This is likely a question that has been asked before, however I would be interest to reading new feedback on the following question since there has been changes to Epicor over the years. In E10.1 and beyond, what are some best practice recommendations for Epicor to automatically email a group of managers all the summaries of invoices grouped by territory, It would need to be in shown in three different segments as well.
invoice totals for Today and same day 1 year ago.
invoice totals for Month and same month 1 year ago.
invoice totals YTD total and last year’s YTD total.
Would you attempt to do this type of activity via a BAQ, or via a module such as XLConnect, or via the EDD, etc. Thank you
Easiest way is to use a Dashboard and train the users to view that dashboard everyday. Harder way is to develop a BAQ report with the info and use APR to sent it as an email.
To give you another option to what is offered up above - I use SSIS (SQL Server Integration Services). I find this much easier to schedule for a particular time, I can do things like not send a report if there are no relevant records.
I’d go with BAQ Report, emailed on a recurring schedule.
APR can give you more control. But shouldn’t be necessary.
Side note… The vast majority of the reports that get automatically emailed, end up going to people the don’t access E10. So while dashboards are a great solution, they’re not always available to everyone.
The downside of automated emails, is that a lot of the recipients never open them.
Thank you for the comments. I will proceed with the BAQ Report Designer route.
However, I am curious to know if a BAQ in E10 can replicate the logic I’m looking for. Example, I’m using InvcHeader and InvcDetail tables. I extract the DocExtPrice from the detail table, but I don’t know how Header table can be filtered into the three separate date ranges I’m needing I know how I can extract today’s invoices, July 18, but how do I also tell it to extract the dollar sales from July 1 thru July 18; I can’t use the “Current Date - 17” parameter. Same would be true for how to extract YTD?. Would these 3 separate date ranges have to be programmed into the SSRS instead?
