Is there a way to query details about a list of items from an excel file? For example, i have a list of parts in an excel file i want to look up some parttran data on those specific parts. Rather than filtering the parttran for each individual parts, can i use the excel file as a table and link it to parttran table to show details for all the parts from the excel file table?
i know there is an updatable BAQ, but that seems to be something for updating the system fields (atleast from what i read?). I do NOT want to update anything in the system, just gather information for those parts only
IDK of if there is a way to pull in excel
however, in the past - I would … put the list in an UD table with the part key - and then join the BAQ on the UD table - or setup a UD field on the part table and use an updateable BAQ to set the field on
The best way I’ve found of handling situations like this is to create a single/detail line report instead of dashboard and have a filter criteria on the report for the part number. From here you perform the following actions:
Go to your Excel sheet and copy just your column of data containing the part number.
Open your newly created Report form and perform a “Paste Update” into the “Filter” tab. Epicor will automatically fill in the part description and any other required fields at this point.
Once the report is completed, you could export it to Excel for further editing or whatever else needs done.
that does work - but I believe there is an actual text length limit to the filter criteria (2500 chars??)
ie. the TOTAL number of characters for all filter entries combined
I’ve never run into that problem before since the most amount of characters I’ve ever used in a paste update was probably around 500 or so, but a text limit like that sounds pretty likely. In that cause though, you would just have to perform my process as many times as necessary and then copy and paste all the created exported Excel file records to one final one. If there’s so many records to search values for that my process is unrealistic, yours would probably be my personal next step to take instead!
By this, do you mean create a temporary report via BAQ Report designer and then use the filter list view to paste insert the parts i need to analyze (Actions > Test Report Form in BAQ report designer)? That seems logical.
Yup, that’s what I’m thinking! I actually had a recent task where I’ve been having to do this. Not necessarily the perfect solution, but it works pretty well all considering. One thing to note though is that if you have a part number listed more then once in your list that you are copying and pasting into the filter list view, it will throw an error.
“that does work - but I believe there is an actual text length limit to the filter criteria (2500 chars??)
ie. the TOTAL number of characters for all filter entries combined”
I have used the BOM cost Report before where i paste inserted ~ 1000 parts to run indented BOM before. it did take it but anything over 1000 parts, it gave me an error.