We are beginning to create quote through Epicor. To accurately get costs we build the job in quote entry. Within some of the jobs we have Subcontract OPs with a value in the Days out field. The field is in table JobOper and I would like to have it print out on the quote form. Any ideas how I can tie in that table to the report data definition for QuotForm?
I believe, when you engineer on a quote, it will use the QuoteOpr table.
So, I would try joining QuoteOpr to QuoteDtl in your RDD… on QuoteNum and QuoteLine… then reference the QuoteOpr.DaysOut column.
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Thanks!
So, I’ve added the table as shown below.
I now need to create a custom field that would sum all the DaysOut per Quote Line. How would I go about doing that? I don’t see any way to add an expression when I am adding a custom field under the QuoteOpr Table that was added.
You may be able to do this in the SSRS side of the report and not the RDD.
Adding QuoteOpr to the RDD should pull in the table data. Make sure you un-exclude the columns you need.
In the SSRS report, you’ll need to update the query to add the QuoteOpr table based on the relationship you added to the RDD.
Then add the field(s) to your query you want.
Then add the fields as query fields…
But then, I’m hoping you can try adding a textbox onto the form with an expression like:
=Sum(Fields!DaysOut.Value, “Group1”)
Was not that simple. Sum has to be on the Quote Data Set SQL Query with a COALESCE to make it work.