How to add a character01 to a data definition

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1
Just an FYI for anyone that comes across this. 

The regular tables that are on a report do have the UD fields.  It just doesnt list them.  You have to manually add the UD field to the exclusion list and remove the exclude check boxes.  So no need to add the _UD table to the report.
2

I have a character field PODetail.Character01 that was used in V9 and upgraded to V10 as PODetail_UD.Character01.


I added the PODetail_UD table to a new DataDef.  However, I don't see how to add a relationship.


There are only four fields listed in the PODetail_UD table:  Character01, ForeignSysRowID, RptLanguageID, UD_SysRevID.


Any Idea on how to join the PODetail and PODetail_UD?  Is it just the UD_SysRevID and ?


Thanks,


DaveO



3
In most situations you do not need to join the tables.  In baqs it will look like one table, in BPMs they use a view to hide the two tables.  In embedded it also looks and acts like one table.  You can use the view if you are going directly to the database.  The view is named the same name as the main table "part".

Where are you finding you need to do a join? DataDef as in RDD? If needed there you would join on SysRowID on the main table to foreignSysRowID on the _UD table.

Jim Kinneman
Encompass Solutions, Inc

4

Mr. Jim: Thank you for the reply.


Yes DataDef is RDD. 


I am using Crystal and trying to get the PODetail.Character01 to populate in the XML - So I can use it in Crystal Reports.


I added the PODetail_UD table to the RDD - and then I added a realationship and joined the SysRowID and ForeignSysRowID - however the XML that is created is incomplete when I do that.


Do you think that is a bug - I had an Epicor support person tell me I don't need to add a relationship for those tables.  Does that sound right?


If I remove the relationship and leave just the PODetail_UD table the XML is complete and I see a placeholder for the Character01 field i.e. <Character01 />  however there is no data.  And as I mentioned if I include the relationship then the XML file that is created is short and has an error.


I must admin I am confused by the "In most cases you do not need to join the tables" in Version 9 if you want to add a table and you do not add a relationship I thought you get the Whole table as in all records.


Any ideas on how to get a PODetail.Character01 field to be in included in the XML to print a purchase order using Crystal reports?


Thanks again,


DaveO

5
In System management -> Company Maintenance -> Report Data definition, put in POform or find the form you want to duplicate. THen go to actions and duplicate the RDD. Once you have a duplicated Data Definition you can change it. In the tree view expand report table  and go dot the PO Detail table. On the tabs go to Report Table -> Excluded fields tab. You'll see a group box called report fields. Under the box titled Excluded report fields find Character01 and move it to the box on the right using the arrows. Click Save. No need to make a new relationship b/c one already exists in the standard report. 

In Crystal Reports open the PO form and save as POFormUD in the Customer Reports folder, if you don't have one in the Reports folder create one. 

Go to System Management -> Company Maintenance -> Report Style. In the Report ID find the report you to change, in this case PO Form. Click the new button to get a new style Put in a description of your report, this will show to the user, in the Data definition pick the RDD that you just created. in the report location put in Reports\Customreports\POFOrmUD.rpt. or whatever your report is called.  Make sure the report style has the valid box checked. 

Go to the PO and from the print button drop down pick the new report you just created, then hit the submit button. In crystal go and update the data source location to the report you just printed. once you do this you will have character01 available under the PO detail table. 

One thing i would highly recommend before adding tables to the report is to check the linked tables tab in RDD.  They might already have the table you need which will make your life a lot easier. 


Hope this helps, 

Bobby



---In vantage@yahoogroups.com, <daveolender@...> wrote :

Mr. Jim: Thank you for the reply.


Yes DataDef is RDD. 


I am using Crystal and trying to get the PODetail.Character01 to populate in the XML - So I can use it in Crystal Reports.


I added the PODetail_UD table to the RDD - and then I added a realationship and joined the SysRowID and ForeignSysRowID - however the XML that is created is incomplete when I do that.


Do you think that is a bug - I had an Epicor support person tell me I don't need to add a relationship for those tables.  Does that sound right?


If I remove the relationship and leave just the PODetail_UD table the XML is complete and I see a placeholder for the Character01 field i.e. Character01  however there is no data.  And as I mentioned if I include the relationship then the XML file that is created is short and has an error.


I must admin I am confused by the "In most cases you do not need to join the tables" in Version 9 if you want to add a table and you do not add a relationship I thought you get the Whole table as in all records.


Any ideas on how to get a PODetail.Character01 field to be in included in the XML to print a purchase order using Crystal reports?



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Thanks again,


DaveO

6

Mr Bobby: Thank you for the detailed description and yes you are spot on - for version 9. 


I must apologize - I should have included "V10" in the title.


I am trying to add a character01 field to Epicor Version 10.0.700.2


It is a completely different animal than version 9. 


I do hope your description will help someone else trying to add a UD field in 9 - because you have a great walkthrough.


DaveO