Report Data Maintenance is an administrative tool you use to both create and/or edit data definitions for both custom reports and existing reports. You can define variations for each report that you can then make available to specific companies.
Epicor supplies the following "out-of-box" report data definition formats for outbound EDI transactions; however, you must copy and then customize them to print content specific to your company:
• EDIARFm - Report data definition used for the outbound EDI 810/INVOIC document that sends an AR invoice to a customer trading partner.
• EDIOrdAck - Report data definition used for the outbound EDI 855/ORDRSP document that confirms that the sales order is in process. It sends the Sales Order Acknowledgement report to a customer trading partner. The Epicor application produces this when it generates a sales order for inbound demand received from the customer trading partner. It is also used to Reponses to a Sales Order Change and Order Status documents. • EDIMstPk - Report data definition used for the outbound Advanced Shipping Notice (ASN) EDI
856/DESADV document that track the progress of master pack shipments; it lets your customer trading partner know when order releases have been shipped from your company.
• EDIPckSI - Report data definition used for the outbound Advanced Shipping Notice (ASN) EDI 856/DESADV packing slip document that track the progress of shipments; it lets your customer trading partner know when order releases have been shipped from your company.
Note The four standard "out-of-box" EDI report data definitions have been designated as System Reports that cannot be directly modified; they must first be duplicated, and then the duplicate can be modified. To customize an existing report data definition, you first create a copy of the report; you can then add fields and tables to it, or remove any fields and tables that you do not want.
• You can add any database table to a new or existing report to display the specific information you need. • You can access all tables within the database, as you can define relationships with parent and child
tables, and display related information pulled from any table you need. You can also define criteria which limits the data that displays.
• This program does not make changes to the report's layout; it only defines the data contained in the outbound EDI file.
Programs and Their Modifiers
The following section describes the Report Data Maintenance values you can change.
Menu Path
Navigate to this program from the Main Menu:
• System Management > Reporting > Report Data Definition
Important This program is not available in the Epicor Web Access.
These are the values you can modify for the item:
• Code - Specifies the identifier for the report you wish to customize. Enter the identifier or click Code to search for an existing report data definition (for example, EDIPckSI). The selected standard report data definition can be duplicated and then modified to fit the specific requirements for your operations. The newly defined report data definition can then designated in Report Style Maintenance for use in place of the standard report data definition when generating outbound EDI documents. To edit the report data definition for an EDI document, select one of the following:
• EDIARFm - "Out-of-box" report data definition used for the outbound EDI 810/INVOIC document that sends an AR invoice to a customer trading partner.
• EDIOrdAck - "Out-of-box" report data definition used for the outbound EDI 855/ORDRSP document that sends the Sales Order Acknowledgement report to a customer trading partner. The Epicor application produces this when it generates a sales order for inbound demand received from the customer trading partner. It is also used to Reponses to a Sales Order Change and Order Status documents.
• EDIMstPk - "Out-of-box" report data definition used for the outbound Advanced Shipping Notice (ASN) EDI 856/DESADV document used to track the progress of master pack shipments.
• EDIPckSI - "Out-of-box" report data definition for the outbound Advanced Shipping Notice (ASN) EDI 856/DESADV packing slip document used to track the progress of shipments.
• After selecting a report data definition code:
• It indicates if the selected report data definition is a standard System Report. The four "out-of-box" EDI report data definitions have been designated as System Reports that cannot be directly modified; they must first be duplicated, and then the duplicate can be modified.
• Displays the description and report type.
• It also indicates if the selected report data definition is a duplicate of another report data definition record (for example, EDIPackSl is a duplicate of the standard PackSlip report data definition.
• In the Tree View, it displays the specific database tables and fields that current comprise the selected report data definition.
To duplicate (copy) the selected report data definition and assign a new name so you can customize it with content specific to your company, select the Duplicate Report selection on the Actions menu. When you do this, the following dialog is displayed:
• Enter a unique Report Definition ID and description, then click OK.
• The duplicated report data definition redisplays in the Report Data Maintenance > Header sheet.
The Tree View displays the specific database tables and fields that current comprise the selected report data definition.
• To view the fields that are currently excluded in the report data definition record for specific database table, you click the desired table (for example, Company).
• In the Report Tables > Excluded Fields sheet, it displays the excluded report fields in the Report Table Exclusion
All fields in a selected table are considered as excluded. To include a field and label in the current report data definition, do the following:
• To include a previously excluded field in the current report data definition, simply select the one you want to include (for example, Country Code), and click the Delete icon on the Standard Toolbar. This deletes it from the exclusion list.
• When you are finished including fields in selected database tables to the current report data definition, click the Save icon.