Add a report to Case Entry menu

Yahoo Archive
1
Another option if you really want to use the internal reports from Epicor would be to put the report on a menu and then program a button to call that menu item. As for passing it a parameter (case # for example), I don't know what the simplest way to do that is but I'm sure someone here knows how. I have seen a demo by Brian Hattrup (I think that's his name) at Epicor where he was calling menu items and passing parameters so I know it can be done somehow!

To add a button to do this you need to add code in the load section to join the button to the GUI

UDbtnWhatsInABin =CType(csm.GetNativeControlReference("e2bd6cf5-6e63-4c72-8675-83379adc90c6"), EpiButton)

UDbtnWhatsInABin.Enabled = True

Then you will need to have a button click event all the menu item

Private Sub UDbtnWhatsInABin_Click(ByVal Sender As Object, ByVal args As EventArgs ) Handles UDbtnWhatsInABin.Click

ProcessCaller.LaunchForm(MESMenu, "AGMWHATS") '<==== enter your menu Id here

End Sub

Replace the MESMenu with whatever form you are modifiying. You can see the name of the form in the top left of the customization screen, just above the tree. Something like Epicor.Mfg.Menu.Mes.MESMenu.

Anyway, hope that helps!
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Tom J. Christie
Sent: Tuesday, October 23, 2012 1:49 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: add a report to Case Entry menu



A relatively easy solution if you are on SQL is to create an SSRS report using the MS Report Builder (it's free) and then code a button on the Case Entry screen that calls the URL with the parameter to pull your report.

Say you write a SSRS report that shows you all the details on a Case if you enter the Case #, then you make a button on the case entry form and add code to the button click event to call the URL with something like Process.Start(Iexplorer.exe,"//epicordb/reportserver/yourreport&parameter=case#")

I have done what you are doing, building a full report inside Epicor and then adding a menu to call it. It can be done on some forms but it's tricky and a bit involved.

If you need it, Report Builder can be found at this link. You need to use the version compatible with your SQL server.
http://technet.microsoft.com/en-us/bi/ff657833.aspx

Good luck,

Tom

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Adrian Lauchlan
Sent: Tuesday, October 23, 2012 7:36 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: add a report to Case Entry menu

Thanks for the response - however what I want to do is embed the report into
the existing Case Entry Menu so that someone can enter a Case and then click
on the print icon to print it - similar to the ability to print an Order
directly from the Sales Order Entry Screen - I'm expecting that some sort of
customisation is required

Adrian

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of
howco22
Sent: 23 October 2012 15:08
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: add a report to Case Entry menu

Go to System Management, Utilities, Menu Maintenance.
then select the menu you want to add it to and click on new menu to add it.
you will need to log out & back in for it to show up on the menu.
Note: It will not show up for any user until the next time they log in.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ,
"adrian.lauchlan" <adrianlauchlan@...<mailto:adrianlauchlan@...<mailto:adrianlauchlan@...%3cmailto:adrianlauchlan@...>>> wrote:
>
> I want to add a report to the case entry menu so that the viewed case can
be printed out. I have created my report using BAQ Report Designer - how do
I now add that to the menu?
>
> Adrian
>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]
2
I want to add a report to the case entry menu so that the viewed case can be printed out. I have created my report using BAQ Report Designer - how do I now add that to the menu?

Adrian
3
Go to System Management, Utilities, Menu Maintenance.
then select the menu you want to add it to and click on new menu to add it.
you will need to log out & back in for it to show up on the menu.
Note: It will not show up for any user until the next time they log in.


--- In vantage@yahoogroups.com, "adrian.lauchlan" <adrianlauchlan@...> wrote:
>
> I want to add a report to the case entry menu so that the viewed case can be printed out. I have created my report using BAQ Report Designer - how do I now add that to the menu?
>
> Adrian
>
4
Thanks for the response - however what I want to do is embed the report into
the existing Case Entry Menu so that someone can enter a Case and then click
on the print icon to print it - similar to the ability to print an Order
directly from the Sales Order Entry Screen - I'm expecting that some sort of
customisation is required



Adrian



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
howco22
Sent: 23 October 2012 15:08
To: vantage@yahoogroups.com
Subject: [Vantage] Re: add a report to Case Entry menu





Go to System Management, Utilities, Menu Maintenance.
then select the menu you want to add it to and click on new menu to add it.
you will need to log out & back in for it to show up on the menu.
Note: It will not show up for any user until the next time they log in.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"adrian.lauchlan" <adrianlauchlan@...> wrote:
>
> I want to add a report to the case entry menu so that the viewed case can
be printed out. I have created my report using BAQ Report Designer - how do
I now add that to the menu?
>
> Adrian
>





[Non-text portions of this message have been removed]
5
A relatively easy solution if you are on SQL is to create an SSRS report using the MS Report Builder (it's free) and then code a button on the Case Entry screen that calls the URL with the parameter to pull your report.

Say you write a SSRS report that shows you all the details on a Case if you enter the Case #, then you make a button on the case entry form and add code to the button click event to call the URL with something like Process.Start(Iexplorer.exe,"//epicordb/reportserver/yourreport&parameter=case#")

I have done what you are doing, building a full report inside Epicor and then adding a menu to call it. It can be done on some forms but it's tricky and a bit involved.

If you need it, Report Builder can be found at this link. You need to use the version compatible with your SQL server.
http://technet.microsoft.com/en-us/bi/ff657833.aspx

Good luck,

Tom


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Adrian Lauchlan
Sent: Tuesday, October 23, 2012 7:36 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: add a report to Case Entry menu



Thanks for the response - however what I want to do is embed the report into
the existing Case Entry Menu so that someone can enter a Case and then click
on the print icon to print it - similar to the ability to print an Order
directly from the Sales Order Entry Screen - I'm expecting that some sort of
customisation is required

Adrian

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
howco22
Sent: 23 October 2012 15:08
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: add a report to Case Entry menu

Go to System Management, Utilities, Menu Maintenance.
then select the menu you want to add it to and click on new menu to add it.
you will need to log out & back in for it to show up on the menu.
Note: It will not show up for any user until the next time they log in.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ,
"adrian.lauchlan" <adrianlauchlan@...<mailto:adrianlauchlan@...>> wrote:
>
> I want to add a report to the case entry menu so that the viewed case can
be printed out. I have created my report using BAQ Report Designer - how do
I now add that to the menu?
>
> Adrian
>

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]