Adding Tracking Number to Invoice Form

system · August 5, 2013, 10:07am

The problem is, I have been linking the shiphead to invcdtl to pull the tracking number, but that is not working.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of SimsTrak Consulting
Sent: Saturday, August 03, 2013 9:09 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Adding Tracking Number to Invoice Form

Using the related table "PackNum" from the invoice to get the tracking
number is a bug in Epicor that's been around for a while. You'll have to
add the ShipHead table to the RDD and link it to the InvcDtl table.

In fact, this was the subject of one of my favorite arguments with Tech
Support, who said the "related tables" function in the RDD is not meant to
actually get data from those tables. Funny, I've been using the related
tables function from RDD's successfully since Vantage 8.00, it wasn't until
9.05 that Tech Support informed me I must've been smokin' something all
those years.

Kevin Simon

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
Jordan Klassen
Sent: Friday, August 02, 2013 3:36 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: Adding Tracking Number to Invoice Form

I have done this too. I get those fields (packnum_trackingnumber) to show in
the raw XML but they have no data with them.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message
is privileged and confidential information intended only for the use of the
individual entity or entities named as recipient or recipients. If the
reader is not the intended recipient, you are hereby notified that any
dissemination, distribution or copy of this communication is strictly
prohibited. If you have received this communication in error, please notify
the sender immediately by electronic mail and permanently delete this
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From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of startrekmare
Sent: Friday, August 02, 2013 1:05 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Adding Tracking Number to Invoice Form

I have always had a problem adding the shipHead table to a RDD.
1)Did you try selecting the InvcDtl table
2)then going to the Linked tab.
3)Once at the Linked tab, on the left side there should be a PackShip link
lookup (not sure that is the name doing this from memory).
4)Move the PackShip to the right, then select the field tab.
5)Select the PackShip in the drop down - this will populate the left columns
with all the fields in the PackShip Lookup.
6)Move the fields you need to the right. Tracking Number should be there
7)Save the RDD
8)Run to get sample data
9)Import into your report
10)Then under the InvcDtl table in the field selection for the report,
scroll to the bottom - you should see additional fields labeled
PackShip_fieldname.
11) add the PackShip_TrackingNumber to the report

That should work
Marianne Gizzi
Estes Group LLC.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "jordan.bullydog" <jordan.k@...
<mailto:jordan.k@...%3cmailto:jordan.k@...<mailto:jordan.k@...%0b%3cmailto:jordan.k@...%3cmailto:jordan.k@...>> <mailto:jordan.k@...>> wrote:

>
> I am trying to add the tracking number to the Invoice form. I have

searched through previous posts on the issue but they are not helping. In
RDD I have added the ShipHead table, have the included report fields I need,
and setup the report relationship with InvcDtl via company and packnum. When
i run the new report and look at the XML there is no tracking number or any
evidence that the shiphead table has been joined. Any suggestions? We use
SSRS.

>
> Jordan
>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · August 2, 2013, 11:48am

I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.

Jordan

system · August 2, 2013, 12:36pm

You have your new report style pointing to your new RDD - correct?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jordan.bullydog
Sent: Friday, August 02, 2013 10:48 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Adding Tracking Number to Invoice Form

I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.

Jordan

[Non-text portions of this message have been removed]

system · August 2, 2013, 12:39pm

Yes that is correct.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

Disclaimer added by CodeTwo Exchange Rules 2010
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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 10:36 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

You have your new report style pointing to your new RDD - correct?

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of jordan.bullydog
Sent: Friday, August 02, 2013 10:48 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Adding Tracking Number to Invoice Form

I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.

Jordan

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · August 2, 2013, 2:18pm

Did you include company and packnum in the included report fields for ShipHead?

Try to see if you include all the fields from ShipHead - do you get the XML then?
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 11:36 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

You have your new report style pointing to your new RDD - correct?

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of jordan.bullydog
Sent: Friday, August 02, 2013 10:48 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Adding Tracking Number to Invoice Form

I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.

Jordan

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · August 2, 2013, 2:21pm

Yes, it doesn't allow you to do a relationship using them if they are not in the included fields.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

Disclaimer added by CodeTwo Exchange Rules 2010
www.codetwo.com<http://www.codetwo.com/?sts=1048>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 12:19 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

Did you include company and packnum in the included report fields for ShipHead?

Try to see if you include all the fields from ShipHead - do you get the XML then?
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 11:36 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

You have your new report style pointing to your new RDD - correct?

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of jordan.bullydog
Sent: Friday, August 02, 2013 10:48 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Adding Tracking Number to Invoice Form

I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.

Jordan

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · August 2, 2013, 2:38pm

Try to see if you include all the fields from ShipHead - do you get the XML then?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jordan Klassen
Sent: Friday, August 02, 2013 1:22 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

Yes, it doesn't allow you to do a relationship using them if they are not in the included fields.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

Disclaimer added by CodeTwo Exchange Rules 2010
www.codetwo.com<http://www.codetwo.com/?sts=1048>

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 12:19 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

Did you include company and packnum in the included report fields for ShipHead?

Try to see if you include all the fields from ShipHead - do you get the XML then?
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 11:36 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

You have your new report style pointing to your new RDD - correct?

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of jordan.bullydog
Sent: Friday, August 02, 2013 10:48 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Adding Tracking Number to Invoice Form

I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.

Jordan

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · August 2, 2013, 2:42pm

Did you make sure that they were "Included fields" and not "excluded fields"?

Manasa

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jordan Klassen
Sent: Friday, August 02, 2013 11:40 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

Yes that is correct.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

Disclaimer added by CodeTwo Exchange Rules 2010
www.codetwo.com<http://www.codetwo.com/?sts=1048>

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 10:36 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

You have your new report style pointing to your new RDD - correct?

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of jordan.bullydog
Sent: Friday, August 02, 2013 10:48 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Adding Tracking Number to Invoice Form

I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.

Jordan

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · August 2, 2013, 2:47pm

I get the labels but I do not get actual fields if I dump everything into included. Also yes the fields I want are in the included portion left hand box.
I am on 9.05.702 64 sql

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

Disclaimer added by CodeTwo Exchange Rules 2010
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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 12:39 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

Try to see if you include all the fields from ShipHead - do you get the XML then?

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Jordan Klassen
Sent: Friday, August 02, 2013 1:22 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

Yes, it doesn't allow you to do a relationship using them if they are not in the included fields.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

Disclaimer added by CodeTwo Exchange Rules 2010
www.codetwo.com<http://www.codetwo.com/?sts=1048>

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 12:19 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

Did you include company and packnum in the included report fields for ShipHead?

Try to see if you include all the fields from ShipHead - do you get the XML then?
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of Karen Schoenung
Sent: Friday, August 02, 2013 11:36 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Adding Tracking Number to Invoice Form

You have your new report style pointing to your new RDD - correct?

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of jordan.bullydog
Sent: Friday, August 02, 2013 10:48 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Adding Tracking Number to Invoice Form

I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.

Jordan

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · August 2, 2013, 3:04pm

I have always had a problem adding the shipHead table to a RDD.
1)Did you try selecting the InvcDtl table
2)then going to the Linked tab.
3)Once at the Linked tab, on the left side there should be a PackShip link lookup (not sure that is the name doing this from memory).
4)Move the PackShip to the right, then select the field tab.
5)Select the PackShip in the drop down - this will populate the left columns with all the fields in the PackShip Lookup.
6)Move the fields you need to the right. Tracking Number should be there
7)Save the RDD
8)Run to get sample data
9)Import into your report
10)Then under the InvcDtl table in the field selection for the report, scroll to the bottom - you should see additional fields labeled PackShip_fieldname.
11) add the PackShip_TrackingNumber to the report

That should work
Marianne Gizzi
Estes Group LLC.

--- In vantage@yahoogroups.com, "jordan.bullydog" <jordan.k@...> wrote:
>
> I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.
>
> Jordan
>

system · August 2, 2013, 3:35pm

I have done this too. I get those fields (packnum_trackingnumber) to show in the raw XML but they have no data with them.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

Disclaimer added by CodeTwo Exchange Rules 2010
www.codetwo.com<http://www.codetwo.com/?sts=1048>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of startrekmare
Sent: Friday, August 02, 2013 1:05 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Adding Tracking Number to Invoice Form

I have always had a problem adding the shipHead table to a RDD.
1)Did you try selecting the InvcDtl table
2)then going to the Linked tab.
3)Once at the Linked tab, on the left side there should be a PackShip link lookup (not sure that is the name doing this from memory).
4)Move the PackShip to the right, then select the field tab.
5)Select the PackShip in the drop down - this will populate the left columns with all the fields in the PackShip Lookup.
6)Move the fields you need to the right. Tracking Number should be there
7)Save the RDD
8)Run to get sample data
9)Import into your report
10)Then under the InvcDtl table in the field selection for the report, scroll to the bottom - you should see additional fields labeled PackShip_fieldname.
11) add the PackShip_TrackingNumber to the report

That should work
Marianne Gizzi
Estes Group LLC.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "jordan.bullydog" <jordan.k@...<mailto:jordan.k@...>> wrote:
>
> I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.
>
> Jordan
>

[Non-text portions of this message have been removed]

system · August 2, 2013, 4:11pm

A very backwards way would be to put a Data Directive on the InvcDtl table, so that upon creation it pulled the ShipHead.TrackingNumber field into ttInvcDtl.ShortChar01... and then add the ShortChar01 to the included fields.

I had to do that for something similar a few months ago, and it worked.

Ernie Lowell
Diba Industries

--- In vantage@yahoogroups.com, Jordan Klassen <jordan.k@...> wrote:
>
> I have done this too. I get those fields (packnum_trackingnumber) to show in the raw XML but they have no data with them.
>
>
>
> ________________________________
> [Bully Dog Logo]<http://www.bullydog.com>
> Jordan Klassen | Information Technology
> TEL: 940-783-9914 ext: 1828
>
> ________________________________
>
> Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.
>
> Disclaimer added by CodeTwo Exchange Rules 2010
> www.codetwo.com<http://www.codetwo.com/?sts=1048>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of startrekmare
> Sent: Friday, August 02, 2013 1:05 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Adding Tracking Number to Invoice Form
>
>
>
> I have always had a problem adding the shipHead table to a RDD.
> 1)Did you try selecting the InvcDtl table
> 2)then going to the Linked tab.
> 3)Once at the Linked tab, on the left side there should be a PackShip link lookup (not sure that is the name doing this from memory).
> 4)Move the PackShip to the right, then select the field tab.
> 5)Select the PackShip in the drop down - this will populate the left columns with all the fields in the PackShip Lookup.
> 6)Move the fields you need to the right. Tracking Number should be there
> 7)Save the RDD
> 8)Run to get sample data
> 9)Import into your report
> 10)Then under the InvcDtl table in the field selection for the report, scroll to the bottom - you should see additional fields labeled PackShip_fieldname.
> 11) add the PackShip_TrackingNumber to the report
>
> That should work
> Marianne Gizzi
> Estes Group LLC.
>
> --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "jordan.bullydog" <jordan.k@<mailto:jordan.k@>> wrote:
> >
> > I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.
> >
> > Jordan
> >
>
>
>
> [Non-text portions of this message have been removed]
>

system · August 2, 2013, 4:21pm

I was attempting to do that with C# but was not skilled enough to get it to work. I don't know 4GL so im not sure how to set it up on the BPM side.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

Disclaimer added by CodeTwo Exchange Rules 2010
www.codetwo.com<http://www.codetwo.com/?sts=1048>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Elizabeth
Sent: Friday, August 02, 2013 2:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Adding Tracking Number to Invoice Form

A very backwards way would be to put a Data Directive on the InvcDtl table, so that upon creation it pulled the ShipHead.TrackingNumber field into ttInvcDtl.ShortChar01... and then add the ShortChar01 to the included fields.

I had to do that for something similar a few months ago, and it worked.

Ernie Lowell
Diba Industries

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Jordan Klassen <jordan.k@...<mailto:jordan.k@...>> wrote:
>
> I have done this too. I get those fields (packnum_trackingnumber) to show in the raw XML but they have no data with them.
>
>
>
> ________________________________
> [Bully Dog Logo]<http://www.bullydog.com>
> Jordan Klassen | Information Technology
> TEL: 940-783-9914 ext: 1828
>
> ________________________________
>
> Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.
>
> Disclaimer added by CodeTwo Exchange Rules 2010
> www.codetwo.com<http://www.codetwo.com/?sts=1048>
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of startrekmare
> Sent: Friday, August 02, 2013 1:05 PM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: Adding Tracking Number to Invoice Form
>
>
>
> I have always had a problem adding the shipHead table to a RDD.
> 1)Did you try selecting the InvcDtl table
> 2)then going to the Linked tab.
> 3)Once at the Linked tab, on the left side there should be a PackShip link lookup (not sure that is the name doing this from memory).
> 4)Move the PackShip to the right, then select the field tab.
> 5)Select the PackShip in the drop down - this will populate the left columns with all the fields in the PackShip Lookup.
> 6)Move the fields you need to the right. Tracking Number should be there
> 7)Save the RDD
> 8)Run to get sample data
> 9)Import into your report
> 10)Then under the InvcDtl table in the field selection for the report, scroll to the bottom - you should see additional fields labeled PackShip_fieldname.
> 11) add the PackShip_TrackingNumber to the report
>
> That should work
> Marianne Gizzi
> Estes Group LLC.
>
> --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>, "jordan.bullydog" <jordan.k@<mailto:jordan.k@<mailto:jordan.k@%3cmailto:jordan.k@>>> wrote:
> >
> > I am trying to add the tracking number to the Invoice form. I have searched through previous posts on the issue but they are not helping. In RDD I have added the ShipHead table, have the included report fields I need, and setup the report relationship with InvcDtl via company and packnum. When i run the new report and look at the XML there is no tracking number or any evidence that the shiphead table has been joined. Any suggestions? We use SSRS.
> >
> > Jordan
> >
>
>
>
> [Non-text portions of this message have been removed]
>

[Non-text portions of this message have been removed]

system · August 3, 2013, 11:09pm

Using the related table "PackNum" from the invoice to get the tracking
number is a bug in Epicor that's been around for a while. You'll have to
add the ShipHead table to the RDD and link it to the InvcDtl table.

In fact, this was the subject of one of my favorite arguments with Tech
Support, who said the "related tables" function in the RDD is not meant to
actually get data from those tables. Funny, I've been using the related
tables function from RDD's successfully since Vantage 8.00, it wasn't until
9.05 that Tech Support informed me I must've been smokin' something all
those years.

Kevin Simon

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Jordan Klassen
Sent: Friday, August 02, 2013 3:36 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Adding Tracking Number to Invoice Form

I have done this too. I get those fields (packnum_trackingnumber) to show in
the raw XML but they have no data with them.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message
is privileged and confidential information intended only for the use of the
individual entity or entities named as recipient or recipients. If the
reader is not the intended recipient, you are hereby notified that any
dissemination, distribution or copy of this communication is strictly
prohibited. If you have received this communication in error, please notify
the sender immediately by electronic mail and permanently delete this
message from your computer system. Thank you.

Disclaimer added by CodeTwo Exchange Rules 2010
www.codetwo.com<http://www.codetwo.com/?sts=1048>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of startrekmare
Sent: Friday, August 02, 2013 1:05 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Adding Tracking Number to Invoice Form

I have always had a problem adding the shipHead table to a RDD.
1)Did you try selecting the InvcDtl table
2)then going to the Linked tab.
3)Once at the Linked tab, on the left side there should be a PackShip link
lookup (not sure that is the name doing this from memory).
4)Move the PackShip to the right, then select the field tab.
5)Select the PackShip in the drop down - this will populate the left columns
with all the fields in the PackShip Lookup.
6)Move the fields you need to the right. Tracking Number should be there
7)Save the RDD
8)Run to get sample data
9)Import into your report
10)Then under the InvcDtl table in the field selection for the report,
scroll to the bottom - you should see additional fields labeled
PackShip_fieldname.
11) add the PackShip_TrackingNumber to the report

That should work
Marianne Gizzi
Estes Group LLC.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "jordan.bullydog" <jordan.k@...
<mailto:jordan.k@...%3cmailto:jordan.k@...> <mailto:jordan.k@...>> wrote:

>
> I am trying to add the tracking number to the Invoice form. I have

searched through previous posts on the issue but they are not helping. In
RDD I have added the ShipHead table, have the included report fields I need,
and setup the report relationship with InvcDtl via company and packnum. When
i run the new report and look at the XML there is no tracking number or any
evidence that the shiphead table has been joined. Any suggestions? We use
SSRS.

>
> Jordan
>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]