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Epicor 9

Auto Print Control Course


9.05.600

Disclaimer
Copyright 2010 by Epicor Software Corporation. All rights reserved. Printed in the United States of America. No part
of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.
Epicor, Vantage, and Vista are registered trademarks of Epicor Software Corporation. All other trademarks are property
of their respective owners. Microsoft product screen shots reprinted with permission from Microsoft Corporation.
Epicor Software Corporation makes no representations or warranties with respect to the contents of this document
and specifically disclaims any implied warranties of merchantability, satisfactory quality or fitness for any particular
purpose. The contents of this document are believed to be current and accurate as of its date of publication. Changes
to this document between reprintings and other important information about the software product are made or
published in release notes, and you are urged to obtain the current release notes for the software product. We welcome
user comments and reserve the right to revise this publication and/or make improvements or changes to the products
or programs described in this publication at any time without notice. The usage of any Epicor Software shall be pursuant
to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be
pursuant to Epicor's standard services terms and conditions.

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TOC | 3

Contents
Auto Print Control Course......................................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................7
Workshop Constraints..............................................................................................................................7

Overview.................................................................................................................................9
Process...................................................................................................................................11
Link Network Printers.....................................................................................................................................11
Printer Maintenance...............................................................................................................................11
Detail Sheet.....................................................................................................................................11
Company Configuration.........................................................................................................................12
General Settings Sheet....................................................................................................................12
Workshop - Share a Network Printer.......................................................................................................13
Workshop - Link a Shared Network Printer..............................................................................................14
Format Report Style.......................................................................................................................................14
Detail Sheet............................................................................................................................................15
Styles Detail............................................................................................................................................15
Report Style Settings........................................................................................................................16
Workshop - Format Report Style.............................................................................................................17
Duplicate an Existing Report............................................................................................................17
Create a Report Style.......................................................................................................................17
Report Data Maintenance..............................................................................................................................18
Select a Report Format............................................................................................................................19
Detail......................................................................................................................................................19
Report Labels Detail................................................................................................................................19
Report Table...........................................................................................................................................19
Relationships..........................................................................................................................................19
Auto Print Rules......................................................................................................................................20
Workshop - Create a Report Data Definition...........................................................................................21
Modify the New Report Data Definition...........................................................................................21
Verify Included Report Tables and Fields...........................................................................................21
Define the Rule Header....................................................................................................................21
Add Rules and Conditions to the Report Data Definition..................................................................22
Verify the Rules and Conditions are Valid.........................................................................................22
Business Activity Manager Overview...............................................................................................................22
Event Sheet............................................................................................................................................23
Action Sheet...........................................................................................................................................23
Rules Sheet.............................................................................................................................................23
Workshop - Add a New Business Activity Manager Record......................................................................24

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Create a New BAM..........................................................................................................................24
Identify the Field to Trigger the Auto Print Process...........................................................................24
Define the Action Triggered from the BAM......................................................................................24
Workshop - Test the Auto Print Process..................................................................................................25
Change the Requested By Date.......................................................................................................25
View the System Monitor................................................................................................................25
BarTender Configuration................................................................................................................................26
BarTender Setup.....................................................................................................................................27
Workshop - BarTender Setup...........................................................................................................28
Configure the BarTender Commander Application....................................................................28
Create a Commander Monitor Task..........................................................................................28
Configure the Trigger Sheet.....................................................................................................28
Configure the Command(s) Sheet............................................................................................29
Start BarTender Commander Monitoring..................................................................................29
Workshop - Format a Report Style...................................................................................................30
Create a Report Data Definition................................................................................................30
Access the GenShip Report Style...............................................................................................30
Create a Report Style................................................................................................................30
Workshop - Create a Report Data Definition....................................................................................32
Modify the New Report Data Definition....................................................................................32
Define the Rule Header on the Auto-Print Rules Sheet..............................................................32
Add Rules and Conditions to the Report Data Definition...........................................................32
Verify the Rules and Conditions are Valid..................................................................................33
Workshop - Add a New Business Activity Manager Record...............................................................34
Create a BAM..........................................................................................................................34
Identify the Field To Trigger the Auto Print Process...................................................................34
Define the Action Triggered from the BAM...............................................................................34
Add Rules and Conditions to the BAM.....................................................................................34
Verify the Rules and Conditions are Valid..................................................................................35
Workshop - Test the Auto Print Process...........................................................................................36
Create a Sales Order.................................................................................................................36
Update a Customer Shipment to Display as Closed...................................................................36
View the Auto-Print Generic Ship Label....................................................................................37

Conclusion.............................................................................................................................38

Epicor Software

Auto Print Control Course | 5

Auto Print Control Course


Auto Print Control handles report or label printing at the completion of a multi-step process via an interface with

Seagull Scientific's BarTender or Crystal Reports . Use Auto Print Control to automatically print standard or customized
reports, labels, or barcode labels. The reports or labels can consist of fixed data or database data in both human readable
and barcode format.
This course covers Auto Print Control configuration using multiple system programs, defining the actions and conditions
that automate report and label printing, and how to use the available report and label interface programs to work with
Auto Print Control functionality.
Upon successful completion of this course, you will be able to:
Understand the purpose of Auto Print Control.
Share and link network printers.
Create a report style format.
Configure report data definition rules and conditions.
Add new Business Activity Manager transactions and rules.
Optionally define label printing setup in the BarTender and Commander applications.

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Before You Begin


Read this topic for information you should know in order to successfully complete this course.

Audience
Specific audiences will benefit from this course.
System Administrator
IT/Technical Staff
Department Manager
Project Team Leader

Prerequisites
In order to complete the workshops in this course, all necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
EpicorCAM@epicor.com. It is also important that you understand the prerequisite knowledge contained in other valuable
courses.
Navigation Course - This course introduces navigational aspects of the Epicor application's user interface. Designed
for a hands-on environment, general navigation principles and techniques are available at each of the interface
levels in the Epicor application - system, module, and program. Workshops focus on each of these levels and guide
you through each navigational principle introduced.
Database Concepts Course - This course reviews the table and field name identification process using Field Help,
Customization Tools, and the Data Dictionary Viewer functionality. It also describes table linking procedures and
requirements, Dataset Relationships Tracker features, and join type definitions and specifications.
System Flow Course - This course introduces a basic quote to cash scenario that includes the process from the
initial customer quote to final cash receipts and payment of supplier invoices. This course emphasizes the series of
processes that make up the quote to cash process by using a simple scenario to highlight various transactions. Your
organization may have more complex processing routines than those described in this course.
Recommended Industry Knowledge:
Experience with sharing and linking network printers.
Knowledge of your current Epicor application.
Understanding of relational database concepts such as tables, table relationships, records, and field types.
General knowledge of Seagull Scientific's BarTender application and the Commander program.

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Before You Begin | 7

Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete
the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1.

Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your Epicor
training environment with the Epicor demonstration database installed. Do not complete the course
workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact Support
or Systems Consulting for billable assistance.
The Epicor demonstration database is at the same service pack and patch as the Epicor application.
Epicor's education team updates the Epicor demonstration database for each service pack and patch. If your
system administrator upgrades your Epicor application to a new service pack or patch, he or she must also
download the corresponding Epicor demonstration database from EPICweb > Support > Epicor > Downloads
and install it. If this is not performed, unexpected results can occur when completing the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to starting
this course. The Epicor demonstration database comes standard with parts, customers, sales orders, and so
on, already defined. If the Epicor demonstration database is shared with multiple users (that is, the database
is located on a server and users access the same data, much like your live, production environment) and is not
periodically refreshed, unexpected results can occur. For example, if a course workshop requires you to ship a
sales order that came standard in the Epicor demonstration database, but a different user already completed
this workshop and the Epicor demonstration database was not restored (refreshed), then you will not be able
to ship the sales order. Epicor's education team has written the course workshops to minimize situations like
this from occurring, but Epicor cannot prevent users from manipulating the data in your installation of the
Epicor demonstration database.

2.

Log in to the training environment using the credentials manager/manager. If you are logged into your training
environment as a different user, from the Options menu, select Change User.

3.

From the Main menu, select the company Epicor USA (EPIC03).

4.

From the Main menu, select the Main Plant.

Workshop Constraints
Below is a list of workshops in this course that can be performed only once in each instance of a restored (refreshed)
database. Where applicable, a detailed explanation of the workshop constraints is documented in the workshop itself.
Workshop - Link a Shared Network Printer
If your Network Printer is already set up in the environment, skip this workshop.
Workshop - BarTender Setup

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If the Bartender Commander is already set up in the environment, skip this workshop.
Verify your local servername in order to perform the Network Printer tasks.

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Overview | 9

Overview
This course first addresses the general application configuration to help you establish auto print control. Workshops
focus on how to use the Crystal Reports application format to auto print reports. The section on BarTender and
Commander program configuration is optional, as the BarTender and Commander applications must be installed to
complete it.
Application Configuration
When you configure Auto Print Control in the application, you can activate the label or manufacturing report auto-print
functionality. To do this, change the data in comparison to the table in the Business Activity Manager (BAM) for the
report. When a BAM is set up for any action, whether Create Log, Send Alert, or Auto-Print, it triggers when any of
the table fields selected in the BAM screen change.
Example
You can create a BAM to auto print the Job Traveler Report on the JobHead table and select the ReqDueDate
column. The Report Rule on the Data Definition screen activates the printing process. To auto print, open Job
Entry, select a job, and change its ReqDueDate field. This triggers an auto-print instance.
Auto Print Control Process Flow
The Auto Print Control flow typically follows the pattern in the diagram below. As noted, the process to use either
Crystal Reports or BarTender is similar.

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Note
Crystal Reports is the standard third party application for reports and labels in the Epicor application. The Crystal
Reports application is typically part of the Epicor installation. BarTender sections are optional in this flow.

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Process | 11

Process
The Auto Print Control process involves multiple steps. First, link network printers to the system in Printer Maintenance,
create a new record and add rules in Report Data Maintenance, format the report type in Report Maintenance, and
add a new record in Business Activity Manager (BAM). Once you complete these steps, your system updates trigger
auto printed reports or labels.

Link Network Printers


Auto Print Control automatically prints reports or labels when a transaction occurs in the application. These reports or
labels print on a network printer to which the application's server has access. Therefore, the System Administrator (or
someone with proper privileges) must set up one or more network printers for the application to access.
Ensure Printer Sharing
Printers must be shared and then linked to the network. The BarTender application always prints from the server, so
all printers, even local printers, should be available at the network level.

Printer Maintenance
Use Printer Maintenance to establish printer information. The printer information is used to identify a printer throughout
the Epicor application.
The printers you define here display on drop-down lists within Company Configuration and Workstation Maintenance,
programs used to set up auto-printing. You also indicate whether this printer is compatible with SSRS printing. Printers
you indicate can use SSRS printing then display as an option within SSRS Printer windows.
Menu Path
Navigate to this program from the Main Menu:
System Management > Company Maintenance > Printer
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.

Detail Sheet
Use the Detail sheet to set up your printer.
The following are the key fields within the sheet:
Printer ID - This is the ID of the printer.
Tip Enter a unique identifier that will help you quickly find this printer.

Description - This is a concise explanation of the printer.

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Network Path - This is the network's location for the printer. Do not enter a local path in this field; only enter a
path that connects to a network printer.
Note This is the value your Epicor application will use to send data to this printer.

SSRS Printer - Select this check box if the printer is available for SQL Server Reporting Services (SSRS) technology.
Page Settings - Use this pane to set up page settings and other formatting options.
Collate - Select this check box if the printed pages should always be assembled in the correct order when the hard
copy is generated.

Company Configuration
Company Configuration defines options for companies in the Epicor application. Use these options to customize the
Epicor application to best fit each company within your organization.
When you install the Epicor application, one company record is automatically created by default. You can then use this
program to define how the company interacts with the various modules you have licensed.
Tip You can purchase a Multi-Site license; use this license to set up multiple companies within Company
Configuration. To do this, you first create the company within the Epicor Administration Console. You can
then display the new company in this program and configure it as you need.
Menu Path
Navigate to this program from the Main Menu:
System Management > Company Maintenance > Company
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.

General Settings Sheet


Use the System > General Settings sheet to define application settings for the current company.
The following are the fields that define the printing capabilities within the company:
Print Company Name - Select this check box if you want to print your company name on application's special
forms, for example Acknowledgments, Packing Slips, Invoices and so on.
Allowed Report Style - This field identifies the allowed report style for the company. The available options include:
Crystal Only
SQL Server Reporting Services (SSRS) Only
Crystal and SSRS
Forms Printer - This is the printer where forms are sent if the current workstation does not have a printer set up.
Labels Printer - This is the printer where labels are sent if the current workstation does not have a printer set up.
Note Forms and Labels Printer configuration is not necessary for auto-printing to work, but it is good to
have a default printer set up in case of malfunction.

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Process | 13

Workshop - Share a Network Printer


To share network printers, enter information into the application, and select a report data definition for auto print
control functionality to work.

1. In Microsoft Windows , from the Start menu, access the Printers and Faxes window.
2. Right-click an installed printer and select Properties.
You can select your default printer.
Note If a printer is not installed, refer to the printer documentation on how to install a printer.

3. Navigate to the Sharing tab.


4. Verify the printer is shared. If it is not, select Share this printer, and in the Share name field, enter a name to
use to access the printer throughout the network.
5. If necessary, click Apply to save the information.
6. Click OK to exit the window.
7. Perform the following tasks to verify the printer is shared correctly:
1.

Use Windows Explorer to access the server you use in your environment (for example, \\ProdServer) and
verify the shared printer is listed (just as other shared folders).

2.

In the Windows Explorer, while still on the server, double-click Printers and Faxes. Verify that the printer's
icon displays a little hand below it.

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Workshop - Link a Shared Network Printer


Navigate to Printer Maintenance.
Menu Path: System Management > Company Maintenance > Printer
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. Click New.
2. In the Printer ID field, enter the name of your printer.
This name should relate to the name that displays in the Printers and Faxes window.
3. In the Description field, enter Auto Print.
4. In the Network Path field, enter the URL to access the shared network printer setup.
Example
If the name of the server where you shared your printer is ProdServer and the name of the shared printer
is Printer1, then the URL is \\ProdServer\Printer1.

5. Click Save and exit Printer Maintenance.

Format Report Style


Use Report Maintenance to identify different styles that allow you to print user-customizable reports and forms.
Menu Path: System Management > Company Maintenance > Report Style
Important This program is not available in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


Report Maintenance allows you to define variations on each report that you can then make available for specific
companies. You can also use it to define your own reports or forms designed in Crystal Reports.
To create variations for each report, you must first use Report Data Maintenance to create a report data definition.
Define Report Style
Use the Styles > Detail sheet to identify different styles (report writers) you want to use to print the application's
user-customizable reports and forms. You can also establish a default style per company on this sheet.
The printing process typically generates .xml datasource files. The report style is then set up to indicate the report writer
to use and the report writer program (for instance, .rpt) to use which consumes the .xml datasource. Using report
styles, you can create additional reports that process the same datasource (for example, different layouts, calculations,
and so on).
Note
If you use Report Data Maintenance - Duplicate Report to duplicate the report, you can add this duplicated
dataset to the current report. These copied tables are then attached to the modified report, allowing you to
display the exact data you need. Create a new style for the current report to link this copied dataset.

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Process | 15
Fields of interest:
Description - This is a brief description of the report style (for example, BarTender Labels).
Report Type - This is the report type style. The report type indicates the software used to print the report. Valid
selections include:
Crystal Reports - This is the generic report writer used for all reports other than those specifically created by
the GL Financial Report process.
Outbound EDI - This report writer converts .xml files into the EDI flat file format. You can use Service Connect
to export the report to customers (Demand Management) and suppliers (Purchase Contract Management).
For more information on how to use EDI and Service Connect, see the Application Help and the related user
guide.
Epicor Financial Report - This report writer is used only for reports created by the GL Financial Report process.
Bartender Labels - This report writer creates custom labels that can use fixed data or database data. The format
can be text based, barcode format, or both.
Data Definition - This is the system's Report Data Definition.
Report Location - This is the path and program name used when this form is printed (for example,
reports\PackSlip.rpt or reports\ShipLabl.btw).
Note
This is the relative path and these templates are found under the reports folder on the computer where the
Epicor 9 Server is installed.
Output Location - This is the output location of the report. This field is available only if the report type is Outbound
EDI or Bartender Labels.

Detail Sheet
Use the Detail sheet to select a report record. You can then create styles for this record.
The following are the fields on the Detail sheet:
Report ID - This is the unique identifier for the report or form.
Description - This is a brief description of the report or form.

Styles Detail
Report Maintenance > Styles > Detail
Use the Styles > Detail sheet to identify the different styles you would like to use to print user-customizable reports
and forms from the Epicor application. You can also establish the default style per company on this sheet.
The printing process typically generates .xml datasource files. The report style is then set up to indicate the report writer
to use and the specific report writer program (for instance, .rpt) that consumes the .xml datasource. Using report styles,
you can create additional reports that process the same datasource (for example, different layouts, calculations, and
so on).
Tip If you duplicate a report using the Report Data Maintenance > Duplicate Report command, you can
add the duplicated dataset to the current report. These copied tables are then attached to the modified report,
enabling you display the exact data you need. Link this copied Dataset by creating a new style for the current
report.

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Report Style Settings


The following topic explains the available options within the Style Detail sheet.
The following fields are available on the sheet:
Description - This is a brief description of the report style (for example, Standard - Crystal).
Report Type - This is the report type style. The report type indicates the software used to print the report. The
following are the options:
Crystal Reports - This is the generic report writer used for all reports other than those specifically created by
the GL Financial Report process.
Outbound EDI - This report writer converts .xml files into the EDI flat file format. You can use Service Connect
to export the report to customers (Demand Management) and suppliers (Purchase Contract Management).
For more information on how to use EDI and Service Connect, see the Application Help and the related user
guide.
Epicor Financial Report - This report writer is used only for reports created by the GL Financial Report process.
Bartender Labels - This report writer creates custom labels that can use fixed data or database data. The format
can be text based, barcode format, or both.
SQL Server Reporting - This report writer is based on SQL Server Reporting Services (SSRS) technology and
provides the Epicor application with additional functionality not currently available with the Crystal Reports client
runtime. The additional functionality includes emailing reports, faxing reports, ability to add custom SSRS reports
to the menu and so on.
Data Definition - This is the system's Report Data Definition.
Report Location - This is the path and program name used when this form is printed (for example,
reports\PackSlip.rpt or reports\ShipLabl.btw).
Note
This is the relative path and these templates are found under the reports folder on the computer where the
Epicor application server is installed.
Output Location - This is the output location of the report. This field is available only if the report type Outbound
EDI, Bartender Labels or SQL Server Reporting is selected.
Default - Use this check box to select the default style for report definiton.

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Process | 17

Workshop - Format Report Style


Assign a report style to a report data definition, which is in turn, selected on the Business Activity Manager (BAM)
record that activates the auto-print instance.

Duplicate an Existing Report


The Data Definition field is referenced on the new report style, so you must create the report data definition before
the new style. Report Data Maintenance is further explained later in the course.
Navigate to Report Data Maintenance.
Menu Path: System Management > Company Maintenance > Report Data Definition
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. In the Code field, enter JobTrav and press Tab.
2. From the Actions menu, select Duplicate Report.
The Duplicate Report Definition window displays.
3. In the Report Def ID field, enter XXXTrav (where XXX are your initials).
4. In the Description field, enter XXX Job Traveler Auto Print (where XXX are your initials) and click OK.
5. Click Save.
6. Exit Report Data Maintenance.

Create a Report Style


Navigate to Report Maintenance.
Menu Path: System Management > Company Maintenance > Report Style
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. In the Report ID field, enter JobTrav and press Tab.
2. From the New menu, select New Report Style.
3. Navigate to the Styles > Detail sheet.
4. In the Description field, enter XXX-Job Traveler Auto Print (where XXX are your initials).
5. In the Report Type field, verify Crystal Reports is selected.
6. In the Data Definition field, select XXXTrav (where XXX are your initials).
7. In the Report Location field, enter reports/Traveler.rpt.
The report location is where default system reports are located. You can also copy and paste the report location
from the Standard Report Style.

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Note If necessary, verify the path with your administrator.

8. Click Save and exit Report Maintenance.

Report Data Maintenance


Use Report Data Maintenance to create and edit data definitions for both custom reports and existing reports. You
can use this program to define variations for each report and make them available to specific companies.
When you create a new report, define its main attributes and select the tables and fields to display. To customize an
existing report, first create a copy of the report. You can add fields to display on the report or remove fields and tables.
Any database table can be added to a new or existing report; this allows specific information to display.
Report Data Maintenance gives you access to all the tables in the database and allows you to define parent and child
table relationships and display related information from any table. You can also define criteria that limits the data that
displays.
Report Data Maintenance does not change the report's layout. It only defines the data that displays on the report.
After you modify a report's fields and tables, open the report in one of the available report writers (Crystal Reports,
Financial Report Designer, BarTender or SQL Server Reporting Services -SSRS) and customize the layout.
Once you customize the report's layout, use Report Style Maintenance to indicate which companies can use the custom
report or report variation.
Important
If the report is a system report or a BarTender label, you cannot directly change its data definition. You can
use the Actions > Duplicate Report command to make a customizable copy.
For more information, refer to the Report Data Maintenance > Duplicate Report topic in the Application
Help.
Example
System and Custom Reports are located in the <servername>\Epicor\Epicor900\Server\reports
folder (check with your System Administrator for the correct path).
Tip If an error displays when you try to run a report that has a new definition, open the report in an .xml viewer
to locate the issue. The .xml viewer you use allows you to view the data in a grid format, as you can more easily
review the .xml data records.
You can also use an .xml viewer to help identify the cause of some errors. It is especially useful for constraint
errors that occur within the .xml; these errors happen because the data does not match the schema constraints.
Menu Path
Navigate to this program from the Main Menu:
System Management > Company Maintenance > Report Data Definition
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.

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Process | 19

Select a Report Format


There are various standard application reports in Crystal Reports format in the reports folder. There are also generic
BarTender reports because customer labels tend to be individualized and customized. You can use BarTender reports
to print standard labels or use the BarTender application to create customized labels.
You can duplicate a Crystal Reports or BarTender standard application report or create a Crystal Reports or BarTender
custom report for auto printing, but you must create the report prior to Report Data Definition setup.

Detail
Use the Detail sheet to define the primary attributes of the customized report. The controls on this sheet allow you
to create a new custom report or find and select an existing report.

Report Labels Detail


Use the Report Labels > Detail sheet to enter or edit the label (also called report literal) that contains the report's
data. This constant value is used to translate sections of the current report into different languages.
Every piece of text contained in the report, such as titles, headings, and fields, are contained under a specific label
defined on this sheet; you can then translate all of these items into different languages.
The values you enter or edit are recorded within the RptLabels table. This table contains all the language versions of
the current report; the report writer accesses this table. These report labels generate the field labels, so each field on
the report can be displayed in a different language.
This functionality helps you avoid directly entering, or hard coding, text values within the report writers (for example,
Financial Report Designer and Crystal Reports). Instead, you can translate these labels independently from the
report writer.

Report Table
Use the Report Table sheets to add or edit a report table on the current report definition.
First, select the report table, and then, you can add calculated fields, edit calculated fields, exclude fields, create filter
criteria, and add lookup tables.

Relationships
Use the Relationships sheets to define the required links, or joins, required for a specific table to pull and display its
data within the report.
Use the Detail sheet to define the links you want on a specific table. Use the List sheet to review and update all the
links contained within the current report.

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Auto Print Rules


Use the Auto-Print Rules > Detail sheet to create rules and specify values for printer and report templates for Crystal
or BarTender reports. This sheet allows you to assign rules of report processing to the report data definition.
It is possible to have an unlimited number of Auto Print Control rules and an unlimited number of conditions set up in
Report Data Maintenance. These rules and conditions can cover any item in the Epicor application, for example, a
specific customer number, part, or part class.
If a report should always print, you must still create at least one rule, but without conditions, as conditions are not
mandatory for any rules. If a report should only print when the conditions are met, then you can establish these
conditions under the rules.
The following are the two key sections you define:
1.

Define the Rule Header


Fields of interest:
Rule ID - This is a user-defined ID for the report rule. You can establish an unlimited number of rules.
Report - This is the system report to which this Report Data Definition record is attached.
Style - This is the Report Style to which this Report Data Definition record is attached.
Auto Printer - This is the printer where you want to route the auto printing process. If you do not specify the
printer, then the auto printing process routes to the default printer defined in Company Configuration.
Print Action - This is the action you want the application to take when printing.
The following are the options for this field:
Auto-Print (print without preview).
Auto-Preview (preview report first), available for Crystal Reports (.rpt) files.
Test - This button validates the rule and its conditions. You must validate and receive a green Conditions
Validated flag for the rules and conditions to take effect.

2.

Add Rule Conditions


Below are the columns that appear in the Condition List sheet.
And/Or - This is the relationship this rule should have to other rules that trigger the report. The available
options include:
And - This rule must be true in addition to any other rule.
Or - This rule must be true, or another rule must be true.
Blank - This rule satisfies the condition, but it is not required.
Field Name - This is the field name that should be evaluated.
Operator - This is the operator to compare the evaluated fields to the comparison field. The operator depends
on the type of field being compared, for example, numbers, strings, or check boxes.
Constant - When this check box is selected, the Value field is enabled, and you can enter a constant value
for comparison, such as True. The From Today check box is also available when Constant is selected. You
can select this check box if the criteria for the rule is based on a number of days from today.
When the Constant check box is not selected, the Value field is disabled, but the second Field Name field is
available. It allows you to select another field for comparison as a reference.

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Workshop - Create a Report Data Definition


Create rules and specify values for printer and report templates for Crystal Reports or BarTender labels on the Auto-Print
Rules sheet.

Modify the New Report Data Definition


Navigate to Report Data Maintenance.
Menu Path: System Management > Company Maintenance > Report Data Definition
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. On the Detail sheet, in the Code field, enter XXXTrav (where XXX are your initials) and press Tab.

Verify Included Report Tables and Fields


Verify the ReqDueDate field is included in the report. Use this field to set up a Rule Condition.
1. Navigate to the Report Table > List sheet.
2. Highlight the JobHead table.
3. Navigate to the Report Table > Excluded Fields sheet.
4. In the Included Report Fields list, among other fields, verify the ReqDueDate field displays.
5. Click Save.

Define the Rule Header


1. Navigate to the Auto-Print Rules > Detail sheet.
2. From the New menu, select New Report Rule.
3. In the Rule ID field, enter Rule 1.
4. In the Report field, select Job Traveler.
5. In the Style field, select XXX-Job Traveler Auto Print (where XXX are your initials).
6. In the Auto Printer field, select the printer added in the first workshop, named Auto Print.
7. In the Print Action field, select Auto-Preview.
The Print Action field defines the action taken once you print the report. Auto-Preview means the report is first
previewed.
8. Verify the Print Quantity is set to Constant and has a quantity of 1.
9. In the Table field on the Rule Conditions pane, select JobHead.
JobHead is the table from which you will use fields for comparison.

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10. Click Save.

Add Rules and Conditions to the Report Data Definition


1. From the New menu, select New Rule Condition.
2. In the Field Name field, select ReqDueDate.
3. In the Operator field, select >=.
4. Verify the Constant check box is selected.
5. Select the From Today check box.
6. In the Date field, enter today's date.
This example states that the Job Traveler prints when a job's Requested Due Date is equal to or greater than today.
7. Click Save.
Notice a red Conditions Not Validated message displays on the Auto-Print Rules > Detail sheet.

Verify the Rules and Conditions are Valid


1. On the Rule Conditions pane, click Test.
2. When the Record has been modified by another user and couldn't be updated message displays, click OK.
3. On the Standard toolbar, click Refresh.
4. In the Table field, select JobHead again.
5. On the Rule Conditions pane, click Test.
6. Verify the green Conditions Validated message displays.
7. Click Save and exit Report Data Maintenance.

Business Activity Manager Overview


The Business Activity Manager (BAM) is a communication tool you can use to track data changes by monitoring
fields from selected tables within your database. As you enter and update data, an event is triggered. BAM communicates
this event through change logs, global alerts, and automatically printed reports. You can also set parameters for when
events are triggered in order to limit the scenarios that generate logs, alerts, or reports.
Tip Before you create a custom global alert, you should review the pre-built alerts to see if there is one that
matches your business needs. You activate these pre-built global alerts using the Global Alert Maintenance
program. To learn more about this program, review the Application Help - Global Alert Maintenance topic.

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Menu Path
Navigate to this program from the Main Menu:
Executive Analysis > Business Activity Management > Setup > Business Activity Manager
System Management > Utilities > Business Activity Manager
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.

Event Sheet
Use the Event sheet to create an event record. This record defines the table and fields monitored by the Business
Activity Manager (BAM). When any changes occur to the fields defined in the event, the actions you define on the
Actions sheet occur. You can have an event trigger change log updates, custom alerts, or auto-printing for reports
and labels.
Updating from Previous Versions
If you are using an event created within a previous version, you may need to redo its tables so it uses the current
database schema. If a global alert, change log, or other BAM action causes a [Field Name] not valid error message,
you need to update the event to the current database schema.
To do this, use the Data Dictionary Viewer to find out where the information from the obsolete field is now stored.
The Data Dictionary Viewer is found under the System Management folder. Once you locate this information, update
the change log or global alert's tables within the Business Activity Manager.
Note If the obsolete field was used to log changes, delete the field from the list within the Business Activity
Manager.

Action Sheet
Use the Detail > Action sheet to define the purpose of the current event. First, indicate if this event is for a change
log, customized global alert, auto-printing, or combination of these options. Depending on the action(s) you select,
use the fields to indicate what occurs when the action is triggered.
When you select the Auto-Print option, define the Report ID and Data Definition ID in the Auto-Print pane on
the Action sheet.

Rules Sheet
The Detail > Rules sheet allows you to define the conditions, or criteria, that must occur before an action is launched
from the current BAM event. Use this sheet as a filter to prevent an action from running every time you add or update
data within the table.
This sheet is similar to the Report Data Definition's Auto Print Rules sheet. Test these rules before they take effect and
trigger auto printing.

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Workshop - Add a New Business Activity Manager Record


Business Activity Manager (BAM) is where you add records and actions are specified for specific tables and fields in the
system. When the indicated table and fields are updated, the action, such as auto-print, is triggered in the system.

Create a New BAM


Navigate to the Business Activity Manager.
Menu Path: Executive Analysis > Business Activity Management > Setup > Business Activity Manager
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. From the New menu, select New BAM.
2. In the Table Name field, select JobHead.
3. In the Description field, enter XXX-Job Traveler Auto Print (where XXX are your initials).
4. Click Save.

Identify the Field to Trigger the Auto Print Process


1. In the Available Fields list, select ReqDueDate.
2. Click the single right arrow to move the ReqDueDate field to the Selected Fields list.
3. Click Save.

Define the Action Triggered from the BAM


1. Navigate to the Detail > Action sheet.
2. Select the Auto-Print check box.
This enables the fields in the Auto-Print section.
3. In the Report ID field, select Job Traveler.
4. In the Data Definition ID field, select XXXTrav (where XXX are your initials).
5. Click Save.
Note
The Business Activity Manager contains a Rules sheet you can use to set up restrictions when an action
triggers. You can create conditions on this sheet that must be met before a change log, global alert, or
auto print report is run.

6. Exit the Business Activity Manager.

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Workshop - Test the Auto Print Process


Changing the Requested By Date on a job record to a future date causes the Job Traveler to display within the Print
Preview window.

Change the Requested By Date


Navigate to Job Entry.
Menu Path: Production Management > Job Management > General Operations > Job Entry
1. Click the Job button.
The Job Search window displays.
2. In the Status field, select Open and click Search.
3. In the Search Results grid, select any record and click OK.
On the Job sheet, the job information displays.
4. Unselect the Released and Engineered check boxes.
5. In the Request By field, enter the day one week from today.
This satisfies the condition ReqDueDate >= today.
6. Select the Engineered and Released check boxes.
7. Click Save.
8. To the message Would you like to schedule a job?, click Yes.
9. In the Schedule Job window, click OK.
10. To the potential Schedule warning message, click OK.
11. View the Job Traveler that displays the information for the job you selected.
12. Exit the Job Traveler and Job Entry.

View the System Monitor


Navigate to System Monitor.
Menu Path: System Management > Utilities > System Monitor
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. Navigate to the Reports sheet.
2. View the Job Traveler line that displays for the report.

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Note
The current process is set to Auto-Preview, which means the Job Traveler displays and you can optionally
print it.
You can set up the process to Auto-Print, which prints the report immediately. In that case, you can use
the System Monitor to preview the report by selecting the report line and clicking the Print Preview icon
on the Standard toolbar.
There is also an XML file dropped into the Epicor 9 directory, under the path C:\Program Files\Epicor
Software\EpicorData\Reports\MANAGER.
You may check with your System Administrator for the correct path. You can open and modify this file
directly in the Crystal Reports application.

3. Exit System Monitor.

BarTender Configuration
This optional BarTender section covers setup and configuration specific to the BarTender and Commander applications.
The workshops included are similar to the previous workshops where a Crystal Reports template was auto-printed;
these workshops contain variations with regard to using BarTender when you set up auto print control functionality.
BarTender Setup
If you plan on completing the BarTender Configuration section, Seagull Scientific's BarTender and Commander
applications must be installed and operational in the training environment. If you want to work through the optional
section but do not have BarTender currently installed, you can download a 30-day trial Full BarTender Suite version
using the website:
http://www.seagullscientific.com/aspx/btw_down.aspx
Direct any questions about the download or the BarTender and Commander applications towards Seagull Scientific or
the BarTender online help.
Application Overview
Seagull Scientific's BarTender is the leading Windows barcode label software program. This professional label design
and barcode software tool has powerful features for compliance labels and integration with the Epicor 9 application.
Using the BarTender application, you can create customized labels that consist of fixed data, database data, or human
readable or barcode format. All templates are saved in the reports folder, where the Epicor 9 Server is installed (for
example, <servername>\Epicor_Software\Epicor904\Server\Reports). If necessary, contact your System
Administrator for the correct path.
Note This course does not cover features and navigation within Seagull Scientific's BarTender application. Refer
to the Application Help for specific inquiries on BarTender or Commander.
Optional PDF Printer Setup
For testing purposes, it is easier to print a BarTender label printout as a PDF document than printing it directly to a
network printer. You can optionally install a PDF printer that can generate a PDF file using the following website:
http://www.pdf995.com
Installation and the setup process is described in the FAQ part of the website:
http://www.pdf995.com/faq.html
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Note
To test the PDF printer functionality, create a new record in Printer Maintenance. Also, during the process,
reference a PDF printer in Report Data Maintenance.

BarTender Setup
When a transaction with an associated label or report completes and the setup conditions are met, a drop file with all
available data for that transaction is created within the application in the BarTender folder. The BarTender Commander
intercepts this file and sends it to the printer.
Note To reprint the file, access the System Monitor, select the correct report or label on the Reports sheet,
and select to print or preview the file.
Establish a Commander Task
When you create a BarTender Commander task, the Commander application monitors the BarTender folder to intercept
any drop files and print the labels to the appropriate printer. You should either open the Commander application and
manually start to monitor for drop files or set it to proactively monitor in the background.
Ensure Drop File Information
Information that must be included in the drop file includes field names, data values available for printing, the label
name, the full path, and a printer name. A drop file can contain many label print commands, especially when multiple
labels are set up for one transaction and data conditions are met. The drop file must be placed in a folder while the
Commander application is active. Multiple active commanders can run at the same time.

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Workshop - BarTender Setup


Configure BarTender Commander to monitor a specific folder for BarTender drop files and send them to the appropriate
printer.

Configure the BarTender Commander Application


Navigate to the BarTender Commander application using one the following options:
Start > All Programs > Bartender x.xx > Commander
OR
C:\Program Files\Seagull\BarTender Suite\BarTender\Cmdr.exe
1. On your local drive, create a folder named BarTender.
You can use the path where your Epicor 9 is installed, for example: C:\Program Files\Epicor
Software\Epicor904\BarTender. You can check with your System Administrator for the correct path.
2. In the BarTender Commander, from the Tools menu, select General Options.
3. Navigate to the Startup sheet.
4. In the Task List field, select Start New.
5. In the Detection field, select Start.
6. In the Window State field, select Minimize.
7. Click OK.

Create a Commander Monitor Task


1. From the Task menu, select Add.
2. In the Name field, enter Epicor Auto-Print.
3. In the Trigger field, select File.

Configure the Trigger Sheet


1. On the Trigger sheet.
2. In the Detection Mode field, select Immediate.
3. Next to the Folder to Scan field, click the Browse button to search for a BarTender folder you created, for
example
C:\Program Files\Epicor Software\Epicor904\Bartender.
4. In the Files to Scan for field, enter *.bt.
5. In the Detection Response field, verify Rename File is selected.

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6. In the New Extension field, enter btp.
7. Accept the remaining defaults.

Configure the Command(s) Sheet


1. Navigate to the Command(s) sheet and in the Command Type field, select Commander Script.
2. Verify the Command field changed to %Trigger Contents%.
Only this command type record should display on the grid.
3. Click OK to save the changes.

Start BarTender Commander Monitoring


1. From the Detection menu, select Start Detection.
Note To disable monitoring, select Stop Detection from the Detection menu. You can also use the Play
and Stop icons on the Standard toolbar to perform these actions.

2. Minimize the BarTender Commander window while you configure the application.

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Workshop - Format a Report Style


Assign a report style to a report data definition, which is in turn, selected on the Business Activity Manager (BAM)
record that activates the auto-print instance.

Create a Report Data Definition


The Data Definition is referenced on the new Report Style, so you must create a Report Data Definition before the new
style.
Navigate to Report Data Maintenance.
Menu Path: System Management > Company Maintenance > Report Data Definition
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. In the Code field, enter GenShip and press Tab.
2. From the Actions menu, select Duplicate Report.
The Duplicate Report Definition window displays.
3. In the Report Def ID field, enter XXXLabl (where XXX are your initials).
4. In the Description field, enter XXX Generic Ship Auto Print (where XXX are your initials) and click OK.
5. Click Save.
6. Exit Report Data Maintenance.

Access the GenShip Report Style


Navigate to Report Maintenance.
Menu Path: System Management > Company Maintenance > Report Style
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. Click Report ID and click Search.
2. Select GenShip and click OK.

Create a Report Style


1. From the New menu, select New Report Style.
2. Navigate to the Styles > Detail sheet.
3. In the Description field, enter XXX Generic Ship Auto Print (where XXX are your initials).
4. In the Report Type field, select Bartender Labels.

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5. In the Data Definition field, select XXXLabl (where XXX are your initials).
6. In the Report Location field, enter reports/CartonSinglePart.btw.
This is the relative report location that points to the default system reports location.
7. In the Output Location field, enter the location of the Bartender folder, for example C:\Program
Files\Epicor Software\Epicor904\BarTender
This is the output location of the report. If you created the BarTender folder under a different path, indicate that
path for the output location.
8. Click Save.
9. Exit Report Maintenance.

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Workshop - Create a Report Data Definition


Create rules and specify values for printer and report templates for Crystal Reports or BarTender labels on the Auto-Print
Rules sheet.

Modify the New Report Data Definition


Navigate to Report Data Maintenance.
Menu Path: System Management > Company Maintenance > Report Data Definition
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. Click the Code button and click Search.
2. Select the XXXLabl (where XXX are your initials) definition and click OK.

Define the Rule Header on the Auto-Print Rules Sheet


1. Navigate to the Auto-Print Rules > Detail sheet.
2. From the New menu, select New Report Rule.
3. In the Rule ID field, enter Rule 1.
4. In the Report field, select Generic Shipping.
5. In the Style field, select XXX Generic Ship Auto Print (where XXX are your initials).
6. In the Auto Printer field, select the printer added in the first workshop, named Auto Print or, if you installed
the pdf printer, select the pdf printer.
7. In the Print Action field, select Auto-Print.
8. Verify the Print Quantity is set to Constant and has a quantity of 1.
9. In the Rule Conditions section, in the Table field, select ShipHead.
10. Click Save.

Add Rules and Conditions to the Report Data Definition


1. From the New menu, select New Rule Condition.
2. In the Field Name field, select ShipStatus.
3. In the Operator field, select =.
4. Verify the Constant check box is selected.
5. In the Value field, enter Closed.

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6. Click Save.
7. On the Standard toolbar, click the Refresh icon.
8. In the Table field, select ShipHead.
The red Conditions Not Validated message displays on the Auto-Print Rules > Detail sheet.

Verify the Rules and Conditions are Valid


1. In the Rule Conditions section, click the Test button.
2. Verify the green Conditions Validated message displays.
3. Click Save and exit Report Data Maintenance.

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Workshop - Add a New Business Activity Manager Record


Use the Business Activity Manager (BAM) to add and specify actions for tables and fields in the application. When a
user updates an indicated table and fields, the application triggers an action, such as auto-print.

Create a BAM
Navigate to the Business Activity Manager.
Menu Path: Executive Analysis > Business Activity Management > Setup > Business Activity Manager
Important This program is not available
in the Epicor Web Access interface. You can launch this program

from an Epicor Smart Client (Windows ) interface.


1. From the New menu, select New BAM.
2. In the Table Name field, select ShipHead.
3. In the Description field, enter XXX Generic Ship Auto Print (where XXX are your initials).
4. Click Save.

Identify the Field To Trigger the Auto Print Process


1. From the Available Fields list, select the ShipStatus field.
2. Click the single right arrow to move the ShipStatus field to the Selected Fields list.
3. Click Save.

Define the Action Triggered from the BAM


1. Navigate to the Detail > Action sheet.
2. Select the Auto-Print check box.
This enables fields in the Auto-Print section.
3. In the Report ID field, select Generic Shipping.
4. In the Data Definition ID field, select XXXLabl (where XXX are your initials).
5. Click Save.

Add Rules and Conditions to the BAM


1. Navigate to the Detail > Rules sheet.
2. From the New menu, select New BAM Rule.
3. Select the For Print check box.

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4. In the Field Name field, select ShipStatus.
5. In the Operator field, select =.
6. Verify the Constant check box is selected.
7. In the Value field, enter Closed.
8. Click Save.
The red Rules Not Validated message displays on the Rules sheet.

Verify the Rules and Conditions are Valid


1. Click Test.
The message that displays Record has been modified by another user and couldn't be updated may appear.
Click OK to the message and on the Standard toolbar, click the Refresh icon. Click the Test button again.
2. Verify the green Rules Validated message displays on the Rules sheet.
This message also displays on the Detail > Event sheet.
3. Click Save.
4. Exit the Business Activity Manager.
5. Verify BarTender Commander is open and monitoring the BarTender drop file folder.

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Workshop - Test the Auto Print Process


The process is set to Auto-Print the Packing Slip once the condition ShipStatus = Closed. This means the process will
launch once you select Close from the Actions menu in Customer Shipment Entry. To test the process, create a
new sales order, and use Customer Shipment Entry to create a new packing slip.

Create a Sales Order


Navigate to Sales Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
1. From the New menu, select New Order.
2. In the Customer field, enter Addison and press Tab.
3. Navigate to the Lines > Detail sheet.
4. From the New menu, select New Line.
5. In the Part/Rev field, enter DCD-400-KB and press Tab.
6. In the Order Quantity field, enter 10.
7. In the Need By field, enter the date one week from today's date.
8. Click Save.
9. Navigate to the Summary sheet and record the sales order number _________.
10. Exit Sales Order Entry.

Update a Customer Shipment to Display as Closed


Navigate to Customer Shipment Entry.
Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry
1. From the New menu, select New Pack.
2. Navigate to the Lines > Customer Shipment Entry > Detail sheet.
3. From the New menu, select New Line.
4. In the Order Number field, enter the sales order number created in the previous task and press Tab.
5. Click Line/Rel, click Search, select the record, and click OK.
6. Navigate to the Summary sheet.
7. From the Actions menu, select Close.
8. Click Save.

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9. Exit Customer Shipment Entry.

View the Auto-Print Generic Ship Label


1. Maximize the BarTender Commander.
2. Verify the Logging section of the Commander window detected the drop file in the BarTender folder.
Note If the label does not print immediately, the printer is not set up correctly. Review the printer sharing
and linking sections of this course to troubleshoot.

3. View the label that printed on the indicated printer.


To Print-Preview the file, access the System Monitor and on the Reports sheet, select the corresponding line.
On the Standard toolbar, click the Print-Preview icon.
4. Exit the BarTender Commander and the System Monitor.

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Conclusion
Congratulations! You have completed the Auto Print Control course.
Please take a moment to let Epicor know how to serve you better by completing a course evaluation at
http://www.keysurvey.com/survey/191084/2e21/ or by clicking the Course Evaluation link below. Your feedback provides
the guidelines for the future direction of Epicor education.

Epicor Software