Program Level: Beginner

Take your reporting game to the next level with this hands-on course designed to transform how your business delivers critical information. Learn to create smart routing rules that not only control report styles based on custom business logic but also automate distribution across your organization and beyond.

Discover how to:

• Streamline workflows by automatically printing Job Travelers when they hit “Released” status—sending them straight to the right printer or workstation.
• Personalize delivery using supplier attributes to ensure reports reach the right audience at the right time.
• Leverage new features like emailing reports to multiple CC contacts based on supplier contact setups—because collaboration should be effortless.

Whether you’re looking to boost efficiency, reduce manual steps, or maximize flexibility, this course will give you the tools and techniques to make Kinetic reporting work smarter for your business.

Cost: There is an additional $375 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