I am very lost with this customization task, I need to add a customized button in the Time Phased Mtl. Requirements. I need to add a customer search button that will filter out the report based off the selected customer. When I add the button, I am unable to bind it to the proper table, I also do not know what the proper table would be.
I looked up possible solutions for this and most said to use FKV for this. I am unable to find anything where it explains how to add the fkv.
Another issue I am having is, when I add a simple search to the button, I am trying to use the Customer Adapter but I am not seeing the proper table under data views. Could this be because I do not have the proper binding?
I have been reading through the Epicor User Guide but not finding a solution for this particular issue. I have done customizations on dashboard but have never run into this issue.
I am trying to add a customization layer to the report, I thought it was something that could be done since my predecessor had done it to a couple reports.
Fiona, I agree with @aosemwengie1, you cannot edit standard reports.
What is the business problem you are trying to solve? Adding a customized layer won’t be an issue but filtering data based on customer will be a hassle.
I seem to recall someone (was that you, @Nancy_Hoyt?) adding the selection to the form and binding it to BPMData, which is passed as a table to the report. From there, they used that to modify the selection process in the SSRS report.
However, you need to select parts by a customer. How would you do that? Or are you only selecting demand for a certain customer? I’m with @itsme and curious what problem are they trying to solve?
We are technically trying to get the time phased report for just one customer that needs priority items right now. The requirements are changing rapidly and so is the demand on materials and purchased parts. I don’t understand the business that well, this was explained to me right before I was asked to make the customization.
Another reason we are trying to do add that customization is for scheduling purposes to make sure we are not missing out on any job, since the time phased report shows the jobs, due date and so on.
Well, I believe all these details are stored in Erp.PartDtl table. It has all the sources; Job and PO with the due dates as well. Worth trying creating a BAQ before you take this cumbersome route to achieve that?
Yes, we do bind it on Go Process Timephase method. (thanks to some genius here, sorry been so long I don’t know who to thank now!). It has been one of our favorites here by many. We went down the path of noting what customer and job a part is for (we don’t do make to job much) on JobProd table data per below and then use this bpm to stick the data in the Contract ID field when timephase runs. It’s fast and has worked for years. I’m hoping that we never use Contract ID for what it’s meant for and that it still works when we go to kinetic screens next year.
Fiona, I’m not sure if this is the type of thing you’re looking for, since you mentioned the TP report. We don’t use the report.
Oh god! This looks complicated. Might take some time for me to understand but the screenshots definitely help. Thank you very much Nancy and Mark for remembering and tagging Nancy. And thank you @itsme@aosemwengie1
and that it still works when we go to kinetic screens next year. 
