Monday, April 5, 2010

Epicor 9 Printing and Print Preview

Why is my report not printing?

When you attempt to print or preview a report, Epicor 9 submits the request back to the server. The server handles the creation of the report, and asynchronoously sends it back to the client.

If the server can not generate the report, the most common reason being no matching records, it generates and error, and does not inform the client why.

If it seems like your print, or print preview is taking too long, you have to use the Epicor System Monitor taskbar application to find out why. In the bottom right of your Windows Star Bar, click in the Epicor icon. You'll find you report request under eith Active Tasks (if in progress), or History Tasks is it has already failed.

Once you've selected the task for the List tab, click the Details tab to see the error reason:

Message:No Records Selected.

Epicor 9 Fulfillment Workbench

The Epicor 9 Fulfillment Workbench option is only available if you have licensed the Advanced Materials management module. It allows a finer grain of control when fulfilling orders (whether sales, build-to-order, plant transfer, etc).

One of the most confusing things is the difference beween allocating and reserving. Both options associate a part and quanity with a given order, and make that quantity unavailable to other orders. Both can be undone, making the quantity available again.

The difference between reserving and allocating is the granularity of control. When you reserver a part for an order, you can reserve that part across all warehouses, or just the primary warehouse. When you allocate a part, you can allocate a part from a specific bin or lot, or even by serial number.