BPM - Add Date03 and Date04 field to OrderHed from Customer

Hi Nathan,



I finally got a chance to get back to this BPM and tried your BO.Method
Quote.CreateOrder process and it works great. Since you included the
OrderDtl table in the query I was also able to update another field in
that table. Thank you very much for your help.



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bonner.nathan
Sent: Friday, September 11, 2009 10:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
from Customer





Linda,

Try this on BO.Method Quote.CreateOrder as a Post Process 4GL:

For each ttQuoteHed, each Customer where (Customer.Company =
ttQuoteHed.Company and Customer.CustNum = ttQuoteHed.CustNum), each
ttQuoteDtl where (ttQuoteDtl.Company = ttQuoteHed.Company and
ttQuoteDtl.QuoteNum = ttQuoteHed.QuoteNum), each OrderDtl where
(OrderDtl.Company = ttQuoteDtl.Company and OrderDtl.QuoteNum =
ttQuoteDtl.QuoteNum and ttQuoteDtl.QuoteLine = OrderDtl.QuoteLine), each
OrderHed where (OrderHed.Company = OrderDtl.Company and
OrderHed.OrderNum = OrderDtl.OrderNum) no-lock.

Run lib\UpdateTableBuffer.p(input BUFFER OrderHed:HANDLE,'Date01',
Customer.Date01).

End.

This is another way of accomplishing the same thing...

NB

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Linda Lowney" <llowney@...> wrote:
>
> Hi Nathan,
>
>
>
> Oops! I spoke too soon. I created a query that looks at the date
> fields in the customer and in the order and when I ran it to check if
> the BPM worked I was looking at the wrong date columns... having a
brain
> fart I guess. No date fields were copied from the customer to the
> ordered table when I created the order from quote entry.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Linda Lowney
> Sent: Friday, September 11, 2009 9:31 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Re: BPM - Add Date03 and Date04 field to
OrderHed
> from Customer
>
>
>
>
>
> Hi Nathan,
>
> That worked beautifully!! Thank you very much. Why wouldn't that
method
> show up in the trace log? I'm using the tracing log in
Vantage/Options.
> Is there a better utility to use to find the methods that are being
> called?
>
> Regards,
>
> Linda
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of bonner.nathan
> Sent: Wednesday, September 09, 2009 2:42 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
> Linda,
>
> The BO.Method you want is under Sales Order and not under Quote.
>
> As before, feel free to call if you are still having trouble,
>
> NB
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> "Linda Lowney" <llowney@> wrote:
> >
> > Hi Nathan,
> >
> >
> >
> > Maybe I'm looking in the wrong place, but If I go into Method
> > Directives/Method Code search, then pick the Business Object Quote
> there
> > is no GetNewOrderHed. When I run a trace the only methods that I see
> > are:
> >
> >
> >
> > DefaultOrderFields
> >
> > CheckCustomerCreditLimit
> >
> > CreateOrder
> >
> > GetById
> >
> >
> >
> > None of these methods show the ttOrderHed temporary table in the
list
> > when I click on the Advanced button.
> >
> >
> >
> > I was able to access the ttOrderHed table on the Sales Order side
> while
> > adding a new order manually and transfer the fields from the
customer
> to
> > the order. It is only in Quote Entry that I'm having a problem. We
> > create sales orders both ways.
> >
> >
> >
> > Regards,
> >
> > Linda
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of bonner.nathan
> > Sent: Wednesday, September 09, 2009 11:36 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> > from Customer
> >
> >
> >
> >
> >
> > Linda,
> >
> > The first method I described will work for you.
> >
> > Quote - Create Order (Order Wizard) calls the BO.Method,
> > 'SalesOrder.GetNewOrderHed' so put your BPM there.
> >
> > Script should look something like the following if it is the
Customer
> > Table you wish to pull from:
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Find First Customer where Customer.Company = QuoteHed.Company and
> > Customer.CustNum = QuoteHed.CustNum no-lock.
> >
> > If available Customer then do:
> >
> > Assign ttOrderHed.Date01 = Customer.Date01.
> >
> > End.
> >
> > If not available Customer then return.
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> > "Linda Lowney" <llowney@> wrote:
> > >
> > > Hi Nathan,
> > >
> > >
> > >
> > > I am pulling the fields from the Customer table to the OrderHed
> table,
> > > but there is no ttOrderHed temp table when using the Quote -
> > CreateOrder
> > > method.
> > >
> > >
> > >
> > > Regards,
> > >
> > > Linda
> > >
> > >
> > >
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > > Of bonner.nathan
> > > Sent: Wednesday, September 09, 2009 10:35 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to
OrderHed
> > > from Customer
> > >
> > >
> > >
> > >
> > >
> > > Linda,
> > >
> > > Not sure if you are trying to get fields from OrderHed to
QuoteHed,
> > from
> > > QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it
is
> > the
> > > basic approach will be the same though the BO.Method and Table and
> > > Table.Field names will change.
> > >
> > > BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly
> from
> > > the quote through the Order Wizard) Other BO.Methods will depend
on
> > the
> > > results of your Trace Logging while executing the business process
> you
> > > are trying to catch.
> > >
> > > Conditions: (NONE)
> > >
> > > Actions: Synchronously execute 4GL
> > >
> > > Script 1 (assuming you want to update a field on the TempTable):
> > >
> > > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> > where
> > > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > > ttOrderHed.OrderNum no-lock.
> > >
> > > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company
and
> > > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> > >
> > > If available QuoteHed then do:
> > >
> > > Assign ttOrderHed.Date01 = QuoteHed.Date01.
> > >
> > > End.
> > >
> > > If not available QuoteHed then return.
> > >
> > > End.
> > >
> > > Script 2 (assuming you want to update a field on the Database
> Table):
> > >
> > > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> > where
> > > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > > ttOrderHed.OrderNum no-lock.
> > >
> > > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company
and
> > > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> > >
> > > If available QuoteHed then do:
> > >
> > > Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE,
'Date01',
> > > ttOrderHed.Date01).
> > >
> > > /*Target Table Name = QuoteHed Target Field Name = Date01 Source
> > > Table.Field = ttOrderHed.Date01. Change to suit needs.*/
> > >
> > > End.
> > >
> > > If not available QuoteHed then return.
> > >
> > > End.
> > >
> > > Email or call if you'd like more help with this:
> > >
> > > bonner.n@
> > > totalplastics.com
> > > 616.717.1613
> > >
> > > Nathan Bonner
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com> ,
> > > "lindalowney" <llowney@> wrote:
> > > >
> > > > Hi Group,
> > > >
> > > > I have to pull a couple of user defined date fields into the
order
> > > header table from the customer table when we create a new order
(or
> > > change the customer on an order). I managed to do this easily in
> Order
> > > Entry, but I can't figure out how to do it in Quote Entry when an
> > order
> > > is created from the quote. There are only a few methods that are
> > called
> > > and none of them seem to have a ttOrderHed table that I can hook
> into.
> > > >
> > > > Have any of you ever done anything like this and would be
willing
> to
> > > share?
> > > >
> > > > Regards,
> > > > Linda
> > > >
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
Hi Group,

I have to pull a couple of user defined date fields into the order header table from the customer table when we create a new order (or change the customer on an order). I managed to do this easily in Order Entry, but I can't figure out how to do it in Quote Entry when an order is created from the quote. There are only a few methods that are called and none of them seem to have a ttOrderHed table that I can hook into.

Have any of you ever done anything like this and would be willing to share?

Regards,
Linda
Linda,

Not sure if you are trying to get fields from OrderHed to QuoteHed, from QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it is the basic approach will be the same though the BO.Method and Table and Table.Field names will change.

BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly from the quote through the Order Wizard) Other BO.Methods will depend on the results of your Trace Logging while executing the business process you are trying to catch.

Conditions: (NONE)

Actions: Synchronously execute 4GL

Script 1 (assuming you want to update a field on the TempTable):

For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl where ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum = ttOrderHed.OrderNum no-lock.

Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.

If available QuoteHed then do:

Assign ttOrderHed.Date01 = QuoteHed.Date01.

End.

If not available QuoteHed then return.

End.

Script 2 (assuming you want to update a field on the Database Table):

For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl where ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum = ttOrderHed.OrderNum no-lock.

Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.

If available QuoteHed then do:

Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE, 'Date01', ttOrderHed.Date01).

/*Target Table Name = QuoteHed Target Field Name = Date01 Source Table.Field = ttOrderHed.Date01. Change to suit needs.*/

End.

If not available QuoteHed then return.

End.

Email or call if you'd like more help with this:

bonner.n@
totalplastics.com
616.717.1613

Nathan Bonner

--- In vantage@yahoogroups.com, "lindalowney" <llowney@...> wrote:
>
> Hi Group,
>
> I have to pull a couple of user defined date fields into the order header table from the customer table when we create a new order (or change the customer on an order). I managed to do this easily in Order Entry, but I can't figure out how to do it in Quote Entry when an order is created from the quote. There are only a few methods that are called and none of them seem to have a ttOrderHed table that I can hook into.
>
> Have any of you ever done anything like this and would be willing to share?
>
> Regards,
> Linda
>
Hi Nathan,



I am pulling the fields from the Customer table to the OrderHed table,
but there is no ttOrderHed temp table when using the Quote - CreateOrder
method.



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bonner.nathan
Sent: Wednesday, September 09, 2009 10:35 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
from Customer





Linda,

Not sure if you are trying to get fields from OrderHed to QuoteHed, from
QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it is the
basic approach will be the same though the BO.Method and Table and
Table.Field names will change.

BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly from
the quote through the Order Wizard) Other BO.Methods will depend on the
results of your Trace Logging while executing the business process you
are trying to catch.

Conditions: (NONE)

Actions: Synchronously execute 4GL

Script 1 (assuming you want to update a field on the TempTable):

For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl where
ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
ttOrderHed.OrderNum no-lock.

Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.

If available QuoteHed then do:

Assign ttOrderHed.Date01 = QuoteHed.Date01.

End.

If not available QuoteHed then return.

End.

Script 2 (assuming you want to update a field on the Database Table):

For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl where
ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
ttOrderHed.OrderNum no-lock.

Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.

If available QuoteHed then do:

Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE, 'Date01',
ttOrderHed.Date01).

/*Target Table Name = QuoteHed Target Field Name = Date01 Source
Table.Field = ttOrderHed.Date01. Change to suit needs.*/

End.

If not available QuoteHed then return.

End.

Email or call if you'd like more help with this:

bonner.n@
totalplastics.com
616.717.1613

Nathan Bonner

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"lindalowney" <llowney@...> wrote:
>
> Hi Group,
>
> I have to pull a couple of user defined date fields into the order
header table from the customer table when we create a new order (or
change the customer on an order). I managed to do this easily in Order
Entry, but I can't figure out how to do it in Quote Entry when an order
is created from the quote. There are only a few methods that are called
and none of them seem to have a ttOrderHed table that I can hook into.
>
> Have any of you ever done anything like this and would be willing to
share?
>
> Regards,
> Linda
>





[Non-text portions of this message have been removed]
Linda,

The first method I described will work for you.

Quote - Create Order (Order Wizard) calls the BO.Method, 'SalesOrder.GetNewOrderHed' so put your BPM there.

Script should look something like the following if it is the Customer Table you wish to pull from:

For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl where ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum = ttOrderHed.OrderNum no-lock.

Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.

If available QuoteHed then do:

Find First Customer where Customer.Company = QuoteHed.Company and Customer.CustNum = QuoteHed.CustNum no-lock.

If available Customer then do:

Assign ttOrderHed.Date01 = Customer.Date01.

End.

If not available Customer then return.

End.

If not available QuoteHed then return.

End.



--- In vantage@yahoogroups.com, "Linda Lowney" <llowney@...> wrote:
>
> Hi Nathan,
>
>
>
> I am pulling the fields from the Customer table to the OrderHed table,
> but there is no ttOrderHed temp table when using the Quote - CreateOrder
> method.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of bonner.nathan
> Sent: Wednesday, September 09, 2009 10:35 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
>
>
>
>
> Linda,
>
> Not sure if you are trying to get fields from OrderHed to QuoteHed, from
> QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it is the
> basic approach will be the same though the BO.Method and Table and
> Table.Field names will change.
>
> BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly from
> the quote through the Order Wizard) Other BO.Methods will depend on the
> results of your Trace Logging while executing the business process you
> are trying to catch.
>
> Conditions: (NONE)
>
> Actions: Synchronously execute 4GL
>
> Script 1 (assuming you want to update a field on the TempTable):
>
> For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl where
> ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> ttOrderHed.OrderNum no-lock.
>
> Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
>
> If available QuoteHed then do:
>
> Assign ttOrderHed.Date01 = QuoteHed.Date01.
>
> End.
>
> If not available QuoteHed then return.
>
> End.
>
> Script 2 (assuming you want to update a field on the Database Table):
>
> For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl where
> ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> ttOrderHed.OrderNum no-lock.
>
> Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
>
> If available QuoteHed then do:
>
> Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE, 'Date01',
> ttOrderHed.Date01).
>
> /*Target Table Name = QuoteHed Target Field Name = Date01 Source
> Table.Field = ttOrderHed.Date01. Change to suit needs.*/
>
> End.
>
> If not available QuoteHed then return.
>
> End.
>
> Email or call if you'd like more help with this:
>
> bonner.n@
> totalplastics.com
> 616.717.1613
>
> Nathan Bonner
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "lindalowney" <llowney@> wrote:
> >
> > Hi Group,
> >
> > I have to pull a couple of user defined date fields into the order
> header table from the customer table when we create a new order (or
> change the customer on an order). I managed to do this easily in Order
> Entry, but I can't figure out how to do it in Quote Entry when an order
> is created from the quote. There are only a few methods that are called
> and none of them seem to have a ttOrderHed table that I can hook into.
> >
> > Have any of you ever done anything like this and would be willing to
> share?
> >
> > Regards,
> > Linda
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Hi Nathan,



Maybe I'm looking in the wrong place, but If I go into Method
Directives/Method Code search, then pick the Business Object Quote there
is no GetNewOrderHed. When I run a trace the only methods that I see
are:



DefaultOrderFields

CheckCustomerCreditLimit

CreateOrder

GetById



None of these methods show the ttOrderHed temporary table in the list
when I click on the Advanced button.



I was able to access the ttOrderHed table on the Sales Order side while
adding a new order manually and transfer the fields from the customer to
the order. It is only in Quote Entry that I'm having a problem. We
create sales orders both ways.



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bonner.nathan
Sent: Wednesday, September 09, 2009 11:36 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
from Customer





Linda,

The first method I described will work for you.

Quote - Create Order (Order Wizard) calls the BO.Method,
'SalesOrder.GetNewOrderHed' so put your BPM there.

Script should look something like the following if it is the Customer
Table you wish to pull from:

For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl where
ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
ttOrderHed.OrderNum no-lock.

Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.

If available QuoteHed then do:

Find First Customer where Customer.Company = QuoteHed.Company and
Customer.CustNum = QuoteHed.CustNum no-lock.

If available Customer then do:

Assign ttOrderHed.Date01 = Customer.Date01.

End.

If not available Customer then return.

End.

If not available QuoteHed then return.

End.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Linda Lowney" <llowney@...> wrote:
>
> Hi Nathan,
>
>
>
> I am pulling the fields from the Customer table to the OrderHed table,
> but there is no ttOrderHed temp table when using the Quote -
CreateOrder
> method.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of bonner.nathan
> Sent: Wednesday, September 09, 2009 10:35 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
>
>
>
>
> Linda,
>
> Not sure if you are trying to get fields from OrderHed to QuoteHed,
from
> QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it is
the
> basic approach will be the same though the BO.Method and Table and
> Table.Field names will change.
>
> BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly from
> the quote through the Order Wizard) Other BO.Methods will depend on
the
> results of your Trace Logging while executing the business process you
> are trying to catch.
>
> Conditions: (NONE)
>
> Actions: Synchronously execute 4GL
>
> Script 1 (assuming you want to update a field on the TempTable):
>
> For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
where
> ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> ttOrderHed.OrderNum no-lock.
>
> Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
>
> If available QuoteHed then do:
>
> Assign ttOrderHed.Date01 = QuoteHed.Date01.
>
> End.
>
> If not available QuoteHed then return.
>
> End.
>
> Script 2 (assuming you want to update a field on the Database Table):
>
> For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
where
> ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> ttOrderHed.OrderNum no-lock.
>
> Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
>
> If available QuoteHed then do:
>
> Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE, 'Date01',
> ttOrderHed.Date01).
>
> /*Target Table Name = QuoteHed Target Field Name = Date01 Source
> Table.Field = ttOrderHed.Date01. Change to suit needs.*/
>
> End.
>
> If not available QuoteHed then return.
>
> End.
>
> Email or call if you'd like more help with this:
>
> bonner.n@
> totalplastics.com
> 616.717.1613
>
> Nathan Bonner
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
> "lindalowney" <llowney@> wrote:
> >
> > Hi Group,
> >
> > I have to pull a couple of user defined date fields into the order
> header table from the customer table when we create a new order (or
> change the customer on an order). I managed to do this easily in Order
> Entry, but I can't figure out how to do it in Quote Entry when an
order
> is created from the quote. There are only a few methods that are
called
> and none of them seem to have a ttOrderHed table that I can hook into.
> >
> > Have any of you ever done anything like this and would be willing to
> share?
> >
> > Regards,
> > Linda
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
Linda,

The BO.Method you want is under Sales Order and not under Quote.

As before, feel free to call if you are still having trouble,

NB

--- In vantage@yahoogroups.com, "Linda Lowney" <llowney@...> wrote:
>
> Hi Nathan,
>
>
>
> Maybe I'm looking in the wrong place, but If I go into Method
> Directives/Method Code search, then pick the Business Object Quote there
> is no GetNewOrderHed. When I run a trace the only methods that I see
> are:
>
>
>
> DefaultOrderFields
>
> CheckCustomerCreditLimit
>
> CreateOrder
>
> GetById
>
>
>
> None of these methods show the ttOrderHed temporary table in the list
> when I click on the Advanced button.
>
>
>
> I was able to access the ttOrderHed table on the Sales Order side while
> adding a new order manually and transfer the fields from the customer to
> the order. It is only in Quote Entry that I'm having a problem. We
> create sales orders both ways.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of bonner.nathan
> Sent: Wednesday, September 09, 2009 11:36 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
>
>
>
>
> Linda,
>
> The first method I described will work for you.
>
> Quote - Create Order (Order Wizard) calls the BO.Method,
> 'SalesOrder.GetNewOrderHed' so put your BPM there.
>
> Script should look something like the following if it is the Customer
> Table you wish to pull from:
>
> For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl where
> ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> ttOrderHed.OrderNum no-lock.
>
> Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
>
> If available QuoteHed then do:
>
> Find First Customer where Customer.Company = QuoteHed.Company and
> Customer.CustNum = QuoteHed.CustNum no-lock.
>
> If available Customer then do:
>
> Assign ttOrderHed.Date01 = Customer.Date01.
>
> End.
>
> If not available Customer then return.
>
> End.
>
> If not available QuoteHed then return.
>
> End.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Linda Lowney" <llowney@> wrote:
> >
> > Hi Nathan,
> >
> >
> >
> > I am pulling the fields from the Customer table to the OrderHed table,
> > but there is no ttOrderHed temp table when using the Quote -
> CreateOrder
> > method.
> >
> >
> >
> > Regards,
> >
> > Linda
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of bonner.nathan
> > Sent: Wednesday, September 09, 2009 10:35 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> > from Customer
> >
> >
> >
> >
> >
> > Linda,
> >
> > Not sure if you are trying to get fields from OrderHed to QuoteHed,
> from
> > QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it is
> the
> > basic approach will be the same though the BO.Method and Table and
> > Table.Field names will change.
> >
> > BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly from
> > the quote through the Order Wizard) Other BO.Methods will depend on
> the
> > results of your Trace Logging while executing the business process you
> > are trying to catch.
> >
> > Conditions: (NONE)
> >
> > Actions: Synchronously execute 4GL
> >
> > Script 1 (assuming you want to update a field on the TempTable):
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Assign ttOrderHed.Date01 = QuoteHed.Date01.
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > Script 2 (assuming you want to update a field on the Database Table):
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE, 'Date01',
> > ttOrderHed.Date01).
> >
> > /*Target Table Name = QuoteHed Target Field Name = Date01 Source
> > Table.Field = ttOrderHed.Date01. Change to suit needs.*/
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > Email or call if you'd like more help with this:
> >
> > bonner.n@
> > totalplastics.com
> > 616.717.1613
> >
> > Nathan Bonner
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> > "lindalowney" <llowney@> wrote:
> > >
> > > Hi Group,
> > >
> > > I have to pull a couple of user defined date fields into the order
> > header table from the customer table when we create a new order (or
> > change the customer on an order). I managed to do this easily in Order
> > Entry, but I can't figure out how to do it in Quote Entry when an
> order
> > is created from the quote. There are only a few methods that are
> called
> > and none of them seem to have a ttOrderHed table that I can hook into.
> > >
> > > Have any of you ever done anything like this and would be willing to
> > share?
> > >
> > > Regards,
> > > Linda
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
orry for the delay. I have been putting out fires since yesterday morning. We upgraded from 405A to 408B over the weekend to resolve a handful of issues that were fixed in the Service Pack/Patch releases. While we did fix several of the issues we were experiencing we had a few new issues that crept in as a result of the upgrade. Anyway, below is a screenshot of what we are looking for. Basically, we just need to have a date range or a cut-off date “filter” added to the Production Detail report to allow us to run the report with a specific cutoff date for a job. For example, the way the report currently runs for a job it shows everything to present. I want to be able to run the report, say in the middle of August and be able to have a cutoff date of July 31. Hope that makes sense. Please let me know what you think. Also, I sub
Sent from my Verizon Wireless BlackBerry
Hi Nathan,



That worked beautifully!! Thank you very much. Why wouldn't that method
show up in the trace log? I'm using the tracing log in Vantage/Options.
Is there a better utility to use to find the methods that are being
called?



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bonner.nathan
Sent: Wednesday, September 09, 2009 2:42 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
from Customer





Linda,

The BO.Method you want is under Sales Order and not under Quote.

As before, feel free to call if you are still having trouble,

NB

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Linda Lowney" <llowney@...> wrote:
>
> Hi Nathan,
>
>
>
> Maybe I'm looking in the wrong place, but If I go into Method
> Directives/Method Code search, then pick the Business Object Quote
there
> is no GetNewOrderHed. When I run a trace the only methods that I see
> are:
>
>
>
> DefaultOrderFields
>
> CheckCustomerCreditLimit
>
> CreateOrder
>
> GetById
>
>
>
> None of these methods show the ttOrderHed temporary table in the list
> when I click on the Advanced button.
>
>
>
> I was able to access the ttOrderHed table on the Sales Order side
while
> adding a new order manually and transfer the fields from the customer
to
> the order. It is only in Quote Entry that I'm having a problem. We
> create sales orders both ways.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of bonner.nathan
> Sent: Wednesday, September 09, 2009 11:36 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
>
>
>
>
> Linda,
>
> The first method I described will work for you.
>
> Quote - Create Order (Order Wizard) calls the BO.Method,
> 'SalesOrder.GetNewOrderHed' so put your BPM there.
>
> Script should look something like the following if it is the Customer
> Table you wish to pull from:
>
> For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
where
> ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> ttOrderHed.OrderNum no-lock.
>
> Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
>
> If available QuoteHed then do:
>
> Find First Customer where Customer.Company = QuoteHed.Company and
> Customer.CustNum = QuoteHed.CustNum no-lock.
>
> If available Customer then do:
>
> Assign ttOrderHed.Date01 = Customer.Date01.
>
> End.
>
> If not available Customer then return.
>
> End.
>
> If not available QuoteHed then return.
>
> End.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
> "Linda Lowney" <llowney@> wrote:
> >
> > Hi Nathan,
> >
> >
> >
> > I am pulling the fields from the Customer table to the OrderHed
table,
> > but there is no ttOrderHed temp table when using the Quote -
> CreateOrder
> > method.
> >
> >
> >
> > Regards,
> >
> > Linda
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of bonner.nathan
> > Sent: Wednesday, September 09, 2009 10:35 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> > from Customer
> >
> >
> >
> >
> >
> > Linda,
> >
> > Not sure if you are trying to get fields from OrderHed to QuoteHed,
> from
> > QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it is
> the
> > basic approach will be the same though the BO.Method and Table and
> > Table.Field names will change.
> >
> > BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly
from
> > the quote through the Order Wizard) Other BO.Methods will depend on
> the
> > results of your Trace Logging while executing the business process
you
> > are trying to catch.
> >
> > Conditions: (NONE)
> >
> > Actions: Synchronously execute 4GL
> >
> > Script 1 (assuming you want to update a field on the TempTable):
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Assign ttOrderHed.Date01 = QuoteHed.Date01.
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > Script 2 (assuming you want to update a field on the Database
Table):
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE, 'Date01',
> > ttOrderHed.Date01).
> >
> > /*Target Table Name = QuoteHed Target Field Name = Date01 Source
> > Table.Field = ttOrderHed.Date01. Change to suit needs.*/
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > Email or call if you'd like more help with this:
> >
> > bonner.n@
> > totalplastics.com
> > 616.717.1613
> >
> > Nathan Bonner
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> > "lindalowney" <llowney@> wrote:
> > >
> > > Hi Group,
> > >
> > > I have to pull a couple of user defined date fields into the order
> > header table from the customer table when we create a new order (or
> > change the customer on an order). I managed to do this easily in
Order
> > Entry, but I can't figure out how to do it in Quote Entry when an
> order
> > is created from the quote. There are only a few methods that are
> called
> > and none of them seem to have a ttOrderHed table that I can hook
into.
> > >
> > > Have any of you ever done anything like this and would be willing
to
> > share?
> > >
> > > Regards,
> > > Linda
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
Hi Nathan,



Oops! I spoke too soon. I created a query that looks at the date
fields in the customer and in the order and when I ran it to check if
the BPM worked I was looking at the wrong date columns... having a brain
fart I guess. No date fields were copied from the customer to the
ordered table when I created the order from quote entry.



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Linda Lowney
Sent: Friday, September 11, 2009 9:31 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
from Customer





Hi Nathan,

That worked beautifully!! Thank you very much. Why wouldn't that method
show up in the trace log? I'm using the tracing log in Vantage/Options.
Is there a better utility to use to find the methods that are being
called?

Regards,

Linda

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of bonner.nathan
Sent: Wednesday, September 09, 2009 2:42 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
from Customer

Linda,

The BO.Method you want is under Sales Order and not under Quote.

As before, feel free to call if you are still having trouble,

NB

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
"Linda Lowney" <llowney@...> wrote:
>
> Hi Nathan,
>
>
>
> Maybe I'm looking in the wrong place, but If I go into Method
> Directives/Method Code search, then pick the Business Object Quote
there
> is no GetNewOrderHed. When I run a trace the only methods that I see
> are:
>
>
>
> DefaultOrderFields
>
> CheckCustomerCreditLimit
>
> CreateOrder
>
> GetById
>
>
>
> None of these methods show the ttOrderHed temporary table in the list
> when I click on the Advanced button.
>
>
>
> I was able to access the ttOrderHed table on the Sales Order side
while
> adding a new order manually and transfer the fields from the customer
to
> the order. It is only in Quote Entry that I'm having a problem. We
> create sales orders both ways.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of bonner.nathan
> Sent: Wednesday, September 09, 2009 11:36 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
>
>
>
>
> Linda,
>
> The first method I described will work for you.
>
> Quote - Create Order (Order Wizard) calls the BO.Method,
> 'SalesOrder.GetNewOrderHed' so put your BPM there.
>
> Script should look something like the following if it is the Customer
> Table you wish to pull from:
>
> For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
where
> ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> ttOrderHed.OrderNum no-lock.
>
> Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
>
> If available QuoteHed then do:
>
> Find First Customer where Customer.Company = QuoteHed.Company and
> Customer.CustNum = QuoteHed.CustNum no-lock.
>
> If available Customer then do:
>
> Assign ttOrderHed.Date01 = Customer.Date01.
>
> End.
>
> If not available Customer then return.
>
> End.
>
> If not available QuoteHed then return.
>
> End.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
> "Linda Lowney" <llowney@> wrote:
> >
> > Hi Nathan,
> >
> >
> >
> > I am pulling the fields from the Customer table to the OrderHed
table,
> > but there is no ttOrderHed temp table when using the Quote -
> CreateOrder
> > method.
> >
> >
> >
> > Regards,
> >
> > Linda
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of bonner.nathan
> > Sent: Wednesday, September 09, 2009 10:35 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> > from Customer
> >
> >
> >
> >
> >
> > Linda,
> >
> > Not sure if you are trying to get fields from OrderHed to QuoteHed,
> from
> > QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it is
> the
> > basic approach will be the same though the BO.Method and Table and
> > Table.Field names will change.
> >
> > BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly
from
> > the quote through the Order Wizard) Other BO.Methods will depend on
> the
> > results of your Trace Logging while executing the business process
you
> > are trying to catch.
> >
> > Conditions: (NONE)
> >
> > Actions: Synchronously execute 4GL
> >
> > Script 1 (assuming you want to update a field on the TempTable):
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Assign ttOrderHed.Date01 = QuoteHed.Date01.
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > Script 2 (assuming you want to update a field on the Database
Table):
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE, 'Date01',
> > ttOrderHed.Date01).
> >
> > /*Target Table Name = QuoteHed Target Field Name = Date01 Source
> > Table.Field = ttOrderHed.Date01. Change to suit needs.*/
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > Email or call if you'd like more help with this:
> >
> > bonner.n@
> > totalplastics.com
> > 616.717.1613
> >
> > Nathan Bonner
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> > "lindalowney" <llowney@> wrote:
> > >
> > > Hi Group,
> > >
> > > I have to pull a couple of user defined date fields into the order
> > header table from the customer table when we create a new order (or
> > change the customer on an order). I managed to do this easily in
Order
> > Entry, but I can't figure out how to do it in Quote Entry when an
> order
> > is created from the quote. There are only a few methods that are
> called
> > and none of them seem to have a ttOrderHed table that I can hook
into.
> > >
> > > Have any of you ever done anything like this and would be willing
to
> > share?
> > >
> > > Regards,
> > > Linda
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Linda,

Tracing is the best way to find your method. That said, I just looked at the trace from Order Wizard and the 'SalesOrder.GetNewOrderHed' is not in the results.

I don't know of any other/better tools for finding BO.Methods short of just knowing a little about what processes have to happen to support the results you are getting. e.g. When I run the Order Wizard from a Quote I end up with a Sales Order so at some point 'SalesOrder.GetNewOrderHed' must have been called.

A few of the more advanced BPM users put on a WebEx a few months back and made the WebEx recording available. I have downloaded it but haven't had a chance to listen to it yet. I hear it is excellent and may be something you want to checkout to help take your BPM's to the next level.

NB

--- In vantage@yahoogroups.com, "Linda Lowney" <llowney@...> wrote:
>
> Hi Nathan,
>
>
>
> That worked beautifully!! Thank you very much. Why wouldn't that method
> show up in the trace log? I'm using the tracing log in Vantage/Options.
> Is there a better utility to use to find the methods that are being
> called?
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of bonner.nathan
> Sent: Wednesday, September 09, 2009 2:42 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
>
>
>
>
> Linda,
>
> The BO.Method you want is under Sales Order and not under Quote.
>
> As before, feel free to call if you are still having trouble,
>
> NB
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Linda Lowney" <llowney@> wrote:
> >
> > Hi Nathan,
> >
> >
> >
> > Maybe I'm looking in the wrong place, but If I go into Method
> > Directives/Method Code search, then pick the Business Object Quote
> there
> > is no GetNewOrderHed. When I run a trace the only methods that I see
> > are:
> >
> >
> >
> > DefaultOrderFields
> >
> > CheckCustomerCreditLimit
> >
> > CreateOrder
> >
> > GetById
> >
> >
> >
> > None of these methods show the ttOrderHed temporary table in the list
> > when I click on the Advanced button.
> >
> >
> >
> > I was able to access the ttOrderHed table on the Sales Order side
> while
> > adding a new order manually and transfer the fields from the customer
> to
> > the order. It is only in Quote Entry that I'm having a problem. We
> > create sales orders both ways.
> >
> >
> >
> > Regards,
> >
> > Linda
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of bonner.nathan
> > Sent: Wednesday, September 09, 2009 11:36 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> > from Customer
> >
> >
> >
> >
> >
> > Linda,
> >
> > The first method I described will work for you.
> >
> > Quote - Create Order (Order Wizard) calls the BO.Method,
> > 'SalesOrder.GetNewOrderHed' so put your BPM there.
> >
> > Script should look something like the following if it is the Customer
> > Table you wish to pull from:
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Find First Customer where Customer.Company = QuoteHed.Company and
> > Customer.CustNum = QuoteHed.CustNum no-lock.
> >
> > If available Customer then do:
> >
> > Assign ttOrderHed.Date01 = Customer.Date01.
> >
> > End.
> >
> > If not available Customer then return.
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> > "Linda Lowney" <llowney@> wrote:
> > >
> > > Hi Nathan,
> > >
> > >
> > >
> > > I am pulling the fields from the Customer table to the OrderHed
> table,
> > > but there is no ttOrderHed temp table when using the Quote -
> > CreateOrder
> > > method.
> > >
> > >
> > >
> > > Regards,
> > >
> > > Linda
> > >
> > >
> > >
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > > Of bonner.nathan
> > > Sent: Wednesday, September 09, 2009 10:35 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> > > from Customer
> > >
> > >
> > >
> > >
> > >
> > > Linda,
> > >
> > > Not sure if you are trying to get fields from OrderHed to QuoteHed,
> > from
> > > QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it is
> > the
> > > basic approach will be the same though the BO.Method and Table and
> > > Table.Field names will change.
> > >
> > > BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly
> from
> > > the quote through the Order Wizard) Other BO.Methods will depend on
> > the
> > > results of your Trace Logging while executing the business process
> you
> > > are trying to catch.
> > >
> > > Conditions: (NONE)
> > >
> > > Actions: Synchronously execute 4GL
> > >
> > > Script 1 (assuming you want to update a field on the TempTable):
> > >
> > > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> > where
> > > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > > ttOrderHed.OrderNum no-lock.
> > >
> > > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> > >
> > > If available QuoteHed then do:
> > >
> > > Assign ttOrderHed.Date01 = QuoteHed.Date01.
> > >
> > > End.
> > >
> > > If not available QuoteHed then return.
> > >
> > > End.
> > >
> > > Script 2 (assuming you want to update a field on the Database
> Table):
> > >
> > > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> > where
> > > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > > ttOrderHed.OrderNum no-lock.
> > >
> > > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> > >
> > > If available QuoteHed then do:
> > >
> > > Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE, 'Date01',
> > > ttOrderHed.Date01).
> > >
> > > /*Target Table Name = QuoteHed Target Field Name = Date01 Source
> > > Table.Field = ttOrderHed.Date01. Change to suit needs.*/
> > >
> > > End.
> > >
> > > If not available QuoteHed then return.
> > >
> > > End.
> > >
> > > Email or call if you'd like more help with this:
> > >
> > > bonner.n@
> > > totalplastics.com
> > > 616.717.1613
> > >
> > > Nathan Bonner
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com> ,
> > > "lindalowney" <llowney@> wrote:
> > > >
> > > > Hi Group,
> > > >
> > > > I have to pull a couple of user defined date fields into the order
> > > header table from the customer table when we create a new order (or
> > > change the customer on an order). I managed to do this easily in
> Order
> > > Entry, but I can't figure out how to do it in Quote Entry when an
> > order
> > > is created from the quote. There are only a few methods that are
> > called
> > > and none of them seem to have a ttOrderHed table that I can hook
> into.
> > > >
> > > > Have any of you ever done anything like this and would be willing
> to
> > > share?
> > > >
> > > > Regards,
> > > > Linda
> > > >
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Linda,

Try this on BO.Method Quote.CreateOrder as a Post Process 4GL:

For each ttQuoteHed, each Customer where (Customer.Company = ttQuoteHed.Company and Customer.CustNum = ttQuoteHed.CustNum), each ttQuoteDtl where (ttQuoteDtl.Company = ttQuoteHed.Company and ttQuoteDtl.QuoteNum = ttQuoteHed.QuoteNum), each OrderDtl where (OrderDtl.Company = ttQuoteDtl.Company and OrderDtl.QuoteNum = ttQuoteDtl.QuoteNum and ttQuoteDtl.QuoteLine = OrderDtl.QuoteLine), each OrderHed where (OrderHed.Company = OrderDtl.Company and OrderHed.OrderNum = OrderDtl.OrderNum) no-lock.


Run lib\UpdateTableBuffer.p(input BUFFER OrderHed:HANDLE,'Date01', Customer.Date01).

End.

This is another way of accomplishing the same thing...

NB

--- In vantage@yahoogroups.com, "Linda Lowney" <llowney@...> wrote:
>
> Hi Nathan,
>
>
>
> Oops! I spoke too soon. I created a query that looks at the date
> fields in the customer and in the order and when I ran it to check if
> the BPM worked I was looking at the wrong date columns... having a brain
> fart I guess. No date fields were copied from the customer to the
> ordered table when I created the order from quote entry.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Linda Lowney
> Sent: Friday, September 11, 2009 9:31 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
>
>
>
>
> Hi Nathan,
>
> That worked beautifully!! Thank you very much. Why wouldn't that method
> show up in the trace log? I'm using the tracing log in Vantage/Options.
> Is there a better utility to use to find the methods that are being
> called?
>
> Regards,
>
> Linda
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of bonner.nathan
> Sent: Wednesday, September 09, 2009 2:42 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
> Linda,
>
> The BO.Method you want is under Sales Order and not under Quote.
>
> As before, feel free to call if you are still having trouble,
>
> NB
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> "Linda Lowney" <llowney@> wrote:
> >
> > Hi Nathan,
> >
> >
> >
> > Maybe I'm looking in the wrong place, but If I go into Method
> > Directives/Method Code search, then pick the Business Object Quote
> there
> > is no GetNewOrderHed. When I run a trace the only methods that I see
> > are:
> >
> >
> >
> > DefaultOrderFields
> >
> > CheckCustomerCreditLimit
> >
> > CreateOrder
> >
> > GetById
> >
> >
> >
> > None of these methods show the ttOrderHed temporary table in the list
> > when I click on the Advanced button.
> >
> >
> >
> > I was able to access the ttOrderHed table on the Sales Order side
> while
> > adding a new order manually and transfer the fields from the customer
> to
> > the order. It is only in Quote Entry that I'm having a problem. We
> > create sales orders both ways.
> >
> >
> >
> > Regards,
> >
> > Linda
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of bonner.nathan
> > Sent: Wednesday, September 09, 2009 11:36 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> > from Customer
> >
> >
> >
> >
> >
> > Linda,
> >
> > The first method I described will work for you.
> >
> > Quote - Create Order (Order Wizard) calls the BO.Method,
> > 'SalesOrder.GetNewOrderHed' so put your BPM there.
> >
> > Script should look something like the following if it is the Customer
> > Table you wish to pull from:
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Find First Customer where Customer.Company = QuoteHed.Company and
> > Customer.CustNum = QuoteHed.CustNum no-lock.
> >
> > If available Customer then do:
> >
> > Assign ttOrderHed.Date01 = Customer.Date01.
> >
> > End.
> >
> > If not available Customer then return.
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> > "Linda Lowney" <llowney@> wrote:
> > >
> > > Hi Nathan,
> > >
> > >
> > >
> > > I am pulling the fields from the Customer table to the OrderHed
> table,
> > > but there is no ttOrderHed temp table when using the Quote -
> > CreateOrder
> > > method.
> > >
> > >
> > >
> > > Regards,
> > >
> > > Linda
> > >
> > >
> > >
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > > Of bonner.nathan
> > > Sent: Wednesday, September 09, 2009 10:35 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> > > from Customer
> > >
> > >
> > >
> > >
> > >
> > > Linda,
> > >
> > > Not sure if you are trying to get fields from OrderHed to QuoteHed,
> > from
> > > QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it is
> > the
> > > basic approach will be the same though the BO.Method and Table and
> > > Table.Field names will change.
> > >
> > > BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly
> from
> > > the quote through the Order Wizard) Other BO.Methods will depend on
> > the
> > > results of your Trace Logging while executing the business process
> you
> > > are trying to catch.
> > >
> > > Conditions: (NONE)
> > >
> > > Actions: Synchronously execute 4GL
> > >
> > > Script 1 (assuming you want to update a field on the TempTable):
> > >
> > > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> > where
> > > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > > ttOrderHed.OrderNum no-lock.
> > >
> > > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> > >
> > > If available QuoteHed then do:
> > >
> > > Assign ttOrderHed.Date01 = QuoteHed.Date01.
> > >
> > > End.
> > >
> > > If not available QuoteHed then return.
> > >
> > > End.
> > >
> > > Script 2 (assuming you want to update a field on the Database
> Table):
> > >
> > > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> > where
> > > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > > ttOrderHed.OrderNum no-lock.
> > >
> > > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> > >
> > > If available QuoteHed then do:
> > >
> > > Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE, 'Date01',
> > > ttOrderHed.Date01).
> > >
> > > /*Target Table Name = QuoteHed Target Field Name = Date01 Source
> > > Table.Field = ttOrderHed.Date01. Change to suit needs.*/
> > >
> > > End.
> > >
> > > If not available QuoteHed then return.
> > >
> > > End.
> > >
> > > Email or call if you'd like more help with this:
> > >
> > > bonner.n@
> > > totalplastics.com
> > > 616.717.1613
> > >
> > > Nathan Bonner
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com> ,
> > > "lindalowney" <llowney@> wrote:
> > > >
> > > > Hi Group,
> > > >
> > > > I have to pull a couple of user defined date fields into the order
> > > header table from the customer table when we create a new order (or
> > > change the customer on an order). I managed to do this easily in
> Order
> > > Entry, but I can't figure out how to do it in Quote Entry when an
> > order
> > > is created from the quote. There are only a few methods that are
> > called
> > > and none of them seem to have a ttOrderHed table that I can hook
> into.
> > > >
> > > > Have any of you ever done anything like this and would be willing
> to
> > > share?
> > > >
> > > > Regards,
> > > > Linda
> > > >
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Hi Nathan,



This one worked for me. Thank you. What you were saying about the
'SalesOrder.GetNewOrderHed' makes sense so maybe I did something wrong.
I'll play around with it some more when I'm done with this project.



Thank you very much for all your help.



Regards,

Linda





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bonner.nathan
Sent: Friday, September 11, 2009 10:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
from Customer





Linda,

Try this on BO.Method Quote.CreateOrder as a Post Process 4GL:

For each ttQuoteHed, each Customer where (Customer.Company =
ttQuoteHed.Company and Customer.CustNum = ttQuoteHed.CustNum), each
ttQuoteDtl where (ttQuoteDtl.Company = ttQuoteHed.Company and
ttQuoteDtl.QuoteNum = ttQuoteHed.QuoteNum), each OrderDtl where
(OrderDtl.Company = ttQuoteDtl.Company and OrderDtl.QuoteNum =
ttQuoteDtl.QuoteNum and ttQuoteDtl.QuoteLine = OrderDtl.QuoteLine), each
OrderHed where (OrderHed.Company = OrderDtl.Company and
OrderHed.OrderNum = OrderDtl.OrderNum) no-lock.

Run lib\UpdateTableBuffer.p(input BUFFER OrderHed:HANDLE,'Date01',
Customer.Date01).

End.

This is another way of accomplishing the same thing...

NB

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Linda Lowney" <llowney@...> wrote:
>
> Hi Nathan,
>
>
>
> Oops! I spoke too soon. I created a query that looks at the date
> fields in the customer and in the order and when I ran it to check if
> the BPM worked I was looking at the wrong date columns... having a
brain
> fart I guess. No date fields were copied from the customer to the
> ordered table when I created the order from quote entry.
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Linda Lowney
> Sent: Friday, September 11, 2009 9:31 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Re: BPM - Add Date03 and Date04 field to
OrderHed
> from Customer
>
>
>
>
>
> Hi Nathan,
>
> That worked beautifully!! Thank you very much. Why wouldn't that
method
> show up in the trace log? I'm using the tracing log in
Vantage/Options.
> Is there a better utility to use to find the methods that are being
> called?
>
> Regards,
>
> Linda
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of bonner.nathan
> Sent: Wednesday, September 09, 2009 2:42 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> from Customer
>
> Linda,
>
> The BO.Method you want is under Sales Order and not under Quote.
>
> As before, feel free to call if you are still having trouble,
>
> NB
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> "Linda Lowney" <llowney@> wrote:
> >
> > Hi Nathan,
> >
> >
> >
> > Maybe I'm looking in the wrong place, but If I go into Method
> > Directives/Method Code search, then pick the Business Object Quote
> there
> > is no GetNewOrderHed. When I run a trace the only methods that I see
> > are:
> >
> >
> >
> > DefaultOrderFields
> >
> > CheckCustomerCreditLimit
> >
> > CreateOrder
> >
> > GetById
> >
> >
> >
> > None of these methods show the ttOrderHed temporary table in the
list
> > when I click on the Advanced button.
> >
> >
> >
> > I was able to access the ttOrderHed table on the Sales Order side
> while
> > adding a new order manually and transfer the fields from the
customer
> to
> > the order. It is only in Quote Entry that I'm having a problem. We
> > create sales orders both ways.
> >
> >
> >
> > Regards,
> >
> > Linda
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of bonner.nathan
> > Sent: Wednesday, September 09, 2009 11:36 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to OrderHed
> > from Customer
> >
> >
> >
> >
> >
> > Linda,
> >
> > The first method I described will work for you.
> >
> > Quote - Create Order (Order Wizard) calls the BO.Method,
> > 'SalesOrder.GetNewOrderHed' so put your BPM there.
> >
> > Script should look something like the following if it is the
Customer
> > Table you wish to pull from:
> >
> > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> where
> > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > ttOrderHed.OrderNum no-lock.
> >
> > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company and
> > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> >
> > If available QuoteHed then do:
> >
> > Find First Customer where Customer.Company = QuoteHed.Company and
> > Customer.CustNum = QuoteHed.CustNum no-lock.
> >
> > If available Customer then do:
> >
> > Assign ttOrderHed.Date01 = Customer.Date01.
> >
> > End.
> >
> > If not available Customer then return.
> >
> > End.
> >
> > If not available QuoteHed then return.
> >
> > End.
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> > "Linda Lowney" <llowney@> wrote:
> > >
> > > Hi Nathan,
> > >
> > >
> > >
> > > I am pulling the fields from the Customer table to the OrderHed
> table,
> > > but there is no ttOrderHed temp table when using the Quote -
> > CreateOrder
> > > method.
> > >
> > >
> > >
> > > Regards,
> > >
> > > Linda
> > >
> > >
> > >
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > > Of bonner.nathan
> > > Sent: Wednesday, September 09, 2009 10:35 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > > Subject: [Vantage] Re: BPM - Add Date03 and Date04 field to
OrderHed
> > > from Customer
> > >
> > >
> > >
> > >
> > >
> > > Linda,
> > >
> > > Not sure if you are trying to get fields from OrderHed to
QuoteHed,
> > from
> > > QuoteHed to OrderHed or from Customer to QuoteHed. Which ever it
is
> > the
> > > basic approach will be the same though the BO.Method and Table and
> > > Table.Field names will change.
> > >
> > > BO.Methods: SalesOrder.GetNewOrderHed (for SO's created directly
> from
> > > the quote through the Order Wizard) Other BO.Methods will depend
on
> > the
> > > results of your Trace Logging while executing the business process
> you
> > > are trying to catch.
> > >
> > > Conditions: (NONE)
> > >
> > > Actions: Synchronously execute 4GL
> > >
> > > Script 1 (assuming you want to update a field on the TempTable):
> > >
> > > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> > where
> > > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > > ttOrderHed.OrderNum no-lock.
> > >
> > > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company
and
> > > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> > >
> > > If available QuoteHed then do:
> > >
> > > Assign ttOrderHed.Date01 = QuoteHed.Date01.
> > >
> > > End.
> > >
> > > If not available QuoteHed then return.
> > >
> > > End.
> > >
> > > Script 2 (assuming you want to update a field on the Database
> Table):
> > >
> > > For each ttOrderHed where ttOrderHed.RowMod = 'A', each ttOrderDtl
> > where
> > > ttOrderDtl.Company = ttOrderHed.Company and ttOrderDtl.OrderNum =
> > > ttOrderHed.OrderNum no-lock.
> > >
> > > Find First QuoteHed where QuoteHed.Company = ttOrderDtl.Company
and
> > > QuoteHed.QuoteNum = ttOrderDtl.QuoteNum no-lock.
> > >
> > > If available QuoteHed then do:
> > >
> > > Run lib\UpdateTableBuffer.p(input BUFFER QuoteHed:HANDLE,
'Date01',
> > > ttOrderHed.Date01).
> > >
> > > /*Target Table Name = QuoteHed Target Field Name = Date01 Source
> > > Table.Field = ttOrderHed.Date01. Change to suit needs.*/
> > >
> > > End.
> > >
> > > If not available QuoteHed then return.
> > >
> > > End.
> > >
> > > Email or call if you'd like more help with this:
> > >
> > > bonner.n@
> > > totalplastics.com
> > > 616.717.1613
> > >
> > > Nathan Bonner
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com> ,
> > > "lindalowney" <llowney@> wrote:
> > > >
> > > > Hi Group,
> > > >
> > > > I have to pull a couple of user defined date fields into the
order
> > > header table from the customer table when we create a new order
(or
> > > change the customer on an order). I managed to do this easily in
> Order
> > > Entry, but I can't figure out how to do it in Quote Entry when an
> > order
> > > is created from the quote. There are only a few methods that are
> > called
> > > and none of them seem to have a ttOrderHed table that I can hook
> into.
> > > >
> > > > Have any of you ever done anything like this and would be
willing
> to
> > > share?
> > > >
> > > > Regards,
> > > > Linda
> > > >
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]