ARform based on a BAQ?

Epicor ERP 10
,
1

I want to recreate ARForm (the invoice report). I see that I am…not alone in this.

My idea is to make a BAQ (or twelve or whatever) and make that the RDD for the ARForm report style (a copy).

What I am saying is, I do not want to use the ARForm RDD for the ARForm style.

Is that possible? Can I build an RDD from scratch and make it work in the Print Invoice screen (pic below)?

Basically, I don’t get how the screen inputs would get passed into a different RDD. (It’s really only the invoice number that I care about.)

image
image784×654 24.5 KB

I can’t modify ARForm. I mean, I have done it, with minor tweaks, but the changes that are requested here this time are more than tweaks, and I think it is easier to start over.

2

I’ve always just copied the ARForm RDD and added tables and relationships to get to the data I need for the ARForm. I would also copy the RDL and Report Style to keep it separate. I’ve yet to run into a case requiring a rebuild as a BAQ Report.

3

Where I panic is that I am realizing that the invoice form is not confined to a single sales order. (Duh - shipments can have multiple orders, and you can even consolidate them - but I never thought of it.)

The request is that the invoice show basically the entire sales order - what was invoiced (on this invoice) AND what is still open (“on backorder”) AND what was already shipped complete.

That’s a lot of work to redefine the invoice as confined to a single order. (If it can’t be, I’m thinking just error out with a blank report that says, “This style cannot be used with a multi-order invoice” kind of thing.

4

Jason,
Before I started consulting I had an employer that had the same need, they wanted to see the whole sales order on the Invoice with Order, Shipped & Backorder Qty and we accomplished it by modifying a copy of the RDD. To enforce one Invoice per Sales Order you would need to enable that option on each customer under the Billing tab, we had to do the same thing, so that might work for you.
It was a bit challenging… just had to break things down but we figured it out. At the time I hired a consultant to do the heavy lifting.

1 Like
5

Rick,

Thank you for the reply. I knew there had to be others with the same request over the years.It’s comforting that it’s daunting for others as well. (And yet also depressing…)

I went looking for the Customer setting you spoke of. I guess it’s just NOT checking the Consolidate box?

image

6

Jason, yes that’s what I was thinking.
Now along with that there is another setting for Combining Pack Slips, so you probably want to disable Consolidate Sales Orders and enable Combine Pack Slips. I think that will get the right grouping you want. You can use DMT to mass update the appropriate Customers.