I have an added field on a report that was created long ago and had been populated reliably ever since. With the SaaS Multi-Tenant migration to 10.2.400, the field is no longer reliably populated and this impacts the report.
Is anyone aware of an issue with the new version?
DETAILS
Hosted by Epicor in the Multi-Tenant cloud
Report is OrderAck
The added field is CustCnt.EmailAddress; this requires adding the table CustCnt through Report Data Definition (RDD).
I’ve reviewed the custom RDD entry; it is the same as prior to migration to the new version.
My business goal is to send the OrderAck by email to the contact of record for the sold-to customer, using Epicor’s SSRS Breaking/Routing in Report Style Maintenance. Again, I’ve reviewed the entry there and it is identical to before migrating to the new version.
Prior to 10.2.400, the custom functionality worked reliably with the only troublesome emails being those legitimately so due to missing data; now a significant percentage (but not 100%) of the emails are failing, even though the required email address is in the database.
The option I see as available is deletion of the RDD as well as deletion of the custom report style, followed by re-creation. Without understanding the issue, I have no idea whether this drastic step will resolve my problem.
I have found on several upgrades that re-creating the RDD instead of using the upgraded one has fixed the issue. Sometimes, even just copying it to a new RDD has fixed an issue in the past.
There is a built in “email address” in the OrderAck RDD that will determine the value based on available data. It’s referred to as “Customer_EMailAddress”.
I don’t know the full logic but it’s something along the lines of finding the first non-blank email address from the following list (in order)
Email of the Contact selected for “Attention” in order Entry
Email of the primary purchasing contact for the customer
Email setup for the Customer (Customer -> Detail tab)
We use this for emailing to the Customer via a style using Break/Routing.
@Mark_Wonsil - Thanks for confirming that you’ve had this issue. Unfortunately duplicating the RDD did not resolve my issue; when my day has extra hours I’ll probably try my original idea of delete/recreate. @ckrusen - Thanks for the idea to use Customer_EMailAddress; I’ve updated my report style appropriately. Now time will tell if it solves the problem…
I believe it is the PO Form that does this calculation. The POForm RDD has a calculated field named Calc_Email
In fact, the Customer_EmailAddress field isn’t part of the default OrderAck RDD. Our OrderAck that uses Break/Routing to email the customer, has a modified RDD, that includes the customer table.
Back to your original problem…
The RDD field Calc_PrcEmail wil have the email of whichever contact is selected in the Sold To Attention field.