COST: There is an additional $275 fee to attend this session.Click this link to register: https://epicorinsights2019.smarteventscloud.com/portal/newreg.ww.
This course focuses on creating routing rules that determine how SSRS report outputs are generated and distributed. Routing rules can conditionally control which report style is used based on custom business rules and determine when to send reports to email recipients or printed output. Routing rules can be used in conjunction with data directive to automatically print reports based on changes to field values such as invoices going to a status of ‘Posted’. There is also the ability to evaluate how to deliver reports based on attribute information setup on suppliers. This course will also showcase some recently added features such as emailing reports to multiple CC contacts based on contacts setup for suppliers.
OBJECTIVES: Upon successful completion of this course, you will be able to:
Create a routing rule that generates and sends a report to a specific email address
Create a routing rule that automates the distribution of reports based on supplier attributes
Use the new multiple email contacts functionality to CC a list of contacts based on supplier setup
Modify report data definitions to include additional tables and fields to report data sources
Use data directives to automatically email invoices to customers when invoices are posted
AUDIENCE: Specific audiences will benefit from this course.
Understanding of the Epicor ERP interface
Knowledge of relational database concepts such as table relationships, records, and field types
Knowledge of report authoring programs
Understanding of Business Process Management (BPM) functionality
PROGRAM LEVEL: Intermediate
FIELD OF STUDY: Computer Science
CPE CREDITS: 4.0