Proper way to add a column to a system baq along with classic customization

Epicor ERP 10
1

Yes, newbie here so go ahead and hit my head with a hammer.

Dealing with Sales Order Status. The powers above wanted an additional column which I then created a new baq from the z-one because it was a system one.

I’m dense, but how to I create a new DS to point the grid to a new epibinding so I can add it in the Collection drop down customization.

Or maybe I screwed up at the start.

Thanks,

Kyle

2

Start over, explain exactly what is the end goal in detail.

3

Are you saying you want the source BAQ for the dashboard to be replaced with your copied BAQ?

Simplest way to do it without customization code (that I know of) is copying the system dashboard and deploying a custom version. You can then disable the default menu or keep both. Benefit of this approach is that others can add columns easily to the various BAQs without needing to fuss with customization code.

  1. Go to Dashboard menu, open SalesOrderStatus and click File in the top left, click Copy Dashboard.
  2. On the left hand side of the copied dashboard where you see Queries, right click the query you wish to replace with your copied BAQ, click properties, click Query ID… and replace it with your BAQ.
  3. Ensure all the grid views look correct, make sure to mark the column as visible in your grid by right clicking the grid (not the query), clicking properties.
  4. Deploy the dashboard
  5. Go to Menu Maintenance and create a menu for your copied dashboard

Important to note that I’m assuming your copied BAQ is almost identical, otherwise you run into issues with the grids. Also, this means existing customizations and personalizations for the system menu won’t carry over.

4

Sorry all, I have an issue of overthinking things.

Should have just asked, need to add OrderDtl_ProdCode to Sales Order Status dashboard.

5

Honestly, your simplest solution is to copy the BAQ, copy the dashboard (SalesOrderStatus), change out the BAQ to the one you’re going to use, then disable the system Sales Order Status menu path and create a new menu path in its place that points at your dashboard.

6

So what you’re saying is … you’re in the right place

7

Yep, awaiting feedback from user but this was basically my train of thought along with this post…

Need to copy and modify existing dashboard E10 - Epicor ERP 10 - Epicor User Help Forum

Just a lot of gotchas…like ok, how to copy a dashboard…you would think it would be in Dashboard Maintenance. No, it is in Dashboards/Save As.

So saved, repointed to my new BAQ, added column, yada yada.

(Thank god I didn’t need to worry about the kinetic side on this one)

Thanks all, quite valuable while I’m learning the ropes. I appreciate it.

8

I think this gotcha gets every. single. person. It does not discriminate.

Kinetic App Studio is an interesting beast. It seems to give you more ability to modify the “system” generated bits of it. But I’ve never tried to see if you could use the same menu and just redo the grid in it to point at your BAQ or if it locks that out.