Report Style - Add CustomerCustID to QuotForm

Kinetic ERP
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1

Hello,

Still learning how Epicor handles reports. I am looking to add the CustomerCustID field to our QuotForm. We currently have this on our Sales Order Acknowledgement form with the expression of =First(Fields!Customer_CustID.Value, “OrderHed”) however when trying this on the QuotForm in similar fashion (looking at the dataset and fields) with =First(Fields!CustID.Value, “Quote”), nothing returns, likely because this isn’t explictly called out in the SQL Query for Quote like it is in the Sales Order Acknowledgement. I have been looking at data definition maintenance trying to figure out how to add this via a linked table or something of the sort but am coming up empty though it seems like Customer is already linked to the data definition. What am I missing or doing wrong? Any help is appreciated.

Thank you.

2

If you have Customer table already in the RDD, go to “Excluded Fields” tab and un-exclude it. That’ll give it data available to your report. You will then need to open the .rdl in report builder, edit the datasource query to add the field by figuring out which Tnum alias Customer is (JOIN Customer_blah_blah AS T6) - in the SELECT statement at the top, add T6.CustID, and then also add the CustID field to the datasource fields list.