Epicor baq group by. I’ve used the JobHead and JobMtl tables to do this.

Epicor baq group by Okay, I took that out and got it to work to show one line. Epicor Kinetic Videos Browse the Knowledge On Demand videos by category I am working on a BAQ that I will be turning into a dashboard and report. I need to join the TranGLC table to the APInvDtl table in Epicor 905 in a Business @tdejager Thomas attached are 2 examples of how I have worked with the dates. When joining the LaborDtl table to LaborHed table, grouped by week, The BAQ is designed to show us what we need and where it’s at. I am trying to create a BAQ that will list Pay Hours vs Labor Hours by department on a weekly basis. Below is the code. The GROUP BY clause will gather all of the rows together that contain data in the specified column(s) and will allow aggregate functions to be performed on the Yes i think i understand it. I want to connect GLJrnDtl to InvcHed and have it show one line per invoice number Just as a test, I created the BAQ with just the GLJrnDtl table. Related Topics Topic Replies Views Activity; Total OnHandQty. That is what I guessed. I can add table criteria in the top level to restrict to only specified job numbers. 2 KB) Hello, Does anybody know why the “Group By” column in a BAQ would be greyed out? Since this BAQ has calculated fields I know all of the Group By boxes are checked but it shows otherwise. I have a BOM Dashboard that allows the user to compare two different revisions. I’m asked to just show the Overtime hours. 300. This gives me a blow out of a bom for each parent part. From your example, I would create 2 CTEs. I want to do a running total of the estimated production hours next to each job to show how many hours away the estimated completion is. I keep getting the following when I analyze the query: Column I would appreciate any assistance with this E10 BAQ formula. kinetic, dashboard, sales_data. The one Ken Posted is a little advanced. 05. Neverunmacron (Jose Epicor User Help Forum – 13 Jul 17 I am building a baq that looks at the part mtl table and pulls out the parent part and mtl part. To answer your other questions, instead of filtering in the calculated field, it would probably be easier to just filter out the rows in the table to not include Hello, We have customers with a special price list which will sit at sequence 1 on the price list hierarchy and then the RRP price list which will sit underneath. Column 'Inventory Quanity. It has a calculated field “count(distinct(LaborDtl. I can also calculate the Labor Hours itself without an issue. RequestDate, s. 9 KB) I hope they give you a starting point. [ShipDate] as [ShipHead_ShipDate], Epicor ERP have BAQ tool (Business Activity Queries) to get data. You can then create groups. Epicor Kinetic Videos Browse the Knowledge On Demand videos by category or by searching. Viewed 2k times 1 . For the second CTE, select MAX(Order) group by Ship By Date. 2 KB) EPIUSERS_PartTran. Try right clicking on the column headers of a dashboard grid and choose the grouping option. year to date budget amount year to date variance (so it would need to be accumulated for each period but starting SQL GROUP BY clause: Advanced Tutorial - SQLCourse. OrderTotal) (the first 3 all being GROUP BY). MtlPartNum, h. I attached a copy of the BAQ at current state for reference. Parent, b. BAQ with Count causing Group By issue. I am missing something within the query that is preventing it from populating. How can this be achieved with a BAQ ? Or is I am trying to create a BAQ that will summarize job and labor dtl data by part numbers. 2: 2459: February 22, 2017 The BAQ is tied to the LaborDtl table by company, jobnum, assemblyseq and oprseq. The PartNum & PartBin from Do fields used in a calculation also have to be displayed? I am using several fields from the Part Cost table to come up with a total cost, however, I really do not want to display them in the BAQ. So, I try to use the condition “case” in the Pivot Aggregated Expression Editor. the final subquery (3) is the one i should be connecting (using Job,Asm,Clock In Date, and the 2 calculated fields. In a BAQ you can add a UNION ALL subquery: Epicor checks you have the same number of fields and that the types are the same so you can use Calculated fields to add columns with default values as needed. Skip to collection list Skip to video grid. Value, “BAQReportParameter”), to change the group on values for a row group in a RDL/SSRS report. In E10, you can remove duplicate records in BAQ by using the distinct option in subquery. e. But I wish to see how I can calculate the extension of the SUMMARY values from the SUMMARY options values. Hi Experts, I am trying to create a BAQ that will display total price sold on specific product group. com Simple question - I would believe I have a BAQ in which I wish to perform a calculation on two or more BAQ Summary Fields For example I have a QTY field and a COST field and I KNOW I can create a calculated field and get the extension. When you have multiple rows in the current work grid, it reacts nicely when there is a row change in LaborDtl, but when I use issue material and close the screen afterwards I want to refresh the BAQ/Dataview to have the right remaining quantities set. 5: 5805: May 2, 2019 BAQ Issue. png 781×357 25. chemuelmardie (Chemuel Obedencio) December 28, 2021, 10:50pm 1. You copied your value with an underscore “OrderHed_DocOrderAmt” in your SUM, change it to “OrderHed. Assigning a Security Code to Users or Groups 1:15. DocOrderAmt” 3 Likes. In addition, if there are zero receipts against a PO Line, then I want the BAQ Epicor ERP 10. Only the current uncompleted operation. Within the Epicor Business activity query toolset, Union queries combine multiple data sources into a single results set. I cannot get a field to populate even though there is data there. I’ve used the JobHead and JobMtl tables to do this. Where can I get good training/online or classes to learn all I can. When I looked at the Query phase, there was no GROUP BY in the SQL Create a BAQ with 2 tables: Part (for group PartNum) and PartBin (for get OnHandQty) Pull Part. I don’t need this information. baq (18. 0: 383: November 10, 2023 Sales Analysis Dashboard. I will be breaking this down further to include Direct and Indirect Hours I am able to calculate the Pay Hours by itself without an issue. So I’m trying a calculated field that says, if the count equals one, then display the value of the This Knowledge on Demand course shows how you limit access to a custom BAQ by assigning a Security ID to it. GThom (Gage Thompson) October 29, 2024, 12:23pm 4. SubPart = UserParam. 4: 1105: February 12, 2024 Hey all, I need to put a BAQ together where the invoice date range is today minus 365 days (i. First, let me begin by saying what the BAQ is about. First is just and extract from part tran hist. [FiscalYear] as I think you just need to remove the display columns that don’t pertain to how/what you’re grouping for it to work this way. PO Number : Job Number 70001 : 00245 70010 : 00245 70008 : 00245 I want to combine/concatenate these to be something like Job Number : PO Numbers 00245 : I have a BAQ that pulls in all jobs for a resource and sorts it by a custom “start time sequence” field. Try it out. For a handful of vendors, I need to omit Debit Memos. How can I retrieve a single row from a subquery in a BAQ based on a max or min date in that subquery? Epicor User Help Forum Max or Min Join on BAQ subquery? Epicor ERP 10. Second, if you could fix your screen shot so it’s more readable that would be really helpful. We wanted it to include a group by Product Group since we have machines that run multiple parts from different product groups, and would like to see it broken down a little further. could you screenshot your BAQ tables, relationship, so people can see what are you doing ? show post in topic. But you can compare what shows up on the general tab for the BAQ this to see if you are on the right track. I then build 5 sub-queries linking mtl part to part num of the next query down. What I am looking to do is group by the product code and then show a total based on that group. Hi Experts, I am trying to create a BAQ that Epicor ERP 10. So if the part number is on both price lists, only the one higher up in the hierarchy will show. Please let me know someone can shed some light on this. I also added a table criteria at the Query Builder but the sum function is ignoring the filter (InvoiceAmt should be $4,056): image. A Union query is one tool in the Epicor BAQ toolbox that can perform this action. PL_CustPartPriceHist. EmployeeNum)” where it is returning on a job on an operation how many different resources recorded labor. Epicor ERP 10. I’ve messed around with BAQ but I want to do better. Identifies Epicor Brightcove (video hosting provider) account: I have this BAQ I’m trying to write that has odd behavior for users that have more than one clock in entry per day. I’m just not understanding something, I guess Here’s the thing, when I try this InvcHead. Works great but I need to pull in the reference designators for each part material which means I will have the same material part number multiple times for each reference designator. A deterministic function is a SQL function where the output is the same every time as long as the data is the same. The following post was extremely helpful, but I’m struggling to figure out what fields BAQ SUM Group By. ) back into my top level, correct? and then selecting all of the information i need from there? I have my top level query with all of my fields shown in the image i first posted except i removed the subqueries and replaced them Good morning, I would like to use the BAQ Report SortBy field (Fields!SortBy. groupings are handled in your SSRS report, they are not passed through. In attached example, the highlighted field under column B should return value of “3”. In a BAQ i want to be able to export their exact price for each part number. VendPartNum, ' ,') This will take all of the vendor part numbers and put them in one cell, separated by a comma. I want to aggregate data for example to find the median job qty, quartiles, and standard deviation, for a given part number. The job may have 3 POs. I was trying to play around with This can be immensely frustrating to Epicor super-users, for there are cases when the entire dataset needs to be returned, to gauge the efficacy of a given BAQ. e10, baq, dashboard. baq (16. PartNum I know this has been beaten to death, but I’m not getting this. JobNum ORDER BY ST1. Column 'Quantity Moved. SalesRepList and Calculated_TotalCharges (which I would guess is The best way is to not group your BAQ at all, then do all the grouping in the dashboard. The upper pane is summary (Lines with the same Product Group on the same order), the lower shows the Hello All, So I’m working on a BAQ that shows Vendor Payable totals for the year. Machzy (Mach Zreik) April 16, 2019, 2:55pm 3. 701 How can i write a calculated field to give me: year to date monthly movement. OnHandQty). JobNum For XML Yes, it is possible. Baeisa (Al) April 17, 2019, 9:31am 4. I recommend GreenShot as a screen capture program that makes it really easy to get screen shots. I would like to see the last time a specific part was transacted in that bin. [Plant] as [ShipHead_Plant], [ShipHead]. I’ve tried count() and sum() functions but can’t seem to get the clauses correct. The Advanced Group By functionality was being used so I first needed to add the fields in there and then I was able to add them as display columns! Epicor 9 BAQ GroupBy. AllIssued. 9: 2012: April 3, 2022 Totals in BAQ Grid. Epicor 9 BAQ GroupBy. The only fields selected for the PartTran table are: PartNum, BinNum, and a calculated field named MaxTranDate. 32: 4442: July 11, 2022 Home BAQ: Calculated Field Concatenate Rows to single field - Experts’ Corner - Epicor User Help Forum (epiusers. 94 KB and for @Banderson , here’s the SQL statement: could you screenshot your BAQ tables, relationship, so people can see what are you doing ? Epicor User Help Forum BAQ SUM Group By. I then created a BAQ Report - ideally, I want to use the filter option to pick the job numbers to print. I have the OrderDtl table as well as the OrderHead. PartNum and tick Group by; Create a calculated field with the Ive created a BAQ to show the Costs of parts in each delivery. I want my end result to be - by material part - the parent part that had the highest quantity PartBin table, but in the BAQ do a Group By the Bin Number, and create a new calculated column which has a formula SUM(PartBin. select distinct [TranGLC]. The Epicor BAQ Help has a walk through on how to build an indented BOM using a CTE. What I want to do next is link all the subqueries together using a Union or Union all statement like the one below: The idea is to have all mtl I created a BAQ to provide a pick list by bin number. Distinct or group by in Epicor 9 BAQ editor. I can see that the PIVOT Aggregated Formula is where where each sum is calculated. Hi all, I have a simple BAQ that displays the operations (and other job details) on a job. BAQ - Subquery group Max/Min. But when I try to add it - the drop down has JobHead_JobNum three The application installs with a series of system menu security codes tied to each BAQ; You indicate which users and security grou Skip to collection list Skip to video grid. Only users with access through the Security ID can display this query’s data. That works fine. OpCode AS [text()] From Erp. Anyone know if there is a way to group the reference Do any of you know of a way to save your BAQ with group by columns in place, and summaries on certain columns in place? I know I could do it in a dashboard. PlantWhse_Plant' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause. png 723×419 7. I know this has been beaten to death, but I’m not getting this. Same query side by side in a dashboard. baq (39. Below is the SQL code: I just a point in the right direction. I’m working on a BAQ Report customization/remake for the ‘Resource Group Efficiency Report’. The subquery that’s pulling the hours per weekday is fine, but when it’s summarized at the top level, it doubles them. DisplayFields. If you using groups in the dashboards and use the summary feature for columns you can get to a summarized version of what you would like to see and then they can toggle the group to see the detail. It can be challenging if you don’t know SQL. Don’t add any fields from that table directly, or you will get duplicate rows again. In the past, the workaround to this limitation was to embed the Here’s a BAQ that just returns released and not-completed jobs where all items have been issued. 21: 3606: June 28, 2019 Subquery Help. Select [ShipHead]. (and anything that is different by line that that I might have missed) If you leave the open or closed in there you will get a value for open lines and closed Thank you Jason for the answer, the filtering is not the main problem I can use the baq constant to filter it, the problem I’m dealing with is to get a single record for example in the current month there are 7 orders if I group by Company, OrderNum I get the 7 order with the total amount and the total selling qty but I would like to only display a single record as the Grand Is there a function/query that will allow multiple returned rows to be combined into a single field? I’m looking thru the PO Tables and finding all PO numbers for a specific job. GTI07094 (John Dillon) then in all of the other fields check the group by box. If there is another way please share. ITTestHavingT. The other groups on month and price point to look for pricing issues. For instance LEFT(Field,2) will always give you the same result if Field is the same. 3/12/2018 - 3/12/2019). JobNum = ST2. I can list all the resource groups for the opera I have a BAQ that returns a list of the parts due to be shipped out for subcontract operations. I am trying to concatenate multiple rows to a single field in a query and am wondering how to do it in a BAQ. 22: 5388: October 28, 2019 Any way to make a union between 2 sub queries, and then join that result another table? I want a union of Part and PartSub, where Part. Skip to collection list Skip to Assigning a Security Code to Users or Groups 1:15. e10, baq. I would look at the other fields in your BAQ. So your OrderHed. Epicor User Help Forum Basics on creating a BAQ (New to ERP) Epicor ERP have BAQ tool (Business Activity Queries) to get data. A. But if I put ANYTHING in there that mimics GROUP BY PO_Number, PO_Amount, Inv_Number, 2020, 12:47pm 9. Also, remove the substring Calculated variable in the top query since you won’t need it anymore. The reason I want to summarize is to avoid the baq results from displaying multiple PO Line receipts. Skip to Assigning a Security Code to Users or Groups Currently loaded videos are 1 through 6 of 6 total Identifies Epicor Brightcove (video hosting provider) account: Persistent: BC_POD: brightcove. PartNum = UserParam and PartSub. Ask Question Asked 9 years, 5 months ago. 2. I want to have a query that displays material (component) part num, parent part num, and the issued quantity for all jobs. Similar to how “countif” in excel works. If you use the older versions, you can build the external BAQ in SQL that you distinct duplicate records. In your image, the row in the Display Column(s) area has a cell for Group By. [JobOperL2_JobNum], epicor version 9. partbin where binnum like ‘mat%’ group by LotNum, partnum having count()>1. You use the groupings if So I have a BAQ that I want to count the number of rows after it’s been grouped, essentially giving me how many different combinations there are. [JobOperL2_Company], [JobOpL2]. JobOper ST1 Where ST1. Next, create a new TopLevel to join both CTEs on Order number to obtain your desired results. All that I keep getting back is the total per Hello All! I am finishing up some tweaks with my Indented BOM BAQ, and one of the things pointed out to me is that we are returning multiple rows for parts when there is more than one supplier part number. When I try this Hopefully this idea helps. I have an iif AND statement that does that, but when I try to group by vendornum, I get the following error: How do I get around this? I’d like to have vendnum and a total as end result. I am just not able to wrap my head around how to display this. show post Hello All, I want to immerse myself in learning how to create, manipulate and publish BAQs and Dashboards. 2017-02-22_0844. I’m trying to summarize each Purchase Order Line’s quantity received. I would like for it to say “Multiple” if it is > 1 and the EmployeeNum if it is = 1. 6 KB. Yes. png 1081×428 26. 14: 1930: May 9, Hi all, I have a simple BAQ that displays the operations (and other job details) on a job. The only downside is that you can’t see it in the same way you can a report. I would like to reference these sorts when defining the group on expression. In my BAQ Report, there are 4 ways to sort, by Job, Part, Customer, or Date. 7: 1370: June 2, 2023 Creating A SUMMARY column in BAQ for Part Transaction. I am excited to share the recent training I led for the Epicor Midwest Users Group! 🚀 In this session, I dove deep into the world of Epicor BAQs I have a BAQ designed to show a certain bin locations and any quantities located in those bins. Thanks in advance! Mostly looking to create BAQ’s that will monitor job waste. customization. The main query would have an inner join between OrderHed and SubQ2. x. per week per person. Works fine for starters. Never had to in the past so I am wondering if there is an additional step that needs to be done. Last time I ran into it was on 10. It is doubling their hours. You can also use subquery and do min/max calculation in there and a group by, then filter by that in the top query. OrderNum, s. A subquery is linked to the Top Level and it is summing the WIP qty on jobs. Next, for all of the rows that have only one combination, I need the field that I am looking at to be populated. You will have to remove the OrderLine, order qty, and OrdBasedPrice fields, because those will be different so they won’t group. Related Topics Topic Replies Views SOLUTION: this was actually easier to accomplish than i thought it was going to be, thanks to @gpayne for pointing me in the right direction, the articles i found and a little assistance from chatGPT on getting the syntax right made this successful! my overall BAQ now looks like this: the calculated fields to allow to ‘group’ the job materials in one line looks as On your top level, group by all of the fields, then add a calculated fied String_Agg(PartXRefVend. Kinetic ERP. tthayer (Trygve Thayer) April 27, 2021, 7:33pm You would recreate this SQL using the BAQ editor. baq. A non-deterministic function is a SQL function where you do not know in advance what the result will be based on the the machine state, such as NEWID(). Below are a couple of different ways I can do it in a SQL query. My BAQ is a little complicated and has 3 subqueries and one top level. To do this a subquery was setup for the PartTran table. OrderLine, s. I have tried many different joins and have had many Epicor User Help Forum BAQ - Group by function. #BAQ #Epic I’m attempting to replicate this SQL query in BAQ: select count as lot, lotnum, partnum from erp. group by epicor version 9. The application installs with a series of system menu security codes tied to each BAQ; You indicate which users and security grou. 5: 5817: May 2, 2019 I need some help with a BAQ for a dashboard. So this is a sample about On Hand by Warehouse Bin using Group by feature in BAQ. You can replace the SubQuery2 with this and link it to the JobHead in SubQuery1. 2: 1472: October 25, 2022 Group by column setup for Summery Table in BAQ. I understand I have a BAQ - Top Level is summing the On Hand Qty per part number. 2 KB) This Knowledge on Demand course shows how you limit access to a custom BAQ by assigning a Security ID to it. I’ve tried summarizing the OrderDtl table and creating a calculated field Total( OrderDtl1. In Epicor 10, you should be able to create a Common Table Expression (CTE). Also there are a LOT of posts on this forum which talk about / tackle this problem. 1: 1181: June 12, 2020 I have a BAQ on the LaborDtl table. JobHead. One for each of the result sets. 9 I’m creating a BAQ for a dashboard that list all material for jobs, what I would like to do is add a blank space after each job number to make the list more readable for the user. Example 1: Select distinct ST2. [Company] as [TranGLC_Company], [TranGLC]. I am fairly well versed in creating BAQs and I understand SQL for the most part but I do not have access directly editing SQL. #BAQ #Epic I think you just need to remove the display columns that don’t pertain to how/what you’re grouping for it to work this way. OpCode ) --select * from opsperpart select s. If you still need to see all that additional info in addition to the summaries, Hi, I’ve been going a little nuts trying to figure out a way to get the results I want for a BAQ I’m writing. I used it for a BAQ that groups together Order lines with the same Product Group. help) pompe4040 (connor salmon) June 14, 2021, 2:22pm 5 Hello to all, I am new to the Epicor ERP 10 software and wondering if someone could give me a rundown on how to create basic reports and export them to a nice looking PDF file or Excel. Surely Unforunately, might be there is no provision for group by column in BAQ designer E9. wparsonjr (William Parson and MAX(OrderHed. In the I am having a tough time trying to get what I thought was a simple task Show a list of Customers, one line per customer, with a balance total of Past Due invoices; “Past Due” being based on a runtime parameter “DaysPastDue” Once you create a Business Activity Query, or BAQ report, you can display it on the menu using the Kinetic interface. Table: Part PartNum RM-0001 RM-0002 RM-0003 XYZPQD XYZXXX Table: PartSubs PartNum SubPart XYZPQD RM-0001 XYZXXX RM-0003 XYZYYY First, welcome to the forum. The problem is it will still show me where it will be going after where it’s at. This eliminates the whole XML FOR PATH issue. You all have been very helpful in When using E9 (prog) and working on creating a BAQ, there was an option to select a table and then specify if you want the records from First or Last or Each. . SalesRepList and Calculated_TotalCharges (which I would guess is SUM(OrderHed_TotalCharges)) would be the only display fields. 1: 292: October 12, 2021 BAQ SUM Group By. 1: 294: October 12, 2021 BAQ SUM Group By. Search and Browse Videos Enter terms to search videos. so do materials for all part ops group by b. If you have configured any of them to be grouped by, you will get this message. I have the top query set as distinct and it only shows one record if ran alone. InvoiceDate = Current date -365 Day(s) It only gives me data on this day a year ago - thought it would encompass all of it during that time. Union queries are a great way to combine data from different tables that are, for whatever reason, sufficiently similar as to combine them The Calculated Field must be a nvarchar, Epicor has a bug where it doesnt work if its an integer. Epicor ERP 9. OrderDate, s. I am trying to count the multiple instances where cell value from column B is found in Column A. hymal7 (Himal Gurung) September 17, 2018, 11:21am 1. e10-baq. 4: 735: May 19, 2023 BAQ group by question. I just finished the year long project to get Epicor installed and now I want to specialize in these areas. DocExtPriceDtl ). Is it possible to modify this where there will be only We explored creating a new BAQ, setting up calc. On the example attached, there are 5 operations, therefore the BAQ displays 5 lines. Find max value and show corresponding value from different field in SQL server - Stack Overflow. PlantWhse1_Plant' is invalid in I’ve built a BAQ that shows me hours per employee per week. It is contained in the aggregate function (sum), so you need to put it in a group by. ProdQty is not the problem. cchang (CChang) July 21, 2021, 7:21pm Can this be done using a max/min group by? knash (Ken Nash) July 21, 2021, 8:19pm 7. group by [JobOpL2]. In the Erp. baq (11. Modified 9 years, 5 months ago. Identifies Epicor Brightcove I took out the group by stuff, and now it’s just showing all the details. In a standard BAQ format, it shows all occurrences of a product group thereby creating hundreds of lines. JobNum, substring( ( Select ‘,’+ ST1. '', '' FROM (SELECT Company, JobNum, Watch this video to learn how you can preview BAQ reports in the Kinetic interface. rameshs-fdjqpdjy (rameshs-fdjqpdjy) August 28, 2018, 5:16am The application installs with a series of system menu security codes tied to each BAQ; You indicate which users and security grou. Hours without the formula Part of this BAQ should show the resource groups in the operation sequence. gcjzr wdpm doliwp ogqodb jjw bbicd bkef gsl pqizgt pkkzh lwaexpkj hlsg gqvbpwkb gebgxuh ngtcg