Adding UserName field to data definition/SSRS report based on current user id logged in or based on report criteria field

Kinetic ERP
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1

I need to add the user name to the header of the Sales Order Pick List. I can do it one of two ways based on the dept’s requirements. Any help on either of the options below would be greatly appreciated. New to using Report Builder and Epicor tables.

  1. Add the full user name of the current user in the Epicor session to the report. I see there is a built in field in the report but it only provides the userid. Trying to figure out how to link it properly to the userfile table or if I need to do it a different way.

  2. They may want to add a prompt to the report where they type in the name they want on the Sales Order Pick List instead of using current user. How would I do this?

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2

  1. You would need to link it to the erp.userfile joining on the dcduserid (hmmm someone mentioned on an earlier post about the orgin of dcduserid, and of course I have forgotton :thinking: )

  2. You would use a bpm form to prompt the user to enter in the name (could be a combo box of the list of active users I suppose). Store that in a UD field and then you could join that to the userfile (or just store the full name in the ud field).

3

I’ve never created a bpm form before. How hard is it?

4

Not hard at all, there are plenty of posts and examples in the documentation.

Basic example in this post

or search for BPM Data Form Designer in the help.

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