Thanks, Mark! I'll try those suggestions and see how it works.
--- In vantage@yahoogroups.com, Mark Wagner <mjfw2003@...> wrote:
>
> IN your query you will need to pull in logical fields from the right tables such as job complete, order open, etc. Once you have those go into your dashboard and pull in the query. Then add your advanced search. On the advanced search, open up the toolbox and add a date field next to the date field in your advanced search (such as order date, due date, etc) Your users can then specify a date range using the two date range fields.
> Â
> If you need more help let me know and I can walk you through it if you want in more detail
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> --- On Wed, 10/14/09, jujubstl <jujubstl@...> wrote:
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>
> From: jujubstl <jujubstl@...>
> Subject: [Vantage] Building BAQ's
> To: vantage@yahoogroups.com
> Date: Wednesday, October 14, 2009, 5:14 PM
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> Â
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> I'm new to BAQ's/Dashboards/ Trackers and am in the process of building a BAQ similar to the time phase inquiry with a couple of differences:
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> 1) The ability for the user to enter date ranges for Forecast Date, Job Start Date, and Sales Order Need By Date.
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> 2) One line summary for each part showing QOH, Forecast Qty, Job Qty, and Sales Order Qty for the user entered date range. They want to export/copy the data to Excel.
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> I'm using the following Table.Field in my BAQ:
> Part.PartNum
> Part.PartDescriptio n
> PartQty.OnHandQty
> Forecast.ForeDate
> Forecast.ForeQty
> Forecast.ForeQtyUOM
> JobHead.JobNum
> JobHead.StartDate
> JobHead.ProdQty
> OrderDtl.OrderNum
> OrderDtl.NeedByDate
> OrderDtl.OrderQty
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> I'm not sure how to get the data summarized on one line and where to enter filters (ie, only look at open orders) and add the date range prompts for users.
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> We are on Epicor 9.504b
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> Thanks for any advice!
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> Lisa
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