SSRS EP10 Customer Statement with SubReport

Epicor ERP 10
1

Hello!

I am new to SSRS and Epicor - I have run through the available training. I need some help with adding a subreport to the AR Customer Statement. I am a Sage/Crystal Reports veteran.

In RDD - I attempted to add the table I needed for the report. This caused the report to run at a snails pace. I then created a subreport from a BAQ that has the required fields I need - they are for information only, no calculations (Job/Part Description/QuoteNum, etc) - I added the Subreport to the main report. Went back into Report Style and it fails on uploading the sub report to the modified form.

From what I understand - I have done the following in the following order:

  1. Save off the Standard - SSRS in Report Style (Created a Copy and renamed)
  2. Download SSRS Report
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  3. Open the .rdl in Report Builder 3.0 - Make changes (without subreport first) Save
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  4. Upload SSRS Report - Test in Customer Statements to make sure it is working
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  5. Create subreport from BAQ - saved in Reports/CustomReports - this is where I think I’m doing something wrong…
  6. Open CustST .rdl in Report Builder - add subreport and link with param fields - Save
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  7. In Report Style - I attempt to upload the modified report:
  • I get an error that it can’t find the subreport… so I put the subreport in my working directory where I Downloaded the SSRS report and made the original modifications. It is not having any of that…
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Any help is appreciated - I’m confused at this point. Do I need to Download the SSRS reports at the server level?

Thank you! EL

2

There is no way that i know of to add a BAQ dataset to a standard Epicor report like customer statement (for Cloud customers).

If you are on-prem customer you have a number of other options avail like REST or ODBC.

If you are Cloud based, You would have to add a table to the RDD and then use SSRS to re-create your BAQ information in SSRS.

Another option would be to recreate the customer statement as a BAQ or a couple of BAQ’s and then use a Dynamic Criteria report to bring the BAQ’s together at the SSRS Level. (seems like alot of work).

One more option would be to have a BPM copy the BAQ data to a UDTable and then add the UDTable to the Customer Statement Report Data Definition (RDD) and then join the UDTable at the SSRS Level.

Sorry not the answer you were looking for - but hopefully a couple of alternatives.

DaveO

3

Hi Dave,

Thank you for the information. The UDTable sounds like the better way to go. I will explore that option. I really only need 4 fields for information purposes on Jobs related to the Invoice.

I’m not entirely familiar with the UD/BPM process but I will research.

Thanks again!
EL