BAQ / Dashboard Combo box filter

Epicor ERP 10
, , ,
1

Hey2All,

I’ve designed a simple BAQ to determine the current active customer PriceLst by filtering all available pricelists. The filter on the entire BAQ are as follows:

EndDate >= Today+0days
(OR) EndDate ISNULL

In this BAQ I also connect the Customer Part Cross Reference table through a subquery to get a nice list of all current active items on a pricelist for each customer for only the active pricelist. So far so good, however I have some troubles when I make a dashboard with a tracker view using this BAQ.

The Tracker view criteria are CustID (Starts With) and the PriceLst Code (Equals) which is a combo box by default. When I press the pull down arrow, it shows all pricelists in the system, even the ones I filtered out in my BAQ. Is there a way to show only the available pricelists from the BAQ? I did find a way to show only the values from the BAQ, but then in the pulldown menu I had 334x customer pricelist [Name] because that pricelist has 334 items on it.

In the image below we have 2 expired pricelists on customer 1 and 1 active pricelist. I only want the option to select the 2301 pricelist which is active in the pulldown menu.

image

I hope someone can point me in the right direction.

2

Most of the time when I want to filter the list of values, I’ll use a BaqCombo instead of an EpiCombo. You just need to make a simple BAQ which contains the possible values, then use that to filter the dashboard.

3

Hello Mlamkin,

Thank you for your reply, I’m going to try that :slight_smile:

4

Frank, were you ever able to get filtering to work on reusable combos? I am currently trying to filter the SalesRepsvc and it is working when I filter on SalesRepCode but the filter I’m placing on RoleCode is not working. This currently results in only showing 1 entry in my dropdown (SalesRepCode 900).
image

Edit:
Figured out that within the SalesRepsvc the reusable combo box is using the list endpoint (Erp.BO.SalesRepSvc/List). Which does not provide RoleCode data. Glad to have figured it out but disappointed.

image
image1344×582 15.6 KB