Epicor ERP

Auto Print Course

10.1
Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
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Auto Print Course Contents

Contents
Auto Print Course...................................................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................7
About Auto Print....................................................................................................................9
Workshop - Auto Preview an SSRS Report.........................................................................10
Locate the Check Box....................................................................................................................................10
Locate the OrderHed Table............................................................................................................................10
Add Standard Directive..................................................................................................................................11
Add an Action...............................................................................................................................................12
Define Report Parameters..............................................................................................................................12
Enable Data Directives....................................................................................................................................13
Test the BPM.................................................................................................................................................13
Workshop - Auto Print an SSRS Report...............................................................................15
SSRS Report - Create a Data Directive............................................................................................................15
Define the Condition.....................................................................................................................................15
Select the Report...........................................................................................................................................16
Set Up Report Options...................................................................................................................................17
Set Up Report Parameters..............................................................................................................................18
Activate the Directive.....................................................................................................................................18
Test the Auto Print Action..............................................................................................................................19
Workshop - Email an SSRS Report.......................................................................................20
Create a Data Directive..................................................................................................................................20
Define the Condition.....................................................................................................................................20
Select the Report...........................................................................................................................................21
Set Up Email Options.....................................................................................................................................22
Set Up Report Parameters..............................................................................................................................23
Activate the Directive.....................................................................................................................................24
Test the Auto Print Action..............................................................................................................................24
Workshop - Auto Print Bartender Labels............................................................................26
Define the Report Style..................................................................................................................................26
Create a Data Directive..................................................................................................................................27
Define the Condition.....................................................................................................................................27
Select the Report...........................................................................................................................................28
Set Up Report Options...................................................................................................................................28
Set Up Report Parameters..............................................................................................................................29
Activate the Directive.....................................................................................................................................29
Create a Sales Order......................................................................................................................................30
Test the Auto Print Action..............................................................................................................................30

Epicor ERP | 10.1 3

Contents Auto Print Course

Conclusion.............................................................................................................................32

4 Epicor ERP | 10.1

Auto Print Course Auto Print Course

Auto Print Course

This course illustrates how you use a Business Process Management (BPM) data directive to automatically print
and distribute reports.
Use the Auto Print action to preview, print, e-mail, or fax a report when a data directive executes. You can
automatically print SSRS reports, Crystal reports, Bartender labels, and Outbound EDI documents.
®
The course workshops demonstrate how to automatically display a print preview of a SQL Server Reporting
Services (SSRS) report, print an SSRS report, send an SSRS report to selected recipients as an e-mail attachment,
®
and generate Seagull Scientific BarTender labels.
Upon successful completion of this course, you will be able to:
• Understand the purpose of the auto print functionality.
• Work with Business Process Management (BPM) data directives.
• Define conditions that activate the Auto Print action.
• Link the Auto Print Ready check box to a data directive. This check box is available for use on AR Invoice Entry,
Sales Order Entry, and other programs.
• Learn how to find and select a report for automatic printing.
• Configure the Auto Print action to preview, print, e-mail, and/or fax a selected report.
• Configure report styles and data directives to automatically print BarTender labels.

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Before You Begin Auto Print Course

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

To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager.
It is also important 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 available in two user
interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes 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 as well as 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:

• Knowledge of your current Epicor ERP 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.

6 Epicor ERP | 10.1

Auto Print Course Before You Begin

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. Verify, or ask your system administrator to verify, that a printer is shared on the network and can be accessed
for the course workshops.

3. Log in to the training environment using the credentials epicor/epicor. If you are logged into your training
environment as a different user, from the application Home Page click Settings to open the Settings Page,
and then choose Change User under General Options.

4. From the Menu, select the company Epicor Education (EPIC06).

5. From the Menu, select the Main Site.

6. Verify, or ask your system administrator to verify, that the shared network printer (from Step 2) has been
added to Printer Maintenance and is configured correctly:

a. Launch Printer Maintenance. Navigate to System Management > Reporting > Printer
Maintenance.

b. On the Detail sheet, click Printer ID to open the Printer Search dialog box.

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Before You Begin Auto Print Course

c. Search for the printer using its network name or just click Search to retrieve all printers.

d. Select the printer, and click OK.

Tip If you need to add printers to the Epicor ERP application, review the printer information
from the desktop. Click Start > Devices and Printers. Right-click a printer icon; from the context
menu, select Printer Properties. Use the values from this window to set up the new printer record
in Printer Maintenance. Note that because the printer is already set up on your system, you only
need to enter the printer name in the Network Path field.

e. On the Detail sheet, verify that SSRS Printer is selected and verify that the Description field contains
a value. A description is required for the printer to be included on selection lists in the application.

f. Click Save to apply any changes and then close Printer Maintenance.

7. To be able to test Auto Print for BarTender Labels, the BarTender and Commander applications must be
installed and configured to pick up and process the .bt output file generated by the Auto Print action. Verify,
or ask your system administrator to verify these applications are installed on your server.

Cloud Specific Information

Note If your Epicor installation is not an on-premise (hosted within your organization) installation, then
note the following about using the Epicor-hosted education database. All logins referenced in the course
(such as manager, or epicor) should be changed to be the <site ID>_<abbreviationOfCompanyID>-. For
example, if your site ID is 98315 and you are logging into the Education company EPIC06, then wherever
you are instructed to use the login manager, instead use 98315_E6-manager. The password is the same
as the login name.

Note To refresh your Epicor training database, send a request that includes your site ID to
[email protected]. Refreshing your training database may take up to 72 hours after the
request is received.

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Auto Print Course About Auto Print

About Auto Print

You use the auto print feature to immediately print, preview, and/or send reports. When users enter or update
data in selected columns, the report renders using the actions and parameters you define.
To leverage this feature, you set up a Business Process Management (BPM) standard data directive with an Auto
Print action in its workflow. Introduced in Epicor 10, the BPM Auto Print action replaces the Business Activity
Manager Auto-Print event used in previous Epicor ERP releases.
Through Business Process Management, you create workflows that automate, execute, and monitor business
processes and data entry. A Standard data directive is a set of conditions and actions associated with a specific
database table, so these directives track data changes. In Data Directives Maintenance, the BPM Workflow
Designer has a library of configurable actions you leverage to create data directives that launch auto printing
based on triggers ranging from a single statement to multiple statements designed with custom C# code.
For example, you can create a BPM data directive based on the JobHead table that auto prints the Job Traveler
report by monitoring the Required By field on a job record. When users update the Required By date and save
the job, the data directive activates, causing the Auto Print action to run. This action specifies what printer to
use and which data parameters need to be passed to the report. The Job Traveler then prints on the selected
printer in your production center, alerting your production team about the job change.
You can also use automatic printing to distribute the report to key individuals. For example, you could create a
data directive that automatically emails Sales Order Acknowledgments to specific customer contacts. Likewise,
you could set up a directive that e-mails new purchase orders to managers for review.
The Auto Print action is a flexible feature. It can just run a single auto print task like a print preview. However
when you indicate you want to print the report on a client or server printer, you can also set up the action to
simultaneously send the report as an e-mail attachment and/or a fax. Likewise if you select the Email/Fax print
action, you can send out the report through both an e-mail attachment and a fax.
Tip You can further customize how the report auto prints by designing routing rules. Routing rules activate
when the Auto Print action runs, and they help you streamline reporting for specific business needs. They
can be simple rules that define an alternate report style users run when they need to print a report using
a unique format, or complex rules that divide, or break, the report run into multiple dataset partitions
which they can link to separate rendering workflows.
For more information, review the Routing Rules section in the application help, the Reporting Tools chapter
in the Implementation User Guide, and/or the SQL Server Reporting for Epicor ERP course.

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Workshop - Auto Preview an SSRS Report Auto Print Course

Workshop - Auto Preview an SSRS Report

Some programs have an Auto Print Ready check box. By default, this check box does not do anything. However
you can set up a data directive to monitor this check box.
In this workshop, you will create a data directive which monitors the OrderHed table. When users select the
Auto-Print Ready check box on a sales order and click Save, the sales order displays in a print preview window.

Locate the Check Box

You first need to locate the Auto Print check box.

1. Navigate to Sales Order Entry.

Menu Path: Sales Management > Order Management > General Operations > Order Entry

2. Navigate to the Summary sheet.

3. Locate the Auto-Print Ready check box.

4. Now click the Header tab to display the Header > Detail sheet.

5. Locate the Auto-Print Ready check box.

You next create the data directive that monitors this check box.

Locate the OrderHed Table

1. Navigate to Data Directives Maintenance.

Menu Path: System Management > Business Process Management > Data Directives Maintenance
Important This program is not available in Epicor Web Access.

2. Click the Table button.

3. The Table Search window displays.

4. Verify Search by Table option is selected.

5. In the Table Name Starting At field, enter Order.

6. Click Search.

7. Select OrderHed and click OK.

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Auto Print Course Workshop - Auto Preview an SSRS Report

Data directives are based on a table. Selecting a table adds it to the Data Directives tree view, making it available
for you to create data directives. When a table has existing data directives configured for it, those directives
display on the tree view under the table node.

Add Standard Directive

The Auto Print feature is only available on Standard data directives.

1. Click New and select New Standard Directive.

2. In the Directive Name field, enter XXX-Auto Print (where XXX are your initials).

3. In the Group field, enter XXX (where XXX are your initials).

4. Click Design to launch the BPM Workflow Designer.

5. Click the Condition icon and drag it to the workflow pane of the Designer, below the Start element.

6. Add a connection between the Start and Condition elements.

7. In the workflow, click the Condition element.

8. In the Condition pane at the bottom, click the Add Line icon.
For this exercise, you will insert one condition statement. However a Condition action can have multiple
statements that execute in the order you arrange them on this tab.

9. In the Condition statement, click the drop-down list and select The specified field has been changed
from any to another.

10. Click the specified link; the Select Table Field(s) window displays.

11. In the Table field, verify ttOrderHed displays.

12. From the list of available fields, select the AutoPrintReady check box and click OK.

13. Click the any link.

14. Clear the Any Value check box.

15. In the Value field, select false and click OK.

16. Click the another link.

17. Clear the Any Value check box.

18. In the Value field, select true and click OK.

The directive now displays the following:

• The ttOrderHed.AutoPrintReady field has been changed from False to True
When a user selects the Auto-Print Ready check box on Sales Order's Summary or Header sheets, this Condition
element will evaluate to True. Any actions linked to the True workflow activate.

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Workshop - Auto Preview an SSRS Report Auto Print Course

Add an Action

1. In the workflow elements toolbar, click the Auto Print icon and drag it below the Condition element.

2. Connect the Condition's True exit point to the Auto Print element.

3. Select the Auto Print workflow element.

4. In the Actions pane, verify Automatically print specified report with selected options with rule
displays.

5. Click the first specified link. The AutoPrint Report Search window displays; verify the Basic tab is active.

6. In the Report Type, verify SQL Server Reporting (SSRS) displays.

7. In the Report Table Level field, verify 'OrderHed' is the Primary table displays.
This limits the Search Results grid to only display reports where OrderHed is the primary table.

8. Click Search.

9. From the list, select OrderAck (Sales Order Acknowledgment) and click OK.

10. Click the second specified link. The Set up Auto Print window displays.

11. In the Run Schedule field, verify Immediate displays.

This means the action executes right after the condition resolves to True.

12. For the Print Action, select Auto Preview.

13. You want to display the Sales Order Acknowledgments in a .pdf viewer. For the Output Format, verify the
PDF option displays.

Define Report Parameters

Now to complete the auto print action, you specify the report parameters. On this sheet, you define the actions
associated with the listed parameters so values are passed to the report in the context of the Auto Print action.

1. Select the Report Parameters sheet.

Tip You find out which parameters a report uses by activating the trace log.

2. For the OrderList parameter, click the arrow on the right-hand side and select The specified expression.

3. Click the specified link to launch the Specify C# expression window.

4. In the Available variables pane, expand the Temp-tables > ttOrderHed node.

5. Select the OrderNum option.

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Auto Print Course Workshop - Auto Preview an SSRS Report

6. Now from the Functions pane, expand the String node.

7. Select the x.ToString() option.

8. Verify the ttOrderHedRow.OrderNum.ToString() expression displays.

9. Click OK.

10. In the Set up Auto Print window, click Apply and then OK.

The action statement now displays as the following:

• Automatically print OrderAck report with selected options with rule
The Auto Print action is now set up to generate and display a print preview of the Sales Order Acknowledgment.

Enable Data Directives

1. Click the Validate button and verify BPM reports no errors.

2. Click Save and Exit to return to the Data Directives window.

3. Select the Enabled check box to activate the directive.

4. Click Save.

5. Minimize Data Directives Maintenance.

Test the BPM

1. Return to Sales Order Entry.

Menu Path: Sales Management > Order Management > General Operations > Order Entry

2. Click New.

3. In the Customer field, enter Dalton and press Tab.

4. Click New > New Line.

5. On the Lines Detail sheet at the bottom, enter the following details:

Field Value
Part DSS-1010
Order Quantity 10

6. Select the Auto-Print Ready check box.

7. Click Save.

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Workshop - Auto Preview an SSRS Report Auto Print Course

The Sales Order Acknowledgment report appears in a preview window. It displays the current sales order.

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Auto Print Course Workshop - Auto Print an SSRS Report

Workshop - Auto Print an SSRS Report

This workshop takes you through creating and testing a Business Process Management (BPM) data directive that
auto prints an SSRS report in response to a record change. During this workshop, you cause the Job Traveler to
print when users update a job record.

SSRS Report - Create a Data Directive

You begin by creating a data directive that monitors the Job Header (JobHead) table.

1. Navigate to Data Directives Maintenance.

Menu Path: System Management > Business Process Management > Data Directives Maintenance
Important This program is not available in Epicor Web Access.

2. On the Detail sheet, click in the Table field. Enter jobhead and press Tab.

3. In the tree view, select the JobHead node.

4. From the New menu, select Choose New Standard Directive.

A new directive node is added under JobHead.

5. Navigate to the Standard > Detail sheet.

6. For Directive Name, enter XXX Auto Print Job Traveler, where XXX are your initials.

7. Accept the default values that populate the other fields.

8. Click Save.

Define the Condition

You now launch the BPM Workflow Designer to create the data directive.

1. Click the Design button.

The BPM Workflow Designer window displays.

2. Select the Condition action element and drag it to the workflow design area.

3. Click on the Start element to display its connections; drag one of them to a connection arrow on the
Condition action element.

4. Select the Condition element.

5. On the Condition tab at the bottom of the workflow design area, click the New button.

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Workshop - Auto Print an SSRS Report Auto Print Course

6. Click the arrow on the right side of the Condition column and choose the There is at least one updated
row in the specified table statement.

7. Use the default updated option.

8. Click specified link.

The Select Table dialog box displays.

9. Now click OK to select ttJobHead (the data directive table).

Note For this condition statement, you can only select a table. You cannot select a field even though
the fields display on this dialog box.

You have configured the Condition element. Now whenever a user changes a value on the JobHead table, the
condition evaluates to true.

Select the Report

You next add the Auto Print action element to the data directive.

1. Select the Auto Print action element and drag it to the workflow design area.

2. Place your cursor over the Condition action to display its connections; drag its True connection to a
connection on the Auto Print action.
When the condition statement resolves to True, it activates the Auto Print action.

3. Select the Auto Print action element.

The Action tab at the bottom of the workflow design area displays an action statement. You need to adjust
some items on this statement to set up how the report will print.

4. Click specified report link.

The Auto Print Report Search dialog box displays. In the Report Type field, the default option is SQL
Server Reporting. Use this report type for this workshop.

5. For Report ID, enter jobtrav.

6. Click Search.

7. In the Search Results list, select the JobTrav report that has Standard - SSRS displayed in the Style
Description column.

8. Click OK.
In the action statement, note that specified changes to JobTrav.

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Auto Print Course Workshop - Auto Print an SSRS Report

Set Up Report Options

You can now define some print options for the Job Traveler report.

1. Click specified options link.

The Set Up Auto Print dialog box displays with the Report Options tab in focus. The available choices on
this tab are based on report type (SSRS in this workshop).

2. For Run Schedule, choose Immediate.

This indicates the report generates immediately when the data directive activates.
Tip If you select the Queued option, the report task is placed as a task on the server queue. When
the other tasks before the report task complete, this report task runs. Select this option when you
can wait for the report to generate; this option improves performance by reducing the chance too
many tasks run on the server at the same time.

3. For the Print Action, select Auto Print. This sends the report directly to the printer.

4. From the Output Format drop-down list, select the PDF option.

5. For the optional User Description, enter Job Traveler Auto Print.
This text displays in the System Monitor to help you locate a specific run of this report.

6. For the Printer option, select the Server radio button and choose the network printer defined in Printer
Management to support these course workshops.
For SSRS reports, the list only shows SSRS printers.
Other printer options:
• When the application is configured to support it, selecting Use Default Printer causes the application
to automatically select the printer. The application first checks the workstation for a default printer. If
the workstation does not have a printer defined, the application next checks the current company. The
printer defined on the current company then runs. You select default printers in Workstation
Maintenance and Company Maintenance.
• You can choose Client and select a client-based printer; however a message will display advising you
the client printer option is not recommended for SSRS reports. Click OK to use the client printer with
the Auto Print action.

7. For Print Quantity, select the Constant radio button and enter 1.
This indicates only one copy of the report is sent to the server printer.
Tip Select the Dynamic radio button when you want users to decide how many copies to print. You
select the table and field that contains a numeric value. During runtime, users enter a value in this
table/field that indicates the number of copies to run at the printer.

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Workshop - Auto Print an SSRS Report Auto Print Course

Set Up Report Parameters

You next must define parameters for the report; these parameters define the data that populates the generated
report. For this workshop, you will configure a report parameter to pull in the job number (ttJobHead.JobNum)
for the job record that changed.

1. Select the Report Parameters tab.

2. In the Parameter Name column, select the Jobs parameter.

The parameters list is assembled from the fields for the selected report.

3. From the Actions column (be sure the Jobs parameter is still selected), click the Down Arrow and select
The specified table and field value option.

4. Click the specified link.

The Select Table Fields(s) dialog box displays. The ttJobHead table (the data directive table) is already
selected. You cannot change this value.

5. In the fields list, choose JobNum.

6. Click OK.
You return to the Report Parameters tab. The Action column now displays:
• The ttJobHead.JobNum table and field value

7. Click Apply and then OK.

This closes the Set Up Auto Print dialog box. Your return to the workflow designer.

Activate the Directive

Now complete the Auto Print action element and activate the data directive.

1. From the action statement, click the with rule link.

The Execution Rule window displays. Use the rule options on this window to determine how multiple
unsaved, or dirty, rows update in the selected table.

2. Depending on the table selected for the data directive, different rule options are active. Select the For each
matching radio button option.

3. Now click the table drop-down list to select the temporary table (tt) that uses the execution rule. Verify the
table drop-down list displays the ttJobHead (temporary table).
Tip Temporary tables contain the updated rows in memory before they save to the actual database.
When you define a row rule, you determine how the Epicor ERP application updates multiple unsaved
rows to the database.

4. Click OK.
You return to the BPM Workflow Designer.

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Auto Print Course Workshop - Auto Print an SSRS Report

5. Click the Validate button to check for errors.

6. Click Save and Exit to save your workflow.

You return to Data Directives Maintenance.

7. On the Standard > Detail sheet, select the Enabled check box.

8. Click Save.

9. Minimize Data Directives Maintenance.

The data directive is ready to test.

Tip The enabled data directive will trigger an Auto Print action every time a job record changes. This will
continue until the data directive is manually disabled by clearing the Enabled checkbox on the data directive.
If this condition statement causes the Job Traveler to print too often, you could change this example so
the data directive monitors a specific field instead.

Test the Auto Print Action

Make a change to a job record to verify that the Auto Print action triggers and prints the Job Traveler report for
the changed job record.

1. Navigate to Job Entry.

Menu Path: Production Management > Job Management > General Operations > Job Entry

2. On the Job sheet, click the Job... button.

The Job Search dialog box displays.

3. Click Search to retrieve a list of available jobs.

4. From the Search Results grid, select job 2056 and click OK.
Tip You can choose another job as well. The auto print is set to launch from a change to any job.

The selected job displays in Job Entry.

5. Make a simple change to the job. For this example, change the Priority from NORMAL to Very High.

6. Click Save.

7. Now either launch the System Monitor from your Windows Tray or from the Epicor ERP application.
Menu Path: System Setup > System Maintenance > System Monitor
Important This program is not available in Epicor Web Access.

8. Select the Reports tab.

A new line displays for the Job Traveler report, so your change launched the Auto Print task.

9. Retrieve the report from the printer selected in your Auto Print action report options.

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Workshop - Email an SSRS Report Auto Print Course

Workshop - Email an SSRS Report

You can set up an Auto Print action to generate a report as an e-mail attachment. When users activate the data
directive, the report renders using a selected output format, such as a .pdf, and then is automatically sent to
selected recipients.
For this workshop, you once again create another data directive that monitors an Auto Print Ready check box,
in this case the Auto Print Ready check box within AR Invoice Entry. When users select this check box and save
the invoice, the AR invoice generates as a .pdf file and then is sent to a recipient as an e-mail attachment.

Create a Data Directive

1. Return to Data Directives Maintenance.

Menu Path: System Management > Business Process Management > Data Directives Maintenance
Important This program is not available in Epicor Web Access.

2. On the Detail sheet, click in the Table field. Enter InvcHead and press Tab.
In the tree view, the InvcHead node now displays.

3. Select the InvcHead node.

4. Click the Down Arrow next to the New button. Select New Standard Directive.
A new Standard directive node is added under the InvcHead node.

5. Navigate to the Standard > Detail sheet.

6. For Directive Name, enter XXX Email AR Invoice (where XXX are your initials).

7. Click Save.

Define the Condition

You now launch the BPM Workflow Designer to create the data directive.

1. Click the Design button.

The BPM Workflow Designer window displays.

2. Select the Condition element and drag it to the workflow design area.

3. Click on the Start element to display its connections; drag one of them to a connection arrow on the
Condition element.

4. Select the Condition element.

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Auto Print Course Workshop - Email an SSRS Report

5. On the Condition tab at the bottom of the workflow design area, click the New button.

6. From the condition statement drop-down list, select The specified field has been changed from any to
another option.

7. Click specified link.

The Select Table dialog box displays.

8. In the Fields text box, enter au.

This filters the field options that display in this dialog box.

9. Select the AutoPrintReady check box.

10. Click OK.

You return to the BPM Workflow Designer. The condition statement now reads:
• The ttInvHead.AutoPrintReady field has been changed from any to another

11. Click the any link.

The Specify a Value dialog box displays.

12. Clear the Any value check box.

The Value drop-down list activates.

13. You want this condition to monitor when users select the Auto Print Ready check box. Verify the false
option displays in this dialog box.

14. Click OK.

You return to the BPM Workflow Designer.

15. Click the another link.

The Specify a Value dialog box displays.

16. Clear the Any value check box.

The Value drop-down list activates.

17. From this drop-down list, select the true option.

18. Click OK.

You return to the BPM Workflow Designer. The condition statement now reads:
• The ttInvHead.AutoPrintReady field has been changed from False to True

You have configured the Condition element.

Select the Report

You next add an Auto Print action element to the data directive and select the report that renders through this
BPM action.

1. In the BPM Workflow Designer, select the Auto Print action element and drag it to the workflow design
area.

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Workshop - Email an SSRS Report Auto Print Course

2. Place your cursor over the Condition action to display its connections; drag its True connection to a
connection on the Auto Print action.
This indicates that when the condition statement resolves to True, it activates the Auto Print action. When
a user selects the Auto Print Ready check box, the condition activates this Auto Print action.

3. Select the Auto Print action element.

Notice the Actions tab displays this statement:
• Automatically print specified report with selected options with rule

4. Click the specified report link.

The Auto Print Report Search dialog box displays.

5. Use the fields on the Basic tab to find and select the specific report to automatically print. From the Report
Type drop-down list, select the SQL Server Reporting option.

6. Now from the Report Table Level drop-down list, select the 'InvcHead is used by the Report' option.

7. Click Search.
The Search Results grid displays the report styles that match your search. A series of ARForm report styles
displays on this drop-down list.

8. Select an ARForm that uses the Standard - SSRS report style.

Tip You create report styles in Report Style Maintenance. You create styles to generate custom
® ®
versions of reports you design in Microsoft SQL Server Report Builder . Styles can also have routing
rules that define how the report output renders. For more information, review the Report Style
Maintenance and Routing Rules sections in the application help and the Reporting Tools chapter in
the Implementation User Guide.

9. Click OK.
You return to the BPM Workflow Designer. The action statement now reads:
• Automatically print ARForm report with selected options with rule

Set Up Email Options

You now set up an Auto Print action to generate the AR invoice as an e-mail attachment.

1. Click the specified link.

The Set up Auto Print window displays.

2. From the Print Action drop-down list, select Email/Fax.

3. Determine the Run Schedule for this report. Select the Immediate option.
This causes the report to be placed at the top of the system agent queue and renders before other tasks
waiting in the queue. Because you want to immediately send the email after a user selects the Auto Print
Ready check box, you select this option.

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Auto Print Course Workshop - Email an SSRS Report

4. Optionally enter a User Description to help identify the instance of this report. For this example, enter
Auto Email for AR Invoice.
This text displays in the System Monitor to help you locate an archived report.

5. Now click the Email/Fax Setup... button.

The E-Mail/Fax window displays; verify the E-Mail sheet is active.

6. In the Subject field, enter AR Invoice Review.

7. The Attachment Type defines the format of the electronic file. The report generates using this file type
and then the Auto Print action attaches this report file to the email. Notice you can select XML, PDF, Word,
and other file format types. For this workshop, select the PDF option.

8. Enter who will receive this e-mail in the E-Mail To field. You can enter one or multiple e-mail addresses in
this field. For this example, enter your email address.

9. Use the E-Mail Body field to enter any additional text you want to include with the report. This text displays
in the message pane on the email window. For this example, enter "A new AR invoice is ready for your
review. This AR invoice is attached."

10. Click OK.

You return to the Set up Auto Print window.

Set Up Report Parameters

You next define the parameters you need to populate the report.
To render the selected AR invoice, you need to populate the ttInvcHead.InvoiceNum column with the current
invoice number. This invoice data then can populate the AR Invoice Form, and the report renders its data in the
.pdf format, creating the e-mail attachment.

1. Click on the Report Parameters tab.

2. Select the InvoiceNum parameter.

3. Now from the Action column, click the drop-down list. Select The specified table and field value option.

4. Click the specified link.

The Select Table Field(s) window displays.

5. In the Fields text box, enter "In".

The fields that begin with the "In" characters display on the grid.

6. Select the InvoiceNum check box.

7. Click OK.
The Action column now displays "The ttInvcHead.InvoiceNum table and field value" statement.

8. Click Apply.

9. Click OK.

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Workshop - Email an SSRS Report Auto Print Course

Activate the Directive

Now finish the Auto Print action element and activate the data directive.

1. Click the Validate button to check for errors.

2. Click Save and Exit to save your workflow.

You return to Data Directives Maintenance.

3. On the Standard > Detail sheet, select the Enabled check box.

4. Click Save.

5. Minimize Data Directives Maintenance.

Test the Auto Print Action

To test this Auto Print directive, you first create a miscellaneous invoice in AR Invoice Entry. After you select the
Auto Print Ready check box and click Save, the report generates and is sent as an email attachment.

1. Launch AR Invoice Entry.

Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Entry

2. From the Group > Detail sheet, click the Group... button to find and select an invoice group. Select a
group from the current fiscal year.

3. Click File > New > New Miscellaneous Invoice.

The Header > Detail sheet displays.

4. Click the Sales Order... button.

The Sales Order Search window displays.

5. From the Order Type drop-down list, select Open.

6. Click Search.
The Search Results grid populates with open sales orders.

7. Select a recent sales order and click OK.

Information from the selected sales order displays on the Header > Detail sheet.

8. Now click the Down Arrow next to the New button; select New Line.

9. Click the SO Line/Rel button.

The Order Release Search window displays.

10. Select one of the selected sales order's detail lines. Click OK.
Information from the selected detail line displays on the Line > Detail sheet.

11. Now return to the Header > Detail sheet.

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Auto Print Course Workshop - Email an SSRS Report

12. Select the Auto-Print Ready check box.

13. Click Save.

The AR Invoice renders as a .pdf file and attaches to an e-mail. This e-mail displays in your inbox. To check on
the progress, launch the System Monitor. When the report process is complete, it displays on the History Tasks
sheet.

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Workshop - Auto Print Bartender Labels Auto Print Course

Workshop - Auto Print Bartender Labels

Setting up Auto Print for a Bartender Labels report is similar to setting up Auto Print for SSRS reports. However
you first create a report style for the Bartender labels and then create an Auto Print data directive.
You can currently set up these Bartender labels in the Epicor ERP application:
• GenInv
• GenJob
• GenQA
• GenSO
• GenShip
• GenRcpt
For this workshop, you create a data directive that causes a change in Customer Shipment Entry to automatically
® ®
generate shipping labels. Once the shipping label (.bt) file is sent to the server, the BarTender Commander
application intercepts the .bt file and sends it to the printer.

Define the Report Style

You first set up a report style that outputs the bartender labels to a folder on the server.

1. Navigate to Report Style Maintenance.

Menu Path: System Management > Reporting > Report Style
Important This program is not available in Epicor Web Access.

2. In the Report ID field, enter GenShip.

3. From the New menu, select New Report Style.

4. Click the Report Type drop-down list and select Bartender Labels.

5. Verify the Data Definition field displays GenShip.

6. Verify the Report Location field displays the reports/CartonSinglePart.btw value.

7. Make sure the Output Location field is blank.

Bartender labels automatically generate in the C:\Epicor3Data\Bartender\<CompanyID> folder, so you
do not need to specify an Output Location.

8. Click Save.

9. Exit Report Style Maintenance.

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Auto Print Course Workshop - Auto Print Bartender Labels

Create a Data Directive

Create a BPM standard data directive that includes a Condition that activates the Bartender Auto Print action.

1. Return to Data Directives Maintenance

Menu Path: System Management > Business Process Management > Data Directives Maintenance
Important This program is not available in Epicor Web Access.

2. On the Detail sheet, click in the Table field and enter ShipHead. Press Tab.
The table displays on the tree view.

3. From the New menu, select New Standard Directive.

On the tree view, a new directive node is added under the ShipHead node.

4. Navigate to the Standard > Detail sheet.

5. For Directive Name, enter XXX Ship Auto Print (where XXX are your initials).

6. Click Save.

Define the Condition

You now launch the BPM Workflow Designer to create the data directive.

1. Click the Design button.

The BPM Workflow Designer launches.

2. Select the Condition element and drag it to the workflow design area.

3. Select the Start element to display its connection arrows; drag any one of these arrows to a connection on
the Condition element.

4. Now to configure a condition statement, select the Condition element.

5. On the Condition tab at the bottom of the workflow design area, click the New button.

6. From the Condition drop-down list, select The specified field has been changed from any to another
statement.

7. Click the specified link.

The Select Table Fields(s) dialog box displays. The ttShipHead table (the data directive table) is already
selected and you cannot change this value.

8. In the fields list, select the ShipStatus check box.

9. Click OK.

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Workshop - Auto Print Bartender Labels Auto Print Course

The Condition statement now displays:

• The ttShipHead.ShipStatus field has been changed from any to another

Now whenever the Status value on a customer shipment changes, this condition resolves to true.

Select the Report

1. Select the Auto Print action and drag it to the workflow design area.

2. Place your cursor over the Condition action to display its connections and drag its True connection to the
Auto Print action.

3. Select the Auto Print action element.

Notice the Actions tab displays this statement:
• Automatically print specified report with selected options with rule

4. Select the report that will auto print. Click the specified report link.
The Auto Print Report Search dialog box displays. Verify you are on the Basic tab.

5. For Report ID, type genship.

6. For Report Type, select Bartender Labels.

7. For Report Table Level, select 'ShipHead' is used by the Report.

8. Click Search.

9. In the Search Results list, select the GenShip report.

Tip If the GenShip report does not display, change the Report Table Level option to display All Tables.
Then click the Search button again.

10. Click OK.

In the Action statement, note that specified changes to GenShip.

Set Up Report Options

You can now define print options for the bartender labels.

1. Click specified options link.

The Set Up Auto Print dialog box appears. Verify the Report Options tab is selected.

2. For Run Schedule, select the Immediate option.

3. For the Print Action, select the Auto Print option.

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Auto Print Course Workshop - Auto Print Bartender Labels

While you can set up automatic printing for bartender labels, the actual report is not sent to the printer.
Instead the printer name is placed in the Bartender header file. The BarTender Commander application then
intercepts the .bt file and sends it to the printer defined in the header file.

4. For User Description, enter Print Ship Label.

5. For the Printer option, select Server and choose the network printer that supports these course workshops.
Tip When the application is configured to support it, choosing the Use Default Printer radio button
option causes the system to automatically select the printer. The system first attempts to use the
default label printer at the workstation. However if the default printer is not set as a label printer, it
will then use the default label printer defined in Company Maintenance.

6. For Print Quantity, select Constant and enter 1.

This causes the Auto Print action to only print one copy of the shipping labels.

Set Up Report Parameters

You next define the parameters you need to populate the Bartender labels.

1. Select the Report Parameters tab.

2. In the Parameter Name column, select the PackNum parameter.

The parameters list is assembled from the fields for the selected report.

3. In the PackNum row in the Action column, click the Down Arrow and select The specified table and
field value option.

4. Click specified link.

The Select Table Fields(s) dialog box displays. The ttShipHead table (the data directive table) is already
selected and you cannot change this value.

5. In the fields list, select the PackNum check box.

6. Click OK.
You report to the Report Parameters tab. The Action column now displays:
• The ttShipHead.PackNum table and field value.

7. Click Apply and OK.

This closes the Set Up Auto Print dialog box. You return to the workflow design area.

Activate the Directive

1. Click the Validate button to check for errors.

2. Click Save and Exit to save your workflow.

You return to Data Directives Maintenance.

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Workshop - Auto Print Bartender Labels Auto Print Course

3. Click the Enabled check box.

4. Click Save.

5. Minimize Data Directives Maintenance.

The data directive is ready to test.

Important The enabled data directive will trigger an Auto Print action every time a shipment is completed
and marked as closed. This will continue until the data directive is manually disabled by clearing the Enabled
checkbox on the data directive's Standard > Detail sheet.

Create a Sales Order

Create a sales order for the packing slip.

1. Navigate to Sales Order Entry.

Menu Path: Sales Management > Order Management > General Operations > Order Entry

2. From the New menu, select New Order.

3. In the Customer field, enter Addison and press Tab.

4. Navigate to the Lines > Detail sheet.

5. From the New menu, select New Line.

6. In the Part/Rev field, enter DCD-400-KB and press Tab.

7. In the Order Quantity field, enter 10.

8. In the Need By field, enter the date one week from today's date.

9. Click Save.

10. Navigate to the Summary sheet and record the sales order number _________.

11. Exit Sales Order Entry.

Test the Auto Print Action

Complete an order shipment to trigger the Auto Print action in your BPM data directive.

1. Navigate to Customer Shipment Entry.

Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment
Entry

2. From the New menu, select New Pack.

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Auto Print Course Workshop - Auto Print Bartender Labels

3. Navigate to the Lines > Customer Shipment Entry > Detail sheet.

4. From the New menu, select New Line.

5. In the Order Number field, enter the sales order number created in the previous exercise and press Tab.

6. Click Line/Rel, click Search, select the record, and click OK.

7. Navigate to the Summary sheet.

8. From the Actions menu, select Close.

9. Click Save.

10. Exit Customer Shipment Entry.

Closing and saving the order triggers the Auto Print action, which writes the .bt file to the
C:\Epicor3Data\Bartender\<CompanyID> folder on your server. The .bt file is read by the Bartender
Commander application and sent to the printer identified in that file.

11. You can verify the report printed through the System Monitor:

a. Access the System Monitor from either your Windows Tray or from the Epicor ERP application.
Menu Path: System Setup > System Maintenance > System Monitor
Important This program is not available in the Epicor Web Access.

b. Review the Generic Shipping line on the Reports sheet.

Tip When no .bt file generates, use the System Monitor to troubleshoot the problem. Click the
History Tasks tab, locate the corresponding task line, and verify whether the Status field indicates
ERROR. With the task line selected, click Detail and review the error message.

Epicor ERP | 10.1 31

Conclusion Auto Print Course

Conclusion

Congratulations! You have completed the Auto Print course.

32 Epicor ERP | 10.1

 Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.