BAQ/Dashboards in multiple companies

Yahoo Archive
1
You may be dealing with a bug. You can make the dashboard multi-company, if set up correctly it will return data from more then one company. However, when you call up the dashboard from a company other than the company it was created in, it will be blank. Following is the answer I received from an Epicor tech when I reported it: "If you want dashboards to replicate to multiple companies using Sonic, that is not currently working and an SCR was created --SCR 51625-- and it it targeted to 8.03.408. BAQs, however, that are marked as Global will replicate if Sonic is setup and running.". However...SCR 51625 doesn't come up when searching the customer matrix; my call is still pending (for whatever that's worth!); and I'm now running 8.03.409A (the bug is still there). I figured it was another bug that won't be fixed in Vantage. The workaround I was given is to export it from the company that you created it in and import it to another company. Another bug to look for if you're using multi-company dashboards. If I put an advanced search in a multi-company dashboard, the filter works works for the first company, but not the second, all records are returned for the 2nd company (SCR 79023). I don't know when that issue showed up, it wasn't there when we were on 8.03.406A. According to the customer matrix SCR 79023 is fixed in 8.03.410.

Sue

--- In vantage@yahoogroups.com, "cooner_55421" <cooner_55421@...> wrote:
>
> >It is only set as shared, not global
>
> Have you tried Global?
> From help
> - Global indicates whether the BAQ Designer copies
> - the current query to all associated companies
>
> --- In vantage@yahoogroups.com, "jamesd" <jdaniel1127@> wrote:
> >
> > 8.03.408B
> >
> > Have BAQ/Dashboards on both company menus and they only work in one company from the menu. The other one shows on the menu but doesn't run. If I open it in designer it is blank. If I go into menu maintenance and change it in the company where it doesn't work it changes the one that did work. It is only set as shared, not global and not set as an executive query.
> > Would like to have the same report in both companies that works....
> >
> > Thanks,
> >
> > James
> >
>
2
8.03.408B

Have BAQ/Dashboards on both company menus and they only work in one company from the menu. The other one shows on the menu but doesn't run. If I open it in designer it is blank. If I go into menu maintenance and change it in the company where it doesn't work it changes the one that did work. It is only set as shared, not global and not set as an executive query.
Would like to have the same report in both companies that works....

Thanks,

James
3
>It is only set as shared, not global

Have you tried Global?
From help
- Global indicates whether the BAQ Designer copies
- the current query to all associated companies

--- In vantage@yahoogroups.com, "jamesd" <jdaniel1127@...> wrote:
>
> 8.03.408B
>
> Have BAQ/Dashboards on both company menus and they only work in one company from the menu. The other one shows on the menu but doesn't run. If I open it in designer it is blank. If I go into menu maintenance and change it in the company where it doesn't work it changes the one that did work. It is only set as shared, not global and not set as an executive query.
> Would like to have the same report in both companies that works....
>
> Thanks,
>
> James
>
4
thanks cooner, I will try that whaen I get to work this morning....

----- Original Message -----
From: "cooner_55421" <cooner_55421@...>
To: vantage@yahoogroups.com
Sent: Tuesday, September 13, 2011 7:37:22 PM
Subject: [Vantage] Re: BAQ/Dashboards in multiple companies

Â




>It is only set as shared, not global

Have you tried Global?
From help
- Global indicates whether the BAQ Designer copies
- the current query to all associated companies

--- In vantage@yahoogroups.com , "jamesd" <jdaniel1127@...> wrote:
>
> 8.03.408B
>
> Have BAQ/Dashboards on both company menus and they only work in one company from the menu. The other one shows on the menu but doesn't run. If I open it in designer it is blank. If I go into menu maintenance and change it in the company where it doesn't work it changes the one that did work. It is only set as shared, not global and not set as an executive query.
> Would like to have the same report in both companies that works....
>
> Thanks,
>
> James
>




[Non-text portions of this message have been removed]
5
Jamesd, the concept is that you need to have the query/dashboard running in each company that you require it. As cooner said, you can check the 'Global' box or worst case export/import from one company to the other.

--- In vantage@yahoogroups.com, "jamesd" <jdaniel1127@...> wrote:
>
> 8.03.408B
>
> Have BAQ/Dashboards on both company menus and they only work in one company from the menu. The other one shows on the menu but doesn't run. If I open it in designer it is blank. If I go into menu maintenance and change it in the company where it doesn't work it changes the one that did work. It is only set as shared, not global and not set as an executive query.
> Would like to have the same report in both companies that works....
>
> Thanks,
>
> James
>