Hello group. Is there a way to add a table to a module? What I am trying to achieve is the ability to look up a PO number on the Corrective Action screen. My users want PO numbers and Suppliers added to the Corrective action as fields. Am I making sense? I may not know the right way to ask this. Thank you for any response.
Embed a dashboard
On Sep 3, 2015 8:36 AM, "michael.cromer@... [vantage]" <vantage@yahoogroups.com> wrote:Â<div> <p><p><span>Hello group. Is there a way to add a table to a module? What I am trying to achieve is the ability to look up a PO number on the Corrective Action screen. My users want PO numbers and Suppliers added to the Corrective action as fields. Am I making sense? I may not know the right way to ask this. Thank you for any response.</span></p> </div> <div style="color:#fff;min-height:0;"></div>
Jose C Gomez
T: 904.469.1524 mobile
Quis custodiet ipsos custodes?
On Thu, Sep 3, 2015 at 10:22 AM, michael.cromer@... [vantage] <vantage@yahoogroups.com> wrote:Â<div> <p>Ok. I'm afraid I don't understand. I know how to add a dashboard to a sheet but how will that create a relationship between the corrective action and a PO? My users want two fields added to the corrective action 1. being the PO number if it is applicable, and 2. the supplier that PO was written to. I imagined a field that would would let the user pick the PO number and the supplier Name would come along for the ride and these two fields would become a permanent record on the corrective action record. Does that make sense?</p> </div><span class="ygrps-yiv-1831416984"> <div style="color:#fff;min-height:0;"></div>
Jose C Gomez
T: 904.469.1524 mobile
Quis custodiet ipsos custodes?
On Thu, Sep 3, 2015 at 11:47 AM, michael.cromer@... [vantage] <vantage@yahoogroups.com> wrote:Â<div> <p>I understand that. I could dedicate a shortchar for the PO field and Supplier name. If you are in the corrective action, how can I dedicate a field to "lookup" the PO table? Much like a search button if you will. Thanks for responding Jose.</p> </div><span class="ygrps-yiv-1405559532"> <div style="color:#fff;min-height:0;"></div>
Based on the questions you are asking, this might be something a bit above your current skill level you might want to enlist a consultant of your choosing to help out with this. It’s too hard to walk through via the user group and it will only frustrate both parties. If you want a consultant to reach out from here just ask them to PM you otherwise do some quick google searching and you’ll find several.
Joshua Giese
CIO
Direct: 920.593.8299
IT Dept: 920.437.6400 Ext. 337
Site ID: 27450-E905702A-SQL64
Wisconsin Converting, Inc.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, September 3, 2015 11:27 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Adding unrelated tables
I have never used the Extended properties Maintenance. How do I know what dataset Table ID to pick? Thanks again
Rob Bucek
Production Control Manager
D&S Manufacturing
301 E. Main St. | PO Box 279
Black River Falls, WI 54615
715-284-5376 Ext. 311
Mobile: 715-896-3119
rbucek@...
www.dsmfg.com<http://www.dsmfg.com>
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, September 3, 2015 1:00 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Adding unrelated tables
So what you are telling me is that as soon as I ask a difficult question I should not use the group?
[Non-text portions of this message have been removed]
Jose C Gomez
T: 904.469.1524 mobile
Quis custodiet ipsos custodes?
On Thu, Sep 3, 2015 at 2:17 PM, michael.cromer@... [vantage] <vantage@yahoogroups.com> wrote:Â<div> <p>Bummer.</p> </div> <div style="color:#fff;min-height:0;"></div>
I am on 905.701. I have these manuals you suggested from EpicWeb. I have gone through them. I will go through them again. Hopefully I will have a better understanding of this very complicated system and be able to ask specific questions. I guess the issue I have is where do you learn about tracing and all the options? What do the traces mean? Where do learn about what business objects actually are? ETC.... Maybe I just didn't pick up on some things but Epicor documentation is very vague at times. I guess thats why the users groups exist. Thank you for your responses Jose.
>>go through them again... complicated systemEpicor does offers customization courses occasionally - would be a great time saver if you're just starting out.
I started with manuals, Epicor ICE User Experience and Customization Guide - Parts 1 and 2
These present the principals but rarely have the exact steps for what I'm trying to accomplish.
Searching epicweb answerbooks by "CUST" located some basic, specific examples too.
Good luck...
Files --> version 9.0 files --> Cust CorAct - Lookup buttons and UD fields.zip
The zip includes a very simple customization for the corrective action form.
- "lookup" buttons for part/vendor
- populates UD fields
- with import/deploy instructions