Print Standard Report from Dashboard - SOLVED

Not off the top of my head.
I'd imagine you could use the adapter version, set the values, and then
display the report screen but I haven't tried it before.
My guess is that this is what Epicor does when printing a job traveler
from Job Entry.












Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.



-----Original Message-----

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ephraim Feldman
Sent: Wednesday, November 24, 2010 9:19 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Print Standard Report from Dashboard - SOLVED

Hi Joe

i will try it ...

but do you have any idea how to do this and pop up the report option
with the order selected?

Thanks

Ephraim


On Wed, Nov 24, 2010 at 9:14 AM, Joe Rojas <jrojas@...> wrote:

>
>
> Hi Ephraim,
>
> Not knowing where in the code the error is coming from, I would
> suggest changing the DirectCast() function to the CType() function.
> I believe DirectCast is strict on its use and will return null if it
> cannot cast from one data type to another.
>
>
> Joe Rojas | Director of Information Technology | Mats Inc
> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> jrojas@... <jrojas%40matsinc.com> | www.matsinc.com Ask us
> about our clean, green and beautiful matting and flooring
>
> This message is intended only for the individual named. If you are not

> the named addressee you should not disseminate, distribute or copy
this e-mail.
> Please notify the sender immediately by e-mail if you have received
> this e-mail by mistake. Please note that any views or opinions
> presented in this email are solely those of the author and do not
> necessarily represent those of the company.
>
> -----Original Message-----
>
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf Of
> Ephraim Feldman
> Sent: Tuesday, November 23, 2010 6:42 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Print Standard Report from Dashboard - SOLVED
>
> Hi
>
> I finally got as far as this and get no error when test code but when
> i acctually run it i get a error "object not defined as instance of a
> object"
> Also i would like to open the Report print box instead of sending
> directly to the printer.
>
> Here is the code:
>
> Private Sub epiButtonC1_Click(ByVal sender As Object, ByVal args As
> System.EventArgs)
> ' ** Place Event Handling Code Here **
>
> Dim epiSession As Epicor.Mfg.Core.Session =
> DirectCast(SalesOrderform.Session, Epicor.Mfg.Core.Session) Dim
> rptSOPickList As New
> Epicor.Mfg.Rpt.SOPickListReport(epiSession.ConnectionPool)
> Dim rptDSSOPickList As Epicor.Mfg.Rpt.SOPickListReportDataSet =
> rptSOPickList.GetNewParameters()
>
> Dim edvOrder As EpiDataView =
> CType(oTrans.EpiDataViews("Orderhed"),
> EpiDataView)
> Dim strOrderNum As String =
> edvOrder.dataView(edvOrder.Row)("OrderNum").Value.ToString()
> Dim dtShipBy As Date =
> edvOrder.dataView(edvOrder.Row)("RequestDate")
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("FromDate")
> = dtShipBy.AddDays(-1)
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("ToDate") =
> dtShipBy.AddDays(1)
>
> 'OrderList can be a "~" delimited list if more than one 'order is
> selected.
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("OrderList")
> = strOrdernum
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("AutoAction")
> = "Preview"
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("AgentID") =
> "SystemTaskAgent"
>
>
rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("ReportStyleNum"
> ) =
> 1
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("WorkstationID
> ")
> = Environment.MachineName + " 1"
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("DateFormat")
> = "mm/dd/yyyy"
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("NumericFormat
> ")
> = ",."
>
> rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent", 0, 0,
> "Epicor.Mfg.UIRpt.SOPickListReport")
>
> End Sub
>
> Thanks for any help
>
> Ephraim
>
> On Tue, Nov 23, 2010 at 11:52 AM, Ephraim Feldman <effgroups@...

> <effgroups%40gmail.com>>wrote:
>
> > Hi Joe
> >
> > Im trying to get the SO Picklist form to launch from the Order Entry

> > with the current order selected.
> >
> > So i tried to copy what you did but im getting some errors
> >
> > Im in VB so i converted the c# to vb
> >
> > Here is the code :
> >
> > Private Sub epiButtonC1_Click(ByVal sender As Object, ByVal args As
> > System.EventArgs)
> >
> > ' ** Place Event Handling Code Here **
> >
> > 'Dim epiSession As Session
> >
> > 'epiSession = DirectCast(MainController.Session, Session)
> >
> > Dim Session As Epicor.Mfg.Core.Session =
> > DirectCast(SalesOrderform.Session, Epicor.Mfg.Core.Session)
> >
> > Dim rptSOPickList As New
> > SOPickListReport(epiSession.ConnectionPool)
> >
> > Dim rptDSSOPickList As SOPickListReportDataSet =
> > rptSOPickList.GetNewParameters()
> >
> > End Sub
> >
> > And when i test code i get the following error:
> >
> > Error: BC30002 - line 76 (385) - Type 'SOPickListReport' is not
> defined.
> > Error: BC30002 - line 78 (387) - Type 'SOPickListReportDataSet' is
> > not defined.
> >
> > I added the assembly's you mentioned.
> >
> >
> > Ephraim
> >
> >
> >
> > On Thu, Oct 7, 2010 at 1:16 PM, Joe Rojas
> > <jrojas@...<jrojas%40matsinc.com>>
> wrote:
> >
> >>
> >>
> >> After tracing the process of printing a SO Pick List, I figured
> >> this out. (Yeah, I probably should have started there first).
> >>
> >> For those that are curious, I thought I would share my solution.
> >>
> >> First, I'm on Epicor 9.04.506a.
> >>
> >> I have a dashboard with one query with a grid view and a tracker
> >> view
>
> >> off of it.
> >>
> >> The tracker view is used to filter the results in the grid view.
> >>
> >> The grid view shows Sales Orders that meet a particular criteria
> >> and the requirement was the ability to print the Sales Order Pick
> >> List directly from the dashboard by selecting the Sales Order and
> >> clicking
>
> >> a print button. We didn't want to have to retype the information
> >> into
>
> >> the Pick List screen for the order we already selected.
> >>
> >> I deployed my dashboard, added it to the menu, and then created
> >> customization for it.
> >>
> >> I added a button to the tracker view section that is used to submit

> >> the print job.
> >>
> >> I added these assemblies:
> >>
> >> Epicor.Mfg.Core.BLConnectionPool
> >>
> >> Epicor.Mfg.Core.Session
> >>
> >> Epicor.Mfg.Rpt.ISOPickListReport
> >>
> >> Epicor.Mfg.Rpt.SOPickListReport
> >>
> >> Added the namespaces for the above assemblies.
> >>
> >> I used the Event Wizard to create an event handler for my button's
> >> Click event.
> >>
> >> This is my event handler sub.
> >>
> >> private static void btnPrintPickList_Click(object sender,
> >> System.EventArgs args)
> >>
> >> {
> >>
> >> // ** Place Event Handling Code Here **
> >>
> >> Session epiSession;
> >>
> >> epiSession = (Session) MainController.Session;
> >>
> >> SOPickListReport rptSOPickList = new
> >> SOPickListReport(epiSession.ConnectionPool);
> >>
> >> SOPickListReportDataSet rptDSSOPickList =
> >> rptSOPickList.GetNewParameters();
> >>
> >> //Get reference to the grid on the grid view.
> >>
> >> EpiUltraGrid myGrid = (EpiUltraGrid)
> >> csm.GetNativeControlReference("0c5f4f49-7860-4258-b3fb-8eddc10ac4a1
> >> ")
> >> ;
> >>
> >> //Check value in Ship By column of active row to determine how to
> >> set
> >>
> >> //the From Date and To Date
> >>
> >> //First get ship by date of active row
> >>
> >> DateTime dtShipBy;
> >>
> >> try
> >>
> >> {
> >>
> >> dtShipBy =
> >>
>
Convert.ToDateTime(myGrid.ActiveRow.Cells["OrderHed.RequestDate"].Value.
> >> ToString());
> >>
> >> }
> >>
> >> catch
> >>
> >> {
> >>
> >> MessageBox.Show("Please select an order and then try again.");
> >>
> >> return;
> >>
> >> }
> >>
> >> if (DateTime.Compare(DateTime.Today, dtShipBy) > 0) //ship by date
> >> is
>
> >> earlier than today so need to set FromDate
> >>
> >> {
> >>
> >> //go back one more day just for the heck of it
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["FromDate"]

> >> =
>
> >> dtShipBy.AddDays(-1); it
> >>
> >> }
> >>
> >> else
> >>
> >> {
> >>
> >> //add one more day just for the heck of it
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ToDate"] =

> >> dtShipBy.AddDays(1); }
> >>
> >> //Set dataset fields accordingly
> >>
> >> //Some of these field are set because it was observed from tracing
> >> that these
> >>
> >> //values changed from the default dataset
> >>
> >> //
> >>
> >> //OrderList can be a "~" delimited list if more than one order is
> >> selected.
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["OrderList"
> >> ] = myGrid.ActiveRow.Cells["OrderHed.OrderNum"].Value.ToString();
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AutoAction
> >> "]
>
> >> = "Preview";
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AgentID"]
> >> = "SystemTaskAgent";
> >>
> >>
>
rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ReportStyleNum"
> >> ] = 2; //MATS Style
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["Workstatio
> >> nI
> >> D"]
> >> = Environment.MachineName + " 1";
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["DateFormat
> >> "]
>
> >> = "mm/dd/yyyy";
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["NumericFor
> >> ma
>
> >> t"]
> >> = ",.";
> >>
> >> //Send Pick List to System Agent for printing
> >>
> >> rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent", 0,
> >> 0,
>
> >> "Epicor.Mfg.UIRpt.SOPickListReport");
> >>
> >> MessageBox.Show("Pick List Print Job Submitted.");
> >>
> >> }
> >>
> >> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> >> vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf Of Joe
>
>
> >> Rojas
> >> Sent: Tuesday, October 05, 2010 12:01 PM
> >> To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
>
> >> Subject: [Vantage] Print Standard Report from Dashboard
> >>
> >> Hello
> >>
> >> I have a dashboard that lists Sales Orders that meet a particular
> >> criteria.
> >>
> >> I'd like to be able to print the Sales Order Pick List, for the
> >> select Sales Order, directly from the Dashboard.
> >>
> >> Is this possible? If yes, any pointers on how to get started?
> >>
> >> Thanks!
> >>
> >> Joe Rojas | Director of Information Technology | Mats Inc
> >> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> >> jrojas@... <jrojas%40matsinc.com> <jrojas%40matsinc.com>
> >> <mailto:jrojas%40matsinc.com <jrojas%2540matsinc.com><jrojas%
> 2540matsinc.com>>
>
> >> | www.matsinc.com Ask
> >> us about our clean, green and beautiful matting and flooring
> >>
> >> This message is intended only for the individual named. If you are
> >> not the named addressee you should not disseminate, distribute or
> >> copy this e-mail. Please notify the sender immediately by e-mail if

> >> you have received this e-mail by mistake. Please note that any
> >> views or opinions presented in this email are solely those of the
> >> author and do not necessarily represent those of the company.
> >>
> >> [Non-text portions of this message have been removed]
> >>
> >> Joe Rojas | Director of Information Technology | Mats Inc
> >> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> >> jrojas@... <jrojas%40matsinc.com> <jrojas%40matsinc.com> |
> www.matsinc.com Ask us
> >> about our clean, green and beautiful matting and flooring
> >>
> >> This message is intended only for the individual named. If you are
> >> not the named addressee you should not disseminate, distribute or
> copy this e-mail.
> >> Please notify the sender immediately by e-mail if you have received

> >> this e-mail by mistake. Please note that any views or opinions
> >> presented in this email are solely those of the author and do not
> >> necessarily represent those of the company.
> >>
> >> [Non-text portions of this message have been removed]
> >>
> >>
> >>
> >
> >
>
> [Non-text portions of this message have been removed]
>
> ------------------------------------
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have already linked your email address to a yahoo id to enable access.

> )
> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
>
>


[Non-text portions of this message have been removed]



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
After tracing the process of printing a SO Pick List, I figured this
out. (Yeah, I probably should have started there first).

For those that are curious, I thought I would share my solution.



First, I'm on Epicor 9.04.506a.

I have a dashboard with one query with a grid view and a tracker view
off of it.

The tracker view is used to filter the results in the grid view.

The grid view shows Sales Orders that meet a particular criteria and the
requirement was the ability to print the Sales Order Pick List directly
from the dashboard by selecting the Sales Order and clicking a print
button. We didn't want to have to retype the information into the Pick
List screen for the order we already selected.



I deployed my dashboard, added it to the menu, and then created
customization for it.

I added a button to the tracker view section that is used to submit the
print job.

I added these assemblies:

Epicor.Mfg.Core.BLConnectionPool

Epicor.Mfg.Core.Session

Epicor.Mfg.Rpt.ISOPickListReport

Epicor.Mfg.Rpt.SOPickListReport



Added the namespaces for the above assemblies.

I used the Event Wizard to create an event handler for my button's Click
event.



This is my event handler sub.



private static void btnPrintPickList_Click(object sender,
System.EventArgs args)

{

// ** Place Event Handling Code Here **



Session epiSession;

epiSession = (Session) MainController.Session;

SOPickListReport rptSOPickList = new
SOPickListReport(epiSession.ConnectionPool);



SOPickListReportDataSet rptDSSOPickList =
rptSOPickList.GetNewParameters();



//Get reference to the grid on the grid view.

EpiUltraGrid myGrid = (EpiUltraGrid)
csm.GetNativeControlReference("0c5f4f49-7860-4258-b3fb-8eddc10ac4a1");





//Check value in Ship By column of active row to determine how to set

//the From Date and To Date

//First get ship by date of active row

DateTime dtShipBy;

try

{

dtShipBy =
Convert.ToDateTime(myGrid.ActiveRow.Cells["OrderHed.RequestDate"].Value.
ToString());

}

catch

{

MessageBox.Show("Please select an order
and then try again.");

return;


}



if (DateTime.Compare(DateTime.Today, dtShipBy) > 0)
//ship by date is earlier than today so need to set FromDate

{

//go back one more day just for the heck
of it


rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["FromDate"] =
dtShipBy.AddDays(-1); it

}

else

{

//add one more day just for the heck of
it


rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ToDate"] =
dtShipBy.AddDays(1); }



//Set dataset fields accordingly

//Some of these field are set because it was observed from tracing that
these

//values changed from the default dataset

//

//OrderList can be a "~" delimited list if more than one
order is selected.

rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["OrderList"] =
myGrid.ActiveRow.Cells["OrderHed.OrderNum"].Value.ToString();

rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AutoAction"] =
"Preview";

rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AgentID"] =
"SystemTaskAgent";

rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ReportStyleNum"
] = 2; //MATS Style

rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["WorkstationID"]
= Environment.MachineName + " 1";

rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["DateFormat"] =
"mm/dd/yyyy";

rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["NumericFormat"]
= ",.";



//Send Pick List to System Agent for printing

rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent", 0, 0,
"Epicor.Mfg.UIRpt.SOPickListReport");

MessageBox.Show("Pick List Print Job Submitted.");

}







From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joe Rojas
Sent: Tuesday, October 05, 2010 12:01 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Print Standard Report from Dashboard





Hello

I have a dashboard that lists Sales Orders that meet a particular
criteria.

I'd like to be able to print the Sales Order Pick List, for the select
Sales Order, directly from the Dashboard.

Is this possible? If yes, any pointers on how to get started?

Thanks!







Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... <mailto:jrojas%40matsinc.com> | www.matsinc.com Ask
us about our clean, green and beautiful matting and flooring

This message is intended only for the individual named. If you are not
the named addressee you should not disseminate, distribute or copy this
e-mail. Please notify the sender immediately by e-mail if you have
received this e-mail by mistake. Please note that any views or opinions
presented in this email are solely those of the author and do not
necessarily represent those of the company.

[Non-text portions of this message have been removed]












Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.


[Non-text portions of this message have been removed]
Hi Joe

Im trying to get the SO Picklist form to launch from the Order Entry with
the current order selected.

So i tried to copy what you did but im getting some errors

Im in VB so i converted the c# to vb

Here is the code :

Private Sub epiButtonC1_Click(ByVal sender As Object, ByVal args As
System.EventArgs)
' ** Place Event Handling Code Here **

'Dim epiSession As Session

'epiSession = DirectCast(MainController.Session, Session)

Dim Session As Epicor.Mfg.Core.Session =
DirectCast(SalesOrderform.Session, Epicor.Mfg.Core.Session)

Dim rptSOPickList As New SOPickListReport(epiSession.ConnectionPool)

Dim rptDSSOPickList As SOPickListReportDataSet =
rptSOPickList.GetNewParameters()

End Sub

And when i test code i get the following error:

Error: BC30002 - line 76 (385) - Type 'SOPickListReport' is not defined.
Error: BC30002 - line 78 (387) - Type 'SOPickListReportDataSet' is not
defined.

I added the assembly's you mentioned.


Ephraim


On Thu, Oct 7, 2010 at 1:16 PM, Joe Rojas <jrojas@...> wrote:

>
>
> After tracing the process of printing a SO Pick List, I figured this
> out. (Yeah, I probably should have started there first).
>
> For those that are curious, I thought I would share my solution.
>
> First, I'm on Epicor 9.04.506a.
>
> I have a dashboard with one query with a grid view and a tracker view
> off of it.
>
> The tracker view is used to filter the results in the grid view.
>
> The grid view shows Sales Orders that meet a particular criteria and the
> requirement was the ability to print the Sales Order Pick List directly
> from the dashboard by selecting the Sales Order and clicking a print
> button. We didn't want to have to retype the information into the Pick
> List screen for the order we already selected.
>
> I deployed my dashboard, added it to the menu, and then created
> customization for it.
>
> I added a button to the tracker view section that is used to submit the
> print job.
>
> I added these assemblies:
>
> Epicor.Mfg.Core.BLConnectionPool
>
> Epicor.Mfg.Core.Session
>
> Epicor.Mfg.Rpt.ISOPickListReport
>
> Epicor.Mfg.Rpt.SOPickListReport
>
> Added the namespaces for the above assemblies.
>
> I used the Event Wizard to create an event handler for my button's Click
> event.
>
> This is my event handler sub.
>
> private static void btnPrintPickList_Click(object sender,
> System.EventArgs args)
>
> {
>
> // ** Place Event Handling Code Here **
>
> Session epiSession;
>
> epiSession = (Session) MainController.Session;
>
> SOPickListReport rptSOPickList = new
> SOPickListReport(epiSession.ConnectionPool);
>
> SOPickListReportDataSet rptDSSOPickList =
> rptSOPickList.GetNewParameters();
>
> //Get reference to the grid on the grid view.
>
> EpiUltraGrid myGrid = (EpiUltraGrid)
> csm.GetNativeControlReference("0c5f4f49-7860-4258-b3fb-8eddc10ac4a1");
>
> //Check value in Ship By column of active row to determine how to set
>
> //the From Date and To Date
>
> //First get ship by date of active row
>
> DateTime dtShipBy;
>
> try
>
> {
>
> dtShipBy =
> Convert.ToDateTime(myGrid.ActiveRow.Cells["OrderHed.RequestDate"].Value.
> ToString());
>
> }
>
> catch
>
> {
>
> MessageBox.Show("Please select an order
> and then try again.");
>
> return;
>
> }
>
> if (DateTime.Compare(DateTime.Today, dtShipBy) > 0)
> //ship by date is earlier than today so need to set FromDate
>
> {
>
> //go back one more day just for the heck
> of it
>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["FromDate"] =
> dtShipBy.AddDays(-1); it
>
> }
>
> else
>
> {
>
> //add one more day just for the heck of
> it
>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ToDate"] =
> dtShipBy.AddDays(1); }
>
> //Set dataset fields accordingly
>
> //Some of these field are set because it was observed from tracing that
> these
>
> //values changed from the default dataset
>
> //
>
> //OrderList can be a "~" delimited list if more than one
> order is selected.
>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["OrderList"] =
> myGrid.ActiveRow.Cells["OrderHed.OrderNum"].Value.ToString();
>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AutoAction"] =
> "Preview";
>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AgentID"] =
> "SystemTaskAgent";
>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ReportStyleNum"
> ] = 2; //MATS Style
>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["WorkstationID"]
> = Environment.MachineName + " 1";
>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["DateFormat"] =
> "mm/dd/yyyy";
>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["NumericFormat"]
> = ",.";
>
> //Send Pick List to System Agent for printing
>
> rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent", 0, 0,
> "Epicor.Mfg.UIRpt.SOPickListReport");
>
> MessageBox.Show("Pick List Print Job Submitted.");
>
> }
>
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of Joe Rojas
> Sent: Tuesday, October 05, 2010 12:01 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: [Vantage] Print Standard Report from Dashboard
>
> Hello
>
> I have a dashboard that lists Sales Orders that meet a particular
> criteria.
>
> I'd like to be able to print the Sales Order Pick List, for the select
> Sales Order, directly from the Dashboard.
>
> Is this possible? If yes, any pointers on how to get started?
>
> Thanks!
>
> Joe Rojas | Director of Information Technology | Mats Inc
> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> jrojas@... <jrojas%40matsinc.com> <mailto:jrojas%40matsinc.com<jrojas%2540matsinc.com>>
> | www.matsinc.com Ask
> us about our clean, green and beautiful matting and flooring
>
> This message is intended only for the individual named. If you are not
> the named addressee you should not disseminate, distribute or copy this
> e-mail. Please notify the sender immediately by e-mail if you have
> received this e-mail by mistake. Please note that any views or opinions
> presented in this email are solely those of the author and do not
> necessarily represent those of the company.
>
> [Non-text portions of this message have been removed]
>
> Joe Rojas | Director of Information Technology | Mats Inc
> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> jrojas@... <jrojas%40matsinc.com> | www.matsinc.com Ask us about
> our clean, green and beautiful matting and flooring
>
> This message is intended only for the individual named. If you are not the
> named addressee you should not disseminate, distribute or copy this e-mail.
> Please notify the sender immediately by e-mail if you have received this
> e-mail by mistake. Please note that any views or opinions presented in this
> email are solely those of the author and do not necessarily represent those
> of the company.
>
> [Non-text portions of this message have been removed]
>
>
>


[Non-text portions of this message have been removed]
Hi


I finally got as far as this and get no error when test code but when i
acctually run it i get a error "object not defined as instance of a object"
Also i would like to open the Report print box instead of sending directly
to the printer.

Here is the code:

Private Sub epiButtonC1_Click(ByVal sender As Object, ByVal args As
System.EventArgs)
' ** Place Event Handling Code Here **

Dim epiSession As Epicor.Mfg.Core.Session =
DirectCast(SalesOrderform.Session, Epicor.Mfg.Core.Session)
Dim rptSOPickList As New
Epicor.Mfg.Rpt.SOPickListReport(epiSession.ConnectionPool)
Dim rptDSSOPickList As Epicor.Mfg.Rpt.SOPickListReportDataSet =
rptSOPickList.GetNewParameters()

Dim edvOrder As EpiDataView = CType(oTrans.EpiDataViews("Orderhed"),
EpiDataView)
Dim strOrderNum As String =
edvOrder.dataView(edvOrder.Row)("OrderNum").Value.ToString()
Dim dtShipBy As Date =
edvOrder.dataView(edvOrder.Row)("RequestDate")


rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("FromDate")
= dtShipBy.AddDays(-1)
rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("ToDate") =
dtShipBy.AddDays(1)

'OrderList can be a "~" delimited list if more than one
'order is selected.

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("OrderList")
= strOrdernum

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("AutoAction") =
"Preview"
rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("AgentID") =
"SystemTaskAgent"

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("ReportStyleNum") =
1

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("WorkstationID") =
Environment.MachineName + " 1"

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("DateFormat") =
"mm/dd/yyyy"

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("NumericFormat") =
",."



rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent", 0,
0, "Epicor.Mfg.UIRpt.SOPickListReport")


End Sub

Thanks for any help

Ephraim





On Tue, Nov 23, 2010 at 11:52 AM, Ephraim Feldman <effgroups@...>wrote:

> Hi Joe
>
> Im trying to get the SO Picklist form to launch from the Order Entry with
> the current order selected.
>
> So i tried to copy what you did but im getting some errors
>
> Im in VB so i converted the c# to vb
>
> Here is the code :
>
> Private Sub epiButtonC1_Click(ByVal sender As Object, ByVal args As
> System.EventArgs)
>
> ' ** Place Event Handling Code Here **
>
> 'Dim epiSession As Session
>
> 'epiSession = DirectCast(MainController.Session, Session)
>
> Dim Session As Epicor.Mfg.Core.Session =
> DirectCast(SalesOrderform.Session, Epicor.Mfg.Core.Session)
>
> Dim rptSOPickList As New
> SOPickListReport(epiSession.ConnectionPool)
>
> Dim rptDSSOPickList As SOPickListReportDataSet =
> rptSOPickList.GetNewParameters()
>
> End Sub
>
> And when i test code i get the following error:
>
> Error: BC30002 - line 76 (385) - Type 'SOPickListReport' is not defined.
> Error: BC30002 - line 78 (387) - Type 'SOPickListReportDataSet' is not
> defined.
>
> I added the assembly's you mentioned.
>
>
> Ephraim
>
>
>
> On Thu, Oct 7, 2010 at 1:16 PM, Joe Rojas <jrojas@...> wrote:
>
>>
>>
>> After tracing the process of printing a SO Pick List, I figured this
>> out. (Yeah, I probably should have started there first).
>>
>> For those that are curious, I thought I would share my solution.
>>
>> First, I'm on Epicor 9.04.506a.
>>
>> I have a dashboard with one query with a grid view and a tracker view
>> off of it.
>>
>> The tracker view is used to filter the results in the grid view.
>>
>> The grid view shows Sales Orders that meet a particular criteria and the
>> requirement was the ability to print the Sales Order Pick List directly
>> from the dashboard by selecting the Sales Order and clicking a print
>> button. We didn't want to have to retype the information into the Pick
>> List screen for the order we already selected.
>>
>> I deployed my dashboard, added it to the menu, and then created
>> customization for it.
>>
>> I added a button to the tracker view section that is used to submit the
>> print job.
>>
>> I added these assemblies:
>>
>> Epicor.Mfg.Core.BLConnectionPool
>>
>> Epicor.Mfg.Core.Session
>>
>> Epicor.Mfg.Rpt.ISOPickListReport
>>
>> Epicor.Mfg.Rpt.SOPickListReport
>>
>> Added the namespaces for the above assemblies.
>>
>> I used the Event Wizard to create an event handler for my button's Click
>> event.
>>
>> This is my event handler sub.
>>
>> private static void btnPrintPickList_Click(object sender,
>> System.EventArgs args)
>>
>> {
>>
>> // ** Place Event Handling Code Here **
>>
>> Session epiSession;
>>
>> epiSession = (Session) MainController.Session;
>>
>> SOPickListReport rptSOPickList = new
>> SOPickListReport(epiSession.ConnectionPool);
>>
>> SOPickListReportDataSet rptDSSOPickList =
>> rptSOPickList.GetNewParameters();
>>
>> //Get reference to the grid on the grid view.
>>
>> EpiUltraGrid myGrid = (EpiUltraGrid)
>> csm.GetNativeControlReference("0c5f4f49-7860-4258-b3fb-8eddc10ac4a1");
>>
>> //Check value in Ship By column of active row to determine how to set
>>
>> //the From Date and To Date
>>
>> //First get ship by date of active row
>>
>> DateTime dtShipBy;
>>
>> try
>>
>> {
>>
>> dtShipBy =
>> Convert.ToDateTime(myGrid.ActiveRow.Cells["OrderHed.RequestDate"].Value.
>> ToString());
>>
>> }
>>
>> catch
>>
>> {
>>
>> MessageBox.Show("Please select an order
>> and then try again.");
>>
>> return;
>>
>> }
>>
>> if (DateTime.Compare(DateTime.Today, dtShipBy) > 0)
>> //ship by date is earlier than today so need to set FromDate
>>
>> {
>>
>> //go back one more day just for the heck
>> of it
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["FromDate"] =
>> dtShipBy.AddDays(-1); it
>>
>> }
>>
>> else
>>
>> {
>>
>> //add one more day just for the heck of
>> it
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ToDate"] =
>> dtShipBy.AddDays(1); }
>>
>> //Set dataset fields accordingly
>>
>> //Some of these field are set because it was observed from tracing that
>> these
>>
>> //values changed from the default dataset
>>
>> //
>>
>> //OrderList can be a "~" delimited list if more than one
>> order is selected.
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["OrderList"] =
>> myGrid.ActiveRow.Cells["OrderHed.OrderNum"].Value.ToString();
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AutoAction"] =
>> "Preview";
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AgentID"] =
>> "SystemTaskAgent";
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ReportStyleNum"
>> ] = 2; //MATS Style
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["WorkstationID"]
>> = Environment.MachineName + " 1";
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["DateFormat"] =
>> "mm/dd/yyyy";
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["NumericFormat"]
>> = ",.";
>>
>> //Send Pick List to System Agent for printing
>>
>> rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent", 0, 0,
>> "Epicor.Mfg.UIRpt.SOPickListReport");
>>
>> MessageBox.Show("Pick List Print Job Submitted.");
>>
>> }
>>
>> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
>> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
>> Of Joe Rojas
>> Sent: Tuesday, October 05, 2010 12:01 PM
>> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
>> Subject: [Vantage] Print Standard Report from Dashboard
>>
>> Hello
>>
>> I have a dashboard that lists Sales Orders that meet a particular
>> criteria.
>>
>> I'd like to be able to print the Sales Order Pick List, for the select
>> Sales Order, directly from the Dashboard.
>>
>> Is this possible? If yes, any pointers on how to get started?
>>
>> Thanks!
>>
>> Joe Rojas | Director of Information Technology | Mats Inc
>> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
>> jrojas@... <jrojas%40matsinc.com> <mailto:jrojas%40matsinc.com<jrojas%2540matsinc.com>>
>> | www.matsinc.com Ask
>> us about our clean, green and beautiful matting and flooring
>>
>> This message is intended only for the individual named. If you are not
>> the named addressee you should not disseminate, distribute or copy this
>> e-mail. Please notify the sender immediately by e-mail if you have
>> received this e-mail by mistake. Please note that any views or opinions
>> presented in this email are solely those of the author and do not
>> necessarily represent those of the company.
>>
>> [Non-text portions of this message have been removed]
>>
>> Joe Rojas | Director of Information Technology | Mats Inc
>> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
>> jrojas@... <jrojas%40matsinc.com> | www.matsinc.com Ask us about
>> our clean, green and beautiful matting and flooring
>>
>> This message is intended only for the individual named. If you are not the
>> named addressee you should not disseminate, distribute or copy this e-mail.
>> Please notify the sender immediately by e-mail if you have received this
>> e-mail by mistake. Please note that any views or opinions presented in this
>> email are solely those of the author and do not necessarily represent those
>> of the company.
>>
>> [Non-text portions of this message have been removed]
>>
>>
>>
>
>


[Non-text portions of this message have been removed]
Hi Ephraim,

Not knowing where in the code the error is coming from, I would suggest
changing the DirectCast() function to the CType() function.
I believe DirectCast is strict on its use and will return null if it
cannot cast from one data type to another.












Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.



-----Original Message-----

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ephraim Feldman
Sent: Tuesday, November 23, 2010 6:42 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Print Standard Report from Dashboard - SOLVED

Hi


I finally got as far as this and get no error when test code but when i
acctually run it i get a error "object not defined as instance of a
object"
Also i would like to open the Report print box instead of sending
directly to the printer.

Here is the code:

Private Sub epiButtonC1_Click(ByVal sender As Object, ByVal args As
System.EventArgs)
' ** Place Event Handling Code Here **

Dim epiSession As Epicor.Mfg.Core.Session =
DirectCast(SalesOrderform.Session, Epicor.Mfg.Core.Session)
Dim rptSOPickList As New
Epicor.Mfg.Rpt.SOPickListReport(epiSession.ConnectionPool)
Dim rptDSSOPickList As Epicor.Mfg.Rpt.SOPickListReportDataSet =
rptSOPickList.GetNewParameters()

Dim edvOrder As EpiDataView =
CType(oTrans.EpiDataViews("Orderhed"),
EpiDataView)
Dim strOrderNum As String =
edvOrder.dataView(edvOrder.Row)("OrderNum").Value.ToString()
Dim dtShipBy As Date =
edvOrder.dataView(edvOrder.Row)("RequestDate")



rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("FromDate")
= dtShipBy.AddDays(-1)

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("ToDate") =
dtShipBy.AddDays(1)

'OrderList can be a "~" delimited list if more than one
'order is selected.


rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("OrderList")
= strOrdernum

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("AutoAction") =
"Preview"

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("AgentID") =
"SystemTaskAgent"

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("ReportStyleNum"
) =
1

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("WorkstationID")
= Environment.MachineName + " 1"

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("DateFormat") =
"mm/dd/yyyy"

rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("NumericFormat")
= ",."



rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent",
0, 0, "Epicor.Mfg.UIRpt.SOPickListReport")


End Sub

Thanks for any help

Ephraim





On Tue, Nov 23, 2010 at 11:52 AM, Ephraim Feldman
<effgroups@...>wrote:

> Hi Joe
>
> Im trying to get the SO Picklist form to launch from the Order Entry
> with the current order selected.
>
> So i tried to copy what you did but im getting some errors
>
> Im in VB so i converted the c# to vb
>
> Here is the code :
>
> Private Sub epiButtonC1_Click(ByVal sender As Object, ByVal args
> As
> System.EventArgs)
>
> ' ** Place Event Handling Code Here **
>
> 'Dim epiSession As Session
>
> 'epiSession = DirectCast(MainController.Session, Session)
>
> Dim Session As Epicor.Mfg.Core.Session =
> DirectCast(SalesOrderform.Session, Epicor.Mfg.Core.Session)
>
> Dim rptSOPickList As New
> SOPickListReport(epiSession.ConnectionPool)
>
> Dim rptDSSOPickList As SOPickListReportDataSet =
> rptSOPickList.GetNewParameters()
>
> End Sub
>
> And when i test code i get the following error:
>
> Error: BC30002 - line 76 (385) - Type 'SOPickListReport' is not
defined.
> Error: BC30002 - line 78 (387) - Type 'SOPickListReportDataSet' is
> not defined.
>
> I added the assembly's you mentioned.
>
>
> Ephraim
>
>
>
> On Thu, Oct 7, 2010 at 1:16 PM, Joe Rojas <jrojas@...> wrote:
>
>>
>>
>> After tracing the process of printing a SO Pick List, I figured this
>> out. (Yeah, I probably should have started there first).
>>
>> For those that are curious, I thought I would share my solution.
>>
>> First, I'm on Epicor 9.04.506a.
>>
>> I have a dashboard with one query with a grid view and a tracker view

>> off of it.
>>
>> The tracker view is used to filter the results in the grid view.
>>
>> The grid view shows Sales Orders that meet a particular criteria and
>> the requirement was the ability to print the Sales Order Pick List
>> directly from the dashboard by selecting the Sales Order and clicking

>> a print button. We didn't want to have to retype the information into

>> the Pick List screen for the order we already selected.
>>
>> I deployed my dashboard, added it to the menu, and then created
>> customization for it.
>>
>> I added a button to the tracker view section that is used to submit
>> the print job.
>>
>> I added these assemblies:
>>
>> Epicor.Mfg.Core.BLConnectionPool
>>
>> Epicor.Mfg.Core.Session
>>
>> Epicor.Mfg.Rpt.ISOPickListReport
>>
>> Epicor.Mfg.Rpt.SOPickListReport
>>
>> Added the namespaces for the above assemblies.
>>
>> I used the Event Wizard to create an event handler for my button's
>> Click event.
>>
>> This is my event handler sub.
>>
>> private static void btnPrintPickList_Click(object sender,
>> System.EventArgs args)
>>
>> {
>>
>> // ** Place Event Handling Code Here **
>>
>> Session epiSession;
>>
>> epiSession = (Session) MainController.Session;
>>
>> SOPickListReport rptSOPickList = new
>> SOPickListReport(epiSession.ConnectionPool);
>>
>> SOPickListReportDataSet rptDSSOPickList =
>> rptSOPickList.GetNewParameters();
>>
>> //Get reference to the grid on the grid view.
>>
>> EpiUltraGrid myGrid = (EpiUltraGrid)
>> csm.GetNativeControlReference("0c5f4f49-7860-4258-b3fb-8eddc10ac4a1")
>> ;
>>
>> //Check value in Ship By column of active row to determine how to set
>>
>> //the From Date and To Date
>>
>> //First get ship by date of active row
>>
>> DateTime dtShipBy;
>>
>> try
>>
>> {
>>
>> dtShipBy =
>>
Convert.ToDateTime(myGrid.ActiveRow.Cells["OrderHed.RequestDate"].Value.
>> ToString());
>>
>> }
>>
>> catch
>>
>> {
>>
>> MessageBox.Show("Please select an order and then try again.");
>>
>> return;
>>
>> }
>>
>> if (DateTime.Compare(DateTime.Today, dtShipBy) > 0) //ship by date is

>> earlier than today so need to set FromDate
>>
>> {
>>
>> //go back one more day just for the heck of it
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["FromDate"] =

>> dtShipBy.AddDays(-1); it
>>
>> }
>>
>> else
>>
>> {
>>
>> //add one more day just for the heck of it
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ToDate"] =
>> dtShipBy.AddDays(1); }
>>
>> //Set dataset fields accordingly
>>
>> //Some of these field are set because it was observed from tracing
>> that these
>>
>> //values changed from the default dataset
>>
>> //
>>
>> //OrderList can be a "~" delimited list if more than one order is
>> selected.
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["OrderList"]
>> = myGrid.ActiveRow.Cells["OrderHed.OrderNum"].Value.ToString();
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AutoAction"]

>> = "Preview";
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AgentID"] =
>> "SystemTaskAgent";
>>
>>
rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ReportStyleNum"
>> ] = 2; //MATS Style
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["WorkstationI
>> D"]
>> = Environment.MachineName + " 1";
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["DateFormat"]

>> = "mm/dd/yyyy";
>>
>> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["NumericForma
>> t"]
>> = ",.";
>>
>> //Send Pick List to System Agent for printing
>>
>> rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent", 0, 0,

>> "Epicor.Mfg.UIRpt.SOPickListReport");
>>
>> MessageBox.Show("Pick List Print Job Submitted.");
>>
>> }
>>
>> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
>> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf Of Joe

>> Rojas
>> Sent: Tuesday, October 05, 2010 12:01 PM
>> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
>> Subject: [Vantage] Print Standard Report from Dashboard
>>
>> Hello
>>
>> I have a dashboard that lists Sales Orders that meet a particular
>> criteria.
>>
>> I'd like to be able to print the Sales Order Pick List, for the
>> select Sales Order, directly from the Dashboard.
>>
>> Is this possible? If yes, any pointers on how to get started?
>>
>> Thanks!
>>
>> Joe Rojas | Director of Information Technology | Mats Inc
>> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
>> jrojas@... <jrojas%40matsinc.com>
>> <mailto:jrojas%40matsinc.com<jrojas%2540matsinc.com>>
>> | www.matsinc.com Ask
>> us about our clean, green and beautiful matting and flooring
>>
>> This message is intended only for the individual named. If you are
>> not the named addressee you should not disseminate, distribute or
>> copy this e-mail. Please notify the sender immediately by e-mail if
>> you have received this e-mail by mistake. Please note that any views
>> or opinions presented in this email are solely those of the author
>> and do not necessarily represent those of the company.
>>
>> [Non-text portions of this message have been removed]
>>
>> Joe Rojas | Director of Information Technology | Mats Inc
>> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
>> jrojas@... <jrojas%40matsinc.com> | www.matsinc.com Ask us
>> about our clean, green and beautiful matting and flooring
>>
>> This message is intended only for the individual named. If you are
>> not the named addressee you should not disseminate, distribute or
copy this e-mail.
>> Please notify the sender immediately by e-mail if you have received
>> this e-mail by mistake. Please note that any views or opinions
>> presented in this email are solely those of the author and do not
>> necessarily represent those of the company.
>>
>> [Non-text portions of this message have been removed]
>>
>>
>>
>
>


[Non-text portions of this message have been removed]



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
Hi Joe

i will try it ...

but do you have any idea how to do this and pop up the report option with
the order selected?

Thanks

Ephraim


On Wed, Nov 24, 2010 at 9:14 AM, Joe Rojas <jrojas@...> wrote:

>
>
> Hi Ephraim,
>
> Not knowing where in the code the error is coming from, I would suggest
> changing the DirectCast() function to the CType() function.
> I believe DirectCast is strict on its use and will return null if it
> cannot cast from one data type to another.
>
>
> Joe Rojas | Director of Information Technology | Mats Inc
> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> jrojas@... <jrojas%40matsinc.com> | www.matsinc.com Ask us about
> our clean, green and beautiful matting and flooring
>
> This message is intended only for the individual named. If you are not the
> named addressee you should not disseminate, distribute or copy this e-mail.
> Please notify the sender immediately by e-mail if you have received this
> e-mail by mistake. Please note that any views or opinions presented in this
> email are solely those of the author and do not necessarily represent those
> of the company.
>
> -----Original Message-----
>
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of Ephraim Feldman
> Sent: Tuesday, November 23, 2010 6:42 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Print Standard Report from Dashboard - SOLVED
>
> Hi
>
> I finally got as far as this and get no error when test code but when i
> acctually run it i get a error "object not defined as instance of a
> object"
> Also i would like to open the Report print box instead of sending
> directly to the printer.
>
> Here is the code:
>
> Private Sub epiButtonC1_Click(ByVal sender As Object, ByVal args As
> System.EventArgs)
> ' ** Place Event Handling Code Here **
>
> Dim epiSession As Epicor.Mfg.Core.Session =
> DirectCast(SalesOrderform.Session, Epicor.Mfg.Core.Session)
> Dim rptSOPickList As New
> Epicor.Mfg.Rpt.SOPickListReport(epiSession.ConnectionPool)
> Dim rptDSSOPickList As Epicor.Mfg.Rpt.SOPickListReportDataSet =
> rptSOPickList.GetNewParameters()
>
> Dim edvOrder As EpiDataView =
> CType(oTrans.EpiDataViews("Orderhed"),
> EpiDataView)
> Dim strOrderNum As String =
> edvOrder.dataView(edvOrder.Row)("OrderNum").Value.ToString()
> Dim dtShipBy As Date =
> edvOrder.dataView(edvOrder.Row)("RequestDate")
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("FromDate")
> = dtShipBy.AddDays(-1)
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("ToDate") =
> dtShipBy.AddDays(1)
>
> 'OrderList can be a "~" delimited list if more than one
> 'order is selected.
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("OrderList")
> = strOrdernum
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("AutoAction") =
> "Preview"
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("AgentID") =
> "SystemTaskAgent"
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("ReportStyleNum"
> ) =
> 1
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("WorkstationID")
> = Environment.MachineName + " 1"
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("DateFormat") =
> "mm/dd/yyyy"
>
> rptDSSOPickList.Tables("SOPickListReportParam").Rows(0)("NumericFormat")
> = ",."
>
> rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent",
> 0, 0, "Epicor.Mfg.UIRpt.SOPickListReport")
>
> End Sub
>
> Thanks for any help
>
> Ephraim
>
> On Tue, Nov 23, 2010 at 11:52 AM, Ephraim Feldman
> <effgroups@... <effgroups%40gmail.com>>wrote:
>
> > Hi Joe
> >
> > Im trying to get the SO Picklist form to launch from the Order Entry
> > with the current order selected.
> >
> > So i tried to copy what you did but im getting some errors
> >
> > Im in VB so i converted the c# to vb
> >
> > Here is the code :
> >
> > Private Sub epiButtonC1_Click(ByVal sender As Object, ByVal args
> > As
> > System.EventArgs)
> >
> > ' ** Place Event Handling Code Here **
> >
> > 'Dim epiSession As Session
> >
> > 'epiSession = DirectCast(MainController.Session, Session)
> >
> > Dim Session As Epicor.Mfg.Core.Session =
> > DirectCast(SalesOrderform.Session, Epicor.Mfg.Core.Session)
> >
> > Dim rptSOPickList As New
> > SOPickListReport(epiSession.ConnectionPool)
> >
> > Dim rptDSSOPickList As SOPickListReportDataSet =
> > rptSOPickList.GetNewParameters()
> >
> > End Sub
> >
> > And when i test code i get the following error:
> >
> > Error: BC30002 - line 76 (385) - Type 'SOPickListReport' is not
> defined.
> > Error: BC30002 - line 78 (387) - Type 'SOPickListReportDataSet' is
> > not defined.
> >
> > I added the assembly's you mentioned.
> >
> >
> > Ephraim
> >
> >
> >
> > On Thu, Oct 7, 2010 at 1:16 PM, Joe Rojas <jrojas@...<jrojas%40matsinc.com>>
> wrote:
> >
> >>
> >>
> >> After tracing the process of printing a SO Pick List, I figured this
> >> out. (Yeah, I probably should have started there first).
> >>
> >> For those that are curious, I thought I would share my solution.
> >>
> >> First, I'm on Epicor 9.04.506a.
> >>
> >> I have a dashboard with one query with a grid view and a tracker view
>
> >> off of it.
> >>
> >> The tracker view is used to filter the results in the grid view.
> >>
> >> The grid view shows Sales Orders that meet a particular criteria and
> >> the requirement was the ability to print the Sales Order Pick List
> >> directly from the dashboard by selecting the Sales Order and clicking
>
> >> a print button. We didn't want to have to retype the information into
>
> >> the Pick List screen for the order we already selected.
> >>
> >> I deployed my dashboard, added it to the menu, and then created
> >> customization for it.
> >>
> >> I added a button to the tracker view section that is used to submit
> >> the print job.
> >>
> >> I added these assemblies:
> >>
> >> Epicor.Mfg.Core.BLConnectionPool
> >>
> >> Epicor.Mfg.Core.Session
> >>
> >> Epicor.Mfg.Rpt.ISOPickListReport
> >>
> >> Epicor.Mfg.Rpt.SOPickListReport
> >>
> >> Added the namespaces for the above assemblies.
> >>
> >> I used the Event Wizard to create an event handler for my button's
> >> Click event.
> >>
> >> This is my event handler sub.
> >>
> >> private static void btnPrintPickList_Click(object sender,
> >> System.EventArgs args)
> >>
> >> {
> >>
> >> // ** Place Event Handling Code Here **
> >>
> >> Session epiSession;
> >>
> >> epiSession = (Session) MainController.Session;
> >>
> >> SOPickListReport rptSOPickList = new
> >> SOPickListReport(epiSession.ConnectionPool);
> >>
> >> SOPickListReportDataSet rptDSSOPickList =
> >> rptSOPickList.GetNewParameters();
> >>
> >> //Get reference to the grid on the grid view.
> >>
> >> EpiUltraGrid myGrid = (EpiUltraGrid)
> >> csm.GetNativeControlReference("0c5f4f49-7860-4258-b3fb-8eddc10ac4a1")
> >> ;
> >>
> >> //Check value in Ship By column of active row to determine how to set
> >>
> >> //the From Date and To Date
> >>
> >> //First get ship by date of active row
> >>
> >> DateTime dtShipBy;
> >>
> >> try
> >>
> >> {
> >>
> >> dtShipBy =
> >>
> Convert.ToDateTime(myGrid.ActiveRow.Cells["OrderHed.RequestDate"].Value.
> >> ToString());
> >>
> >> }
> >>
> >> catch
> >>
> >> {
> >>
> >> MessageBox.Show("Please select an order and then try again.");
> >>
> >> return;
> >>
> >> }
> >>
> >> if (DateTime.Compare(DateTime.Today, dtShipBy) > 0) //ship by date is
>
> >> earlier than today so need to set FromDate
> >>
> >> {
> >>
> >> //go back one more day just for the heck of it
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["FromDate"] =
>
> >> dtShipBy.AddDays(-1); it
> >>
> >> }
> >>
> >> else
> >>
> >> {
> >>
> >> //add one more day just for the heck of it
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ToDate"] =
> >> dtShipBy.AddDays(1); }
> >>
> >> //Set dataset fields accordingly
> >>
> >> //Some of these field are set because it was observed from tracing
> >> that these
> >>
> >> //values changed from the default dataset
> >>
> >> //
> >>
> >> //OrderList can be a "~" delimited list if more than one order is
> >> selected.
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["OrderList"]
> >> = myGrid.ActiveRow.Cells["OrderHed.OrderNum"].Value.ToString();
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AutoAction"]
>
> >> = "Preview";
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["AgentID"] =
> >> "SystemTaskAgent";
> >>
> >>
> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["ReportStyleNum"
> >> ] = 2; //MATS Style
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["WorkstationI
> >> D"]
> >> = Environment.MachineName + " 1";
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["DateFormat"]
>
> >> = "mm/dd/yyyy";
> >>
> >> rptDSSOPickList.Tables["SOPickListReportParam"].Rows[0]["NumericForma
>
> >> t"]
> >> = ",.";
> >>
> >> //Send Pick List to System Agent for printing
> >>
> >> rptSOPickList.SubmitToAgent(rptDSSOPickList, "SystemTaskAgent", 0, 0,
>
> >> "Epicor.Mfg.UIRpt.SOPickListReport");
> >>
> >> MessageBox.Show("Pick List Print Job Submitted.");
> >>
> >> }
> >>
> >> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> >> vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf Of Joe
>
>
> >> Rojas
> >> Sent: Tuesday, October 05, 2010 12:01 PM
> >> To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
>
> >> Subject: [Vantage] Print Standard Report from Dashboard
> >>
> >> Hello
> >>
> >> I have a dashboard that lists Sales Orders that meet a particular
> >> criteria.
> >>
> >> I'd like to be able to print the Sales Order Pick List, for the
> >> select Sales Order, directly from the Dashboard.
> >>
> >> Is this possible? If yes, any pointers on how to get started?
> >>
> >> Thanks!
> >>
> >> Joe Rojas | Director of Information Technology | Mats Inc
> >> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> >> jrojas@... <jrojas%40matsinc.com> <jrojas%40matsinc.com>
> >> <mailto:jrojas%40matsinc.com <jrojas%2540matsinc.com><jrojas%
> 2540matsinc.com>>
>
> >> | www.matsinc.com Ask
> >> us about our clean, green and beautiful matting and flooring
> >>
> >> This message is intended only for the individual named. If you are
> >> not the named addressee you should not disseminate, distribute or
> >> copy this e-mail. Please notify the sender immediately by e-mail if
> >> you have received this e-mail by mistake. Please note that any views
> >> or opinions presented in this email are solely those of the author
> >> and do not necessarily represent those of the company.
> >>
> >> [Non-text portions of this message have been removed]
> >>
> >> Joe Rojas | Director of Information Technology | Mats Inc
> >> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> >> jrojas@... <jrojas%40matsinc.com> <jrojas%40matsinc.com> |
> www.matsinc.com Ask us
> >> about our clean, green and beautiful matting and flooring
> >>
> >> This message is intended only for the individual named. If you are
> >> not the named addressee you should not disseminate, distribute or
> copy this e-mail.
> >> Please notify the sender immediately by e-mail if you have received
> >> this e-mail by mistake. Please note that any views or opinions
> >> presented in this email are solely those of the author and do not
> >> necessarily represent those of the company.
> >>
> >> [Non-text portions of this message have been removed]
> >>
> >>
> >>
> >
> >
>
> [Non-text portions of this message have been removed]
>
> ------------------------------------
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
>
>


[Non-text portions of this message have been removed]