, but the datasource and datasets are set up for you to work with later. The file is automaticallycreated on the server. In later exercises, you will download it to work on the layout.

1. Navigate to BAQ Report Designer.

Menu Path: System Management > Business Activity Queries > BAQ Report Designer

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BAQ ReportsSQL Server Reporting Services for Epicor ERP


2. Click the down arrow next to New on the Standard toolbar and select New Report Definition.

3. On the Details sheet, enter or verify the following for the new report:

• For Report ID, enter aa_CustomerTest.

• For Description, enter SSRS BAQ Report Demo.

• For BAQ ID, locate and choose the aa_CustomerTest BAQ, which you created in the previous procedure.

• For Form Title, enter Customers SSRS Report Demo.

• For SSRS Report, note that aa_CustomerTest.rdl has been added automatically based on the value inReport ID.

4. Click Save.The SSRS report definition file (.rdl) is created on the server.

5. Stay in BAQ Report Designer with aa_CustomerTest open and proceed to the next exercise.

Create Report Option

You can add option fields that will then display on the report interface. These options affect the results thatappear on the report output.

For this report, you want to give users an option that limits the report to only display customers placed on credithold. To do this, you add a check box users can decide to select. When users click on this check box, the reportonly displays customers whose Credit Hold check box is active (set to TRUE).

1. Click New > New Option Field.A new row displays in the Report Selection Options grid.

2. Define the parameters for the option field:

a. Option Field - From the drop-down list, select Customer_CreditHold.

b. Field Label - Enter Credit Hold.

c. Compare Operator - Select the Equals (=) option.

3. Click Save.

4. Stay in BAQ Report Designer with aa_CustomerTest open and proceed to the next exercise.

Add Report Filter

Now add a filter to further restrict the data that displays on the report.

For this report, you want to give users the option to filter the results by sales territory.

1. Click New > New Filter.A row displays in the Report Filters grid.

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SQL Server Reporting Services for Epicor ERPBAQ Reports

2. From the Filter drop-down list, select Customer_TerritoryID.

3. Accept the default values for the rest of the row.

4. Click Save.

Design the BAQ Report

Download the template BAQ Report you created earlier and use SSRS Report Builder to design the report layout.Upload to test. Continue downloading/uploading as you refine your report.

Important You must have installed Microsoft Report Builder on your local workstation to continue. Installthe Report Builder version that matches the SQL Server version in use for your ERP environment. ReportBuilder is a no-cost program available from Microsoft.

To design and test the report:

1. On your local client workstation, open Windows Explorer and create a folder on your C:\ drive (or whereveryou store work data) and name it EpicorCustomReports.

2. Navigate to Report Style Maintenance.



3. For Report ID, enter aa_CustomerTest and press Tab.

4. From the Actions menu, select Download SSRS Report. Select the folder you created in step 1, click OK,and click OK on confirmation message.

5. Open Windows Explorer and navigate to the folder you created in step 1. Drill-down the folder structureReports > CustomReports and double-click aa_CustomerTest.rdl to open the SSRS report layout file inReport Builder. Click Cancel on the prompt to connect to an SSRS report server.The report definition file displays in Report Builder.

6. In Report Builder, select the Insert tab and then select Table > Table Wizard to run the New Table orMatrix wizard.

7. On the Choose a dataset screen, choose BAQReportResult and click Next.

8. Now in the Arrange fields screen, click and drag all the fields in the Available fields column to the Valuescolumn.

9. Click Next.

10. On the Choose the Layout screen, clear all options and click Next.

11. On the Choose a Style screen, accept the default and click Finish to close the wizard.

12. Click the Report Builder button and then click Save. Leave Report Builder open.

13. Go back to Report Style Maintenance (this should still be open). From the Actions menu, select UploadSSRS Report. Select the folder you created in step 1, click OK, and click OK on confirmation message.

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14. Open BAQ Report Designer to test the report.

Menu Path: System Management > Business Activity Queries > BAQ Report Designer


a. For Report ID, enter aa_customerTest and press Tab (if it was not already open).

b. Click Actions > Test Report Form to open the report's form.

c. Click Print Preview to display the report with your design work.

The report displays in PDF format, which is the default for SSRS reports.

15. If you would like to continue working on the report layout, start back at step 5 in Report Builder and continueto upload changes (from Report Style Maintenance), testing each change by running report in BAQ ReportDesigner. Leave all of the programs open as you do this to make the process easier.

Add Menu Item for BAQ Report

Add the BAQ report to the menu system in the Epicor ERP application.

Once you are satisfied with you BAQ you add a menu item for it so you can control access to it for other users.For this example, the BAQ report is added to the application menu structure under Sales Management. You canuse locations and values that match the report you are working with.

1. Open the Menu Maintenance program.

Menu Path: System Setup > Security Maintenance > Menu Maintenance


2. On the Menu Maintenance tree, navigate to: Main Menu > Sales Management > Order Management> Reports. Verify Reports is highlighted.

3. Select File > New > New Menu.

4. In the Menu ID field, enter UDXXX01 (where XXX are your initials).

Important It is an important standard practice to use a UD prefix when adding a menu ID. UD standsfor User Defined.

5. In the Name field, enter Customers SSRS Report Demonstration.

6. In the Order Sequence field, enter 997.

7. Click the Program Type drop-down menu and select BAQ Report.

8. Click Report and then search for and choose the BAQ report CustomerTest.

9. Click Save and click OK if you get a security update message.

10. Log out and log back into the Epicor application.

This ensures you do not have to wait for an automatic update.

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11. Open the Customers SSRS Report Demonstration report form.

Menu Path: Sales Management > Order Management > Reports > Customers SSRS Report Demonstration

12. To display the report, click Print Preview.

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Routing Rules

Each Epicor ERP report has one or multiple report styles that define its type (such as SQL Server Reporting Services(SSRS) and Outbound EDI), its report data definition, and the specific companies which can run the report style.If you are developing an SSRS report style, you can also design a routing rule for it.

A routing rule determines how the report output generates, prints, and distributes. Routing rules help youstreamline reporting for specific business needs. They can be simple rules that define an alternate report styleusers run when they need to print a report using a unique format, or complex rules that divide, or break, thereport run into multiple dataset partitions which they can link to separate rendering workflows for generating,printing, previewing, and sending the report output. Even though the report and data generation process onlyruns once, you can render multiple reports from this data based on audiences, business requirements, and otherfactors.

For example, you do business with customers in several countries. You can create a routing rule for an AR Invoicereport style that prints different invoices formats. When users run this report style, the routing rule generatesdifferent invoice documents based on each customer's country. By further leveraging the Bill-To Address on eachcustomer record, you could define more routing on this rule so each AR Invoice report is sent to each customeras an email attachment. To indicate the purpose of the email, you could use the template to build the name ofthe report and then publish this file name in the Subject field.

When you need to print reports, you can set up a rule condition to send each rendered report to a specific clientor server printer. Through this feature, you can make one version of the report print for a specific department,and then cause the other version to print in a different department. You can then distribute information moreefficiently across your organization.

By designing routing rules that address various needs unique to your company and organization, you will generatetargeted documents for customers, suppliers, and internal users. Routing rules significantly improve how reportscommunicate database information.

Rule Elements

The primary routing rule features are installed by default to mirror functionality available in previous Epicor ERPversions. If your organization purchases the AdvancePrinting license, you can access the complete set of routingrule elements.

Previous application versions provided some basic routing options. These features are still available for backwardscompatibility with older reports. The default installation contains these routing rule elements:

• Breaks -- This element determines which table and columns are used to divide, or break, the data outputinto separate dataset partitions. You can then apply other elements, such as Filters and Conditions, to renderthese dataset partitions through different report outputs.

• Filter -- Use this report action to evaluate break columns based on criteria you define.

• Alternate Report Style -- Through this report action, you define the report style used to render the report.This alternate report style is an existing style available for the current SSRS report, and it can be linked to acustom .rdl file.

• User Action -- Through this routing action, the report prints or displays based on what output the user selectson the report window.

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SQL Server Reporting Services for Epicor ERPRouting Rules

If your organization purchases the AdvancePrinting license, these additional routing rule elements are available:

• Conditions -- Through this element, you create conditions that evaluate incoming data partitions. Theseconditions determine how the rule renders different reports and distributes the report output.

• Group By -- Use this report action to organize, or group, related reports based on criteria you define.

• Generate -- This routing action generates an electronic report file. This file is then available for display withinthe System Monitor.

• Print -- Use this routing action to send the report to a specific client or server printer. The selected printerthen prints a hard copy of the report output.

• Print Preview -- Through this routing action, you generate a report preview that displays for the user.

• Send E-mail -- Use this routing action to create an e-mail template for the report. The report file is then sentas an attachment with this e-mail.

Workshop - Customer Statement E-Mail

This workshop illustrates how you create a routing rule. You will create a rule for the Customer Statement report.

You are an account manager, and you would like to review customer statements before you send them to thecustomer contact. To do this, you create a routing rule that generates each customer statement as an e-mailattachment, and then send these emails directly to your e-mail address.

Create Rule

You begin by copying an existing SSRS report style.

Only SSRS report styles that use a Database output location can have a routing rule. Each report style can haveone rule. To create this routing rule:

1. Launch Report Style Maintenance.



2. Click the Report ID... button to find and select the Customer Statement (CustSt) report.

3. Now copy an existing SSRS style to pull in the primary set up options for the SSRS style. Click Actions >Copy Report Style.

4. Navigate to the Styles > Style Detail sheet.

5. For the style's Description, enter Send E-Mail Preview.

6. Because you copied the SSRS report style, most of the SSRS report style options are already set up for thisnew style. Make sure that the Report Type drop-down list displays the SQL Server Reporting option.

7. Because you copied the default SSRS report style, the CustomReports parent folder now has a newStatementOfAccount subfolder. The Report Location field displays this new subfolder; this report style willrender the report through the copied .rdl file in this subfolder.

8. To create a routing rule, the Output Location must be set to the Database option.

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Routing RulesSQL Server Reporting Services for Epicor ERP

9. Click Save.

10. Now click New > New Breaking and Routing Rule.

11. From the Break Table drop-down list, select the Customer table.This indicates your routing rule will use the columns on the Customer table to filter the incoming reportdataset. You must select a Break Table before you create a routing rule.

12. Click the Design... button.

Design Rule

You next design the rule in the Breaking and Routing Rule Designer.

1. Click and drag the Break element onto your workflow.

2. Connect the Break element to the Start element.

3. Select the Break element. From the Action statement, click the specified link.The Break and Sort window displays.

4. From the Available Columns list, find and select the CustID column and click the Right Arrow button.The CustID column now displays in the Selected Break Columns list.

5. Click OK.

6. Now add the e-mail action to the routing rule. Click and drag the Send E-Mail element onto the workflowdesigner.

7. Connect the Send E-Mail element to the Break element.

8. Select the Send E-Mail element again; an action statement displays below. Click the designed link.The E-Mail template window displays.

9. For the Name, enter E-Mail Preview.

10. Enter the From e-mail address for this e-mail. Enter your e-mail address (or an email address provided bythe instructor) in this field.

11. For the purposes of this workshop, you want to receive these e-mail messages. Enter your e-mail address(or an email address provided by the instructor) in the To field.

12. Next define what will display in the Subject field. You enter "Recent Customer Statements" in this field.

13. You want each .pdf report to use the customer identifier for its file name. Right-click in the AttachmentName field; from the context menu, select the Insert Fields options.The Select Table Field(s) window displays.

14. In the Name field, enter CustomerID.

15. Find and select the CustID check box.

16. Click OK.Notice that the <CustomerID> field query now displays in the Attachment Name field.

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17. Now enter the text you want to display in the Body field. Enter "The customer statement you requested isattached."

18. Click OK.Notice the Action statement now displays "Send e-mail based on the E-Mail Preview template."

19. You have finished the routing rule. Click Save and Exit.You return to Report Style Maintenance. Notice the Breaking and Routing rule field displays a thumbnailgraphic of your routing rule.

20. Select the Enabled check box.This activates the rule.

21. Click Save.

Test Rule

You can now test the routing rule to verify it works as expected.

1. Navigate to the Customer Statements Report.

Menu Path: Financial Management > Accounts Receivable > Reports > Customer Statements

2. Enter the Report Options that you want for this report run.

3. Now click the Report Style drop-down list and select the Send E-Mail Preview option.Notice the Routing check box is selected. This indicates the report style has an active rule.

4. You want the file attachment to use the .pdf file format. From the Output Format drop-down list, verifythe PDF option displays.

5. Click the Print Preview button.The report run generates. When complete, you will have a number of e-mail messages in your in box.

6. Double-click one of these messages; the Recent Customer Statements e-mail message window displays.Notice the To and From fields display the e-mail accounts you set up in the E-Mail Preview template. Thereport is also attached as a .pdf file; it uses the Customer ID value for the file name.

7. You can now double-click this attachment to display the Dalton customer statement.

Continue to review the other customer statements rendered during this print run.

Workshop - Filter by Attribute

During this series of exercises, you create a routing rule that filters on a custom attribute. The routing rule activateswhen it locates this attribute on a specific record.

For this workshop, you want to set up a routing rule that automatically sends purchase orders to suppliers whohave email addresses. To do this, you first create a new EmailPO attribute. You use this EmailPO attribute toindicate purchase orders can be sent by email to specific suppliers. You next create a copy of the Purchase Orderform and then set up a routing rule that filters on this attribute. When a supplier record has this EmailPO attribute,the purchase order automatically generates and is sent to this supplier as an email attachment.

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Create the Attribute

You start by creating the attribute in Attribute Maintenance.

1. Launch Attribute Maintenance.

Menu Path: Material Management > Supplier Relationship Management > Setup > Attribute

2. Click the New button.

3. In the Attribute field, enter EmailPO.

4. Now for the Description, enter Email POs to Suppliers.

5. Click Save.

You next select this attribute on specific supplier records.

Select the Attribute

1. Launch Supplier Maintenance.

Menu Path: Material Management > Supplier Relationship Management > Setup > Supplier

2. Click the Supplier... button.The Supplier Search window displays.

3. Find and select the supplier record for Guthrie Casting.The record for Guthrie Casting displays in Supplier Maintenance.

4. Navigate to the Supplier > Address sheet.

5. In the Email field, you normally would enter this supplier's email address. However for the purpose of thisworkshop, enter your e-mail address (or an email address provided by the instructor) in this field.

Tip The program that generates the purchase order report first checks if a supplier contact has anemail address. If a contact has an email value on the Contacts > Detail sheet, the report uses thiscontact's address to send the purchase order report. If the contact does not have an email address,this email address from the Supplier > Address sheet is used instead.

6. Click on the Attributes sheet.

7. From the Available Attributes list, select the Email POs to Suppliers attribute.

8. Click the Right Arrow button.The Email POs to Suppliers attribute now displays in the Selected Attributes list.

9. Click Save.

The Guthrie Casting supplier record now uses this attribute and default email address.

If you are setting this up for your company, you would continue to assign this attribute to other supplier records.However for this workshop, you only need to assign this attribute to the Guthrie Casting supplier.

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Copy System Report

You want to email the Purchase Order report to this supplier. Because this report is an installed system report,you need to create a copy of it before you can change it.

1. Launch Report Data Definition Maintenance.

Menu Path: System Management > Reporting > Report Data Definition


2. Click the Code... button.The Report Definition Search window displays.

3. Click Search; find and select the POForm report.The report data definition for the POForm displays. Notice its System Report check box is selected. Youcannot change this value.

4. Make a copy of this report data definition. Click Actions > Duplicate Report.The Duplicate Report Definition window displays.

5. For the Report Def ID, enter POForm-Email.

6. Now in the Description field, enter POForm - Supplier Email.

7. Click OK.You return to Report Data Definition Maintenance. The duplicate report data definition populates thisprogram window. Notice the System Report check box is clear (not selected).

8. Click Save.

Modify Report Definition

You now change the report data definition so it includes the table that holds the EMailPO attribute.

1. From the tree view, expand the Report Data > POForm - Supplier Detail > Report Table node.

2. Select the POHeader node.

3. You need to output the VendorNum value so you can create a logical join with the VendAttr (VendorAttribute) table. Navigate to the Report Table > Exclusions sheet.

4. From the Report Table Exclusion grid, locate the row for the VendorNum column.

5. Clear (de-select) the ExcludeColumn check box.

6. Now add the Vendor Attribute table. Next to the New button, click the Down Arrow; select New Table.The Report Table > Detail sheet displays.

7. Right-click the Report Table field; from the context menu, select Table Search.The Table Search window displays.

8. In the Starting At field, enter Vend and click Search.

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The Search Results grid populates with the tables that start with the Vend text value.

9. Select the VendAttr table and click OK.

This table stores the attributes linked to supplier records.

10. Click the Refresh button.

11. From the tree view, select the VendAttr table.

12. Navigate to the Report Table > Exclusions sheet.

13. You need to exclude the SysRevID column and label. Highlight this row and select both its ExcludeColumnand ExcludeLabel check boxes.

14. Likewise, highlight the SysRowID row. Select both the ExcludeColumn and ExcludeLabel check boxes.

15. Click Save.

Define Relationship

To complete the report data definition, you next join the VendAttr table to the POHeader table.

1. Next to the New button, click the Down Arrow; select New Relationship.An empty report relationship value displays on the tree view.

2. Make sure this empty relationship node is selected on the tree view. Navigate to the Relationships > Detailsheet.

3. Enter the Relationship identifier. For this value, enter POHeaderVendAttr.

4. For the Description, enter POHeader link to VendAttr.

5. From the Parent Table drop-down list, select POHeader.

6. Next click the Child Table drop-down list and select the VendAttr table.

7. For the Relation Type, select Output.

Important The join will not happen in the report database if this step is missed!

8. You now must indicate which columns join these tables. In the Relationship Fields group box, click theNew button.A new row displays in the Fields grid.

9. These tables need to share the same company. Click the Parent Field Name drop-down list and selectCompany.

10. Now from the Child Field Name drop-down list, select Company.

11. To complete the relationship, these tables also need to share the vendor number. Once again in theRelationship Fields group, click the New button.

12. From the Parent Field Name drop-down list, select VendorNum.

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13. Likewise from the Child Field Name drop-down list, select VendorNum.

14. Click Save.

The customized report data definition is complete. You have created a new version of the purchase order formthat is linked to the Vendor Attribute (VendAttr) table. Your routing rule can now check for the Email attributevalue in this table.

Create Report Style

You next create a new style for the purchase order form (POForm) that uses the modified report data definition.

1. Launch Report Style Maintenance.



2. In the Report ID field, enter POForm and press <Tab>.

3. Expand the list of Report Styles. Highlight the Standard - SSRS style, and from the Actions menu, selectCopy Report Style.

4. Select the newly-created Standard - SSRS - Copy style and navigate to the Detail sheet.

5. For the Description, change to Email PO.

6. Now from the Data Definition drop-down list, select your POForm-Email data definition.

7. Confirm that the Output Location is set to Database. You can only design routing rules for report stylesthat send output to the database.

8. Click Save.The Company List grid populates with all companies in your organization.

Tip If you do not want to have this report style available in some companies, you would clear (de-select)its Valid check box. However for this workshop, you want this report style available to all companiesin your organization.

This style is now available on the Purchase Order report window. When users click the Style drop-down list, theEmail PO style displays as an option.

Design Routing Rule

Now that you have created the new style, you can design the routing rule.

1. With the newly-created Email PO style highlighted, next to the New button, click the Down Arrow; selectNew Breaking and Routing Rule.The Styles > Breaking/Routing Rule sheet displays. Notice the Data Definition field displaysPOForm-Email report style.

2. You first define the table that defines the rule. From the Break Table drop-down list, select POHeader.

3. Click the Design... button.

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The Breaking and Routing Rule Designer displays.

Select Break Column

This routing rule needs to first locate the number of the purchase order. This determines the PO record thatgenerates in the report.

The routing elements display on the left side of the Breaking and Routing Rule Designer.

1. Click and drag the Break element onto the workflow designer.

2. Select the Start element.

3. Click and drag a connection line between the Start element and the Break element.

4. Select the Break element.The Break the report using specified columns and sorting Action statement displays.

5. Click on the specified link.The Break and Sort window displays. Verify the Break Columns sheet is in focus.

6. From the Available Columns list, select the PONum option.

7. Click the Right Arrow button.The PONum column now displays in the Selected Break Columns list.

8. Click OK.

The routing rule now first checks the POHead.PONum column and captures this value.

Define Condition

Now add a condition element to the routing rule that checks for the EmailPO attribute on the supplier recordlinked to the selected purchase order.

1. Click and drag a Condition element to the workflow designer.

2. Connect the Break element to the Condition element.

3. Select the Condition element.

4. Add a statement to the Condition element. Click the Add New button.

5. Select the following condition statement:

• The specified report field on any row is equal to the specified value.

6. Click the first specified link.The Select Table Field(s) window displays.

7. From the Table drop-down list, select the VendAttr table.

8. Now on the Fields list, select the AttrCode check box.

9. Click OK.

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10. Keep the any row and is equal to default values.

11. Now click the second specified link.The Specify a Value window displays.

12. In the Value field, enter EmailPO.

13. Click OK.The condition statement now reads:

• The VendAttr.AttrCode report field on any row is equal to the EmailPO value.

14. Click the OK button.

Add User Action

If the condition is not met (resolves to False), you need this routing rule to generate the purchase order reportthrough the action the user selects on the report window.

To do this, add a default action to the routing rule:

1. From the Routing Actions elements, click and drag the User Action element to the workflow designer.


3. Click and drag a connection arrow from the False output to the User Action element.Notice the Action Statement for this element:

• Execute the Client Print, Server Print, Print Preview, or Generate action selected by the user whensubmitting the report.

This means that when the supplier record does not have the EmailPO attribute, the routing rule uses the actionthe user selects on the Purchase Order report window.

Add Send E-mail Action

Now define what happens when the condition is satisfied (resolves to True). You need the routing rule to sendthis report to the supplier as an e-mail attachment.

1. Click and drag the Send E-Mail element onto the workflow designer.


3. Click and drag a connection arrow from the True output to the Send E-Mail element.

4. Click the Send E-Mail element again.Notice the Action Statement for this element:

• Send e-mail based on the designed template.

5. Click the designed link.The E-Mail template window displays.

6. For the Name, enter Email PO.

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7. In the From field, enter the email address for your purchasing department. However for the purpose of thisworkshop, enter your e-mail address (or an email address provided by the instructor) in this field.

Note After you see the technique in the next few steps, you could decide later to useBuyerID_EMailAddress from POHeader in this field.

8. Right-click the To field; from the context menu, select Insert Fields.The Select Table Field(s) window displays, defaulted to POHeader.

9. In the Name field, enter SupplierEmail.

10. With POHeader still selected, select the check box next to Vendor_EMailAddress, and click OK.

11. Type Purchase Order: in the Subject field, then right-click and select Insert Fields.The Select Table Field(s) window displays.

12. For Name, type PONum, then from POHeader, select the check box next to PONum and click OK.

13. You want each .pdf report to use the PO number for its file name. Right-click in the Attachment Namefield; from the context menu, select Insert Fields.The Select Table Field(s) window displays.

14. In the Name field, enter pdfName.

15. From POHeader, select the check box next to PONum and click OK.

16. Lastly, enter the text you want to display in the Body field. Enter "We are placing an order with yourcompany. Please see the attached purchase order for information." Now add a couple spaces below thisline and then enter the "Thank you," text line.You could elect to insert the buyer name as a signature by using BuyerID_Name from POHeader.

17. Click OK.Notice the Action statement now displays:

• Send e-mail based on the E-Mail PO template.

Activate Routing Rule/Test Rule

The routing rule is complete. You next activate the rule, and optionally test it by creating a purchase order.

1. Click the Save and Exit button.The Breaking and Routing Rule Designer closes and you return to Report Style Maintenance. Noticea thumbnail of your Breaking and Routing Rule displays.

2. Select the Enabled check box.

3. Click Save.Now whenever a user prints a PO using the Email PO report style, the routing rule checks to see if the supplierhas the EmailPO attribute. If the supplier record has this attribute, the purchase order is automatically sentto this supplier as an e-mail attachment.

4. Create a purchase order for Guthrie Casting.

Menu Path: Material Management > Purchase Management > General Operations > Purchase Order Entry

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5. Make sure the supplier is GUTH.

6. Add line items (and a quantity) and save.

7. Click Unapproved to change it to Approved.

8. From the Actions menu on Purchase Order Entry, select Print.

9. For Report Style select Email PO, and select Print Preview icon.This will trigger an email that should come to the email you specified for Guthrie (step 5 of Select theAttribute part of this workshop) that has this purchase order attached to it.

Workshop - Overdue Jobs

You want to print Job Traveler reports for all jobs which are past their requested due dates. You will then sendthese reports immediately to a server printer so they are available for work on the production floor.

To do this, you will create a routing rule for the Job Traveler.

Create Overdue Jobs Style

You begin by creating a new style for the Job Traveler within Report Style Maintenance.

1. Navigate to Report Style Maintenance.



2. Click the Report ID... button to find and select the JobTrav (Job Traveler) report.

3. From the tree view, select the Standard - SSRS report style.

4. Now click Actions > Copy Report Style.

5. Navigate to the Styles > Style Detail sheet.

6. For the style Description, enter Overdue Jobs.

7. Verify the Report Type drop-down list displays the SQL Server Reporting option.

8. You will use the installed Data Definition. Verify that JobTrav displays in this field.

9. Because you copied the default SSRS report style, the CustomReports parent folder now has a new JobTravelersubfolder. The Report Location field displays this new subfolder; this report style will render the reportthrough the copied .rdl file in this subfolder.

10. Now for the Output Location, select the Database option.

11. Click Save.

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Create Routing Rule

1. Now click New > New Breaking and Routing Rule.

2. Navigate to the Styles > Breaking/Routing Rules sheet.The Style fields display the new style you just created.

3. Click the Break Table drop-down list and select the JobHead table. The JobHead table contains theReqDueDate (Requested Due Date) column you will use in the routing rule to determine whether a job isoverdue.

4. You are ready to create the routing rule. Click the Design... button.

Select Break Column

You now create the routing rule on the Breaking and Routing Rule Designer. To begin, add a Break element thatbreaks the data using the ReqDueDate (Requested Due Date) column.

1. Click and drag a Break element to the workflow.

2. Connect the Break element to the Start element.

3. Select the Break element.The Break and Sort window displays.

4. From the Action statement, click the specified link.

5. Scroll through the Available Columns list to locate and select the ReqDueDate column.

6. Click the Right Arrow button.The Selected Break Columns list now displays the ReqDueDate column.

7. Click OK.

Define Condition

You now add a Condition element that checks the ReqDueDate column against the system clock to see if a jobis overdue.

1. Click and drag a Condition element to the workflow.

2. Connect the Break element to the Condition element.

3. Rename the Condition element to display the "Check If Late" text.

4. Now add a statement to the Condition element. Click the Add New button.

5. Select the following condition statement:

• The specified report field on any row is equal to the specified system constant.

6. Click the first specified link.

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The Select Table Field(s) window displays.

7. Scroll through the Fields list to find and select the ReqDueDate check box.

8. Click OK.

9. Now click the is equal to drop-down list; select the is less than option.

10. Now click the second specified link.The Select a System Constant window displays.

11. Scroll through the options and select the Today check box.The condition statement now reads, "The JobHead.ReqDueDate report field on any row is less than theToday system constant.

12. Click the OK button.

Add Print Action

You now add a Print action and specify which server printer will print the overdue jobs.

Note You should only use the Print action element when you want to restrict a report to print out on adesignated printer. When you add a Print action element to a routing rule, users are forced to always usethe selected printer. Regardless of whether users choose a different printer, generate the report, or previewthe report on the report window, the report automatically prints out on the printer defined on the actionelement.

1. Click and drag a Print Action element to the workflow.

2. Now connect the Print element to the True side of the Check If Late condition. This indicates when thecondition statement resolves to True, the workflow will move the report output to the Print element.

3. Select the Print element. The Action statement displays.

4. Verify the Server Printer option is selected.

5. Now click the specified link.The SSRS Server Printer window displays.

6. From the Printer drop-down list, select the server printer you will use with this routing rule.

7. Use the rest of the sheets and fields on this window to indicate how you want the Job Traveler reports toprint on this selected printer.

8. Click OK.

9. You have finished creating the rule. Click the Save and Exit button.

Activate Routing Rule

The routing rule is now ready to use.

You return to Report Style Maintenance. Notice the Breaking and Routing Rule group box displays athumbnail image of your routing rule.

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1. Click the Enabled check box.

2. Click Save.

3. Users can now select your report style. Navigate to the Job Traveler Report.

Menu Path: Production Management > Job Management > Reports > Job Traveler

4. From the Report Style drop-down list, select the Overdue Jobs option.

5. Notice the Routing check box is active. This indicates the routing rule is active with this style.

6. Click the Print button.

Any overdue jobs are sent to the server printer. Your production center can now start working on these priorityjobs.

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Direct Access to SSRS and SQL Database

If your ERP system administrator/host has granted you direct access to SSRS components and the ERP SQL database,the procedures in this section describe additional ways of creating reports.

Important This topic or section describes processes or functionality only available to on-premise ERPinstallations.

Workshop - Manage Reports

You have previously used the Report Builder to modify and design reports. If your Epicor ERP application is inon-premise network, you also use SSRS Report Manager to administrate reports.

Report Manager and Report Builder can be accesses from either the server where your SQL Server installation islocated or from your Epicor ERP client machine. Because you can launch the Report Builder from the ReportManager, you have additional capabilities to leverage while you customize SSRS reports. In this section, you canchoose the option for opening Report Manager that matches your environment.

Open Report Manager from Server

Use this workshop if you are planning on working with Report Manager and Report Builder on the server whereyour SQL Server installation is located. Report Manager is easy to find and launch from the Reporting ServicesConfiguration Manager.

1. On the server where your SQL Server is installed, locate Reporting Services Configuration Manager onthe Apps page or Start menu.

2. Start the Reporting Services Configuration Manager and click Connect to complete the connection to thereport server.

3. On the left pane, click Web Service URL.

The URL listed in the right pane under Report Server Web Service URLs is where SSRS web services arehosted. Later on, if you need to identify the target report server while working with reports, the value neededis shown here.

4. Click Report Manager URL on the left pane.

5. Now click the URL displayed in the right pane under Report Manager Site Identification.

Report Manager opens to its Home page, from which you can navigate the directory structure of the reportserver. Note that buttons and links at the top of the page provide access to important functions, includinga start button for Report Builder. Also note the help link on the top right, which takes you to the Microsoftweb site for online help and supporting information resources.

6. Click New Folder on the Report Manager Home page.

7. On the New Folder page, create a folder to support the course workshops in which you will create newcustom reports:

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Direct Access to SSRS and SQL DatabaseSQL Server Reporting Services for Epicor ERP

a. For Name, enter XXXMyCustomReports, where XXX are your initials.

b. For Description, enter SSRS course workshop custom reports.

c. Click OK to return to the Home page.

In the workshops, you will save your custom reports to this folder from Report Builder, and point to thefolder to access reports from Epicor ERP.

8. Leave Reporting Services Configuration Manager and Report Manager running so that you can getback to them easily during the upcoming workshops.

Open Report Manager from Client

Use this workshop if you are planning on working with Report Manager and Report Builder on your Epicor ERPclient machine. You can connect to Report Manager through your Internet Explorer browser, where you will haveaccess to all Report Manager functionality, including access to Report Builder.

Important To ensure access to all Report Manager functionality, use Microsoft Internet Explorer runningin compatibility mode, as explained in this procedure.

1. If you do not already have it, obtain the Report Manager URL from your administrator.

As noted in the previous workshop, the URL can be obtained from the Reporting Services ConfigurationManager on the server, if you have access to the server.

2. Use the URL to open Report Manager in a browser.

Report Manager opens to its Home page, from which you can navigate the directory structure of the reportserver. Note that buttons and links at the top of the page provide access to important functions, includinga start button for Report Builder. Also note the help link on the top right, which takes you to the Microsoftweb site for online help and supporting information resources.

3. Do the following to ensure that Internet Explorer is running in compatibility mode and Report Managerfunctionality is enabled.

a. Verify that Internet Explorer is running in compatibility mode. For example, in Internet Explorer, openthe Tools menu and verify that Compatibility View is selected. You also can click the Compatibilityicon in the browser's address bar.

b. Hover your mouse over the Reports folder and click the arrow on the right to verify that the drop-downmenu displays. Inability to access the drop-down menus for folders and individual reports is the mostcommon problem if your browser is not in compatibility mode.

4. Click New Folder on the Report Manager Home page.

5. On the New Folder page, create a folder to support the course workshops in which you will create newcustom reports:

a. For Name, enter XXXMyCustomReports, where XXX are your initials.

b. For Description, enter SSRS course workshop custom reports.

c. Click OK to return to the Home page.

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SQL Server Reporting Services for Epicor ERPDirect Access to SSRS and SQL Database

In the workshops, you will save your custom reports to this folder from Report Builder, and point to thefolder to access reports from Epicor ERP.

6. Leave the browser running with Report Manager displayed so that you can get back to it easily during theupcoming workshops.

Launch Report Builder

Open the Report Builder authoring tool and verify the connection to the SQL Server report server.

1. Ensure the Report Manager tool is open, as described in the previous workshops.

2. Click Report Builder at the top of the Report Manager Home page.

If you get a Do you Want to Run App message, click Run.

Report Builder is downloaded automatically if it is not already available. If a download is initiated, acceptany prompts to continue.

3. If a Getting Started page displays, select the Don't show this dialog box at startup check box and thenclose the dialog box.

4. Click the Report Builder button (upper left corner of window) and then click Options.

The Report Builder Options window displays.

5. In Use this report server or SharePoint site by default, verify that the web service url is set for your SQLServer report server.

In your work environment, the report server URL on this screen must always match the URL set for your SQLServer report server in the Reporting Services Configuration Manager. Since you started Report Builder fromReport Manager, this URL should be set automatically and should not require adjustment.

Important If there is no value in the field or when in doubt about the value shown, open ReportingServices Configuration Manager on the server and select Web Service URL on the left pane. YourReport Builder options must match the URL displayed under Report Server Web Service URL. If youare working from your Epicor ERP client and do not have access to server, contact your administratorto obtain the correct URL.

6. Click OK to close the Report Builder Options window.

Important When you edit an existing URL, the change will not be enabled until you exit and restartReport Builder. If you made a change, exit and restart before attempting the next step.

7. To verify that you have a functioning connection to your report server, click the Report Builder button(upper left corner of window) again and click Open.

The Open Report dialog box displays.

The web service URL for your report server should be displayed in the Look in field and the folderXXXMyCustomReports that you created in the previous workshops should be available in the selectionpane.

If not, click Recent Sites and Servers on the left and then click your report server URL in the selectionpane.

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8. Click Cancel to close the Open Report dialog box.


Create a Data Source

In this workshop you will create a datasource in Report Manager to the ERP SQL Server database that you willuse in later workshops.

1. Ensure the Report Manager tool is open, as described in the previous workshops.

2. Go to the XXXMyCustomReports directory where XXX are your initials.

3. Click New Data Source.

4. For Name (and Description), enter EpicorERP.

5. For Data source type, confirm the field is set to Microsoft SQL Server.

6. For Connection String enter:Data Source=SQLServerInstance;InitialCatalog=ERPDatabaseName;User ID=sa

7. For Connect using, select Credentials stored securely in the report server. For User name, enter sa,and for Password, the corresponding password for the sa user.

8. Click Test Connection, and after the success message, click OK.

Note In production you may use other credentials options, and using the sa account is notrecommended.

Workshop - Parts List Custom Report

In these workshops, you will create a parts list report, save the report on the SSRS report server, and enable accessto the report through the menu system in the Epicor ERP application.

Create the Parts List Report

You will create a report that displays a parts list. You will then deploy the report and add it to the menu systemin your Epicor application.

Select the Data Source

Create the parts list report in Report Builder.

1. Verify Report Manager is open.

Accessing Report Manager either from the server or from a client machine is explained in the workshopsunder Accessing SSRS Report Manager and Report Builder.

2. To start Report Builder, click Report Builder at the top of the Report Manager Home page.

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3. In Report Builder, click the Report Builder button (upper left corner of window) and then click New.

The New Report or Dataset window displays.

4. Verify that New Report is selected in the left pane and click Table or Matrix Wizard on the right.

5. If you are presented with the Choose a dataset screen, verify that Create a dataset is selected and clickNext.

Continue with the next step if this screen does not display.

6. On the Choose a connection to a data source screen, select the EpicorERP datasource you createdpreviously. Click the Browse... button.The Select Data Source window displays.

7. Open the XXXMyCustomReports folder you created previously (where XXX are your initials).

8. Select the EpicorERP datasource and click Open.

9. Click the Test Connection button.

10. If the connection is successful, click Next.

11. When prompted for Data Source credentials, enter the credentials you used when creating the data sourceand click OK.

Design the Query

You next create the query that pulls the data that displays on the report.

1. In the Design a Query screen, expand the folder for your training database, expand ERP>Tables, locatethe Part table, and expand the table to view its fields.

2. Select the following fields: Company, PartNum, PartDescription, ClassID, TypeCode, and UnitPrice.As they are selected, the fields display in the Selected Fields pane.

3. Click Run Query to verify data displays in the table.

4. Click Next.


6. Click Next.The Choose the layout screen displays.

7. Accept the default layout and click Next.

8. In the Choose a style screen, accept the default or choose a style.

9. Click Finish.

The wizard closes and the table you have created displays in the Report Builder design view. At this pointyou have a tabular report with a defined data source and data set.

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Modify the Report

You next make some modifications to the report.

1. Above the table, click on Click to add title and type Parts Report.

2. On the Home tab, select Run to preview what the report will look like.

3. Click the Report Builder button (upper left corner of window) and select Save As.

The directory structure of your report server displays. If not, click Recent Sites and Servers on the left andthen click your report server URL in the selection pane.

4. Navigate to XXXMyCustomReports and save the report as MyPartsListReport.


6. In Report Manager, navigate to XXXMyCustomReports and click MyPartsListReport.

The report displays, verifying that you have successfully saved the report to your report server.

7. Place your cursor in the browser address window and copy the entire URL. You will use it in the next exercise.

Add the Report to the Interface

Add your report to the menu system in your Epicor ERP application.

1. Start the Epicor ERP application.

If prompted, enter manager for both user name and password.

2. Open Menu Maintenance.

Menu Path: System Setup > Security Maintenance > Menu Maintenance


3. On the Menu Maintenance tree, navigate to: Main Menu > Material Management > InventoryManagement > Reports. Verify Reports is highlighted.


5. In the Menu ID field, enter UDXXX01 (where XXX are your initials).

Important Be sure to use a UD prefix when adding a menu ID. The UD prefix stands for User Defined,and it is standard practice to use this prefix when adding a custom program to the menu.

6. In the Name field, enter XXX My Parts List Report (where XXX are your initials).

7. In the Order Sequence field, enter 997.

8. Click the Program Type drop-down menu and select URL Link.

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Note The SSRS Custom Report Link program type is for use with the legacy SSRS Portal from earlierERP versions.

9. In the Program field, paste the report URL from the last step of the previous exercise.

Note If the URL is not in your computer clipboard, repeat the last step of the previous exercise.

10. Click Save.

11. Log out and log back into the Epicor application.

12. Open the XXX My Parts List Report report program window (where XXX are your initials).

Menu Path: Material Management > Inventory Management > Reports > XXX My Parts List Report

13. The report displays in your internet browser. If the report doesn't immediately display with data, click theView Report button.

14. Close your internet browser.

Add Parameters

In this workshop, you will create and test parameters for your report that filters the report data based on minimumand maximum values for unit price.

Parameters can be added to your custom report as a filter option to show/hide data before printing. The mainthing to remember when adding a parameter is to be aware of the data you are filtering. The types of data youcan filter when adding a parameter consists of text, boolean (true/false), date/time, integer and float.

In this workshop, you add parameters to the parts list report you just created.

Create Parameters

Create two parameters for filtering the report on minimum and maximum values.

1. In Report Manager, navigate to XXXCustomReports, hover your mouse over MyPartsListReport, clickthe arrow on the right, and then choose Edit in Report Builder.

Report Builder opens with your report displayed.

2. To create the minimum value parameter, right-click on Parameters in the Report Data pane and selectAdd Parameter.The Report Parameter Properties window displays.

3. Select General and make the following adjustments:

a. In the Name field, enter UnitPriceFilter1. This name will not be visible on the report, just visible underthe Report Data pane.

b. In the Prompt field, enter Unit Price Sort Minimum. This name will be visible to the report user.

c. Click the Data Type drop-down menu and click Integer.

4. Now from the left pane, select Default Values and make the following adjustments:

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a. Select Specify Values.

b. Click Add and replace [Null] with 20.

5. Click OK.You can now see your parameter in the Report Data pane under the Parameters tree.

6. To create the maximum value parameter, right-click Parameters in the Report Data pane and select AddParameter.

7. Select General and make the following adjustments:

a. In the Name field, enter UnitPriceFilter2.

b. In the Prompt field, enter Unit Price Sort Maximum.

c. Click the Data Type drop-down menu and click Integer.

8. Now from the left pane, select Default Values and make the following adjustments:

a. Select Specify Values.

b. Click Add and replace [Null] with 400.

9. Click OK.You can now see your parameter in the Report Data pane under the Parameters tree.

10. Click the Report Builder button and select Save.

11. Remain in Report Builder with MyPartsListReport displayed and go to the next exercise.

Create Parameter Filters

Create the filters for your new parameters.

1. In Report Builder, verify that you are on the Home tab and MyPartsListReport is displayed.

2. In the Report Data pane, expand Datasets, right-click DataSet1 and select Dataset Properties.

3. Select Filters.

4. Click the Add button.

5. Click the Expression drop-down menu and select [UnitPrice].

6. Click the Operator drop-down menu and select >=.

7. Next to the Value field, click the fx button.

8. In Category, select Parameters.

9. In Values, double-click UnitPriceFilter1.

10. Click OK.

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11. Back in the Dataset Properties dialog box, click Add.

12. Verify your cursor is in the new filter you just created, click the Expression drop-down menu and select[UnitPrice].

13. Click the Operator drop-down menu and select <=.

14. Next to the Value field, click the fx button.

15. In Category, select Parameters.

16. In Values, double-click UnitPriceFilter2.

17. Click OK.

18. Click OK again.



Test the New Parameters

Generate the report and test the parameters you just created.

1. In Report Builder, verify that you are on the Home tab and MyPartsListReport displays.

2. On the Home tab, click Run.

The report displays with your new parameters at the top. The report displays all data greater than or equalto 20 unit price, and less than or equal to 400 unit price, matching the default values that you included inthe parameter setup.

3. You can experiment with entering other values into the Unit Sort Price Minimum and Unit Sort PriceMaximum fields, clicking Refresh to update the displayed data based on the new values.

4. On the Run tab, click Design.

For the next exercise, remain in the Report Builder with the MyPartsListReport report displayed.

Create Row Group

To make it easier to review the report, you can group the data using values you select. During this next exercise,you will organize the Part Listing report based on the Part Type values.

Add Row Group

You can further organize the report data by creating row and column groups. You can then group related recordstogether in the same area of the report.


2. Select a row in the table.

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3. In the Row Groups pane at the bottom of the Report Builder window, right-click to display the contextmenu. Select Add Group > Parent Group.The Tablix group window displays.

4. From the Group by drop-down list, select [TypeCode].

5. Now select the Add group header check box.

6. Click OK.

A new row appears on the grid. You can now group the part records using the Part Type values (the Manufactured,Purchased, and Sales Kit part types).

Format Row Group

To complete the row group, you now format the report to make it easier to read.

1. Click and drag the [TypeCode] column into one of the empty cells in this new row.

2. Highlight all the cells in the row.

3. Right-click this row; from the context menu, select Merge Cells.The [TypeCode] value displays across all cells in the row. This causes the value to appear once in the row,creating a cleaner looking report.

4. From the Justified buttons, select the Center button.The [TypeCode] value new displays in the middle of the row.

5. Add a color to the Group By row to help it stand out. Click the Fill button and select a color of your choice.

6. Likewise, adjust the Font Size. Increase the font to 11 points.

7. Now click the Bold button.Your Group By row now displays its values in a larger, bold font.

8. You next add a subheader that helps identify the columns within your group. Right-click the row; from thecontext menu, select Insert Row > Inside Group - Below.A new row displays under the [TypeCode] row.

9. In the columns, enter Company, Part, Description, Class, and Price respectively.

10. Remove the Type Code columns.

11. Click Save.

12. Click Run.

The report now displays the parts in three groups -- one for Sales Kit parts (K), one for Manufactured parts (M),and one for Purchased parts (P).

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Add a Calculated Field

In this workshop, you will create a new calculated field that multiplies the Unit Price by an exchange rate, andyou will add a new column to the report to display the calculated foreign currency values.

When creating reports, users may want information that is not directly available from the database. It often ispossible to make the required information available by adding calculated fields to the report.

Create the Calculated Field

Add a calculated field to your report.

1. Return to the Report Builder and click on the Design button.

2. Verify that you have the MyPartsListReport open and are on the Home tab.

3. Right-click on DataSet1 and select Add Calculated Field.

The Dataset Properties dialog box opens with Fields selected.

4. Working with the new blank row at the bottom of the list, enter UnitPriceForeign in the Field Namecolumn.

5. In the Field Source column, click the fx button.

6. Select the Fields (DataSet1) category.

7. Double-click UnitPrice.

8. Enter a space after the new string.

9. Expand Operators, select Arithmetic, and double-click the * multiplication symbol.

10. Enter another space.

11. Enter an exchange rate of 0.74.

12. Click OK.

13. Click OK again to close the Dataset Properties dialog box.



Add a Column for Calculated Value

Add a report column to hold your new calculation.


2. Click on the report table so the gray bars appear.

3. Right-click on the gray box above the UnitPrice column.

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4. Navigate to Insert Column and select Right.

5. Hover over the bottom row of the new column.

6. Click the icon that displays on the right side of the field to view the field chooser.

7. Select UnitPriceForeign.

The new column with calculated value is now part of the report.

8. Adjust the Unit Price and Unit Price Foreign column placeholders to display values to two decimal places:

a. In the Unit Price column, select the placeholder (text) in the second row, right click and choosePlaceholder Properties.

b. In the Placeholder Properties dialog box, choose Number on the left.

c. In the Category list, choose Number and accept the default configuration of 12345.00.

d. Click OK to close the dialog box.In the Unit Price Foreign column, repeat steps a through c.

9. Click Run.

Notice the new column with a conversion calculation displayed for each part.



Test the Finished Report

Optionally, take a few minutes to view the parts list report with its added features in the Epicor ERP application.

1. If you are not already logged in, start the Epicor ERP application.


2. Open the XXX My Parts List Report report program window (where XXX are your initials).

Menu Path: Material Management > Inventory Management > Reports > XXX My Parts List Report

3. To display the report, click the Print Preview icon.

4. Note that the report includes the column with calculated field.

5. Experiment with changing the parameter values at the top of the window and clicking View Report.

6. Close the print preview and report program windows. You can leave the application running for laterexercises.

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Workshop - Customer Report with Subreports

In these workshops, you create an SSRS report that combines three separate reports to display a single report.The first is the main report that displays general information about a user-selected customer. The second andthird reports are subreports embedded in the main report. Based on values passed from the main report intosubreport parameters, the subreports display detailed information about the selected customer's call activity andopen orders.

Important The reports in this workshop require four CRM call records that exist in the EPIC06 - EpicorEducation company/site. If you are not working in the EPIC06 company and demonstration database, youwill need to ensure that you have valid customer, call, and order records to support creating and viewingthe reports.

Create the Customer Main Report

You first create the main customer report, add report parameters, and adjust format.


Working in Report Builder, create the main report.

1. Verify Report Manager is open.

Accessing Report Manager either from the server or from a client machine is explained in the workshopsunder Accessing SSRS Report Manager and Report Builder.

2. To start Report Builder, click Report Builder at the top of the Report Manager Home page.

3. In Report Builder, ensure that the Properties pane is displayed on the right hand side of the window.

If not, go to the View tab, select Properties, and then go back to the Home tab.

4. Click the Report Builder button (upper left corner of window) and then click New.





7. On the Choose a connection to a data source screen, select the EpicorERP datasource you createdpreviously.

8. Click Next.


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Design the Query

You now create the query for the Customer Main Report.

1. In the Design a Query screen, expand the folder for your training database (for example, ERP), expandTables, locate the Customer table, and expand the table to view its fields.

2. Select the following fields: Company, CustID, CustNum, Name, Address1, City, State, and Zip. As theyare selected, the fields display in the Selected Fields pane.

3. Click Run Query to verify data retrieval.

4. Click Next.





9. Click Finish.

The wizard closes and the report displays on the Report Builder Home tab. At this point you have a tabularreport with defined data source and data set.

Modify the Report

Do the following so the report displays as you need.

1. In the Report Data pane, adjust the name that has been assigned automatically to the new dataset:

a. Under Datasets, right-click the new dataset (the default name is DataSet1) and select DatasetProperties.

b. Select Query and change the value in Name to CustomerDS.

c. Click OK to close the Dataset Properties dialog box.

2. Verify that the report table is updated to use the new dataset name:

a. Click the table to display the grey bars.

b. Right-click the top left corner of the grey area and choose Tablix Properties.

c. For Dataset name, verify that CustomerDS is selected and click OK to close the dialog box.

3. Click Run to verify that the report displays without error.

At this point, the report is retrieving an unfiltered list of matching records in the data source .

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4. Click Design to return to the Home tab.

5. Click the Report Builder button and select Save As.


6. Navigate to XXXMyCustomReports (where XXX are your initials).

7. Save the report as CustomerInfo.

Remain in Report Builder with the CustomerInfo report displayed and go to the next exercise.

Add Parameters

Add parameters and supporting dataset filters that enable the report user to select the Epicor company andcustomer on which the report is based.

1. In Report Builder, verify that you are on the Home tab and the CustomerInfo report is displayed.

2. To create the Company parameter, do the following:

a. Right-click Parameters in the Report Data pane and select Add Parameter.

b. In the Report Parameter Properties dialog box, select General and make the following adjustments:

• For Name, enter Company.

• For Prompt, enter Epicor Company ID.

• For Data Type, verify that Text is selected.

c. Select Default Values and make the following adjustments:

• Select Specify Values.

• Click Add and replace [Null] with EPIC06.

Setting default values will save you having to repeatedly enter values as you create and test the reportsin this workshop.

d. Click OK.

3. To create the CustID parameter, do the following:

a. Right-click Parameters in the Report Data pane and select Add Parameter.

b. Select General and do the following:

• For Name, enter CustID.

• For Prompt, enter Customer ID.

• For Data Type, verify that Text is selected.

c. Select Available Values and do the following:

• Select Specify values.

• Click Add and, for both Label and Value, enter ADDISON .

• Click Add and, for both Label and Value, enter BARRISTON.

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• Click Add and, for both Label and Value, enter CLARKE.

• Click Add and, for both Label and Value, enter DALTON.

d. Select Default Values and do the following:

• Select Specify values.

• Click Add and replace [Null] with DALTON.

e. Click OK.


Create Dataset Filters

To create the dataset filters for the new parameters, do the following:

1. In the Report Data pane, right-click CustomerDS under Datasets and select Dataset Properties.

2. Select Filters.

3. Click Add.

4. For Expression, click the drop-down menu and select [Company].

5. For Operator, verify that = is selected.

6. For Value, click the fx button and make the following adjustments in the Expression dialog box:

a. In Category, select Parameters.

b. In Values, double-click Company.The expression field now displays: =Parameters!Company.Value

c. Click OK to close the Expression dialog box.

7. Back at the Dataset Properties window, verify that you are still on Filters and click Add.

8. For Expression, click the drop-down menu and select [CustID].


10. In the Value field, click the fx button and make the following adjustments in the Expression dialog box:


b. In Values, double-click CustID.The expression field now displays: =Parameters!CustID.Value


11. Click OK to close the Dataset Properties dialog box.


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Test the Report

Now test the report.

1. Click Run.The report generates based on the default parameter values. You may see some formatting issues. Formatadjustments are the subject of the next exercise.

2. Optionally, to display a different customer, select it from the Customer ID drop-down menu and click ViewReport. To change the company, manually replace the default value.



Adjust the Report Format

Adjust format details on the new customer main report.

1. In Report Builder, verify that you are on the Home tab and the CustomerInfo report is displayed.

2. Hover over the bottom edge of the report body (initially aligned with the table bottom) to display the dragicon then drag the report body bottom edge down to about 6 inches, as indicated on the vertical ruler.

This will give you some room when you later add the subreports.

3. Make the following adjustments at the top of the report:

• Type Customer in the report title text box at the top of the report.

• Remove some of the unneeded width from the report title text box by dragging the right side of the textbox to the left.

• Select the [&ExecutionTime] text box that was added at the bottom of the report by default when thereport was created. Drag the text box and place it just to the right of the report title text box.

4. Adjust the column headings. In the header row, select and change heading text as follows:

• CustID to Customer ID

• Name to Customer

• Address1 to Address

5. Configure the CustNum column to be hidden in the generated report.

The value in CustNum is needed for generating the subreports but it does not need to be displayed. Dothe following:


b. Right-click the bar above the CustNum column and select Column Visibility.

c. In the Column Visibility dialog box, choose Hide and click OK.

6. Click Run to test the report.

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The CustNum column does not display. Also the report body height adjustment you made is not seenbecause you have not yet added anything to that area. Look for column headers that wrap due to the namechanges you just made.


8. If needed to correct line wrap in column headers, select columns and drag the sides to adjust their width.

Retest and readjust as needed.

9. Optionally, do the following to familiarize yourself with the properties for controlling table cell automaticsizing:

a. Right-click any cell and choose text box properties to display the Text Box Properties dialog box (cellsare text box objects by default).

b. In the General properties, under Sizing Options, note that Allow height to increase is selected bydefault.

This property, which controls the <CanGrow> element in the report's .rdl file, enables the text box togrow vertically to display its entire contents when the report is viewed. The companion Allow heightto decrease option controls the <CanShrink> property. These properties also can be seen and adjustedin the Properties pane when you have a text box selected.

c. Click Cancel to close the window without making any changes.



Create the Call Activity Subreport

In this exercise, you work in Report Builder to create a report that displays Epicor CRM call details for the customercurrently displayed in the main report. In a later workshop, this report will be embedded as a subreport in themain report.


Working in Report Builder, create the report that later will become the call activity subreport.

1. Verify that you are in Report Builder.

Assuming you are doing the workshops in sequence, you are coming from the last exercise in the mainreport workshop and the CustomerInfo main report is still displayed.

2. Click the Report Builder button and then click New.

When you open a report or begin creating a new report in Report Builder, any currently opened report isclosed automatically. If the current report has not been saved you will be prompted to save.




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6. Click Next.


Design the Query

You next create the query for the Call Activity subreport.

1. In the Design a Query screen, expand the folder for your training database (for example, ERP), expandTables, locate the CRMCall table, and expand the table to view its fields.

2. Select the following fields: Company, CallDesc, CallText, SalesRepCode, CallTypeCode,CallCustNum,and LastDate. As they are selected, the fields display in the Selected Fields pane.


4. Click Next.


6. Click Next.




10. Click Finish.


Modify the Report




b. Select Query and change the value in Name to CRMActivityDS.


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At this point, the report is retrieving an unfiltered list of matching records in the data source .




5. Navigate to XXXMyCustomReports and save the report as CRMActivity.

Remain in Report Builder with the CRMActivity report displayed and go to the next exercise.

Add Parameters

Add the parameters that will receive, from the main report, the company and customer number on which thesubreport data display is based.

1. In Report Builder, verify that you are on the Home tab and the CRMActivity report is displayed.

2. Right-click Parameters in the Report Data pane and select Add Parameter.

3. Set up the customer parameter. In the Report Parameter Properties dialog box, select General and makethe following adjustments:

a. For Name, enter CRMActivityCompany.

b. For Prompt, enter Epicor Company ID.

c. For Data Type, verify that Text is selected.

4. Click OK.


6. Set up the customer number parameter, Select General and do the following:

a. For Name, enter CRMActivityCustNum.

b. For Prompt, enter Customer Number.

c. For Data Type, verify that Integer is selected.

7. Click OK.


Create Dataset Filters

Next add the supporting dataset filters that will define the data this subreport will receive.

To create the dataset filters for the new parameters, do the following:

1. In the Report Data pane, right-click CRMActivityDS under Datasets and select Dataset Properties.

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2. Select Filters.

3. Click Add.





b. In Values, double-click CRMActivityCompany.The expression field now displays: =Parameters!CRMActivityCompany.Value



8. For Expression, click the drop-down menu and select [CallCustNum].




b. In Values, double-click CRMActivityCustNum.The expression field now displays: =Parameters!CRMActivityCustNum.Value




Test the Report

Now test the report.

1. Click Run.

2. For Epicor Company ID enter EPIC06 (the Epicor Education company)

3. For Customer Number, enter 9 (the customer number for Dalton)

4. Click View Report.

The report displays with the CRM call record that you created for the customer Dalton in an earlier exercise.In upcoming exercises, the parameters will be switched back to hidden and the subreport will be embeddedin the main report. As noted in step 2, the hidden parameters will have values passed to them automaticallyfrom the main report.


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Adjust format details on the new CRM call activity subreport.

1. In Report Builder, verify that you are on the Home tab and the CRMActivity report is displayed.

2. Select and delete the [&ExecutionTime] text box that was added by default when the report was created.

3. Make the following adjustments to the report title:

a. Select the report title text box (not the text), right-click and choose Text Box Properties.

b. In the Text Box Properties window, select Font, select 14pt under Size, and click OK.

c. Select the title text and replace with Call Activity.

4. Configure the Company and CallCustNum columns to be hidden in the generated report.

These columns support the report parameters but do not need to be displayed. Do the following:


b. Right-click the bar above the Company column and select Column Visibility.

c. In the Column Visibility window, choose Hide and click OK.

d. Repeat steps a-c for the CallCustNum column.


• CallDesc to Subject

• CallText to Summary

• SalesRepCode to Sales Rep

• CallTypeCode to Call Type

• LastDate to Date

6. Verify the format in which call dates will display:

a. In the Date column, select [LastDate], right-click, and select Placeholder Properties.

b. In the Placeholder Properties dialog box, select Number, select Date, and select *1/31/2000.

c. Click OK.

7. Working in the grey bar at the top of the table, drag the right side of the Summary column to providemore room for several sentences of written comments, which is typical for the data in this field.

Remember that the Company and CallCustNum columns will be hidden in the generated report, makingmore room for the wider column.

8. Test the report:

a. Click Run.

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b. For Epicor Company ID enter EPIC06 (the Epicor Education company)

c. For Customer Number, enter 9 (the customer number for Dalton)

d. Click View Report.

The report displays with your format adjustments.


10. You are now done testing this subreport, so go back to the parameter properties and switch them to hidden.

a. Right-click the CRMActivityCompany parameter in the Report Data pane and select ParameterProperties.

b. In the Report Parameter Properties dialog box, verify that General is selected and select Hidden underSelect parameter visibility.

c. Click OK.

d. Repeat steps a-c for the CRMActivityCustNum parameter.



Create the Open Orders Subreport

In this exercise, you work in Report Builder to create a report that displays open order for the customer currentlydisplayed in the main report. In a later workshop, this report will be embedded as a subreport in the main report.


Working in Report Builder, create the report that later will become the open orders subreport.


Assuming you are doing the workshops in sequence, you are coming from the last exercise in the call activityreport workshop and the CRMActivity report is still displayed.

2. Click the Report Builder button and then click New.






6. Click Next.

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Design the Query

1. In the Design a Query screen, expand the folder for your training database (for example, ERP), expandTables, locate the OrderHed table, and expand the table to view its fields.

2. Select the following fields: OpenOrder, Company, CustNum, OrderDate, TotalLines, and OrderAmt.As they are selected, the fields display in the Selected Fields pane.


4. Click Next.





9. Click Finish.


Modify the Report




b. Select Query and change the value in Name to OpenOrderDS.



At this point, the report is retrieving an unfiltered list of matching records in the data source.




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5. Navigate to XXXMyCustomReports (where XXX are your initials) and save the report as OpenOrder.

6. Remain in Report Builder with the OpenOrder report displayed and go to the next exercise.

Add Parameters

Add parameters that will receive, from the main report, the company and customer number on which thesubreport data display is based.

1. In Report Builder, verify that you are on the Home tab and the OpenOrder report is displayed.


3. Set up the customer parameter. In the Report Parameter Properties dialog box, select General and makethe following adjustments:

a. For Name, enter OpenOrderCompany.

b. For Prompt, enter Epicor Company ID.

c. For Data Type, verify that Text is selected.

d. For Select parameter visibility, leave Visible selected. As with the other subreport, having theparameters visible during development allows you to test the report.

4. Click OK.


6. Set up the customer number parameter, Select General and do the following:

a. For Name, enter OpenOrderCustNum.

b. For Prompt, enter Customer Number.

c. For Data Type, verify that Integer is selected.

d. For Select parameter visibility, leave Visible. Again, this is to allow testing.

7. Click OK.


Add Dataset Filters

Add a data filter that will limit the report to open orders.

To create the dataset filters needed for this report, do the following:

1. In the Report Data pane, right-click OpenOrderDS under Datasets and select Dataset Properties.

2. Select Filters.

3. Click Add.

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b. In Values, double-click OpenOrderCompany.The expression field now displays: =Parameters!OpenOrderCompany.Value



8. For Expression, click the drop-down menu and select [CustNum].




b. In Values, double-click OpenOrderCustNum.The expression field now displays: =Parameters!OpenOrderCustNum.Value



12. For Expression, click the drop-down menu and select [OpenOrder].


14. In the Value field, enter true.



Test the Report

You next test the report.

1. Click Run.

2. For Epicor Company ID enter EPIC06 (the Epicor Education company)

3. For Customer Number, enter 9 (the customer number for Dalton)

4. Click View Report.The report displays with the open orders for the customer Dalton. As with the other subreport, in upcomingexercises, the parameters will be switched to hidden and the subreport will be embedded in the main report.Values will be passed to the hidden parameters automatically from the main report. Since the data filter onOpenOrder has no associated parameter, it will always limit the report to orders with an open status.

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Remain in Report Builder with the OpenOrder report displayed and go to the next exercise.


Adjust format details on the new open orders subreport.

1. In Report Builder, verify that you are on the Home tab and the OpenOrder report is displayed.

2. Select and delete the [&ExecutionTime] text box that was added by default when the report was created.

3. Make the following adjustments to the report title:

a. Select the report title text box (not the text), right-click and choose Text Box Properties.

b. In the Text Box Properties window, select Font, select 14pt under Size, and click OK.

c. Select the title text and replace with Open Orders.

4. Configure the OpenOrder, Company and CustNum columns to be hidden in the generated report.

These columns support the report parameters and filtering but do not need to be displayed. Do the following:


b. Right-click the bar above the OpenOrder column and select Column Visibility.

c. In the Column Visibility window, choose Hide and click OK.

d. Repeat steps a-c for the Company and CustNum columns.


• OrderDate to Date

• TotalLines to Total Lines

• OrderAmt to Amount (Adjust the column width to show the heading on one line.)

6. Adjust the format in which order dates will display:

a. In the Date column, select [OrderDate], right-click, and select Placeholder Properties.

b. In the Placeholder Properties dialog box, select Number, select Date, and select *1/31/2000.

c. Click OK.

7. Test the report:

a. Click Run.

b. For Epicor Company ID enter EPIC06 (the Epicor Education company)

c. For Customer Number, enter 9 (the customer number for Dalton)

d. Click View Report.

The report displays with your format adjustments.

67Epicor ERP | 10.1



9. You are now done testing this subreport, so go back to the parameter properties and switch them to hidden.

a. In the Report Data pane, right-click the OpenOrderCompany parameter and select ParameterProperties.

b. In the Report Parameter Properties dialog box, verify that General is selected and select Hidden underSelect parameter visibility.

c. Click OK.

d. Repeat steps a-c for the OpenOrderCustNum parameter.

The parameters are set to Hidden because passing of parameters from the main report into the subreportis automatic and the parameters do not need to be displayed. In hidden mode, there is no prompting foruser input and it will not be possible to display the report on its own as there are no default parametervalues. When the report is added as a subreport to the main report in a later exercise, you will configurethe parameter relationships between the main report and subreport.

Note that the values you set for Prompt are there only to support making the parameters visible for testpurposes. This is demonstrated later in the exercise when you switch the parameters to visible so that youcan test the report.


Remain in Report Builder with the OpenOrder report displayed and go to the next exercise.

Embed the Subreports

In this exercise, embed the subreports and configure the report parameters that will enable passing, from themain report, values on which the data displayed in the subreports is based.

Embed the Call Activity Subreport

Now embed the Call Activity Subreport.


Assuming you are doing the workshops in sequence, you are coming from the last exercise in the openorders subreport workshop and the OpenOrder report is still displayed.

2. Click the Report Builder button and then click Open.

The Open Report dialog box displays.

3. Navigate to the XXXMyCustomReports folder (where XXX are your initials) and open the CustomerInforeport.

The CustomerInfo report displays on the Home tab.

4. Now embed the call activity report.

a. Select the Insert tab, click Subreport, and then click in the report, below the report table.

A new subreport placeholder displays.

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b. Ensure that the subreport placeholder is selected, hover to enable the move icon, and drag the subreportplaceholder to the left edge of the report body and slightly below the table.

5. Right-click the subreport placeholder and select Subreport Properties.

6. In the Subreport Properties window, ensure that General is selected and do the following:

a. In the Name field, type CallActivitySubreport.

b. In the Use this report as a subreport field, click Browse, and then navigate to your CRMActivityreport.

c. Select this report.

d. Click Open.

7. Select Parameters and do the following to configure the subreport parameters that are the links for passingvalues from the main report into the subreport:

a. Click Add.

b. For Name, select CRMActivityCompany (the subreport parameter).

c. For Value, from the drop down list, select =First(Fields!Company.Value, "CustomerDS") (the mainreport field holding the required value).

In all of the parameter value selections in this exercise, the listed expressions are based on the fields inthe report dataset. You also could click fx and manually enter or edit the expression.

d. Click Add.

e. For Name, select CRMActivityCustNum (the subreport parameter).

f. For Value, from the drop down list, select =First(Fields!CustNum.Value, "CustomerDS") (the mainreport field holding the required value).

8. Click OK to close the Subreport Properties window.

Note that the subreport item is only a placeholder and has not changed other than it now displays the nameof the report that you specified in the properties configuration.

Embed the Open Orders Subreport

Now embed the Open Orders subreport.

1. Create the second subreport item, which is for the open orders report.

a. Select the Insert tab, click Subreport, and then click in the report, below the report table and to theright of the first subreport.

A new subreport item displays.

b. Ensure that the subreport item is selected, hover to enable the move icon, and drag the report to placeit slightly to the right of the other subreport, with the tops of the two reports aligned.

You also can select both subreport items, right-click, and choose Layout > Align Tops.

69Epicor ERP | 10.1


2. Right-click the new subreport item and select Subreport Properties.

3. In the Subreport Properties window, ensure that General is selected and do the following:

a. In the Name field, type OpenOrdersSubreport.

b. In the Use this report as a subreport field, select OpenOrder.

4. Select Parameters and do the following to configure the subreport parameters that are the links for passingvalues from the main report into the subreport:

a. Click Add.

b. For Name, select OpenOrderCompany (the subreport parameter).

c. For Value, from the drop down list, select =First(Fields!Company.Value, "CustomerDS") (the mainreport field holding the required value).

d. Click Add.

e. For Name, select OpenOrderCustNum (the subreport parameter).

f. For Value, from the drop down list, select =First(Fields!CustNum.Value, "CustomerDS") (the mainreport field holding the required value).

5. Click OK to close the Subreport Properties window.


7. Click Run to test the combined reports.

The main report and both subreports display. The subreports are populated with data for the company andcustomer values passed to them from the main report. The report is initially based on the default parametervalues that you assigned to the main report configuration. You can experiment with entering other companyidentifiers and choosing other customers. Also keep in mind that if a selected customer does not includerecords that support a subreport, the subreport header will display with no rows underneath it.


9. In Report Manager, navigate to XXXMyCustomReports and click CustomerInfo.

The report displays, verifying that you have successfully saved the report to your report server.

10. Place your cursor in the browser address window and copy the entire URL. You will use it in the next exercise.

Add the Main Report to the Interface

Add the main report to the menu system in your Epicor application.

1. To open the Epicor application, double-click Epicor on your desktop.


2. From the Main Menu, navigate to Epicor Education > Main Plant > System Management > SecurityMaintenance > Menu Maintenance.

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3. From Menu Maintenance, navigate to: Main Menu > Material Management > Inventory Management> Reports. Make sure Reports is highlighted.


5. In Menu ID, enter UDXXX04 where XXX are your initials.

6. In Name, enter XXX My Customer Information Report where XXX are your initials.

7. In Order Sequence, enter 996.

8. In Program Type, select the drop down menu and chose URL Link.

9. In Program, paste the main report URL that you copied in the last step of the previous exercise. If theURL is no longer in your computer clipboard, repeat the last steps of the previous exercise to copy the URLagain.

10. Click Save.

11. Log out, and log back into the Epicor application.

12. From the Main Menu, navigate to Epicor Education > Main Plant > Material Management > InventoryManagement > Reports.

13. Double-click the XXX My Customer Information Report report (where XXX are your initials) on the righthand side to open the report's program window.The Customer Information Report displays in your browser.

14. To display different customer records, click the Customer ID drop-down list, select a different customer,and click the View Report button.

The report updates with both the call activity and the open orders for the selected customer.

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Conclusion

Congratulations! You have completed the course.

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SQL Server Reporting Services for Epicor ERPConclusion

Additional information is available at the Education andDocumentation areas of the EPICweb Customer Portal. To access

this site, you need a Site ID and an EPICweb account. To create anaccount, go to http://support.epicor.com.

http://support.epicor.com

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