I have a BAQ that returns well over 10,000 records because it is a YTD query. The BAQ works fine if I am only query a particular month for sales data. What I currently do is run a query from SQL and export to Excel. Would the BAQ Export Process work here?
If you are referring to the 10000 row limit imposed by the BAQ designer. You can override that in a couple of ways:
In the bottom left by the buttons, you can type in your own value in the âRows To Returnâ pulldown.
You can also remove the limit altogether by going to Actions â Execution Settings and adding a new parameter called âRemoveTestRowLimitâ and setting it to true:
This limit only applies within the BAQ editor. When you use it in a BAQ export process it should return the full dataset.
The BAQ Export Process works great, but I was wondering how to get the output file into another folder. Everything saves on the server currently.
In the BAQ Export Process Output Filename field you can enter a UNC shared path directory.
For example: \yourservername\test\test123.csv
I was able to get the file to output to \servername\sharedfoldername, but when I wanted to use \servername\sharedfoldername\folderforCFO; it errored with following message: Access to path is denied. What access / permission is required?
Make sure in the shared folder properties permissions that the user that is running the Application Server Application Pool has full control to the shared folder. You can find the Application Pool user in the Epicor Admin Console Application Server Configuration.
Hi Aeron, I looked in the EAC Application Pool Configuration and see that it uses SQL Authentication. I donât think Windows NTFS permissions for shares would recognize that. The other credentials I see are the EPICOR user credentials manager. That would not work either. Please advise. Thanks Tony
I was referring to the Application Pool Username in the Application Server Configuration > Application Server > Application Server Settings. This should be a domain user.
Hi Aeron, This is interestingâŚI donât see any credentials. I guess I will discuss this tomorrow with my EPICOR partner who installed EPICOR.
Thanks
Tony
Check IIS and in Application Pools for ERP10Live see the Identity that is running it. Make sure that user has access to the shared folder.
The identity for ERP10Live in IIS is LocalSystem. The folder I am saving to is one level down from the fileshare on the server. The share is \NY-DC1\Shared. I am saving to the IT folder under Shared. I cannot save to a folder called CFO-Controller at the same level as IT. I figured it was permissions, but am still not sure why.
You can put the BAQ into a report as a BAQReport and add that into a Menu. If I remember correct, when you run it as a Dashboard or Report it wonât limit it to 10,000 records.
Then all you have to do is either manually print as Excel format, or you can use the task schedule to have it send the report via email in Excel every month.
You can do this by creating a task schedule that runs at a certain frequency. Then just open the print report preview for that report and select on âSend to Emailâ. Type in the details and put the new task schedule you created and enable recurring
This way you will have a copy of the BAQ in Excel report in an email box. Hope this helps you.
Sorry I just realised I replied to the wrong person just now