I have modified the ARInvoice report data definition, added some UD fields that are part of the standard tables in the RDD, and also added a couple tables to the RDD that weren’t there. Set the fields up to NOT be excluded, set up the table relationships, all is good.
I also copied the report style to a new report style, pointed the report style to the new RDD, went into the SSRS Breaking/Routing tab and set up logic to do the APR. Again, all is good so far. I can reference UD fields that I’ve added to the existing tables in either the condition statements or the EMail template (example: Customer table). However, the tables that I added to the RDD aren’t showing up - not in the condition statement nor in the email template.
Am I missing something? Even went so far as to log out and back in.
I noticed on the SSRS Breaking/Routing tab that it has a Data Definition there. So, even though on the report style I had the ARInvoiceMod RDD defined (my modified version), the Data Definition it showed on the Breaking/Routing tab shows ARInvoice (the system RDD). That makes sense why it was not showing any of the tables I added to the modified RDD. Once that is saved, it’s not changeable, and my guess is I created the Report Style without the modified RDD, created the breaking/routing. Looks like my only option is to create a new report style.
So, did that. Created a “test” Report Style, pointed the RDD on the Style Detail tab to ARInvoiceMod and saved. Then, created an SSRS Breaking/Routing rule, made sure the Data Definition there shows ARInvoiceMod. However, going into the designer, looks like it’s still not showing any of the added tables. It’s almost like it’s not recognizing the custom RDD and is always showing the tables from the System RDD.
To answer your question, I had added UD fields to Ice.MailSetting and added that as a table with the relationship of Company.Company = MailSetting.Company. I also tried adding UD40 as a datasource, relationship of Company.Company = UD40.Company and then putting a table criteria on UD40.Key1 to get the record I want. The Breaking/Routing is not showing the MailSetting nor the UD40 table.
The other thing I’d really like to access is the Company.IsLive field. This is emailing of invoices to the customer, and I’d like to look at the Company.IsLive in a condition and handle differently if we’re running on PILOT versus PROD. I don’t want someone playing with invoices on the PILOT system and accidentally emailing customers. There’s no access to the IsLive field. I believe this is a bit of a different issue, as that field shows in field help as Company.IsLive but it’s actually stored on the SysCompany - and looks like there’s no way to get that table into the RDD.
I manage multiple clients who run in the cloud. I’ve seen where Epicor has done the PILOT refresh and flipped that flag off, and I’ve seen times where they’ve not done it. Regardless, one of my instructions is ANYTIME you do a PILOT refresh, check that flag.
I’ve got some clients that do a lot of “external” integration, not just emails, but files going to banks, files going to and from production equipment, etc. I use that flag so there’s only one flag to change in the PILOT system to shut everything off, rather than having a long checklist of items to disable when you refresh PILOT. Also, since it’s right on Company Maintenance, it’s easy for a non-technical person to change, and they don’t have to dig through BPM’s and email routings to shut things off.