BAQ to check lifecycle of all parts in an order

Epicor ERP 10
1

We consider an order as an engineering order if any of the parts in a given order have a lifecycle of engineering. I’m trying to figure out how to implement this in a BAQ or a dashboard. That is for every order look at all parts in the order and if any part has a lifecycle of engineering have a field(or if there is a way to filter for this at the dashboard level) on the order indicating the order is engineering.

I’m thinking maybe I have a subquery that has a 1(integer) in a field if the part has a lifecycle of engineering, then I sum up the field and if it’s greater than 1 the order is eng(not sure if this is possible)… Any suggestions?

2

Just wondering what you mean by “lifecycle of engineering”?

3

A product can be in engineering(still in development - we’re shipping samples and the engineer team processes the order) or in can be released to production(work instructions exist, operations in epicor exist, etc).

4

Are you already keeping track of these products in E10 somehow?
i.e. some existing table.field(s) you can use for filtering records in your BAQ?

5

If it helps anyone else, I created a subquery. The subquery displays order #, and countEngineeringParts. To calculate the count of engineering parts(parts have a user defined field indicating if the part is in engineering) I created a case statement that returned a 1 if the part had a lifecycle in engineering else a 0. I then used a sum on the case statement to sum up the number of parts for a given order that have a lifecycle of engineering. Then on the top level I used a filter on the subquery to only show orders where countEngineeringParts == 0.