How To Customize Epicor Base Reports A Step By Guide Sahal Kinetic
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Learn how to edit Epicor base reports, including Sales Order forms, with Sahal's comprehensive tutorial. Discover how to identify report IDs, customize styles, and work with data definitions. Take control of your reports with this step-by-step guide!
- In this tutorial, Sahal explains how to edit Epicor base reports.
- Epicor base reports are system reports automatically generated after Epicor installation, covering functions like SO print, Receipt Entry, and financial reports.
- The tutorial primarily focuses on editing the Sales Order form base report, identifying the report ID, and making design changes.
- Sahal demonstrates how to find the report ID in developer mode and how to access and modify the report style and data definition.
- There are two types of data definitions in base reports datasets that provide actual tables and fields and those with all fields calculated, primarily used in financial reports.
- Sahal shows how to copy a report style, access the RDL file, and make changes to customize the report to your needs.
Sahal's tutorial on "How to edit Epicor base Reports" delves into the intricacies of customizing system-generated reports in Epicor. These base reports are crucial for various functions, such as SO print, Receipt Entry, and financial reports. In this tutorial, Sahal focuses on the Sales Order form base report, demonstrating how to identify the report ID, make design changes, and unleash the full potential of Epicor's reporting capabilities.
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