Modifying the Sales Order Pick list report for Make Direct orders

I’m looking for advice on how to best go about making some needed changes to the Sales Order Pick List report. The key changes to the out of the box report include the following:

  1. If the order is Make Direct, list out just the inventory made for that order (via the jobprod and parttran tables). We do “job receipt to inventory” for make direct order so that we can assign PCIDs and lots. Now, we want the pick list to show what was made for the order.

  2. If the order is to pull from stock, limit the inventory on hand (as shown on the current report) to the site of the order release and to warehouse dedicated to stock inventory (we have a warehouse for stock inventory and a different warehouse for make direct orders).

  3. Add a filter for the site so that the report can be ran for a specific site or all sites.

As I see it, there are a couple options to accomplish these needed changes.

  1. Copy the existing Sales Order Pick List report modify the RDD and RDL.
  2. Create a new BAQ and report and add a couple sub reports - one for inventory on hand for non make direct order and a sub report for made direct order. If an order is make direct, hide the stock inventory sub report and if the order is from stock, hide the make direct sub report.

Any advice on which path would be best for accomplishing that?

Hi Dane,

For reports, I’ve gone back and forth a couple times thinking I should just do a BAQ report so that I can handle it all myself instead of jumping through some Epicor hoops with their RDD. Then when I start I realize it’s not so cut and dry and will take much longer and revert back to RDD :joy:

Looking at the job pick list, perhaps it won’t be too difficult to suppress what you don’t want to see on the report side.

Nancy