BAQ Report Designer -- filters not working properly

[system]

All:

The Crystal Filter worked perfectly!

Kathy: Yes, I'm currently using outer joins for all my links, but if
the filter was working properly, it should not have mattered. During
my troubleshooting process, I changed to inner joins for some of the
links, but the resulting dataset still was not correct.

I have submitted 2 support calls: one for the filter not working
properly in the Report Designer and one for the BAQ phrase builder
not allowing me to add a necessary table relation.

Thanks everyone for all your suggestions. You have all saved me much
time and given me workarounds to get past the bugs.

Lynn



--- In vantage@yahoogroups.com, "Debbie Stokes" <debbie.stokes@...>
wrote:

>
> Hi Lynn,
>
> Hope the crystal filter worked ok.
>
> A bit of a long shot but I wonder if you have an outer join

anywhere in

> the BAQ which might be feeding you the other rows ? Still even if

you do

> it your filter should override that, shouldn't it ?
>
> kind regards
>
> Debbie Stokes
> Vantage Administrator
> Hilo-PSS Group
> 01793 647136
>
>

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[system]

I have a BAQ that pulls quote information from 6 tables: Customer,
QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These are the
fields I am pulling: Customer.Name, ConNum, SalesRepCode,
DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other numeric
fields.

The BAQ works fine.

Then I designed a BAQ Report using Date Ranges in the Options
Fields. I am successfully able to use those Options Fields to get
the date ranges I want on the report. They work great.

However, when I added Filters to the BAQ Report, the Filters do not
work properly. When I filter for one customer, the report still
gives me all the data for every record in the date range as if I had
not applied any filter at all. The only sign that the report was
filtered at all is the this strange behavior: The filtered report
leaves off the customer name in the customer name column for all
customers except for the one I wanted. All the rest of the unwanted
data is showing on the report for every customer.

Can anyone give me a clue as to why I cannot get the BAQ Report
Filter to filter out the entire record for each of those unwanted
customer names?

I have the Epicor Tools User Guide, the AnswerBook on BAQ Report
Designer, and the eLearning on BAQ Report Designer. None of these
references show a complete Filter example that includes a
demonstration of the final use of the BAQ Report.

I appreciate any insight anyone can give me.

Lynn

[system]

Lynn,

What field in the Customer table are you filtering on? CustID or
CustNum? It needs to be one of those, even if you do not display those
columns in your report. Try using one or the other as your filtered
column. I always add both columns in my BAQ queries "just in case".
Sometimes the filter tab won't even display on some filters.

What version are you on? If you want, export the BAQ to XML and send it
to me and I'll take a quick look.

You always must filter on an "ID" column or an indexable column.



Vic Drecchio

ERP Administrator



TIMCO Aviation Services

Greensboro, NC

Email: vic.drecchio@...

Office: 336.668.4410 x3091

Mobile: 704.530.3092


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Lynn
Sent: Thursday, June 19, 2008 10:10 AM
To: vantage@yahoogroups.com
Subject: [Vantage] BAQ Report Designer -- filters not working properly



I have a BAQ that pulls quote information from 6 tables: Customer,
QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These are the
fields I am pulling: Customer.Name, ConNum, SalesRepCode,
DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other numeric
fields.

The BAQ works fine.

Then I designed a BAQ Report using Date Ranges in the Options
Fields. I am successfully able to use those Options Fields to get
the date ranges I want on the report. They work great.

However, when I added Filters to the BAQ Report, the Filters do not
work properly. When I filter for one customer, the report still
gives me all the data for every record in the date range as if I had
not applied any filter at all. The only sign that the report was
filtered at all is the this strange behavior: The filtered report
leaves off the customer name in the customer name column for all
customers except for the one I wanted. All the rest of the unwanted
data is showing on the report for every customer.

Can anyone give me a clue as to why I cannot get the BAQ Report
Filter to filter out the entire record for each of those unwanted
customer names?

I have the Epicor Tools User Guide, the AnswerBook on BAQ Report
Designer, and the eLearning on BAQ Report Designer. None of these
references show a complete Filter example that includes a
demonstration of the final use of the BAQ Report.

I appreciate any insight anyone can give me.

Lynn






[Non-text portions of this message have been removed]

[system]

I am on Vantage 8.03.404

I am currently filtering on Customer.CustID

I had added both CustID and CustNum to my BAQ in order to try them
both in the Report Filter when I thought that might be the problem.

The same exact thing happens when I try to add a filter on
QSalesRP.SalesRepCode -- The column for SalesRep is blank for the
unwanted records, but all the rest of the data appears for each and
every record in the date range.

If you are willing to look at my .xml file, I will send it to you
separately with much appreciation.

Regards,

Lynn



--- In vantage@yahoogroups.com, "Vic Drecchio" <vic.drecchio@...>
wrote:

>
>
> Lynn,
>
> What field in the Customer table are you filtering on? CustID or
> CustNum? It needs to be one of those, even if you do not display

those

> columns in your report. Try using one or the other as your

filtered

> column. I always add both columns in my BAQ queries "just in case".
> Sometimes the filter tab won't even display on some filters.
>
> What version are you on? If you want, export the BAQ to XML and

send it

> to me and I'll take a quick look.
>
> You always must filter on an "ID" column or an indexable column.
>
>
>
> Vic Drecchio
>
> ERP Administrator
>
>
>
> TIMCO Aviation Services
>
> Greensboro, NC
>
> Email: vic.drecchio@...
>
> Office: 336.668.4410 x3091
>
> Mobile: 704.530.3092
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On

Behalf

> Of Lynn
> Sent: Thursday, June 19, 2008 10:10 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] BAQ Report Designer -- filters not working

properly

>
>
>
> I have a BAQ that pulls quote information from 6 tables: Customer,
> QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These are the
> fields I am pulling: Customer.Name, ConNum, SalesRepCode,
> DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other numeric
> fields.
>
> The BAQ works fine.
>
> Then I designed a BAQ Report using Date Ranges in the Options
> Fields. I am successfully able to use those Options Fields to get
> the date ranges I want on the report. They work great.
>
> However, when I added Filters to the BAQ Report, the Filters do not
> work properly. When I filter for one customer, the report still
> gives me all the data for every record in the date range as if I

had

> not applied any filter at all. The only sign that the report was
> filtered at all is the this strange behavior: The filtered report
> leaves off the customer name in the customer name column for all
> customers except for the one I wanted. All the rest of the unwanted
> data is showing on the report for every customer.
>
> Can anyone give me a clue as to why I cannot get the BAQ Report
> Filter to filter out the entire record for each of those unwanted
> customer names?
>
> I have the Epicor Tools User Guide, the AnswerBook on BAQ Report
> Designer, and the eLearning on BAQ Report Designer. None of these
> references show a complete Filter example that includes a
> demonstration of the final use of the BAQ Report.
>
> I appreciate any insight anyone can give me.
>
> Lynn
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

[system]

This is rather simplistic solution, but I am just responding based on my personal experience. I ran into something very similar, after much head scratching I simply started over and the *exact* same settings produced the results I wanted. Other than attributing this to the Vantage gods who decided to smile on me that day, the only logical explanation I can think of is that any temp file that the BAQ creates on my local PC associated with the work I was doing got deleted when I started over. The old file must have had some kind of misconfiguration or inaccurate filtering which was not editable in vantage. This technique has actually helped me a few times when i run into something truly bizzare while doing customizations.

Thanks,
Kunal



----- Original Message ----
From: Lynn <lynn.khalife@...>
To: vantage@yahoogroups.com
Sent: Thursday, June 19, 2008 9:10:16 AM
Subject: [Vantage] BAQ Report Designer -- filters not working properly


I have a BAQ that pulls quote information from 6 tables: Customer,
QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These are the
fields I am pulling: Customer.Name, ConNum, SalesRepCode,
DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other numeric
fields.

The BAQ works fine.

Then I designed a BAQ Report using Date Ranges in the Options
Fields. I am successfully able to use those Options Fields to get
the date ranges I want on the report. They work great.

However, when I added Filters to the BAQ Report, the Filters do not
work properly. When I filter for one customer, the report still
gives me all the data for every record in the date range as if I had
not applied any filter at all. The only sign that the report was
filtered at all is the this strange behavior: The filtered report
leaves off the customer name in the customer name column for all
customers except for the one I wanted. All the rest of the unwanted
data is showing on the report for every customer.

Can anyone give me a clue as to why I cannot get the BAQ Report
Filter to filter out the entire record for each of those unwanted
customer names?

I have the Epicor Tools User Guide, the AnswerBook on BAQ Report
Designer, and the eLearning on BAQ Report Designer. None of these
references show a complete Filter example that includes a
demonstration of the final use of the BAQ Report.

I appreciate any insight anyone can give me.

Lynn






[Non-text portions of this message have been removed]

[system]

Hi Lynn

I have an SCR 48508 open with Epicor regarding that the sort feature
does not work with the BAQ. Report Designer

I noticed this when I was working through the example from the tools
book also

I tested the baseline software and duplicated the problem. This issue
has been submitted to Product Development for review. This call will
remain open, but it will be sent to the Development Team. You will be
notified when development has issued an SCR number. Please reference
development page 1016ESC

The issue sent to development has the following description:

PAGE NO:
1016ESC

PROBLEM DESCRIPTION
BAQ Report Designer does not sort correctly when a second sort
is added.

SOFTWARE AND DATABASE INFO:
Vantage 8.03.403c on Progress

ABLE TO RECREATE IN TRAINING db: Yes

STEPS TO DUPLICATE:

Create a BAQ Report:
1. Login to Vantage
2. Navigate to Executive Analysis > Business Activity Management

> General Operations> BAQ Report Designer

3. Select File->New->New Report Data Definition.
4. Give the report a Report ID of MyAPInvOpen
5. Give the report a Description of. Open AP Invoice Report
6. Enter a BAQ Id of zAPInvHeadOpen
7. Give the report a Form Title of. Open AP Invoice
8. Select File->Save.


Add Sorts
9. Select File > New Sort.
10. Enter Sort Options Name of InvDate.
11. Enter a second Sort Option Name of VendorNum
12. Click the new icon in the Sort Field section of the screen.
13. Enter a Sort Field of APInvHed.InvoiceDate
14. Enter an Order of 1.
15. Tab to the next line.
16. Enter a Sort Field of APInvHed.VendorNum
17. Enter an Order of 2.
18. Click Save

Generate Sample Data.
19. Select Actions > Generate Sample Data.
20. When the data is generated, a "Sample data was successfully
created." message will appear.
21. This message shows you both the path and the name of the
data file (an .xml file).
22. Note this location. It will be used when designing the
Crystal Report.



Design the Crystal Report
23. Select Actions->Design Crystal Report.
24. Crystal Reports opens, with the blank template report.
25. Select Database->Set Datasource Location.
26. In the Replace With section, double-click Create New
Connection->ADO.NET (XML).
27. In the ADO.NET (XML) window, in the File Path field, browse
to the .xml file created in step 22 above, highlight the .xml, click
Open, and click Finish.
28. Highlight the ReportDataSet in the Current Data Source and
Replace With sections, and then click the Update button on the right.
Click Close.
29. Go to Database->Database Expert.
30. On the Data tab, copy the BAQReportResults from Available
Data Sources on the left to the Selected Tables on the right. Click OK.
31. On the Links tab, double click the link between the company
table and BAQReport Parameter table. Select Left Outer Join in the join
Types section then click OK.
32.. Go to View->Field Explorer. Expand the Database
Fields->BAQReportResults tree. This will list your table fields from
the BAQ.
33. Select APInvHed.InvoiceNum and drag it down to the details
line in the Design section.
34. Select APInvHed.InvoiceDate and drag it down to the details
line in the Design section.
35. Select ApInvHed.VendorNum and drag it down to the details
line in the Design section.
36.. Go to File->Save to save your report layout.
37. Close Crystal Report to return to the BAQ Report Designer.

Deploy the BAQ Report to the server.
38. Select Actions->Deploy BAQ Report.
39. Exit out of BAQ Report Designer.

Place the BAQ Report on a menu.
40. Go to System Management->Utilities->Menu Maintenance.
41. Choose File->New.
42. Add a Menu ID - UD has to be part of this menu ID.
43. Choose a Parent Menu ID (IE OMMN4000 for a report under
Order Management->Reports).
44. Choose an Order Sequence - the lower the number, the closer
to the top the menu item will appear, something like 25, will put the
report second in the list.
45. Check the "Enabled" box
46. Choose a Security ID, usually the Security ID of the actual
Report Menu this will fall under, unless you want to set specific
security levels on just this one report.
47. Click the BAQ Report option from the Program Type drop down.
Also choose the Report under the Icon drop down.
48. From Program, browse for the Epicor.Mfg.UIRpt.BAQReport.dll
in the \client folder on your local drive. This should NOT contain a
path, you can copy and paste this filename from this email into that
field.
49. Click the Report button and select myAPInvOpen in the Report
field.
50. Save the changes.

Now test the report.
51. Log off, and log back into Vantage
52. Navigate to your new menu item.
53. Run the BAQ Report
54. Set the Sort By to InvDate.
55. Click the Print Preview Icon. Notice that the report is
sorted by Invoice Date.
56. Close the report preview window.
57. Set the Sort by to VendorNum.
58. Click the Print preview Icon. Notice that the report is
NOT sorted correctly. Why.


VERSION NUMBER:
Vantage 8.03.403c on Progess

DEVELOPMENT RESPONSE:

Assigned SCR 48508


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kunal Ganguly
Sent: Thursday, June 19, 2008 11:38 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] BAQ Report Designer -- filters not working
properly



This is rather simplistic solution, but I am just responding based on my
personal experience. I ran into something very similar, after much head
scratching I simply started over and the *exact* same settings produced
the results I wanted. Other than attributing this to the Vantage gods
who decided to smile on me that day, the only logical explanation I can
think of is that any temp file that the BAQ creates on my local PC
associated with the work I was doing got deleted when I started over.
The old file must have had some kind of misconfiguration or inaccurate
filtering which was not editable in vantage. This technique has actually
helped me a few times when i run into something truly bizzare while
doing customizations.

Thanks,
Kunal

----- Original Message ----
From: Lynn <lynn.khalife@...
<mailto:lynn.khalife%40core-mfg.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Thursday, June 19, 2008 9:10:16 AM
Subject: [Vantage] BAQ Report Designer -- filters not working properly

I have a BAQ that pulls quote information from 6 tables: Customer,
QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These are the
fields I am pulling: Customer.Name, ConNum, SalesRepCode,
DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other numeric
fields.

The BAQ works fine.

Then I designed a BAQ Report using Date Ranges in the Options
Fields. I am successfully able to use those Options Fields to get
the date ranges I want on the report. They work great.

However, when I added Filters to the BAQ Report, the Filters do not
work properly. When I filter for one customer, the report still
gives me all the data for every record in the date range as if I had
not applied any filter at all. The only sign that the report was
filtered at all is the this strange behavior: The filtered report
leaves off the customer name in the customer name column for all
customers except for the one I wanted. All the rest of the unwanted
data is showing on the report for every customer.

Can anyone give me a clue as to why I cannot get the BAQ Report
Filter to filter out the entire record for each of those unwanted
customer names?

I have the Epicor Tools User Guide, the AnswerBook on BAQ Report
Designer, and the eLearning on BAQ Report Designer. None of these
references show a complete Filter example that includes a
demonstration of the final use of the BAQ Report.

I appreciate any insight anyone can give me.

Lynn

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]

[system]

Kunal and Lynn, you are not alone with this fix. We have repeatedly
used the recreate method to fix our BAQ's with filters and other
issues. We have done this on over 100 BAQ's. The only problem with
this method is the amount of time it takes you to recreate your
work. I for one find recreating what I have already done harder than
starting from scratch. I'm hoping they get this fixed soon. =)


--- In vantage@yahoogroups.com, Kunal Ganguly <kunal_vantage@...>
wrote:

>
> This is rather simplistic solution, but I am just responding based

on my personal experience. I ran into something very similar, after
much head scratching I simply started over and the *exact* same
settings produced the results I wanted. Other than attributing this
to the Vantage gods who decided to smile on me that day, the only
logical explanation I can think of is that any temp file that the BAQ
creates on my local PC associated with the work I was doing got
deleted when I started over. The old file must have had some kind of
misconfiguration or inaccurate filtering which was not editable in
vantage. This technique has actually helped me a few times when i run
into something truly bizzare while doing customizations.

>
> Thanks,
> Kunal
>
>
>
> ----- Original Message ----
> From: Lynn <lynn.khalife@...>
> To: vantage@yahoogroups.com
> Sent: Thursday, June 19, 2008 9:10:16 AM
> Subject: [Vantage] BAQ Report Designer -- filters not working

properly

>
>
> I have a BAQ that pulls quote information from 6 tables: Customer,
> QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These are the
> fields I am pulling: Customer.Name, ConNum, SalesRepCode,
> DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other numeric
> fields.
>
> The BAQ works fine.
>
> Then I designed a BAQ Report using Date Ranges in the Options
> Fields. I am successfully able to use those Options Fields to get
> the date ranges I want on the report. They work great.
>
> However, when I added Filters to the BAQ Report, the Filters do not
> work properly. When I filter for one customer, the report still
> gives me all the data for every record in the date range as if I

had

> not applied any filter at all. The only sign that the report was
> filtered at all is the this strange behavior: The filtered report
> leaves off the customer name in the customer name column for all
> customers except for the one I wanted. All the rest of the

unwanted

> data is showing on the report for every customer.
>
> Can anyone give me a clue as to why I cannot get the BAQ Report
> Filter to filter out the entire record for each of those unwanted
> customer names?
>
> I have the Epicor Tools User Guide, the AnswerBook on BAQ Report
> Designer, and the eLearning on BAQ Report Designer. None of these
> references show a complete Filter example that includes a
> demonstration of the final use of the BAQ Report.
>
> I appreciate any insight anyone can give me.
>
> Lynn
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

[system]

Dear Kunal:

The recreate method is not working for me this time. With your
advice, just now, I tried recreating both my BAQ and BAQ report under
new names. I kept the new Report simple and left out the Option for
date ranges and put in only the one Filter in the BAQ Report. I get
the same bad results.

Again, with this new BAQ report, the Filter causes the printout to
yield all the data for all customers, and leaves off only the
customer name for the unwanted customers.

You did remind me that I have had the "recreate" experience to
overcome a problem in the past. Last week when I copied a Epicor-
supplied BAQ and modified it, it wouldn't work properly. However,
when I deleted it and restarted completely from scratch, I had no
problem.

I'll keep trying since I can't think of any else.

Thanks.

Lynn

--- In vantage@yahoogroups.com, "swrhoadesfti" <SRhoades@...> wrote:
>
> Kunal and Lynn, you are not alone with this fix. We have
repeatedly
> used the recreate method to fix our BAQ's with filters and other
> issues. We have done this on over 100 BAQ's. The only problem
with
> this method is the amount of time it takes you to recreate your
> work. I for one find recreating what I have already done harder
than
> starting from scratch. I'm hoping they get this fixed soon. =)
>
>
> --- In vantage@yahoogroups.com, Kunal Ganguly <kunal_vantage@>
> wrote:
> >
> > This is rather simplistic solution, but I am just responding
based
> on my personal experience. I ran into something very similar, after
> much head scratching I simply started over and the *exact* same
> settings produced the results I wanted. Other than attributing this
> to the Vantage gods who decided to smile on me that day, the only
> logical explanation I can think of is that any temp file that the
BAQ
> creates on my local PC associated with the work I was doing got
> deleted when I started over. The old file must have had some kind
of
> misconfiguration or inaccurate filtering which was not editable in
> vantage. This technique has actually helped me a few times when i
run
> into something truly bizzare while doing customizations.
> >
> > Thanks,
> > Kunal
> >
> >
> >
> > ----- Original Message ----
> > From: Lynn <lynn.khalife@>
> > To: vantage@yahoogroups.com
> > Sent: Thursday, June 19, 2008 9:10:16 AM
> > Subject: [Vantage] BAQ Report Designer -- filters not working
> properly
> >
> >
> > I have a BAQ that pulls quote information from 6 tables:
Customer,
> > QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These are
the
> > fields I am pulling: Customer.Name, ConNum, SalesRepCode,
> > DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other
numeric
> > fields.
> >
> > The BAQ works fine.
> >
> > Then I designed a BAQ Report using Date Ranges in the Options
> > Fields. I am successfully able to use those Options Fields to
get
> > the date ranges I want on the report. They work great.
> >
> > However, when I added Filters to the BAQ Report, the Filters do
not
> > work properly. When I filter for one customer, the report still
> > gives me all the data for every record in the date range as if I
> had
> > not applied any filter at all. The only sign that the report was
> > filtered at all is the this strange behavior: The filtered
report
> > leaves off the customer name in the customer name column for all
> > customers except for the one I wanted. All the rest of the
> unwanted
> > data is showing on the report for every customer.
> >
> > Can anyone give me a clue as to why I cannot get the BAQ Report
> > Filter to filter out the entire record for each of those unwanted
> > customer names?
> >
> > I have the Epicor Tools User Guide, the AnswerBook on BAQ Report
> > Designer, and the eLearning on BAQ Report Designer. None of
these
> > references show a complete Filter example that includes a
> > demonstration of the final use of the BAQ Report.
> >
> > I appreciate any insight anyone can give me.
> >
> > Lynn
> >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>

[system]

> You did remind me that I have had the "recreate" experience to
> overcome a problem in the past. Last week when I copied a Epicor-
> supplied BAQ and modified it, it wouldn't work properly. However,
> when I deleted it and restarted completely from scratch, I had no
> problem.

And this reminds me of a time that I was using Calculated Fields in a BAQ
and all of the sudden the BAQ would generate an error. I deleted the field
but continued to get the error. It was a rather large BAQ and I loathed to
start over so I exported it. I looked at the XML file created and saw that
the calculated field was still in there even though it didn't show in the
designer. So I deleted the field from the XML and imported the BAQ into a
different name and it worked. You might want to try that out next time.

Mark W.

[system]

Dear Vic & Kunal:

I think you both have sent me in the right direction.

I now realize that the problem lies in the Phrase Builder of the
BAQ. I just don't know what to do in order to get the correct
dataset returned from the BAQ and also make use of the Filters in the
Report Designer.

I think my problem starts when Vantage fails to set up enough table
relationships in the phrase builder. When I attempt to "Add new
Table Relation", I get an error message that reads "Relation ID
cannot be blank."

For example, when I select the QuoteHed table as my first table to
add to the query, Vantage joins the QuoteHed table directly to the
QuoteQty table by Quote Num. Vantage makes no connection between the
tables QuoteDtl and QuoteQty. This is not adequate for my dataset.
I need to join the QuoteQty table to the QuoteDtl table. So I
attempt to "Add New Table Relation". Upon selecting the Parent table
of QuoteDtl, KeyID of QuoteLine, and Child Table of QuoteQty, I move
down and click "Add New Field Relation". This is when I get the
Error Message "Relation ID cannot be blank".

I have no idea what the proper action is for this error message.

I have found that there is no way that Vantage is going to allow me
to Add a New Table Relation. To overcome this problem, I choose
the "unnecessary" table relation between QuoteHed and QuoteQty that
Vantage created and change it.

In this example, I modify the Table Relation of [QuoteHed.QuoteNum =
QuoteQty.QuoteNum] to [QuoteDtl.QuoteLine = QuoteQty.QuoteLine] Then
Vantage allows me to add the 3 Field Relationships for
(QuoteDtl.Company = QuoteQty.Company) & (QuoteDtl.QuoteNum =
QuoteQty.QuoteNum) & (QuoteDtl.QuoteLine = QuoteQty.QuoteLine).

What I have learned since yesterday is that if I accept all the
Vantage defined relationships, my BAQ Report Filter works! However,
my dataset is completely wrong!

Can anyone shed any light as to what I am doing wrong which prevents
Vantage from allowing me to add a Table Relation.

Thanks very much.

Lynn

--- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@...> wrote:
>
> Dear Kunal:
>
> The recreate method is not working for me this time. With your
> advice, just now, I tried recreating both my BAQ and BAQ report
under
> new names. I kept the new Report simple and left out the Option
for
> date ranges and put in only the one Filter in the BAQ Report. I
get
> the same bad results.
>
> Again, with this new BAQ report, the Filter causes the printout to
> yield all the data for all customers, and leaves off only the
> customer name for the unwanted customers.
>
> You did remind me that I have had the "recreate" experience to
> overcome a problem in the past. Last week when I copied a Epicor-
> supplied BAQ and modified it, it wouldn't work properly. However,
> when I deleted it and restarted completely from scratch, I had no
> problem.
>
> I'll keep trying since I can't think of any else.
>
> Thanks.
>
> Lynn
>
>
>
> --- In vantage@yahoogroups.com, "swrhoadesfti" <SRhoades@> wrote:
> >
> > Kunal and Lynn, you are not alone with this fix. We have
> repeatedly
> > used the recreate method to fix our BAQ's with filters and other
> > issues. We have done this on over 100 BAQ's. The only problem
> with
> > this method is the amount of time it takes you to recreate your
> > work. I for one find recreating what I have already done harder
> than
> > starting from scratch. I'm hoping they get this fixed soon. =)
> >
> >
> > --- In vantage@yahoogroups.com, Kunal Ganguly <kunal_vantage@>
> > wrote:
> > >
> > > This is rather simplistic solution, but I am just responding
> based
> > on my personal experience. I ran into something very similar,
after
> > much head scratching I simply started over and the *exact* same
> > settings produced the results I wanted. Other than attributing
this
> > to the Vantage gods who decided to smile on me that day, the only
> > logical explanation I can think of is that any temp file that the
> BAQ
> > creates on my local PC associated with the work I was doing got
> > deleted when I started over. The old file must have had some kind
> of
> > misconfiguration or inaccurate filtering which was not editable
in
> > vantage. This technique has actually helped me a few times when i
> run
> > into something truly bizzare while doing customizations.
> > >
> > > Thanks,
> > > Kunal
> > >
> > >
> > >
> > > ----- Original Message ----
> > > From: Lynn <lynn.khalife@>
> > > To: vantage@yahoogroups.com
> > > Sent: Thursday, June 19, 2008 9:10:16 AM
> > > Subject: [Vantage] BAQ Report Designer -- filters not working
> > properly
> > >
> > >
> > > I have a BAQ that pulls quote information from 6 tables:
> Customer,
> > > QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These are
> the
> > > fields I am pulling: Customer.Name, ConNum, SalesRepCode,
> > > DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other
> numeric
> > > fields.
> > >
> > > The BAQ works fine.
> > >
> > > Then I designed a BAQ Report using Date Ranges in the Options
> > > Fields. I am successfully able to use those Options Fields to
> get
> > > the date ranges I want on the report. They work great.
> > >
> > > However, when I added Filters to the BAQ Report, the Filters do
> not
> > > work properly. When I filter for one customer, the report
still
> > > gives me all the data for every record in the date range as if
I
> > had
> > > not applied any filter at all. The only sign that the report
was
> > > filtered at all is the this strange behavior: The filtered
> report
> > > leaves off the customer name in the customer name column for
all
> > > customers except for the one I wanted. All the rest of the
> > unwanted
> > > data is showing on the report for every customer.
> > >
> > > Can anyone give me a clue as to why I cannot get the BAQ Report
> > > Filter to filter out the entire record for each of those
unwanted
> > > customer names?
> > >
> > > I have the Epicor Tools User Guide, the AnswerBook on BAQ
Report
> > > Designer, and the eLearning on BAQ Report Designer. None of
> these
> > > references show a complete Filter example that includes a
> > > demonstration of the final use of the BAQ Report.
> > >
> > > I appreciate any insight anyone can give me.
> > >
> > > Lynn
> > >
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
>

[system]

Lynn;

I didn't see any mention of what version you are on or Platform
(Progress, SQL, Linux, etc). Nevertheless, if you are on 8.03.403x,
the isue you articulate is a known issue and is fixed on SP 404.

46799 Tools Business Activity Query unable to define relationship for
newly added table to existing BAQ.

Here are some other SCR's on SP 404:
46267 Tools BAQ handles criteria grouping incorrectly
46407 Tools BAQ Report does not handle filter correctly
46441 Tools BAQ on Sql does not return decimal data in correct format
Note: This one really stinks. If you add a filter in your Phrase
Builder to only include Orders where the OrderHed.OrderDate
is >= 01/01/08; it pulls every order in your DB regardless of
the OrderDate. This is really bad if you have a lot of
orders and years of history. You will basically bring your
system down to a very slow crawl.

46653 Tools Copy query in BAQ fails to retrieve if ID has a
apostrophe or longer then 30

Here are some other SCR's on 404B:
48544 Tools BAQ - SQL does not handle aggregate functions correctly.
48546 Tools BAQ - Using Progress Available() function fails on SQL.
48595 Tools BAQ - needs to handle Progress first/last join on SQL.

--- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@...> wrote:
>
> Dear Vic & Kunal:
>
> I think you both have sent me in the right direction.
>
> I now realize that the problem lies in the Phrase Builder of the
> BAQ. I just don't know what to do in order to get the correct
> dataset returned from the BAQ and also make use of the Filters in
the
> Report Designer.
>
> I think my problem starts when Vantage fails to set up enough table
> relationships in the phrase builder. When I attempt to "Add new
> Table Relation", I get an error message that reads "Relation ID
> cannot be blank."
>
> For example, when I select the QuoteHed table as my first table to
> add to the query, Vantage joins the QuoteHed table directly to the
> QuoteQty table by Quote Num. Vantage makes no connection between
the
> tables QuoteDtl and QuoteQty. This is not adequate for my
dataset.
> I need to join the QuoteQty table to the QuoteDtl table. So I
> attempt to "Add New Table Relation". Upon selecting the Parent
table
> of QuoteDtl, KeyID of QuoteLine, and Child Table of QuoteQty, I
move
> down and click "Add New Field Relation". This is when I get the
> Error Message "Relation ID cannot be blank".
>
> I have no idea what the proper action is for this error message.
>
> I have found that there is no way that Vantage is going to allow me
> to Add a New Table Relation. To overcome this problem, I choose
> the "unnecessary" table relation between QuoteHed and QuoteQty that
> Vantage created and change it.
>
> In this example, I modify the Table Relation of [QuoteHed.QuoteNum
=
> QuoteQty.QuoteNum] to [QuoteDtl.QuoteLine = QuoteQty.QuoteLine]
Then
> Vantage allows me to add the 3 Field Relationships for
> (QuoteDtl.Company = QuoteQty.Company) & (QuoteDtl.QuoteNum =
> QuoteQty.QuoteNum) & (QuoteDtl.QuoteLine = QuoteQty.QuoteLine).
>
> What I have learned since yesterday is that if I accept all the
> Vantage defined relationships, my BAQ Report Filter works!
However,
> my dataset is completely wrong!
>
> Can anyone shed any light as to what I am doing wrong which
prevents
> Vantage from allowing me to add a Table Relation.
>
> Thanks very much.
>
> Lynn
>
>
>
> --- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@> wrote:
> >
> > Dear Kunal:
> >
> > The recreate method is not working for me this time. With your
> > advice, just now, I tried recreating both my BAQ and BAQ report
> under
> > new names. I kept the new Report simple and left out the Option
> for
> > date ranges and put in only the one Filter in the BAQ Report. I
> get
> > the same bad results.
> >
> > Again, with this new BAQ report, the Filter causes the printout
to
> > yield all the data for all customers, and leaves off only the
> > customer name for the unwanted customers.
> >
> > You did remind me that I have had the "recreate" experience to
> > overcome a problem in the past. Last week when I copied a Epicor-
> > supplied BAQ and modified it, it wouldn't work properly.
However,
> > when I deleted it and restarted completely from scratch, I had no
> > problem.
> >
> > I'll keep trying since I can't think of any else.
> >
> > Thanks.
> >
> > Lynn
> >
> >
> >
> > --- In vantage@yahoogroups.com, "swrhoadesfti" <SRhoades@> wrote:
> > >
> > > Kunal and Lynn, you are not alone with this fix. We have
> > repeatedly
> > > used the recreate method to fix our BAQ's with filters and
other
> > > issues. We have done this on over 100 BAQ's. The only problem
> > with
> > > this method is the amount of time it takes you to recreate your
> > > work. I for one find recreating what I have already done
harder
> > than
> > > starting from scratch. I'm hoping they get this fixed soon. =)
> > >
> > >
> > > --- In vantage@yahoogroups.com, Kunal Ganguly <kunal_vantage@>
> > > wrote:
> > > >
> > > > This is rather simplistic solution, but I am just responding
> > based
> > > on my personal experience. I ran into something very similar,
> after
> > > much head scratching I simply started over and the *exact* same
> > > settings produced the results I wanted. Other than attributing
> this
> > > to the Vantage gods who decided to smile on me that day, the
only
> > > logical explanation I can think of is that any temp file that
the
> > BAQ
> > > creates on my local PC associated with the work I was doing got
> > > deleted when I started over. The old file must have had some
kind
> > of
> > > misconfiguration or inaccurate filtering which was not editable
> in
> > > vantage. This technique has actually helped me a few times when
i
> > run
> > > into something truly bizzare while doing customizations.
> > > >
> > > > Thanks,
> > > > Kunal
> > > >
> > > >
> > > >
> > > > ----- Original Message ----
> > > > From: Lynn <lynn.khalife@>
> > > > To: vantage@yahoogroups.com
> > > > Sent: Thursday, June 19, 2008 9:10:16 AM
> > > > Subject: [Vantage] BAQ Report Designer -- filters not working
> > > properly
> > > >
> > > >
> > > > I have a BAQ that pulls quote information from 6 tables:
> > Customer,
> > > > QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These
are
> > the
> > > > fields I am pulling: Customer.Name, ConNum, SalesRepCode,
> > > > DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other
> > numeric
> > > > fields.
> > > >
> > > > The BAQ works fine.
> > > >
> > > > Then I designed a BAQ Report using Date Ranges in the Options
> > > > Fields. I am successfully able to use those Options Fields
to
> > get
> > > > the date ranges I want on the report. They work great.
> > > >
> > > > However, when I added Filters to the BAQ Report, the Filters
do
> > not
> > > > work properly. When I filter for one customer, the report
> still
> > > > gives me all the data for every record in the date range as
if
> I
> > > had
> > > > not applied any filter at all. The only sign that the report
> was
> > > > filtered at all is the this strange behavior: The filtered
> > report
> > > > leaves off the customer name in the customer name column for
> all
> > > > customers except for the one I wanted. All the rest of the
> > > unwanted
> > > > data is showing on the report for every customer.
> > > >
> > > > Can anyone give me a clue as to why I cannot get the BAQ
Report
> > > > Filter to filter out the entire record for each of those
> unwanted
> > > > customer names?
> > > >
> > > > I have the Epicor Tools User Guide, the AnswerBook on BAQ
> Report
> > > > Designer, and the eLearning on BAQ Report Designer. None of
> > these
> > > > references show a complete Filter example that includes a
> > > > demonstration of the final use of the BAQ Report.
> > > >
> > > > I appreciate any insight anyone can give me.
> > > >
> > > > Lynn
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > [Non-text portions of this message have been removed]
> > > >
> > >
> >
>

[system]

Thanks for the info.

It is very interesting since I am on Vantage 8.03.404, released
2/4/2008.

I guess my only option is to put a call in to Support and tell the
users that they need to dump all the data to Excel and use the Excel
filters.

Does the Epicor website have a list of identified bugs? I'm new to
Vantage (only been using it for 2 months) and this is the second time
that I have assumed my problem was my lack of knowledge and wasted a
week trying to troubleshoot something that turns out to be a bug.

Thanks very much.

Lynn

--- In vantage@yahoogroups.com, "bpbuechler" <pbuechler@...> wrote:
>
> Lynn;
>
> I didn't see any mention of what version you are on or Platform
> (Progress, SQL, Linux, etc). Nevertheless, if you are on
8.03.403x,
> the isue you articulate is a known issue and is fixed on SP 404.
>
> 46799 Tools Business Activity Query unable to define relationship
for
> newly added table to existing BAQ.
>
> Here are some other SCR's on SP 404:
> 46267 Tools BAQ handles criteria grouping incorrectly
> 46407 Tools BAQ Report does not handle filter correctly
> 46441 Tools BAQ on Sql does not return decimal data in correct
format
> Note: This one really stinks. If you add a filter in your Phrase
> Builder to only include Orders where the OrderHed.OrderDate
> is >= 01/01/08; it pulls every order in your DB regardless
of
> the OrderDate. This is really bad if you have a lot of
> orders and years of history. You will basically bring your
> system down to a very slow crawl.
>
> 46653 Tools Copy query in BAQ fails to retrieve if ID has a
> apostrophe or longer then 30
>
> Here are some other SCR's on 404B:
> 48544 Tools BAQ - SQL does not handle aggregate functions correctly.
> 48546 Tools BAQ - Using Progress Available() function fails on SQL.
> 48595 Tools BAQ - needs to handle Progress first/last join on SQL.
>
>
> --- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@> wrote:
> >
> > Dear Vic & Kunal:
> >
> > I think you both have sent me in the right direction.
> >
> > I now realize that the problem lies in the Phrase Builder of the
> > BAQ. I just don't know what to do in order to get the correct
> > dataset returned from the BAQ and also make use of the Filters in
> the
> > Report Designer.
> >
> > I think my problem starts when Vantage fails to set up enough
table
> > relationships in the phrase builder. When I attempt to "Add new
> > Table Relation", I get an error message that reads "Relation ID
> > cannot be blank."
> >
> > For example, when I select the QuoteHed table as my first table
to
> > add to the query, Vantage joins the QuoteHed table directly to
the
> > QuoteQty table by Quote Num. Vantage makes no connection between
> the
> > tables QuoteDtl and QuoteQty. This is not adequate for my
> dataset.
> > I need to join the QuoteQty table to the QuoteDtl table. So I
> > attempt to "Add New Table Relation". Upon selecting the Parent
> table
> > of QuoteDtl, KeyID of QuoteLine, and Child Table of QuoteQty, I
> move
> > down and click "Add New Field Relation". This is when I get the
> > Error Message "Relation ID cannot be blank".
> >
> > I have no idea what the proper action is for this error message.
> >
> > I have found that there is no way that Vantage is going to allow
me
> > to Add a New Table Relation. To overcome this problem, I choose
> > the "unnecessary" table relation between QuoteHed and QuoteQty
that
> > Vantage created and change it.
> >
> > In this example, I modify the Table Relation of
[QuoteHed.QuoteNum
> =
> > QuoteQty.QuoteNum] to [QuoteDtl.QuoteLine = QuoteQty.QuoteLine]
> Then
> > Vantage allows me to add the 3 Field Relationships for
> > (QuoteDtl.Company = QuoteQty.Company) & (QuoteDtl.QuoteNum =
> > QuoteQty.QuoteNum) & (QuoteDtl.QuoteLine = QuoteQty.QuoteLine).
> >
> > What I have learned since yesterday is that if I accept all the
> > Vantage defined relationships, my BAQ Report Filter works!
> However,
> > my dataset is completely wrong!
> >
> > Can anyone shed any light as to what I am doing wrong which
> prevents
> > Vantage from allowing me to add a Table Relation.
> >
> > Thanks very much.
> >
> > Lynn
> >
> >
> >
> > --- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@> wrote:
> > >
> > > Dear Kunal:
> > >
> > > The recreate method is not working for me this time. With your
> > > advice, just now, I tried recreating both my BAQ and BAQ report
> > under
> > > new names. I kept the new Report simple and left out the
Option
> > for
> > > date ranges and put in only the one Filter in the BAQ Report.
I
> > get
> > > the same bad results.
> > >
> > > Again, with this new BAQ report, the Filter causes the printout
> to
> > > yield all the data for all customers, and leaves off only the
> > > customer name for the unwanted customers.
> > >
> > > You did remind me that I have had the "recreate" experience to
> > > overcome a problem in the past. Last week when I copied a
Epicor-
> > > supplied BAQ and modified it, it wouldn't work properly.
> However,
> > > when I deleted it and restarted completely from scratch, I had
no
> > > problem.
> > >
> > > I'll keep trying since I can't think of any else.
> > >
> > > Thanks.
> > >
> > > Lynn
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, "swrhoadesfti" <SRhoades@>
wrote:
> > > >
> > > > Kunal and Lynn, you are not alone with this fix. We have
> > > repeatedly
> > > > used the recreate method to fix our BAQ's with filters and
> other
> > > > issues. We have done this on over 100 BAQ's. The only
problem
> > > with
> > > > this method is the amount of time it takes you to recreate
your
> > > > work. I for one find recreating what I have already done
> harder
> > > than
> > > > starting from scratch. I'm hoping they get this fixed soon.
=)
> > > >
> > > >
> > > > --- In vantage@yahoogroups.com, Kunal Ganguly
<kunal_vantage@>
> > > > wrote:
> > > > >
> > > > > This is rather simplistic solution, but I am just
responding
> > > based
> > > > on my personal experience. I ran into something very similar,
> > after
> > > > much head scratching I simply started over and the *exact*
same
> > > > settings produced the results I wanted. Other than
attributing
> > this
> > > > to the Vantage gods who decided to smile on me that day, the
> only
> > > > logical explanation I can think of is that any temp file that
> the
> > > BAQ
> > > > creates on my local PC associated with the work I was doing
got
> > > > deleted when I started over. The old file must have had some
> kind
> > > of
> > > > misconfiguration or inaccurate filtering which was not
editable
> > in
> > > > vantage. This technique has actually helped me a few times
when
> i
> > > run
> > > > into something truly bizzare while doing customizations.
> > > > >
> > > > > Thanks,
> > > > > Kunal
> > > > >
> > > > >
> > > > >
> > > > > ----- Original Message ----
> > > > > From: Lynn <lynn.khalife@>
> > > > > To: vantage@yahoogroups.com
> > > > > Sent: Thursday, June 19, 2008 9:10:16 AM
> > > > > Subject: [Vantage] BAQ Report Designer -- filters not
working
> > > > properly
> > > > >
> > > > >
> > > > > I have a BAQ that pulls quote information from 6 tables:
> > > Customer,
> > > > > QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These
> are
> > > the
> > > > > fields I am pulling: Customer.Name, ConNum, SalesRepCode,
> > > > > DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other
> > > numeric
> > > > > fields.
> > > > >
> > > > > The BAQ works fine.
> > > > >
> > > > > Then I designed a BAQ Report using Date Ranges in the
Options
> > > > > Fields. I am successfully able to use those Options Fields
> to
> > > get
> > > > > the date ranges I want on the report. They work great.
> > > > >
> > > > > However, when I added Filters to the BAQ Report, the
Filters
> do
> > > not
> > > > > work properly. When I filter for one customer, the report
> > still
> > > > > gives me all the data for every record in the date range as
> if
> > I
> > > > had
> > > > > not applied any filter at all. The only sign that the
report
> > was
> > > > > filtered at all is the this strange behavior: The filtered
> > > report
> > > > > leaves off the customer name in the customer name column
for
> > all
> > > > > customers except for the one I wanted. All the rest of the
> > > > unwanted
> > > > > data is showing on the report for every customer.
> > > > >
> > > > > Can anyone give me a clue as to why I cannot get the BAQ
> Report
> > > > > Filter to filter out the entire record for each of those
> > unwanted
> > > > > customer names?
> > > > >
> > > > > I have the Epicor Tools User Guide, the AnswerBook on BAQ
> > Report
> > > > > Designer, and the eLearning on BAQ Report Designer. None
of
> > > these
> > > > > references show a complete Filter example that includes a
> > > > > demonstration of the final use of the BAQ Report.
> > > > >
> > > > > I appreciate any insight anyone can give me.
> > > > >
> > > > > Lynn
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > > [Non-text portions of this message have been removed]
> > > > >
> > > >
> > >
> >
>

[system]

Lynn;

If you have a Maintenance Contract with them, then yes. You can
access, download, on-line search, etc a lot of things.
https://epicweb.epicor.com
Click on My EpicWeb, then Vantage/Vista, then Downloads.

As far as you being on 404, my only guess is that it is related to an
issue I brought to this group a couple days ago about the duplicated
items on Change Lists from Service Packs to Patches.

I have found many times items are listed as fixed on the Service Pack
and then again listed on the Patches and then again on the next
Service Pack change list. Between 403 and 404; my opinion, there
were a lot of documented fixes that 'missed' the QA process. I have
downloaded Service Pack 405 and am beginning to test and finding many
things on the 403 & 404 change lists stated as fixed are truely fixed
on 405.

Thanks
Patty Buechler
UV Color

--- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@...> wrote:
>
> Thanks for the info.
>
> It is very interesting since I am on Vantage 8.03.404, released
> 2/4/2008.
>
> I guess my only option is to put a call in to Support and tell the
> users that they need to dump all the data to Excel and use the
Excel
> filters.
>
> Does the Epicor website have a list of identified bugs? I'm new to
> Vantage (only been using it for 2 months) and this is the second
time
> that I have assumed my problem was my lack of knowledge and wasted
a
> week trying to troubleshoot something that turns out to be a bug.
>
> Thanks very much.
>
> Lynn
>
>
>
> --- In vantage@yahoogroups.com, "bpbuechler" <pbuechler@> wrote:
> >
> > Lynn;
> >
> > I didn't see any mention of what version you are on or Platform
> > (Progress, SQL, Linux, etc). Nevertheless, if you are on
> 8.03.403x,
> > the isue you articulate is a known issue and is fixed on SP 404.
> >
> > 46799 Tools Business Activity Query unable to define relationship
> for
> > newly added table to existing BAQ.
> >
> > Here are some other SCR's on SP 404:
> > 46267 Tools BAQ handles criteria grouping incorrectly
> > 46407 Tools BAQ Report does not handle filter correctly
> > 46441 Tools BAQ on Sql does not return decimal data in correct
> format
> > Note: This one really stinks. If you add a filter in your
Phrase
> > Builder to only include Orders where the
OrderHed.OrderDate
> > is >= 01/01/08; it pulls every order in your DB
regardless
> of
> > the OrderDate. This is really bad if you have a lot of
> > orders and years of history. You will basically bring
your
> > system down to a very slow crawl.
> >
> > 46653 Tools Copy query in BAQ fails to retrieve if ID has a
> > apostrophe or longer then 30
> >
> > Here are some other SCR's on 404B:
> > 48544 Tools BAQ - SQL does not handle aggregate functions
correctly.
> > 48546 Tools BAQ - Using Progress Available() function fails on
SQL.
> > 48595 Tools BAQ - needs to handle Progress first/last join on SQL.
> >
> >
> > --- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@> wrote:
> > >
> > > Dear Vic & Kunal:
> > >
> > > I think you both have sent me in the right direction.
> > >
> > > I now realize that the problem lies in the Phrase Builder of
the
> > > BAQ. I just don't know what to do in order to get the correct
> > > dataset returned from the BAQ and also make use of the Filters
in
> > the
> > > Report Designer.
> > >
> > > I think my problem starts when Vantage fails to set up enough
> table
> > > relationships in the phrase builder. When I attempt to "Add
new
> > > Table Relation", I get an error message that reads "Relation ID
> > > cannot be blank."
> > >
> > > For example, when I select the QuoteHed table as my first table
> to
> > > add to the query, Vantage joins the QuoteHed table directly to
> the
> > > QuoteQty table by Quote Num. Vantage makes no connection
between
> > the
> > > tables QuoteDtl and QuoteQty. This is not adequate for my
> > dataset.
> > > I need to join the QuoteQty table to the QuoteDtl table. So I
> > > attempt to "Add New Table Relation". Upon selecting the Parent
> > table
> > > of QuoteDtl, KeyID of QuoteLine, and Child Table of QuoteQty, I
> > move
> > > down and click "Add New Field Relation". This is when I get
the
> > > Error Message "Relation ID cannot be blank".
> > >
> > > I have no idea what the proper action is for this error message.
> > >
> > > I have found that there is no way that Vantage is going to
allow
> me
> > > to Add a New Table Relation. To overcome this problem, I
choose
> > > the "unnecessary" table relation between QuoteHed and QuoteQty
> that
> > > Vantage created and change it.
> > >
> > > In this example, I modify the Table Relation of
> [QuoteHed.QuoteNum
> > =
> > > QuoteQty.QuoteNum] to [QuoteDtl.QuoteLine =
QuoteQty.QuoteLine]
> > Then
> > > Vantage allows me to add the 3 Field Relationships for
> > > (QuoteDtl.Company = QuoteQty.Company) & (QuoteDtl.QuoteNum =
> > > QuoteQty.QuoteNum) & (QuoteDtl.QuoteLine = QuoteQty.QuoteLine).
> > >
> > > What I have learned since yesterday is that if I accept all the
> > > Vantage defined relationships, my BAQ Report Filter works!
> > However,
> > > my dataset is completely wrong!
> > >
> > > Can anyone shed any light as to what I am doing wrong which
> > prevents
> > > Vantage from allowing me to add a Table Relation.
> > >
> > > Thanks very much.
> > >
> > > Lynn
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@> wrote:
> > > >
> > > > Dear Kunal:
> > > >
> > > > The recreate method is not working for me this time. With
your
> > > > advice, just now, I tried recreating both my BAQ and BAQ
report
> > > under
> > > > new names. I kept the new Report simple and left out the
> Option
> > > for
> > > > date ranges and put in only the one Filter in the BAQ
Report.
> I
> > > get
> > > > the same bad results.
> > > >
> > > > Again, with this new BAQ report, the Filter causes the
printout
> > to
> > > > yield all the data for all customers, and leaves off only the
> > > > customer name for the unwanted customers.
> > > >
> > > > You did remind me that I have had the "recreate" experience
to
> > > > overcome a problem in the past. Last week when I copied a
> Epicor-
> > > > supplied BAQ and modified it, it wouldn't work properly.
> > However,
> > > > when I deleted it and restarted completely from scratch, I
had
> no
> > > > problem.
> > > >
> > > > I'll keep trying since I can't think of any else.
> > > >
> > > > Thanks.
> > > >
> > > > Lynn
> > > >
> > > >
> > > >
> > > > --- In vantage@yahoogroups.com, "swrhoadesfti" <SRhoades@>
> wrote:
> > > > >
> > > > > Kunal and Lynn, you are not alone with this fix. We have
> > > > repeatedly
> > > > > used the recreate method to fix our BAQ's with filters and
> > other
> > > > > issues. We have done this on over 100 BAQ's. The only
> problem
> > > > with
> > > > > this method is the amount of time it takes you to recreate
> your
> > > > > work. I for one find recreating what I have already done
> > harder
> > > > than
> > > > > starting from scratch. I'm hoping they get this fixed
soon.
> =)
> > > > >
> > > > >
> > > > > --- In vantage@yahoogroups.com, Kunal Ganguly
> <kunal_vantage@>
> > > > > wrote:
> > > > > >
> > > > > > This is rather simplistic solution, but I am just
> responding
> > > > based
> > > > > on my personal experience. I ran into something very
similar,
> > > after
> > > > > much head scratching I simply started over and the *exact*
> same
> > > > > settings produced the results I wanted. Other than
> attributing
> > > this
> > > > > to the Vantage gods who decided to smile on me that day,
the
> > only
> > > > > logical explanation I can think of is that any temp file
that
> > the
> > > > BAQ
> > > > > creates on my local PC associated with the work I was doing
> got
> > > > > deleted when I started over. The old file must have had
some
> > kind
> > > > of
> > > > > misconfiguration or inaccurate filtering which was not
> editable
> > > in
> > > > > vantage. This technique has actually helped me a few times
> when
> > i
> > > > run
> > > > > into something truly bizzare while doing customizations.
> > > > > >
> > > > > > Thanks,
> > > > > > Kunal
> > > > > >
> > > > > >
> > > > > >
> > > > > > ----- Original Message ----
> > > > > > From: Lynn <lynn.khalife@>
> > > > > > To: vantage@yahoogroups.com
> > > > > > Sent: Thursday, June 19, 2008 9:10:16 AM
> > > > > > Subject: [Vantage] BAQ Report Designer -- filters not
> working
> > > > > properly
> > > > > >
> > > > > >
> > > > > > I have a BAQ that pulls quote information from 6 tables:
> > > > Customer,
> > > > > > QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP.
These
> > are
> > > > the
> > > > > > fields I am pulling: Customer.Name, ConNum,
SalesRepCode,
> > > > > > DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and
other
> > > > numeric
> > > > > > fields.
> > > > > >
> > > > > > The BAQ works fine.
> > > > > >
> > > > > > Then I designed a BAQ Report using Date Ranges in the
> Options
> > > > > > Fields. I am successfully able to use those Options
Fields
> > to
> > > > get
> > > > > > the date ranges I want on the report. They work great.
> > > > > >
> > > > > > However, when I added Filters to the BAQ Report, the
> Filters
> > do
> > > > not
> > > > > > work properly. When I filter for one customer, the
report
> > > still
> > > > > > gives me all the data for every record in the date range
as
> > if
> > > I
> > > > > had
> > > > > > not applied any filter at all. The only sign that the
> report
> > > was
> > > > > > filtered at all is the this strange behavior: The
filtered
> > > > report
> > > > > > leaves off the customer name in the customer name column
> for
> > > all
> > > > > > customers except for the one I wanted. All the rest of
the
> > > > > unwanted
> > > > > > data is showing on the report for every customer.
> > > > > >
> > > > > > Can anyone give me a clue as to why I cannot get the BAQ
> > Report
> > > > > > Filter to filter out the entire record for each of those
> > > unwanted
> > > > > > customer names?
> > > > > >
> > > > > > I have the Epicor Tools User Guide, the AnswerBook on BAQ
> > > Report
> > > > > > Designer, and the eLearning on BAQ Report Designer. None
> of
> > > > these
> > > > > > references show a complete Filter example that includes a
> > > > > > demonstration of the final use of the BAQ Report.
> > > > > >
> > > > > > I appreciate any insight anyone can give me.
> > > > > >
> > > > > > Lynn
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > > [Non-text portions of this message have been removed]
> > > > > >
> > > > >
> > > >
> > >
> >
>

[system]

Lynn,
As a simple temporary fix try to use Crystal to filter the results.
That is suppress the lines based on the formula of Name = "".
The report should run for now without havening to export and filter.
It's not the right answer, but it might be a band aid that will work for
now.
Best of luck,
Aaron Hoyt
Vantage Plastics

Lynn wrote:

>
> Thanks for the info.
>
> It is very interesting since I am on Vantage 8.03.404, released
> 2/4/2008.
>
> I guess my only option is to put a call in to Support and tell the
> users that they need to dump all the data to Excel and use the Excel
> filters.
>
> Does the Epicor website have a list of identified bugs? I'm new to
> Vantage (only been using it for 2 months) and this is the second time
> that I have assumed my problem was my lack of knowledge and wasted a
> week trying to troubleshoot something that turns out to be a bug.
>
> Thanks very much.
>
> Lynn
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>,
> "bpbuechler" <pbuechler@...> wrote:
> >
> > Lynn;
> >
> > I didn't see any mention of what version you are on or Platform
> > (Progress, SQL, Linux, etc). Nevertheless, if you are on
> 8.03.403x,
> > the isue you articulate is a known issue and is fixed on SP 404.
> >
> > 46799 Tools Business Activity Query unable to define relationship
> for
> > newly added table to existing BAQ.
> >
> > Here are some other SCR's on SP 404:
> > 46267 Tools BAQ handles criteria grouping incorrectly
> > 46407 Tools BAQ Report does not handle filter correctly
> > 46441 Tools BAQ on Sql does not return decimal data in correct
> format
> > Note: This one really stinks. If you add a filter in your Phrase
> > Builder to only include Orders where the OrderHed.OrderDate
> > is >= 01/01/08; it pulls every order in your DB regardless
> of
> > the OrderDate. This is really bad if you have a lot of
> > orders and years of history. You will basically bring your
> > system down to a very slow crawl.
> >
> > 46653 Tools Copy query in BAQ fails to retrieve if ID has a
> > apostrophe or longer then 30
> >
> > Here are some other SCR's on 404B:
> > 48544 Tools BAQ - SQL does not handle aggregate functions correctly.
> > 48546 Tools BAQ - Using Progress Available() function fails on SQL.
> > 48595 Tools BAQ - needs to handle Progress first/last join on SQL.
> >
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>,
> "Lynn" <lynn.khalife@> wrote:
> > >
> > > Dear Vic & Kunal:
> > >
> > > I think you both have sent me in the right direction.
> > >
> > > I now realize that the problem lies in the Phrase Builder of the
> > > BAQ. I just don't know what to do in order to get the correct
> > > dataset returned from the BAQ and also make use of the Filters in
> > the
> > > Report Designer.
> > >
> > > I think my problem starts when Vantage fails to set up enough
> table
> > > relationships in the phrase builder. When I attempt to "Add new
> > > Table Relation", I get an error message that reads "Relation ID
> > > cannot be blank."
> > >
> > > For example, when I select the QuoteHed table as my first table
> to
> > > add to the query, Vantage joins the QuoteHed table directly to
> the
> > > QuoteQty table by Quote Num. Vantage makes no connection between
> > the
> > > tables QuoteDtl and QuoteQty. This is not adequate for my
> > dataset.
> > > I need to join the QuoteQty table to the QuoteDtl table. So I
> > > attempt to "Add New Table Relation". Upon selecting the Parent
> > table
> > > of QuoteDtl, KeyID of QuoteLine, and Child Table of QuoteQty, I
> > move
> > > down and click "Add New Field Relation". This is when I get the
> > > Error Message "Relation ID cannot be blank".
> > >
> > > I have no idea what the proper action is for this error message.
> > >
> > > I have found that there is no way that Vantage is going to allow
> me
> > > to Add a New Table Relation. To overcome this problem, I choose
> > > the "unnecessary" table relation between QuoteHed and QuoteQty
> that
> > > Vantage created and change it.
> > >
> > > In this example, I modify the Table Relation of
> [QuoteHed.QuoteNum
> > =
> > > QuoteQty.QuoteNum] to [QuoteDtl.QuoteLine = QuoteQty.QuoteLine]
> > Then
> > > Vantage allows me to add the 3 Field Relationships for
> > > (QuoteDtl.Company = QuoteQty.Company) & (QuoteDtl.QuoteNum =
> > > QuoteQty.QuoteNum) & (QuoteDtl.QuoteLine = QuoteQty.QuoteLine).
> > >
> > > What I have learned since yesterday is that if I accept all the
> > > Vantage defined relationships, my BAQ Report Filter works!
> > However,
> > > my dataset is completely wrong!
> > >
> > > Can anyone shed any light as to what I am doing wrong which
> > prevents
> > > Vantage from allowing me to add a Table Relation.
> > >
> > > Thanks very much.
> > >
> > > Lynn
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>,
> "Lynn" <lynn.khalife@> wrote:
> > > >
> > > > Dear Kunal:
> > > >
> > > > The recreate method is not working for me this time. With your
> > > > advice, just now, I tried recreating both my BAQ and BAQ report
> > > under
> > > > new names. I kept the new Report simple and left out the
> Option
> > > for
> > > > date ranges and put in only the one Filter in the BAQ Report.
> I
> > > get
> > > > the same bad results.
> > > >
> > > > Again, with this new BAQ report, the Filter causes the printout
> > to
> > > > yield all the data for all customers, and leaves off only the
> > > > customer name for the unwanted customers.
> > > >
> > > > You did remind me that I have had the "recreate" experience to
> > > > overcome a problem in the past. Last week when I copied a
> Epicor-
> > > > supplied BAQ and modified it, it wouldn't work properly.
> > However,
> > > > when I deleted it and restarted completely from scratch, I had
> no
> > > > problem.
> > > >
> > > > I'll keep trying since I can't think of any else.
> > > >
> > > > Thanks.
> > > >
> > > > Lynn
> > > >
> > > >
> > > >
> > > > --- In vantage@yahoogroups.com
> <mailto:vantage%40yahoogroups.com>, "swrhoadesfti" <SRhoades@>
> wrote:
> > > > >
> > > > > Kunal and Lynn, you are not alone with this fix. We have
> > > > repeatedly
> > > > > used the recreate method to fix our BAQ's with filters and
> > other
> > > > > issues. We have done this on over 100 BAQ's. The only
> problem
> > > > with
> > > > > this method is the amount of time it takes you to recreate
> your
> > > > > work. I for one find recreating what I have already done
> > harder
> > > > than
> > > > > starting from scratch. I'm hoping they get this fixed soon.
> =)
> > > > >
> > > > >
> > > > > --- In vantage@yahoogroups.com
> <mailto:vantage%40yahoogroups.com>, Kunal Ganguly
> <kunal_vantage@>
> > > > > wrote:
> > > > > >
> > > > > > This is rather simplistic solution, but I am just
> responding
> > > > based
> > > > > on my personal experience. I ran into something very similar,
> > > after
> > > > > much head scratching I simply started over and the *exact*
> same
> > > > > settings produced the results I wanted. Other than
> attributing
> > > this
> > > > > to the Vantage gods who decided to smile on me that day, the
> > only
> > > > > logical explanation I can think of is that any temp file that
> > the
> > > > BAQ
> > > > > creates on my local PC associated with the work I was doing
> got
> > > > > deleted when I started over. The old file must have had some
> > kind
> > > > of
> > > > > misconfiguration or inaccurate filtering which was not
> editable
> > > in
> > > > > vantage. This technique has actually helped me a few times
> when
> > i
> > > > run
> > > > > into something truly bizzare while doing customizations.
> > > > > >
> > > > > > Thanks,
> > > > > > Kunal
> > > > > >
> > > > > >
> > > > > >
> > > > > > ----- Original Message ----
> > > > > > From: Lynn <lynn.khalife@>
> > > > > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > > > > > Sent: Thursday, June 19, 2008 9:10:16 AM
> > > > > > Subject: [Vantage] BAQ Report Designer -- filters not
> working
> > > > > properly
> > > > > >
> > > > > >
> > > > > > I have a BAQ that pulls quote information from 6 tables:
> > > > Customer,
> > > > > > QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP. These
> > are
> > > > the
> > > > > > fields I am pulling: Customer.Name, ConNum, SalesRepCode,
> > > > > > DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and other
> > > > numeric
> > > > > > fields.
> > > > > >
> > > > > > The BAQ works fine.
> > > > > >
> > > > > > Then I designed a BAQ Report using Date Ranges in the
> Options
> > > > > > Fields. I am successfully able to use those Options Fields
> > to
> > > > get
> > > > > > the date ranges I want on the report. They work great.
> > > > > >
> > > > > > However, when I added Filters to the BAQ Report, the
> Filters
> > do
> > > > not
> > > > > > work properly. When I filter for one customer, the report
> > > still
> > > > > > gives me all the data for every record in the date range as
> > if
> > > I
> > > > > had
> > > > > > not applied any filter at all. The only sign that the
> report
> > > was
> > > > > > filtered at all is the this strange behavior: The filtered
> > > > report
> > > > > > leaves off the customer name in the customer name column
> for
> > > all
> > > > > > customers except for the one I wanted. All the rest of the
> > > > > unwanted
> > > > > > data is showing on the report for every customer.
> > > > > >
> > > > > > Can anyone give me a clue as to why I cannot get the BAQ
> > Report
> > > > > > Filter to filter out the entire record for each of those
> > > unwanted
> > > > > > customer names?
> > > > > >
> > > > > > I have the Epicor Tools User Guide, the AnswerBook on BAQ
> > > Report
> > > > > > Designer, and the eLearning on BAQ Report Designer. None
> of
> > > > these
> > > > > > references show a complete Filter example that includes a
> > > > > > demonstration of the final use of the BAQ Report.
> > > > > >
> > > > > > I appreciate any insight anyone can give me.
> > > > > >
> > > > > > Lynn
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > > [Non-text portions of this message have been removed]
> > > > > >
> > > > >
> > > >
> > >
> >
>
>

[Non-text portions of this message have been removed]

[system]

I'm going to try that. I hadn't thought to the SQL in Crystal on top
of my Vantage query.

Thanks Aaron!

Lynn

--- In vantage@yahoogroups.com, Aaron Hoyt <aaron.hoyt@...> wrote:
>
> Lynn,
> As a simple temporary fix try to use Crystal to filter the results.
> That is suppress the lines based on the formula of Name = "".
> The report should run for now without havening to export and filter.
> It's not the right answer, but it might be a band aid that will
work for
> now.
> Best of luck,
> Aaron Hoyt
> Vantage Plastics
>
> Lynn wrote:
> >
> > Thanks for the info.
> >
> > It is very interesting since I am on Vantage 8.03.404, released
> > 2/4/2008.
> >
> > I guess my only option is to put a call in to Support and tell the
> > users that they need to dump all the data to Excel and use the
Excel
> > filters.
> >
> > Does the Epicor website have a list of identified bugs? I'm new to
> > Vantage (only been using it for 2 months) and this is the second
time
> > that I have assumed my problem was my lack of knowledge and
wasted a
> > week trying to troubleshoot something that turns out to be a bug.
> >
> > Thanks very much.
> >
> > Lynn
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com>,
> > "bpbuechler" <pbuechler@> wrote:
> > >
> > > Lynn;
> > >
> > > I didn't see any mention of what version you are on or Platform
> > > (Progress, SQL, Linux, etc). Nevertheless, if you are on
> > 8.03.403x,
> > > the isue you articulate is a known issue and is fixed on SP 404.
> > >
> > > 46799 Tools Business Activity Query unable to define
relationship
> > for
> > > newly added table to existing BAQ.
> > >
> > > Here are some other SCR's on SP 404:
> > > 46267 Tools BAQ handles criteria grouping incorrectly
> > > 46407 Tools BAQ Report does not handle filter correctly
> > > 46441 Tools BAQ on Sql does not return decimal data in correct
> > format
> > > Note: This one really stinks. If you add a filter in your Phrase
> > > Builder to only include Orders where the OrderHed.OrderDate
> > > is >= 01/01/08; it pulls every order in your DB regardless
> > of
> > > the OrderDate. This is really bad if you have a lot of
> > > orders and years of history. You will basically bring your
> > > system down to a very slow crawl.
> > >
> > > 46653 Tools Copy query in BAQ fails to retrieve if ID has a
> > > apostrophe or longer then 30
> > >
> > > Here are some other SCR's on 404B:
> > > 48544 Tools BAQ - SQL does not handle aggregate functions
correctly.
> > > 48546 Tools BAQ - Using Progress Available() function fails on
SQL.
> > > 48595 Tools BAQ - needs to handle Progress first/last join on
SQL.
> > >
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com>,
> > "Lynn" <lynn.khalife@> wrote:
> > > >
> > > > Dear Vic & Kunal:
> > > >
> > > > I think you both have sent me in the right direction.
> > > >
> > > > I now realize that the problem lies in the Phrase Builder of
the
> > > > BAQ. I just don't know what to do in order to get the correct
> > > > dataset returned from the BAQ and also make use of the
Filters in
> > > the
> > > > Report Designer.
> > > >
> > > > I think my problem starts when Vantage fails to set up enough
> > table
> > > > relationships in the phrase builder. When I attempt to "Add
new
> > > > Table Relation", I get an error message that reads "Relation
ID
> > > > cannot be blank."
> > > >
> > > > For example, when I select the QuoteHed table as my first
table
> > to
> > > > add to the query, Vantage joins the QuoteHed table directly to
> > the
> > > > QuoteQty table by Quote Num. Vantage makes no connection
between
> > > the
> > > > tables QuoteDtl and QuoteQty. This is not adequate for my
> > > dataset.
> > > > I need to join the QuoteQty table to the QuoteDtl table. So I
> > > > attempt to "Add New Table Relation". Upon selecting the Parent
> > > table
> > > > of QuoteDtl, KeyID of QuoteLine, and Child Table of QuoteQty,
I
> > > move
> > > > down and click "Add New Field Relation". This is when I get
the
> > > > Error Message "Relation ID cannot be blank".
> > > >
> > > > I have no idea what the proper action is for this error
message.
> > > >
> > > > I have found that there is no way that Vantage is going to
allow
> > me
> > > > to Add a New Table Relation. To overcome this problem, I
choose
> > > > the "unnecessary" table relation between QuoteHed and QuoteQty
> > that
> > > > Vantage created and change it.
> > > >
> > > > In this example, I modify the Table Relation of
> > [QuoteHed.QuoteNum
> > > =
> > > > QuoteQty.QuoteNum] to [QuoteDtl.QuoteLine =
QuoteQty.QuoteLine]
> > > Then
> > > > Vantage allows me to add the 3 Field Relationships for
> > > > (QuoteDtl.Company = QuoteQty.Company) & (QuoteDtl.QuoteNum =
> > > > QuoteQty.QuoteNum) & (QuoteDtl.QuoteLine =
QuoteQty.QuoteLine).
> > > >
> > > > What I have learned since yesterday is that if I accept all
the
> > > > Vantage defined relationships, my BAQ Report Filter works!
> > > However,
> > > > my dataset is completely wrong!
> > > >
> > > > Can anyone shed any light as to what I am doing wrong which
> > > prevents
> > > > Vantage from allowing me to add a Table Relation.
> > > >
> > > > Thanks very much.
> > > >
> > > > Lynn
> > > >
> > > >
> > > >
> > > > --- In vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com>,
> > "Lynn" <lynn.khalife@> wrote:
> > > > >
> > > > > Dear Kunal:
> > > > >
> > > > > The recreate method is not working for me this time. With
your
> > > > > advice, just now, I tried recreating both my BAQ and BAQ
report
> > > > under
> > > > > new names. I kept the new Report simple and left out the
> > Option
> > > > for
> > > > > date ranges and put in only the one Filter in the BAQ
Report.
> > I
> > > > get
> > > > > the same bad results.
> > > > >
> > > > > Again, with this new BAQ report, the Filter causes the
printout
> > > to
> > > > > yield all the data for all customers, and leaves off only
the
> > > > > customer name for the unwanted customers.
> > > > >
> > > > > You did remind me that I have had the "recreate" experience
to
> > > > > overcome a problem in the past. Last week when I copied a
> > Epicor-
> > > > > supplied BAQ and modified it, it wouldn't work properly.
> > > However,
> > > > > when I deleted it and restarted completely from scratch, I
had
> > no
> > > > > problem.
> > > > >
> > > > > I'll keep trying since I can't think of any else.
> > > > >
> > > > > Thanks.
> > > > >
> > > > > Lynn
> > > > >
> > > > >
> > > > >
> > > > > --- In vantage@yahoogroups.com
> > <mailto:vantage%40yahoogroups.com>, "swrhoadesfti" <SRhoades@>
> > wrote:
> > > > > >
> > > > > > Kunal and Lynn, you are not alone with this fix. We have
> > > > > repeatedly
> > > > > > used the recreate method to fix our BAQ's with filters and
> > > other
> > > > > > issues. We have done this on over 100 BAQ's. The only
> > problem
> > > > > with
> > > > > > this method is the amount of time it takes you to recreate
> > your
> > > > > > work. I for one find recreating what I have already done
> > > harder
> > > > > than
> > > > > > starting from scratch. I'm hoping they get this fixed
soon.
> > =)
> > > > > >
> > > > > >
> > > > > > --- In vantage@yahoogroups.com
> > <mailto:vantage%40yahoogroups.com>, Kunal Ganguly
> > <kunal_vantage@>
> > > > > > wrote:
> > > > > > >
> > > > > > > This is rather simplistic solution, but I am just
> > responding
> > > > > based
> > > > > > on my personal experience. I ran into something very
similar,
> > > > after
> > > > > > much head scratching I simply started over and the *exact*
> > same
> > > > > > settings produced the results I wanted. Other than
> > attributing
> > > > this
> > > > > > to the Vantage gods who decided to smile on me that day,
the
> > > only
> > > > > > logical explanation I can think of is that any temp file
that
> > > the
> > > > > BAQ
> > > > > > creates on my local PC associated with the work I was
doing
> > got
> > > > > > deleted when I started over. The old file must have had
some
> > > kind
> > > > > of
> > > > > > misconfiguration or inaccurate filtering which was not
> > editable
> > > > in
> > > > > > vantage. This technique has actually helped me a few times
> > when
> > > i
> > > > > run
> > > > > > into something truly bizzare while doing customizations.
> > > > > > >
> > > > > > > Thanks,
> > > > > > > Kunal
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > > ----- Original Message ----
> > > > > > > From: Lynn <lynn.khalife@>
> > > > > > > To: vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com>
> > > > > > > Sent: Thursday, June 19, 2008 9:10:16 AM
> > > > > > > Subject: [Vantage] BAQ Report Designer -- filters not
> > working
> > > > > > properly
> > > > > > >
> > > > > > >
> > > > > > > I have a BAQ that pulls quote information from 6 tables:
> > > > > Customer,
> > > > > > > QuoteCnt, QuoteHed, QuoteDtl, QuoteQty, & QSalesRP.
These
> > > are
> > > > > the
> > > > > > > fields I am pulling: Customer.Name, ConNum,
SalesRepCode,
> > > > > > > DateQuoted, QuoteNum, QuoteLine, SellingQuantity, and
other
> > > > > numeric
> > > > > > > fields.
> > > > > > >
> > > > > > > The BAQ works fine.
> > > > > > >
> > > > > > > Then I designed a BAQ Report using Date Ranges in the
> > Options
> > > > > > > Fields. I am successfully able to use those Options
Fields
> > > to
> > > > > get
> > > > > > > the date ranges I want on the report. They work great.
> > > > > > >
> > > > > > > However, when I added Filters to the BAQ Report, the
> > Filters
> > > do
> > > > > not
> > > > > > > work properly. When I filter for one customer, the
report
> > > > still
> > > > > > > gives me all the data for every record in the date
range as
> > > if
> > > > I
> > > > > > had
> > > > > > > not applied any filter at all. The only sign that the
> > report
> > > > was
> > > > > > > filtered at all is the this strange behavior: The
filtered
> > > > > report
> > > > > > > leaves off the customer name in the customer name column
> > for
> > > > all
> > > > > > > customers except for the one I wanted. All the rest of
the
> > > > > > unwanted
> > > > > > > data is showing on the report for every customer.
> > > > > > >
> > > > > > > Can anyone give me a clue as to why I cannot get the BAQ
> > > Report
> > > > > > > Filter to filter out the entire record for each of those
> > > > unwanted
> > > > > > > customer names?
> > > > > > >
> > > > > > > I have the Epicor Tools User Guide, the AnswerBook on
BAQ
> > > > Report
> > > > > > > Designer, and the eLearning on BAQ Report Designer. None
> > of
> > > > > these
> > > > > > > references show a complete Filter example that includes
a
> > > > > > > demonstration of the final use of the BAQ Report.
> > > > > > >
> > > > > > > I appreciate any insight anyone can give me.
> > > > > > >
> > > > > > > Lynn
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > > [Non-text portions of this message have been removed]
> > > > > > >
> > > > > >
> > > > >
> > > >
> > >
> >
> >
>
>
> [Non-text portions of this message have been removed]
>

[system]

Hi Lynn,

Hope the crystal filter worked ok.

A bit of a long shot but I wonder if you have an outer join anywhere in
the BAQ which might be feeding you the other rows ? Still even if you do
it your filter should override that, shouldn't it ?

kind regards

Debbie Stokes
Vantage Administrator
Hilo-PSS Group
01793 647136

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