Is there an existing report to show the dollar amount of orders placed within a given timeframe?
I’ve attempted to build a BAQ from OrderHed with the customer number (name would be better, but I couldn’t find it), date, and order amount fields showing, but I can’t figure out how to put a filter on it to specify the date range, and I can’t get it to deploy (It says it does, but I can’t figure out where it’s deployed to).
This seems very basic compared to other things asked on here, but I’m at the end of my rope. Thank you in advance.
Have you looked at the bookings function within Order Entry? Book Orders needs to be turned on in company config. it will populate a bookdtl table which tracks the qty and cost changes to an order. is will show you the Adds, changes and deletes.
@AJSMITH Get the ICE Tools Guide for your version from EpicWeb and go thru the dashboard section. Deploying only builds the dashboard it does not add it to the menu.
I use the Add Favorite Item checkbox when you are deploying to make the menu item. Then I open menu maintenance and in the very end of the processes section will be your dashboard. Change the Parent Menu ID to where you want to see the dashboard save, close and open Epicor and it will be on the menu.
Assuming you are doing this BAQ/Dashboard development not on your live system as you should create a solution in the solution workbench with the dashboard and menu. You will be prompted to add the underlying BAQ. Build the solution on the development system and then you can install the solution on the live system.
Here is a dashboard that uses Orders to show this. If you want all add, changes and debookings then you need to go the route that @bderuvo suggests and turn on bookings and then it would be a different dashboard for that. Booked Orders.dbd (197.9 KB)
In dashboard maintenance use file import then tools deploy checking the add favorites. Fix the menu, create a solution and you should be close to what you need.