BPM to pull free issue items into shipping comments and then Packing Slip report

Epicor ERP 10
, ,
1

Hi all,

We have a specific customer who provides some of their own component parts to build the finished part. Part numbers for these parts begin with “FI-” for “free issue”.

They would like the packing slip report to list these free issue items, however I have not yet managed to find a successful way to do this - bit of a novice at Epicor!

My first attempt was to try to do this directly via report however I ran into the issue where, if I selected the relationship between ShipDtl and JobMtl to be Output, it would repeat the content of the report as many times as there were materials for that part. If it was definition only, it would only appear once but the free issue part wouldn’t come up, presumably because it wasn’t the first one in the list.

I also tried to do it via a BPM, where I wanted to populate the Shipping Comments with the relevant FI part and description, and then just include shipping comments in the report. Got far enough that it’s picking out a FI part, but only the first one that appears, not multiple if there’s multiple available. Could you please advise on how my BPM could be amended to make sure all FI materials are included, or is it a fool’s errand anyway?

Here is the current BPM:

Condition 0 checks if it is the specific customer;
Condition 1 checks that JobNum is not blank, ie. that there is a job and therefore materials;
Update Table by Query: MyQuery takes PartNum and Description from JobMtl with condition that PartNum begins with “FI”, and for added rows in ShipDtl updates ShipComment with “queryRow.JobMtl_PartNum .ToString()+ queryRow.JobMtl_Description .ToString()”

Any advice will be much appreciated, thank you!

1 Like
2

Sure, but I want to see what the report experts here think of the other way first. :popcorn:

3

I’d set up a copy of the report style but set the output location to XML. That way you can check whether the rows are being duplicated by the RDD or by the dataset in your SSRS report template.

4

I’m not sure what that shows me - it is listing the item as many times as there are materials on it in the XML version, and each time it has a new item number, 1 to n where n is the number of materials of the part!

5

Hi, so let’s say I cannot for the life of me figure out the report way because I cannot, what would be the BPM way please? :slight_smile:

6

That’s what I was afraid of! This is one of the main reasons I dislike Report Data Definitions and the lack of control you have over them.

I think it’s still possible to get to what you’re after using this by using separate datasets in your report template. Honestly, it’d be a lot less work to get the BPM working.

7

I’ll see if I can help later today.

1 Like