Conditionally pick the report style based on the parameter

Epicor ERP 10
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1

Hi All,

Would like to know how I can let the system conditionally pick the report style based on the parameter user provides on the BAQReport screen.
We would like the user to provide a PartNum on the BAQReport and based on the PartNum the system should automatically pick the report style associated to the Part.

I have the following setup -

  • BAQ
  • Report Data Definition
  • Report Style
  • BAQ Report Designer
  • BAQReport screen via menu maintenance

Thanks in advance for any suggestions on how this could be achieved.

2

I would add a custom field in the Part table like ‘report style’. Then, a customization on the print form which will get that custom field and then set the report style in the form for you. Maybe use the Form_Load event for that.

3

If you have Print Routing licensed, Epicor has an action available to change the report style automatically based on the criteria. It’s pretty easy to get setup.

3 Likes
4

Thanks Dragos. Form_Load event on the screen customization using the script editor right?
Can we use method directive instead?

5

bderuvo thanks for the reply. We do have auto print routing and we use it. Will check the available actions and get back.

6

It’s slick when you mass print documents like AR invoices from a group and need a different report style. Had to solve for printing the form in different langues based a customer attribute.
ping me back if you need help, I remember it being easy as long as the criteria field is in the RDD.

1 Like
7

Yes, screen customization using the script editor. I don’t think there is an event you can use for the method directives. I would also look at the auto-print suggested here, if you can make that work the way you want it will be way easier and quicker to do.

8

Sorry, I should have mentioned that we are using bartender to create these labels.
Looks like the auto print cannot be used if the report type is Bartender.

9

For Bartender you should create templates in Bartender under the same report style and create template filters.

1 Like
10

Interesting, I never knew you could do this with a bartender document Vinay.

11

Hi Vinay,
This was actually the first scenario we checked.
Create one report style in Epicor and use multiple templates in Bartender off 1 file.
But unfortunately, our labels are print in different sizes and I don’t think we can have different template sizes in one bartender file.

1 Like