Routing Report

Epicor ERP 10
1

I have a SSRS Breaking & Routing for my PO report.

We attach JobMat drawings, Company T&C and Vendor Quote on Email. (Using DocStar & Routing).

Client wants a compliance form added to PO email for certain suppliers.

I created new Document Type linked to supplier. Attach form to Supplier.

In Routing I tried to setup a Take DocStar Attach. Set is:

  • For every record in the report table PO Header
  • Attachment Table: Vendor and Vendor Form Document Type
  • Using Key Field
  • designed value needs VenNum. Insert a field from the PO Header Table. This issue is that the PO Header in this list doesn’t contain the VenNum. It contains the VendorID.

Does anyone have a suggestion how I can get the VenNum in this list? (It is actual stored in the DB!)

2

Can you add the field in the Report Data Definition?

3

The POHeader data source in the report data definition contains the VendorNum field by default. It’s probably just excluded. Go into the RDD to verify and clear the exclusion if present.

4

Thanks @bderuvo and @jstephens . Both spot on - not sure why I didn’t think that one through. All the best.