Goal: Create a dashboard to compare sales margin to quoted margin.
Issue: Selecting the correct QuoteQty price break to utilize relative to the quantity invoiced.
Does anyone know how to do this in the query builder or can point me to another article where this has been done?
Example: Invoice quantity is 15. QuoteQty breaks are 1, 5, 10, 20.
How do I get a query to select the qty break of 10?
Thanks,
Chris
Chris,
Are you setting up the part’s price breaks using the price list?
Chris,
Did you ever find a solution for this? I need to do something very similar and am in desperate need of guidance (hence why I’m ignoring the Necroposting warning 
).
I had to join on unit price between the invoice unit price and the break unit price which I didn’t like but I couldnt find a better way at the time. I don’t envy you if you are trying to build out the quoted cost… it took me forever since you basically have to rebuild the quote worksheet calculations within a query.
@cmoore
I have done this in SQL and perform some margin analysis within excel pulling data from Epicor - we should be able to replicate this within BAQ if this is what you are looking for?
@josecgomez was working on making the quote worksheet a report I believe. Did anything end up coming out of that project @josecgomez ?
I made a custom business object to capture the worksheet (as its made / saved) and then we run reports out of it.
Using the new UD Service Designer (SDK) and then attached that to updates to QuoteQty
Interesting.
What benefit does the UD Service Designer give you that writing to UD tables via BPM doesn’t?
I get tom play with a new toy 
but nothing else really just a dedicated table(s) and the abilty to add BPMs (to that new BO), call it in functions etc. But just the same
It sounds really cool and useful.
What is the overall value of it, what do you think it replaces or makes easier?
The first thing that comes to my mind is community created modules that don’t have conflicts over UD tables. But that sounds like fun and open source which are two things companies don’t like.
Well you are limited to a specific number of UD tables which is annoying (you can’t make more)
Also those UD Tables have a bunch of useless fields Key1, Key2, Char1, Char2…
The custom BO has exactly the fields you need / want and you can use it in BAQs, Functions etc like any other business object.
So I have this BO called QuoteQtyCostInfo
Which I now have access to and can use like any other BO. With Standard Methods like any other BO
And if you are using Kinetic epicor even creates an Entry / Maintenance Screen for you. So now I wrote a BPM or 2 that copies the QuoteQty (in memory) calculated fields to this table / bo
Data Directive on QuoteQty → Invoke Function which copies the crap over from the Quote BO to the new QuoteQtyCostInfo
This can all be done without a custom BO… But one of the benefits is that Hilighted Line above see how I can do a BufferCopy (from QuoteQty) that’s cause I named my fields the same as the fields in the QuotedataSet.QuoteQty so I don’t have to assign each individual field.
Thanks for taking the time to put that together Jose and visually show that. I know that’s a bit of effort. Thank you.
That’s really slick!
That’s really awesome, I just don’t know if my company would spring for the additional cost (assuming this is an additional license purchase); then there’s the question on if I could figure out how to use it correctly.
I did create a BAQ that pulls the correct QuoteQty record based on the on the Order Quantity using a Sub-Select SubQuery, but I can’t get the rest of the data I need.
