Not sure if I’m posting this to the right category as I’m new here. Aside from being new here, I don’t have a lot of customizing experience when it comes to Epicor. I am on the technical side and I take care of the servers. I was however asked to find out if there is a way to customize the line items on recurring billing batches. For instance. We send out billing monthly for clients that use our software. We wan to update the line items to show the period we are billing for. In some cases it may be the current month, in other cases it may be for six months, so the line item would read. Support from March to August.
Can this be done, and being fairly technically savvy, is it something I can do myself.
I am quite familiar with SSRS as our HR system relies heavy on that and I maintain that system. What I could use is a brief outline of the steps required to accomplish this. Can this be done from the Epicor interface? Do i need to pass parameters? etc.
I should have been a little more specific… Are you familiar with how E10 interfaces with SSRS?
Here’s a very brief summary of how E10 reporting (any thing that prints out is a “report” - PO, AR Invoice, etc…)
A Report Data Definition(RDD) is used to build the data set that SSRS will use to create the report.
Upon submitting the “Report”, The RDD is used to build a temporary dataset that SSRS will use. Often the dataset consists of several tables. These are typically named with the name of the source table (like InvcHead and InvcDtl), and have a suffix added based on a GUID generated just for this instance the report is run. You could end up with temp tables:
InvcHead_795e73b25dfa41618517b5be05015c41
InvcDtl_795e73b25dfa41618517b5be05015c41
Customer_795e73b25dfa41618517b5be05015c41
Company_795e73b25dfa41618517b5be05015c41
etc…
(there are porbably 25+ of these tables for ARForm - the RDD for printing invoices)
Upon completion of generating those tables, the System Monitor launches the SSRS RDL assigned to the Report Style, passing that GUID to the RDL.
The Query Expression in the RDL defines what columns to select, and how the temp tables are joined.
So the basic order to modify a builtin report is
Duplicate the Report Style you want to modify
Duplicate the RDD that Report Style uses
Modify the RDD to add new columns of existing tables, or to add new tables
Update the new Report Style to use the new RDD
Use SSRS builder to edit the copy of the RDL (automatically created during step 1)
In SSRS, edit the Query expression for the changes you made to the RDD, and and any newly added fields to the dataset(s).
Update the RDL to add your new fields.
NEVER EVER click the Sync Dataset button in Report Style Maintenance!!!
For your case, you probably don’t need to add any new tables to the RDD. At most maybe un-exclude some columns that are available. And may not even need a new RDD (you could only be so lucky!).
There are fields in the base ARForm Dataset that might work for you (all in OrderHed):