How to set up a BAQ Report to Customer Shipments PackSlip (SSRS)

Kinetic ERP
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1

Hello,

I’m trying to set up a fully custom BAQ report for Customer Shipment Entry (print options), but am failing somewhere along the way.

What I require it to do is to show up when going to Customer Shipment Entry, hitting the print button, and show as an option along with the Standard SSRS.

  1. I created the BAQ (it has 1 param on Calculated_PackNum so that I can use the packnum currently entered in Customer Shipment Entry)
  2. I created a BAQ Report Designer - Report ID “PackSlip_ECMCus” and added the BAQ to it. I didn’t add any Option Fields, Filters, or Sorts to it as it isn’t clear to me if they are the ones satisfying the parameter.
  3. I created a Report Data Definition and added the BAQ as a data source.
  4. I created a Report Style under “Packing Slip” and filled out the fields according to how the Standard SSRS entry is filled out. I changed the names to match the new Data Definition as well. A .rdd file was created, but I’m erroring when trying to print it. In Report Style Maintenance, Actions > Synchronize Dataset for BAQ Report throws the following error:
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Any ideas? I am most likely missing a step. I’m confused as to how the report would know what to pass into the param. Any help is appreciated.

2

I’ve seen many people warning not to use the Sync dataset. It messes up things. Can you open up the SSRS report in report builder and

  1. right click report parameters data set and add a field for the calculated pack num
  2. Open the query for report parameters dataset and add the calculated pack num field into the query as well.

Please note, I’m a beginner. not sure how helpful this will be.

1 Like
3

Thank you for your response. Unfortunately, this didn’t do it.

When running the report (even a blank one), it’s showing an error in the System Monitor.

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I’ll keep trying things and exploring my options.
Thanks again.

4

I did something similar, once in a long while ago, and I used the Help example provided by Epicor. I pieced together a Word Document at the time with the full example. I don’t mind to share the PDF that I used. Follow that guide and check all the boxes and see if that helps you out.
RDD Report Example.pdf (206.1 KB)

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5

:slight_smile: This is actually one of those cases where Sync DS is required - to move the fields from the RDD for the very first time on a clean slate report style.

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6

Thanks a lot for providing this.
I was able to follow the steps up to "Create Report Style (page 8) > Step 8. “Create SSRS Report” doesn’t work apparently.
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Which I have come to terms with since it auto-generates a report for me.
As I continue, syncing the dataset also fails with the same error.

Trying to print the report also errors (seen in the System Monitor).

We’re getting some training on SSRS reports soon, I’ll ask them and hopefully remember to update here when I have a solution.

Thank you nonetheless, your time is appreciated.

7

oh, sorry to hear that. At least we tried it.

Can i please ask a question for my learning.

Since the RDL that gets created automatically when you define report name and link the BAQ (using BAQ report designer) goes to reports/CustomReports/PackSlip_ECMCus location. when you add the report style under pack slip do we have to change path here.

or do we,

Open the empty RDL on the SSRS server, save a local copy. Then open the report style we create under packing slip.
Go to actions > Upload SSRS report > select the dowloaded RDL.

1 Like
8

I don’t think we have to change the path, unless it’s somehow different for BAQ Reports. We have another report which gets executed from PackSlip as well.
Its path is “Reports/customreports/PackingSlip/PackSlip,reports/ShippingLabels/ShipLabl”, which is under customreports as well.
I have tried moving around the ECM report from and to the ‘…/customreports/PackingSlip/’ directory, but it didn’t change anything.