Adding New Customers in 9.05.600C -

Yahoo Archive
1
Each of the salespeople (workforce) need to be authorized to their login (if
they are accessing Epicor) and anyone else who is setup as a workforce user
needs to be authorized to themselves. If you want them to see only certain
territories customers than authorize them to the workforce ID of that salesrep.
If you want them to see all customers check on view all territories for their
workforce ID and see if that helps




________________________________
From: mseal <mseal@...>
To: vantage@yahoogroups.com
Sent: Tue, September 21, 2010 3:34:27 PM
Subject: [Vantage] Re: Adding New Customers in 9.05.600C -

Â

I just tested my 904 'step conversion' server and found that this issue is there
too.
does anyone else experience this kind of issue?
we do use work force and restrict some users from viewing other sales
territories


Motty

--- In vantage@yahoogroups.com, "howco22" <agortman@...> wrote:
>
> I beleive the users can see & modify the existing custoemrs because they have
>access. Check the teritiry for the newly added customers...
>
>
> --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> >
> > have CRM and this is a converted dB from 803 via 904 to 905
> >
> > --- In vantage@yahoogroups.com, "howco22" <agortman@> wrote:
> > >
> > > DO you by chance have CRM?
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > > >
> > > > nothing on the Customer method update...
> > > >
> > > >
> > > >
> > > >
> > > > --- In vantage@yahoogroups.com, "mattcald_73" <matt@> wrote:
> > > > >
> > > > > Almost sounds like there is security setup on the update process. If
>you go into Process security and look at bo.customer and the update method, is
>there any restrictions there?
> > > > >
> > > > > --Matt
> > > > >
> > > > > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > > > > >
> > > > > > We are several days away from going live onto 9.05.600C and ran into
>an issue with adding new customers.
> > > > > > Security manager can add new customer but no one else can!
> > > > > > When adding, the system goes through the motions and even sends out
>my BPM email alerts about new customer added, but never adds the new customer.
>The same user that can't add a new customer can make changes to an existing
>customer.
> > > > > > This must be some type of security but we have not found the issue
>yet
> > > > > > Can anyone help here?
> > > > > >
> > > > > > Thanks
> > > > > > Motty
> > > > > >
> > > > >
> > > >
> > >
> >
>







[Non-text portions of this message have been removed]
2
We are several days away from going live onto 9.05.600C and ran into an issue with adding new customers.
Security manager can add new customer but no one else can!
When adding, the system goes through the motions and even sends out my BPM email alerts about new customer added, but never adds the new customer. The same user that can't add a new customer can make changes to an existing customer.
This must be some type of security but we have not found the issue yet
Can anyone help here?

Thanks
Motty
3
Almost sounds like there is security setup on the update process. If you go into Process security and look at bo.customer and the update method, is there any restrictions there?

--Matt

--- In vantage@yahoogroups.com, "mseal" <mseal@...> wrote:
>
> We are several days away from going live onto 9.05.600C and ran into an issue with adding new customers.
> Security manager can add new customer but no one else can!
> When adding, the system goes through the motions and even sends out my BPM email alerts about new customer added, but never adds the new customer. The same user that can't add a new customer can make changes to an existing customer.
> This must be some type of security but we have not found the issue yet
> Can anyone help here?
>
> Thanks
> Motty
>
4
nothing on the Customer method update...




--- In vantage@yahoogroups.com, "mattcald_73" <matt@...> wrote:
>
> Almost sounds like there is security setup on the update process. If you go into Process security and look at bo.customer and the update method, is there any restrictions there?
>
> --Matt
>
> --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> >
> > We are several days away from going live onto 9.05.600C and ran into an issue with adding new customers.
> > Security manager can add new customer but no one else can!
> > When adding, the system goes through the motions and even sends out my BPM email alerts about new customer added, but never adds the new customer. The same user that can't add a new customer can make changes to an existing customer.
> > This must be some type of security but we have not found the issue yet
> > Can anyone help here?
> >
> > Thanks
> > Motty
> >
>
5
DO you by chance have CRM?



--- In vantage@yahoogroups.com, "mseal" <mseal@...> wrote:
>
> nothing on the Customer method update...
>
>
>
>
> --- In vantage@yahoogroups.com, "mattcald_73" <matt@> wrote:
> >
> > Almost sounds like there is security setup on the update process. If you go into Process security and look at bo.customer and the update method, is there any restrictions there?
> >
> > --Matt
> >
> > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > >
> > > We are several days away from going live onto 9.05.600C and ran into an issue with adding new customers.
> > > Security manager can add new customer but no one else can!
> > > When adding, the system goes through the motions and even sends out my BPM email alerts about new customer added, but never adds the new customer. The same user that can't add a new customer can make changes to an existing customer.
> > > This must be some type of security but we have not found the issue yet
> > > Can anyone help here?
> > >
> > > Thanks
> > > Motty
> > >
> >
>
6
have CRM and this is a converted dB from 803 via 904 to 905

--- In vantage@yahoogroups.com, "howco22" <agortman@...> wrote:
>
> DO you by chance have CRM?
>
>
>
> --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> >
> > nothing on the Customer method update...
> >
> >
> >
> >
> > --- In vantage@yahoogroups.com, "mattcald_73" <matt@> wrote:
> > >
> > > Almost sounds like there is security setup on the update process. If you go into Process security and look at bo.customer and the update method, is there any restrictions there?
> > >
> > > --Matt
> > >
> > > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > > >
> > > > We are several days away from going live onto 9.05.600C and ran into an issue with adding new customers.
> > > > Security manager can add new customer but no one else can!
> > > > When adding, the system goes through the motions and even sends out my BPM email alerts about new customer added, but never adds the new customer. The same user that can't add a new customer can make changes to an existing customer.
> > > > This must be some type of security but we have not found the issue yet
> > > > Can anyone help here?
> > > >
> > > > Thanks
> > > > Motty
> > > >
> > >
> >
>
7
verify the teritories are correct, the users have to belong to the teritory to see the customers. also the customers myust be long to a sales teritory to be seen by the "sales people" for that teritory. I hope that makes sense,... I'm kinda going by memory...


--- In vantage@yahoogroups.com, "mseal" <mseal@...> wrote:
>
> have CRM and this is a converted dB from 803 via 904 to 905
>
> --- In vantage@yahoogroups.com, "howco22" <agortman@> wrote:
> >
> > DO you by chance have CRM?
> >
> >
> >
> > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > >
> > > nothing on the Customer method update...
> > >
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, "mattcald_73" <matt@> wrote:
> > > >
> > > > Almost sounds like there is security setup on the update process. If you go into Process security and look at bo.customer and the update method, is there any restrictions there?
> > > >
> > > > --Matt
> > > >
> > > > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > > > >
> > > > > We are several days away from going live onto 9.05.600C and ran into an issue with adding new customers.
> > > > > Security manager can add new customer but no one else can!
> > > > > When adding, the system goes through the motions and even sends out my BPM email alerts about new customer added, but never adds the new customer. The same user that can't add a new customer can make changes to an existing customer.
> > > > > This must be some type of security but we have not found the issue yet
> > > > > Can anyone help here?
> > > > >
> > > > > Thanks
> > > > > Motty
> > > > >
> > > >
> > >
> >
>
8
I beleive the users can see & modify the existing custoemrs because they have access. Check the teritiry for the newly added customers...

--- In vantage@yahoogroups.com, "mseal" <mseal@...> wrote:
>
> have CRM and this is a converted dB from 803 via 904 to 905
>
> --- In vantage@yahoogroups.com, "howco22" <agortman@> wrote:
> >
> > DO you by chance have CRM?
> >
> >
> >
> > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > >
> > > nothing on the Customer method update...
> > >
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, "mattcald_73" <matt@> wrote:
> > > >
> > > > Almost sounds like there is security setup on the update process. If you go into Process security and look at bo.customer and the update method, is there any restrictions there?
> > > >
> > > > --Matt
> > > >
> > > > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > > > >
> > > > > We are several days away from going live onto 9.05.600C and ran into an issue with adding new customers.
> > > > > Security manager can add new customer but no one else can!
> > > > > When adding, the system goes through the motions and even sends out my BPM email alerts about new customer added, but never adds the new customer. The same user that can't add a new customer can make changes to an existing customer.
> > > > > This must be some type of security but we have not found the issue yet
> > > > > Can anyone help here?
> > > > >
> > > > > Thanks
> > > > > Motty
> > > > >
> > > >
> > >
> >
>
9
I just tested my 904 'step conversion' server and found that this issue is there too.
does anyone else experience this kind of issue?
we do use work force and restrict some users from viewing other sales territories

Motty


--- In vantage@yahoogroups.com, "howco22" <agortman@...> wrote:
>
> I beleive the users can see & modify the existing custoemrs because they have access. Check the teritiry for the newly added customers...
>
> --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> >
> > have CRM and this is a converted dB from 803 via 904 to 905
> >
> > --- In vantage@yahoogroups.com, "howco22" <agortman@> wrote:
> > >
> > > DO you by chance have CRM?
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > > >
> > > > nothing on the Customer method update...
> > > >
> > > >
> > > >
> > > >
> > > > --- In vantage@yahoogroups.com, "mattcald_73" <matt@> wrote:
> > > > >
> > > > > Almost sounds like there is security setup on the update process. If you go into Process security and look at bo.customer and the update method, is there any restrictions there?
> > > > >
> > > > > --Matt
> > > > >
> > > > > --- In vantage@yahoogroups.com, "mseal" <mseal@> wrote:
> > > > > >
> > > > > > We are several days away from going live onto 9.05.600C and ran into an issue with adding new customers.
> > > > > > Security manager can add new customer but no one else can!
> > > > > > When adding, the system goes through the motions and even sends out my BPM email alerts about new customer added, but never adds the new customer. The same user that can't add a new customer can make changes to an existing customer.
> > > > > > This must be some type of security but we have not found the issue yet
> > > > > > Can anyone help here?
> > > > > >
> > > > > > Thanks
> > > > > > Motty
> > > > > >
> > > > >
> > > >
> > >
> >
>