I have a report that I need to add shipping and invoice numbers into. Where do I add shiphead and invhead? In a new or modified data definition?
Thank you in advance!
I have a report that I need to add shipping and invoice numbers into. Where do I add shiphead and invhead? In a new or modified data definition?
Thank you in advance!
If it is a BAQ Report, you need to edit the BAQ that report uses.
If it is a built-in report, or most likely uses an RDD (Report Data Definition). An RDD creates the dataset for the report (like a BAQ) but you donât have access to the internal workings. You can add tables to an RDD, and then update the report to use the newly added fields.
Find the report in Report Style Maintenance in the Style info there will be a field that indicates the BAQ or RDD.
if you use Open With on the Data Definition and it comes up âblankâ (no tables or anything in the tree), its a BAQ report, and you need to copy that Dat Def field and open it in BAQ designer.
If it is an RDD you see something like the following:
I was already on 1/2 way there! Do you know where the tracking number is? or what it is called.
Wow Thanks⌠ok I have duplicated and added the shiphead table. Updated the Data definition. Opened my report, however I am not seeing the shphead table? What am I missing?
You need to add the fields to the report and the Reports Data Query.
Also make sure the Report style is now using the new RDD you created (unless you just updated and already existing custom one)
I think have to create a relationship? Set it up so far as InvcHead parent, ShipHead child. anything else? company to company relationship
You need to make relationships between the added tables and ones that were already in the RDD.
What report are you trying to update
Trying to add the tracking number to the invoice?
You shouldnât need to add the InvcHead table as thatâs already in the RDD. Just add the ShipHead, and make a relationship between the ShipHead.PackNum and the InvcDtl,PackNum.
So I added this, all is correct there. I do not see my shiphead in my report yet. I have however learned about the fx - where I have copied this into notepad for easier viewing - I do not see the shiphead table mentioned in this at all? I all see all the fields, but hesitant to add Tracknumber in if it doesnât exist? If you could assist in this last piece I will be moving on. Thank you so much for your assistance, it is appreciated.
Adding the ShipHead table to the RDD will now make its fields (the ones not marked âexcludedâ) available to the dataset.
Now you must edit the reportâs data query to include the newly added fields.
Search the Epicor help for âDeveloping a Modified Version of an Epicor Shipped SSRS Reportâ as an exmaple of all the steps to modify a built-in SSRD report