Kinetic Opportunity/ Quote custom report duplicating quantity break when we only have 1 line/ break

Kinetic ERP
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1

Hello all ,

I will start with I have minimal experience with report building , only used Report Builder a handful of times. :no_mouth:

We have upgraded from on premise E10 to Kinetic Cloud and have a few months with no report issues until we came across this recently. Our custom report that was migrated from E10 to Kinetics is now duplicating a quantity break when we only have one quantity break. It happens rarely but we donā€™t want to be sending this to the customer as it has errors. Has anyone came across this and what steps were taken to fix it?

Our standard-SSRS out of the box report works as expected but does not have all the bells and whistles we need ( company info ) on it.

I am being told an option is an Epicor consulting session but could be anywhere from an hour to all day ( depending on much fixing is needed to be done to custom report) , thoughts?

Quatity Break doubles error

I appreciate any feedback :smiley:

2

In the example screen shot above, are there multiple lines on this quote? Or multiple releases on that line? Not sure what may be triggering it.

Our Quote Form is heavily modified. I do remember changing the Qty Break visibility clauses, but I canā€™t remember if it was due to multiple rows or not.

One thing I know I changed wasā€¦ If the quantity break is based on a quantity of (1)ā€¦ do you really need to see it? It should be the same as the original unit price on the line item.

You can find the row visibility expression by right-clicking on the row, and choosing Row Visibility. Sorry if you already know that, but you mentioned you were newer to SSRS editingā€¦

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Hereā€™s the original Visibility Expression for that row:

=iif((
    isnothing(Fields!SellingQuantity.Value)
    and (isnothing(Fields!SalesUM.Value) or Fields!SalesUM.Value="")
    and isnothing(Fields!DocUnitPrice.Value)
    and (isnothing(First(Fields!RptLiteralsLSlashM.Value, "RptLabels")) or First(Fields!RptLiteralsLSlashM.Value, "RptLabels")="")
    and (isnothing(First(Fields!RptLiteralsLShashC.Value, "RptLabels")) or First(Fields!RptLiteralsLShashC.Value, "RptLabels")="")
    and isnothing(Fields!DiscountPercent.Value)
    and isnothing(Fields!Calc_NetPrice.Value)
    and (isnothing(Fields!Calc_CurSymbol.Value) or Fields!Calc_CurSymbol.Value="")
  ) or Ucase(Fields!KitFlag.Value) = "C",
true, false)

I added a final OR condition:

=iif((
    isnothing(Fields!SellingQuantity.Value)
    and (isnothing(Fields!SalesUM.Value) or Fields!SalesUM.Value="")
    and isnothing(Fields!DocUnitPrice.Value)
    and (isnothing(First(Fields!RptLiteralsLSlashM.Value, "RptLabels")) or First(Fields!RptLiteralsLSlashM.Value, "RptLabels")="")
    and (isnothing(First(Fields!RptLiteralsLShashC.Value, "RptLabels")) or First(Fields!RptLiteralsLShashC.Value, "RptLabels")="")
    and isnothing(Fields!DiscountPercent.Value)
    and isnothing(Fields!Calc_NetPrice.Value)
    and (isnothing(Fields!Calc_CurSymbol.Value) or Fields!Calc_CurSymbol.Value="")
  ) or Ucase(Fields!KitFlag.Value) = "C" 
    or (Fields!QtyNum.Value)=1,
true, false)

So, if the Quantity = 1ā€¦ I didnā€™t want to see quantity breaks at all.

The row(s) above that (which contain the labels) have a visibility clause of:

=iif(((reportitems!LblQtyNum.Value="" 
and reportitems!LblUnitPrice.Value="") )
or  Ucase(Fields!KitFlag.Value) = "C" 
or rownumber("Group1")<>1,
true,false)

I modified it to the below (Note, I renamed the main group from Group1 to QuoteLineā€¦ canā€™t remember why, but you may not have to do that.):

=iif(((reportitems!LblQtyNum.Value="" 
and reportitems!LblUnitPrice.Value="") )
or  Ucase(Fields!KitFlag.Value) = "C" 
or rownumber("QuoteLine")<>1 
or CountDistinct(Fields!QtyNum.Value, "QuoteLine")=1,
true,false)

This MAY have been to combat duplicate rows (again, I canā€™t remember at this point). But I THINK the last clause I added at the time counts the DISTINCT QtyNum values, and again, if there is only one ā€œdistinctā€ rowā€¦ then I donā€™t need to show it.

You could give those a shot and see if they help. Again, I canā€™t remember if I was getting duplicate rows or not. Its been too long. Test the crap out of this, because it may be wrong and I just donā€™t know it because we rarely, if ever, use qty breaks anyway.

2 Likes
3

Hi David,

only one line that is on the quote, and when I try to delete the quantity break on the worksheet it gives me this error.

image

image

I appreciate your feedback!

Question , for the row visibility portion of your reply , is that in Report Builder?
If so what version , sorry for the beginner questions

4

Yes, it is Report Builderā€¦ as for the version :man_shrugging:, I dunno.

5

Got it , I am inside Report Builder and looking at the fields you specific .

6

Sorry, someone walked into my office when I was responding last time. Didnā€™t mean to lob back such a short response.

Yeah, report builderā€¦ here is the stock form, Iā€™m sure yours will look different (to some degree):

image
image825Ɨ829 41.3 KB

The rows I bracketed are the ones dealing with Qty Breaks.

If you click in one of the rows, youā€™ll see the left-hand display change:
image

You can then right-click on a specific rowā€™s left-hand thingy (have no idea what you call them, but circled above) to get to the property settings for that row of the report.

If you select Row Visibility, the below window pops up.

image

Click the ā€œfxā€ icon to see the function expression which, in this case controls the visibility of this row.

image

For visibility, note the highlighted statement in the image above. The expression is setting the criteria for when we want to HIDE this row.

So, the expression is a complex ā€œif statementā€ where, if TRUEā€¦ row is hidden. If FALSEā€¦ the row should not be hidden.

1 Like
7

thank you for swift and detailed response! I will see what I can do in Report Builder and if I can figure out how to stop the line from duplicating the quantity break :smiley: