Is there a way to add a buyer to the Open PO Report? I see that you can only run by supplier, part, or job. We need by buyer.
Yes you should be able to do this.
You need to unexlude the BuyerID off the RDD then add that field to RDL.
or
Use the Linked Tables option, Select BuyerID in the Picked Links tab then in the Description fields select BuyerID and Name should show in the Picked box.
If you want to add the sort then there is a bit more work to that. Refer to this. SSRS Filter
Where is the RDD or RDL?
RDD is in the Report Data Definition
RDL you download from Report Style.
If you are unfamiliar with the report development process. Checkout the help or if that’s out of your comfort zone I’d suggest engaging a local Epicor consultant.
Sounds good and thanks!
Hi Michelle,
To give more information that may help you figure this out:
OpenPO is the report and in the Report Style and once you expand the tree and select the report style you want to edit, click the Styles on the right
Once you’re in here, note the Data Definition field, this is your Report Data Definition (RDD). My OpenPO report is the stock one, so to make changes I will need to copy the report style to the current company (Actions > Copy Report Style) and then you can change other things about it.
Once you have a report you can work with, I would go to Report Data Definition and look for the value that was in the Data Definition field (this case is OpenPO). Because OpenPO is a system RDD, you will also have to copy this to current company (Actions > Duplicate Report). Name it something unique so you can find it later. Once it is copied, you can go to the Data Sources and click into POHeader and you will need to uncheck the Exclude Column box
Once you save this RDD, you will need to go back to the Report style you copied earlier and assign this new RDD to that report. At this point you have created a copy of the Report Style and created a copy of the RDD and excluded BuyerID from that RDD and assigned the RDD to the copied report style. Now you will need to have Microsoft Report Builder installed (not sure if there’s something else you can use, but that’s what I use).
Go to the Report Style and click Actions > Download SSRS report. This will download all the components of the report. It will let you choose where to save it, note this because you will need to go there to work on the report. I installed mine to my documents directory, it puts them in a ‘reports’ folder as well. Navigate where you downloaded the report to and open the OpenPO.rdl file. Click Cancel when it tries to connect to a server.
On the left, there should be Report Data pane. Expand Datasets and Select POHeader and right-click it. Click Dataset Properties, then in the Query pane, click the fx symbol on the right.
At the bottom of the Query, you can see that it assigns POHeader to the T1 alias and so you can just type at the top of the query T1.BuyerID,
Click OK and then click the Fields section click Add at the top and scroll to the bottom and put BuyerID into both columns. Now you would put a text box in the report and assign the POHeader.BuyerID to the field. You will save the report and back in the Client, go to the report Style and click Actions > Upload SSRS Report. Select the same location as you did previously when you downloaded it and it should work.
This is a lot of clicking around, and if you aren’t sure of it, I would do as Hally suggested and get a consultant to help you.
Hello - I don’t have access to the Report Style Maintenace. I guess I need to request this…?
If you don’t have access to it, you probably shouldn’t unless it’s within your area of responsibility. If you have an ERP Administrator, developer, whatever title it may be, then I’d ask them to customize the report
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Ok thanks!
Another way to do his is to use the linked tables as mentioned you will still need to modify the RDL
The name of the field in the BuyerID_Name
Thanks for that, I have never used the Linked Tables.
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I keep forgetting, but it is handy if you don’t want to add a new table and relation to get information like the Buyer Name (in this instance)
A kind gentleman by the name of @Waffqle_De_LaCroix showed me that a few years ago now…
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