Program Level: Beginner 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 Job Travelers going to a status of Released. 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. Cost: There is an additional $350 fee to attend this session. Objectives: • 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 • Create Routing rule for internal Report Routing with Production Reports, including Printer Setup. • Use data directives to automatically Route the Production reports based on system and user actions. Audience: • IT/Technical Staff • Epicor administrators Prerequisites (foundational level only): • Reviewing business requirements and establishing data scenarios • Constructing a BAQ with business logic to detect specific data conditions • Using workflow elements to construct a Dynamic Query call to your BAQ and evaluate the return values • Testing and debugging your BPM components • Moving re-usable business logic from the BPM into an Epicor Function • Calling the function using REST
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