Hi, so we tried to create a new report for one of the forms in Epicor. First, we add the Report Data Definition to add data sources and include another column that was excluded before. After that, we copy a report style and create a new style. We already selected the data sources that we’ve created before. But after we download the RDL the data sources that we created before are not Included in our RDL. We already use the new Data Definition in our Report Style. Any Suggestions on what should we do or add here?
We are relatively new to Epicor. But In my experience, we have had to manually add the Table and field to the Query in the RDL whenever we modified a standard report, or exposed an excluded field.
In our example:
Near the top we added this to get the field we want.
T2.OrderComment AS HeaderComment
And at the bottom of the report query.
LEFT JOIN OrderHed_" + Parameters!TableGuid.Value + " AS T2
ON T4.OrderNum = T2.OrderNum
If there is a way to do this automatically I would LOVE to know about it, it would have saved me a huge amounts of headaches as I was learning this new system.
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Hi @BrianP, Yeah I wonder why it is not working now.as I remember when trying on ERP 10 this is working properly. Is this a bug? Now we using the Kinetic 2021.1.0013 version.
As far as I understand it, it is working as intended. I think it would be considered an enhancement if it automatically updated the RDL.
Hi, @utaylor so the @BrianP solution is the best practice here? I’m kinda forgetting about the ERP 10 and I thought I can sync the dataset.
I can’t really speak to it but people have told me to never hit the sync dataset button… When I was first starting to learn I would press it thinking it helped me, but I think I got all twisted up because of it. That was so long ago I can’t be certain that’s what twisted me up, but between that scenario and the repetitive posts about not pressing sync dataset, I have always gone into the RDL to add the joins to the new data set tables.