BPM on Quote Closing

Yahoo Archive
1
Melissa,



I have a BPM making a field mandatory on the quote head that has been working well for over a year now. If you like I can send it to you offline. Let me know.



Rob Bucek

Manufacturing Engineer

PH: (715) 284-5376 ext 3111

FAX: (715)284-4084

<http://www.dsmfg.com/>

(Click the logo to view our site) <http://www.dsmfg.com/>





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of melissa hietala
Sent: Tuesday, November 17, 2009 1:03 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] BPM on Quote Closing





Brian,

Good thinking but this doesn't seem to be working in this case. Any other thoughts?

Thanks,

Dustin Biniek

________________________________
From: Brian W. Spolarich <bspolarich@... <mailto:bspolarich%40advancedphotonix.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tue, November 17, 2009 12:49:38 PM
Subject: RE: [Vantage] BPM on Quote Closing


Generally you should be able to just create a pre-processing BPM on QuoteHed.Update where the conditions are 1) QuoteHed.Character0 1 = "" and 2) QuoteHed.QuoteClose d = True (in the updated rows), and then you can raise an error.

Sometimes those event-oriented methods are useful, sometimes not, but often just capturing the Update() is good enough in more straightforward cases.

-bws



Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
bspolarich@advanced photonix. com ~ 734-864-5618 ~ www.advancedphotoni x.com

-----Original Message-----
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of melissa hietala
Sent: Tuesday, November 17, 2009 1:39 PM
To: vantage@yahoogroups .com
Subject: [Vantage] BPM on Quote Closing

Hello All,

I need to create a BPM to prevent a user from manually closing a quote if the contents of the "QuoteHed. Character01" field is blank. Has anyone done something like this or have any thoughts on how or what I need to do to accomplish this? It appears to me that the methods I will need to utilize are either the "Quote.PreOpenClose Quote" method or the "Quote.OpenCloseQuo te" method. Any thoughts or advice would be greatly appeciated.

Thank you,
Dustin Biniek
UMC, Inc.

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

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[Non-text portions of this message have been removed]
2
Hello All,

I need to create a BPM to prevent a user from manually closing a quote if the contents of the "QuoteHed.Character01" field is blank. Has anyone done something like this or have any thoughts on how or what I need to do to accomplish this?  It appears to me that the methods I will need to utilize are either the "Quote.PreOpenCloseQuote" method or the "Quote.OpenCloseQuote" method. Any thoughts or advice would be greatly appeciated.

Thank you,
 Dustin Biniek
UMC, Inc.





[Non-text portions of this message have been removed]
3
Generally you should be able to just create a pre-processing BPM on QuoteHed.Update where the conditions are 1) QuoteHed.Character01 = "" and 2) QuoteHed.QuoteClosed = True (in the updated rows), and then you can raise an error.

Sometimes those event-oriented methods are useful, sometimes not, but often just capturing the Update() is good enough in more straightforward cases.

-bws

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of melissa hietala
Sent: Tuesday, November 17, 2009 1:39 PM
To: vantage@yahoogroups.com
Subject: [Vantage] BPM on Quote Closing

Hello All,

I need to create a BPM to prevent a user from manually closing a quote if the contents of the "QuoteHed.Character01" field is blank. Has anyone done something like this or have any thoughts on how or what I need to do to accomplish this?  It appears to me that the methods I will need to utilize are either the "Quote.PreOpenCloseQuote" method or the "Quote.OpenCloseQuote" method. Any thoughts or advice would be greatly appeciated.

Thank you,
 Dustin Biniek
UMC, Inc.





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



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
4
Brian,

Good thinking but this doesn't seem to be working in this case.  Any other thoughts?
Â
Thanks,

Dustin Biniek




________________________________
From: Brian W. Spolarich <bspolarich@...>
To: vantage@yahoogroups.com
Sent: Tue, November 17, 2009 12:49:38 PM
Subject: RE: [Vantage] BPM on Quote Closing

Â
Generally you should be able to just create a pre-processing BPM on QuoteHed.Update where the conditions are 1) QuoteHed.Character0 1 = "" and 2) QuoteHed.QuoteClose d = True (in the updated rows), and then you can raise an error.

Sometimes those event-oriented methods are useful, sometimes not, but often just capturing the Update() is good enough in more straightforward cases.

-bws

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@advanced photonix. com ~ 734-864-5618 ~ www.advancedphotoni x.com

-----Original Message-----
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of melissa hietala
Sent: Tuesday, November 17, 2009 1:39 PM
To: vantage@yahoogroups .com
Subject: [Vantage] BPM on Quote Closing

Hello All,

I need to create a BPM to prevent a user from manually closing a quote if the contents of the "QuoteHed. Character01" field is blank. Has anyone done something like this or have any thoughts on how or what I need to do to accomplish this?  It appears to me that the methods I will need to utilize are either the "Quote.PreOpenClose Quote" method or the "Quote.OpenCloseQuo te" method. Any thoughts or advice would be greatly appeciated.

Thank you,
 Dustin Biniek
UMC, Inc.

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

------------ --------- --------- ------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups. yahoo.com/ group/vantage/ files/.
(2) To search through old msg's goto: http://groups. yahoo.com/ group/vantage/ messages
(3) To view links to Vendors that provide Vantage services goto: http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links







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