My company has just gone LIVE and I just realized that one of the main “reports” we wanted to utilize is going to cause some issues.
We copied the OrderAck RDD and Report Style and modified it to serve as an internal Sales Order document. We use this internally as a summary of the order throughout the entire sales/manufacturing process.
The issue I just realized is, the OrderAck has some background criteria/filter where it won’t display closed/voided line items. So basically, after we ship/close a line item on a Sales Order, it will no longer show on the OrderAck report. But, again, we want to see all Sales Order data on the report, even if lines are shipped/closed, etc.
The problem is, because this was originally a system report (RDD, etc.) I cannot see, or find a way to alter the background criteria which filters out closed/voided data.
I was advised that will need to recreate this as a BAQ report… which seems like a huge task. Are there any shortcuts to this process… or do I literally need to start from scratch, building a BAQ, identifying columns, etc. for the entire OrderAck report so I can recreate it just to turn that “void” filter off?
Is there any way to add a new Report Criteria set to the copied RDD? Would that have any impact?
Any tips/tricks/ideas/guidance would be greatly appreciated.
If I try to run the report against a Sales Order where all lines have been closed, the report errors… “No Order Details record found for Order = xxxxx”.
So, I think the RDD must have the filter because it results in an empty data set, so the end report isn’t generated at all.
Yeah that’s what I was wondering. I don’t have a shortcut idea. The only thing I can think of that might cut some re-work down is to create your BAQ report but rename all your fields in the dataset in the report so that they match the OrderAck names… then copy/paste all the elements of the OrderAck into your BAQ report. Sounds like a big PITA. I hope someone else has a better idea. @DaveOlender
I think you have something else going on. We use a customized Sales Order Acknowledgement, but I can take a closed order and print our customized version and the standard SSRS form just fine (Release, Line, and Order is CLOSED). This one was closed because it had shipped.
How are you closing your lines? By shipping them or just marking them closed (and voiding them). I think if you are voiding all lines, then the SO may get voided too.
What is the line status?
I just tested and once all the lines are voided, there are No order details for the record and it will not print another Order Acknowledgement.
You’re 100% correct. The orders I was reviewing were all “voided”. The orders got cancelled and our sales persons were just “closing” the order… which marks them as void. This is why the OrderAck wouldn’t print.
A normally “closed” order (closed by shipping line items complete) is very much still visible when printing the OrderAck.
Apologies to the forum for the goose-chase… but thank you, Brian, for taking the time to help!
