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Custom Scheduled Shipments Report: Epicor 10 ERP Custom Software Solution

  • 3 February 2016
  • Laura Bromhead
  • 0 Comment
Categories: Uncategorized

The standard Scheduled Shipments Report in Epicor Software (E10) lists outstanding order releases in order by ‘Due Date’, ‘Order Number’, ‘Order Line’, and ‘Order Release’. The outstanding order release quantity is calculated by subtracting both the Shipped Quantity and the Shipped from Stock Quantity from the Order Release Quantity. If this value is negative, the outstanding quantity is set to zero.

 

Epicor Standard – Scheduled Shipments Report

 

This standard version of the report, does not show Bin Locations for the Part Numbers. The user would need to two reports or track each Shipment individually to identify where these parts are located.

Fortunately, SSRS reports can be customized to include additional fields and information to overcome customers’ needs. A table – table relation can be added in the Report Data Definition and thus, allow the addition of new fields to the report.

A custom software solution was developed by Cre8tive Technology & Design which includes Bin Locations for each of the part numbers displayed in the report. A PartBin relation in the Report Data Definition was added to the SSRS Report. This allowed the inclusion of the following fields:

  • Warehouse
  • Bin Location
  • On Hand Quantity

Once the modified version of the SSRS report is deployed, the user can continue running the report the same way it has been executed before. When deploying the custom version, the user can also choose to; either replace the existing version of the report, or create a new Report Style to allow users to run both versions:

Epicor Scheduled Shipments Report – 2 Report Styles available

The modified version of the report can then be printed or print previewed. This version displays the fields mentioned above:

Epicor Custom Scheduled Shipments Report – Highlighted Custom fields

 

This custom Scheduled Shipments Report gives the user visibility of Parts locations and quantities, without having to run extra reports or execute a Tracker View of another screen. Additionally, it saves time and paper by giving the user the information from 2 or 3 reports in just one.

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