I have had an employee come to me asking if there is such a thing in Epicor that can search for orders by their need by dates ex: 02/05/2018 - 02/09/2018 (or if it can search UP TO one of these dates that would work) and provide the order totals. I have searched and haven’t had any luck, so maybe it is available I just haven’t stumbled upon a way yet?
An example of what I’m wanting:
Shelbie,
This is when you create a Quick Search (see the next tab over?)
Basically you create a BAQ that includes the Key field and all the fields you want to search by or display in the grid.
Then in the program that you want the search you would right click on the key field (OrderNum) and select, ‘Quick Search Entry’
There you can reference that BAQ and setup the filters for your search.
For Date ranges I usually do that by including the date field in the BAQ results twice (might have to use a calc field to do that) and then use one for my starting at filter and the other for my end at criteria.
Last year at Insights I presented a session on the different Epicor Searches and I posted the content on my blog which may help you with this:
Let me know if you need more help.
-Rick
@Rick_Bird Okay I am at a lost, I have such a hard time with BAQ’s. I was able to get the date fields but as soon as I select the dates it doesn’t pop anything up, I have played around with the “Compare Operator” ie: begins, <,>, <=,>= etc. I am at a lost to what combination I need to put to search between two dates. if I don’t enter a date in at all it gives me all results.
Also, when I go to Sales Order Tracker (where I made this new quick search) I select the Quick Search I want and click “search”
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Then this pops up instead of what pops up in testing
Shelbie,
For your Filters I would do the following labels & operators:
Starting At >=
Ending At <=
In your BAQ both the Starting At & Ending At would just be your Ship By Date field, no special calculations. But to add the field to the BAQ results twice you have to use a Calc field, but in the calculation it would just need to be the ReqBy date field.
It doesn’t sound like your Quick Search is even showing up since the one in your screenshot looks like one that Epicor includes.
You have to enable the Quick Search by enabling ‘Shared’ and ‘All Occurrences’ but you have to save before and in between each setting.
Then the Quick Search should be available.
If you are still having trouble, can you attach your BAQ or copy/paste the phrase from the General tab Query Phrase field?
Thanks
-Rick
Shelbie,
Sorry, I told you one thing wrong.
You do NOT need to include the Ship Date twice in your BAQ for Quick Searches (I was thinking Dashboard filters).
Just include it once and then in the Quick Search add the field to the Criteria twice, one with >= and one with <=:
Sorry about the confusion,
-Rick
Thank you,
I was able to get the quick search to show correctly, I would save and refresh and nothing would happen, so I closed the screens and reopened them and fixed… As far as the search results, nothing unless I leave blank. I can’t figure out the calc fields
for each OrderDtl no-lock , each OrderHed no-lock where (OrderDtl.Company = OrderHed.Company and OrderDtl.OrderNum = OrderHed.OrderNum ) , each Customer no-lock , each ShipHead no-lock where (Customer.Company = ShipHead.Company and Customer.CustNum = ShipHead.CustNum ) by OrderHed.NeedByDate .Shelbie,
My apologies but you do not need any calc fields for this to work as you would like.
So were you able to get your Quick Search to work right, if not I can send you an example.
Oh okay,
It still isn’t giving me results when I enter begin and end dates, only if I leave it blank will it give me results…
I’m not sure what I’m doing wrong…
Can you provide a screenshot of your Quick Search’s Criteria tab > List?
Thanks!
Shelbie,
Wasn’t your orignal question to have this search in Order Tracker?
If so, then your BAQ would just include the OrderHed table and your search criteria would be against the ReqBy Date field.
You would only do it the way you are doing it if you were searching for when an order SHIPPED (in the past). The ShipHead would only display what has already shipped.
-Rick
Shelbie,
I think what might be hanging you up is the BAQ, I have tried to replicate your screenshot example in the BAQ attached. Use this BAQ for designing your Quick Search. Should do the trick.
Let me know
-Rick
www.getaligned.solutions
ShelbieSOSearch.baq (13.0 KB)
Shelbie,
Here is screenshots of my Quick Search, the screen and then the setups:
Hope that helps.
-Rick
It’s not pulling anything now, even when left blank…
It should be able to pull all results within the begin and end dates (for ship by date) and when it pulls all those, the columnss I need are order total, sales order number, customer id, need by date, ship by date, order date etc (I know how to add the columns though, I only selected a few to test)
I should have explained better, sorry.
I think that is correct.
Can you screen shot your Quick Search Criteria and the BAQ diagram & display fields.
I think your criteria is against the wrong fields.
I was going to say it looked ok…
Glad to hear it!
Not sure which post helped you the most.
I was looking at the “order date”
Long day working on this, having blonde moments that are apparent. Lol.
thank you sooo much for your hard work and willingness to guide me through this without noticeably wanting to strangle me.
Strangle? no… but I was next considering to offer a WebEx session to understand better what was going on, yes.
Let me know if I can be of any help in the future
-Rick
rick@getaligned.solutions
www.getaligned.solutions
