This is my first attempt at creating an updatable BAQ, let alone a dashboard within Epicor. I would like to create a monthly “report” or dashboard that shows all open jobs. It would then be filtered by the different job types we have, Parts, Service Jobs, Manufactured, and others. I would like to display their Due date, Customer Name, Job Number, Order Number, as well as which line is still open within the job that isn’t allowing it to close.
It’s supposed to update a list of open jobs, filtered by job type. As well as showing which line within the job is still open that is not allowing the job to close.
I would like to display basic information in the dashboard such as: Customer name, Job due date, Job Number, Order Number, and the line item that is still open within the job that isn’t allowing the job to be closed. I understand there might be sub queries needed to find the line item, just not too sure on how to go about it.
Yes display. Ideally what I would like to create is a dashboard for others to view, on that dashboard is a list of jobs filtered by job type, sorted from oldest to newest. It would then display Job#, Req Date, Customer name, Order #, and which line that is still open in that job that isn’t allowing the job to close.
This BAQ/Dashboard would update weekly or monthly, generating a new list in case jobs get closed or new ones open. Our currently problem is that we have jobs still open in epicor from 2019. This has also influenced our PO suggestions, causing them to be inaccurate. Creating this would allow others to work their way through a list to close out jobs that are completed but still open within the system.
Here is what I am somewhat picturing the dashboard to look like, I know this may not be possible, but I’d like to learn and try.
It sounds like you don’t need an updatable BAQ. Just a normal one will get the job done. Normal BAQs can be refreshed by the user once it’s put into a dashboard with a click of a button.
Updateable BAQs are for when you want to allow the user to commit changes to the database for the fields displayed in the BAQ.
Assuming your jobs are “Make to Order” it looks like you have most of the correct tables linked together. You may need to link the Customer table to the OrderHed table to get the Customer Name.
Additionally, You need to add the JobType column from the JobHead table along with the OrderNum and OrderLine columns from the OrderDtl table to your Display fields
