Dashboard creation

Epicor ERP 10
1

I want to create a dashboard with this BAQ:

select
[OrderHed].[OpenOrder] as [OrderHed_OpenOrder],
[OrderHed].[OrderNum] as [OrderHed_OrderNum],
[Customer].[CustID] as [Customer_CustID],
[Customer].[Name] as [Customer_Name],
[OrderHed].[OTSContact] as [OrderHed_OTSContact],
[OrderHed].[OrderDate] as [OrderHed_OrderDate],
[OrderHed].[ShipViaCode] as [OrderHed_ShipViaCode],
[OrderHed].[OrderComment] as [OrderHed_OrderComment],
[OrderHed].[DocOrderAmt] as [OrderHed_DocOrderAmt],
[OrderHed].[EntryPerson] as [OrderHed_EntryPerson]
from Erp.OrderHed as OrderHed
inner join Erp.Customer as Customer on
OrderHed.Company = Customer.Company
and OrderHed.BTCustNum = Customer.CustNum
where (OrderHed.OpenOrder = TRUE)

I´m new on this, if there´s a manual or something I will be very thankfull!

2

Do you have access to epic web?

if you do, use this link and the tools guide has some good step by step tutorials for creating dashboards.

https://epicweb.epicor.com/Education/OnlineHelpFeatureSummary/Epicor%20ERP%2010/10.2.300/Help/enu/Standard/snm_enu.htm#_UG_FrontMatter/Intro_AllGuides.html

If you don’t talk to your CAM and get it. If you are on maintenance, it’s included.

This is the first time that I looked at 10.2.300 and it looks like they have added a navigation tree and search to the guide, which will be super helpful!

1 Like
3

Actually it looks like it’s in the regular help now! That’s pretty awesome! Look for the Tools User Guide section, then Dashboard Creation. It walks you through everything there.

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1 Like
4

Where is this located?