Dashboard

Epicor ERP 10
1

I have to correct the part class and product groups in all EU countries so that they are the same. More precisely, 4 different sites.

Can you make a dashboard that shows Part created with the same part number, but where the Product Group and Class is not the same?

2

Part classes and product groups are on the part level, not site. So I’m assuming you meant companies and not sites ?

And yes, you can do a cross-company BAQ to show parts & classes for all companies. It is not very complicated but you need to be familiar with joins, group by’s and some formulas (case when…).

3

Yes, you are correct with Company :slight_smile:
The thing is with BAQ i can do that fairly easily. It when i want to have it show the differences between similar parts from different companies. Fx part A1 in company A is also A1 in Company B. But the Product group and Class might be different.
That i don’t know how to illustrate properly

4

Here’s a BAQ you can start with. Not the most elegant solution but it does the job. I hope you’re not on a higher version than mine.

Also, after you finish the work on this, try having a look at making the parts global. After you do that, once you change a group/class in the parent company, it will update the others automatically.

LE: you’ll need to replace Company1, Company2, etc. with your company ID’s

DTEST.baq (13.3 KB)

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5

I would use multiple Subqueries within the same BAQ for this.

  • Create subquery1 for Company A
  • Create subquery2 for Company B
  • Create subquery3 for Company C
  • Join the queries together on part num.
  • Display the part classes for each query as individual columns.
  • Add a calculated field that compares the columns. If there are differences, display text “FIX ME”

Just be careful with your joins.

2 Likes
6

I think that did it!
I appreciate it, thank you!

7

If you want to go a bit more advanced, convert your query now into an updateable BAQ (uBAQ).

You can then make changes directly from the query rather than having to do a DMT or individually through part entry.

If you want to assign this task to someone else, put this uBAQ into a dashboard then give them access. Changes can be made and saved from the dashboard and it will automatically apply to the part record.

I have a few uBAQs in dashboards that I check monthly to make sure the data is clean across multiple companies.

1 Like
8

Yes, i like that. That will be very useful!