Add First Article field to Job Traveler

Epicor ERP 10
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1

Good morning,
I have been tasked with adding the Expected First Article Quantity to our Job Traveler.
We also use the “Print Barcode” option as well to populate barcodes on the Job Traveler where applicable.

I take the following steps:

1.) Report Data Definition - Duplicate Job Traveler (JobTrav) Report Data Definition - and name it JobTravFA
2.) Add a new table to the Report Data Definition - FirstArt table - Save & Refresh
3.) Uncheck: Company, JobNum, AssemblySeq, OprSeq (These 4 link JobOper to FirstArt) and ExpectedQuantity from the Exclusions tab.
4.) Create a new report relationship - JobOper to FirstArt - Key = IX_JobOper, Relation Type = Output - Save & Refresh - Epicor automatically populates the Relationship Fields
5.) Save again
6.) Open Report Style Maintenance
7.) Copy JobTrav Report Style to CustomReports directory in SSRS Report Server - Name copy Job Traveler FA
8.) Change Data Definition to the newly created JobTravFA
9.) Confirm Report Location is correct - Save
10.) Sync Dataset (I’ve tried Syncing and not syncing, when I don’t sync, the field does not show up at all)
11.) Save
12.) Open Job Tracker - Open a Job
13.) Actions - Print - Job Traveler - Select new Job Traveler FA report style
14.) Generate for Design
15.) Open System Monitor - Highlight report - Actions - Design SSRS Report
16.) Download local copy - Open report for design
17.) Add the Expected Quantity field to the Operation level of the SSRS Report
18.) Save report
19.) Preview

The preview of the report not only doesn’t show the Expected Quantity field, but it also takes the single barcode strip for each field with a barcode and creates 7 additional copies within the Raw Material Components section of the report, which does not occur on the standard JobTraveler report we regularly use.

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Is anyone able to help me determine why I am not able to get the Expected Quantity field to show on the report, as well as why there are numerous unnecessary barcode copies being added?

Thank you Epicor community for all your help getting me where i’m at and any help you can provide here!

2

The issue is probably related to syncing the data set. From what I’ve seen on the forum/experienced that sync button works only for BAQ reports. You’re other steps looks good though. In order to get the field to show up (without syncing), you will have to edit the query on the data set on the SSRS rdl to include your FirstArticle table/field.

3

Hey Adam,

I appreciate this. It sounds like this would eliminate the unnecessary copies of the barcodes from showing up (I’ve been told syncing the dataset messes things up). I’ll give modifying the ds query in SSRS a shot and let you know how it goes.

4

No problem, good luck!

5

I would suggest to not do like I did, revert your RDL back to the point prior to where you executed Sync Dataset, and then modify the Dataset Query in order to add new fields and tables. Otherwise, you are going to run the risk that Users running the report in Live will run the right jobs that throws the report out of sorts and starts giving errors. Correct it now, be safe not sorry.

Additionally, the Query will be much cleaner prior to the Sync. If you’ve never seen what happens, you can thank me later, lol.

6

Hey Michael ( great name btw :wink: )

Does clicking the “Sync Dataset” button sync the ds for all of the Report Styles? Or just the one highlighted?

If not, and it’s just the one highlighted, than i’m not too concerned because i’m working with a copy of the Standard SSRS report, and not the base report style.

If so, how were you able to revert the RDL to the point prior to the “Sync Dataset” execution?

1 Like
7

You may have to download the Standard SSRS, put it into your Custom Reports folder, make your changes to it, and upload it again as your Custom Report Style.