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Insights 2019

EECX23 - Conditional Routing and Automated Distribution of SSRS Reports using Advanced Print Routing

Session Description

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.

  • System Administrator
  • IT/Technical Staff
  • Report Writers
  • Business Analysts

PREREQUISITES:

  • 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


Additional Information
Extended Education
4 Hours
Session Schedule