BPM or BAM for quoted box - Email found in subject - Email found

Yahoo Archive
1
That worked! Thank you so much Ken for your help. Now I just need to figure out how to make it uncheck the quoted box. But I really appreciate your continued help.

Emily

--- In vantage@yahoogroups.com, Ken Williams <kwilliams@...> wrote:
>
> Here's exact code taken from job entry where we verify the part number exists:
>
> for each ttJobMtl where (ttJobMtl.RowMod = 'A') no-lock , each Part where (Part.PartNum = ttJobMtl.PartNum and Part.PartNum <> '') no-lock
>
> Based on that maybe try:
>
> for each ttQuoteHed where (ttQuoteHed.RowMod = 'U') no-lock , each QuoteCnt where (QuoteCnt.QuoteNum = ttQuoteHed.QuoteNum and QuoteCnt.ConNum <> '') no-lock
>
> It seems that last part (<> '') is redundant...but I'm using the first code above and it works to verify a valid part #. Seems you should be able to do the same to verify a valid Quote contact.
>
> Good luck,
> Ken
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Emily
> Sent: Sunday, August 22, 2010 12:49 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: BPM or BAM for quoted box - Email found in subject - Email found in subject
>
>
>
> I finally got a chance to try this fix and I received the following message.
>
> ttQuoteHed QuoteNum must be a quoted constant or an unabbreviated, unambiguous buffer/field reference for buffers known to query . (7328)
>
> Ideas?
>
> --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Ken Williams <kwilliams@> wrote:
> >
> > You're going to want to use a trigger based on a "query". We have one that runs only when results are found where the condition is "number of rows in the 'xxxxxx' query is not less than 1. You could flip this to get what you're looking for below. Our query for this particular trigger is:
> >
> > for each ttJobMtl where (ttJobMtl.RowMod = 'A') no-lock
> >
> > You'd want something similar, using the QuoteCnt table. Shooting blind, but something like
> >
> > for each ttQuoteCnt where (ttQuoteCnt.QuoteNum = ttQuoteHed.QuoteNum)
> >
> > The idea being if it finds any results, your query will be > 0 and should not trigger the BPM. However, if it finds no results, the query will return 0 and triggers the BPM to stop the saving of the quote.
> >
> > Good luck,
> > Ken
> >
> >
> > From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Emily
> > Sent: Wednesday, August 11, 2010 11:27 AM
> > To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: BPM or BAM for quoted box - Email found in subject
> >
> >
> >
> > I've worked on this BPM some more and it still isn't work. I've confirmed my other BPMs for Quote-> Update are working. I think the issue is that since a quote can be created without a customer contact if there isn't one created then there isn't an added or updated row to check. I've written it to check the QuoteCnt.PrimeContact, QuoteCnt.Name, QuoteCnt.ConNum with various options of equal to False, " ", null, etc.
> >
> > I'm all ears for some ideas. Thank you in advance.
> >
> > --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>, "Emily" <emverbeke@> wrote:
> > >
> > > Does anyone have a BPM or a BAM to make the quoted check box unavailable until a specific field is filled in or complted? We want our sales people to have to have to fill in a contact before they can make the quote as quoted.
> > >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
> [Non-text portions of this message have been removed]
>
2
Does anyone have a BPM or a BAM to make the quoted check box unavailable until a specific field is filled in or complted? We want our sales people to have to have to fill in a contact before they can make the quote as quoted.
3
We have many of these in place, here's one example where we want to ensure a confidence % has been entered:

Quote.Update

Condition:
the ttQuoteHed.Quoted field has been changed from False to True
and the QuoteHed.ConfidencePct field of the changed row is equal to the 0 value

Action:
raise exception based on the Confidence template

Raise exception stops the save from happening. The "Confidence" template just instructs them to enter a confidence % before trying to check quoted.

Ken


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Emily
Sent: Friday, July 30, 2010 12:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] BPM or BAM four quoted box - Bayesian Filter detected spam



Does anyone have a BPM or a BAM to make the quoted check box unavailable until a specific field is filled in or complted? We want our sales people to have to have to fill in a contact before they can make the quote as quoted.



[Non-text portions of this message have been removed]
4
Why not use a customization? a BPM won't block a field from being checked it
will just prevent you form saving, updating.

Do a Customization, set the field disabled
Using the on AfterFieldChange event to re-enable the checkbox.

Sincerely
Jose C Gomez

http://www.josecgomez.com


On Fri, Jul 30, 2010 at 2:10 PM, Emily <emverbeke@...> wrote:

>
>
> Does anyone have a BPM or a BAM to make the quoted check box unavailable
> until a specific field is filled in or complted? We want our sales people to
> have to have to fill in a contact before they can make the quote as quoted.
>
>
>


[Non-text portions of this message have been removed]
5
Jose. Thank you for the customization idea. I know it should work and I started to write it but I'm not good with writing the code for the checkbox to be re-enabled.

Ken. I wrote the BPM but it isn't working. I was curious if yours are a pre or post processing and does it matter? I think I'm having trouble with QuoteContact conditions but I'll keep working at it.

Thanks for the help.

Emily


--- In vantage@yahoogroups.com, "Emily" <emverbeke@...> wrote:
>
> Does anyone have a BPM or a BAM to make the quoted check box unavailable until a specific field is filled in or complted? We want our sales people to have to have to fill in a contact before they can make the quote as quoted.
>
6
I've worked on this BPM some more and it still isn't work. I've confirmed my other BPMs for Quote-> Update are working. I think the issue is that since a quote can be created without a customer contact if there isn't one created then there isn't an added or updated row to check. I've written it to check the QuoteCnt.PrimeContact, QuoteCnt.Name, QuoteCnt.ConNum with various options of equal to False, " ", null, etc.

I'm all ears for some ideas. Thank you in advance.

--- In vantage@yahoogroups.com, "Emily" <emverbeke@...> wrote:
>
> Does anyone have a BPM or a BAM to make the quoted check box unavailable until a specific field is filled in or complted? We want our sales people to have to have to fill in a contact before they can make the quote as quoted.
>
7
You're going to want to use a trigger based on a "query". We have one that runs only when results are found where the condition is "number of rows in the 'xxxxxx' query is not less than 1. You could flip this to get what you're looking for below. Our query for this particular trigger is:

for each ttJobMtl where (ttJobMtl.RowMod = 'A') no-lock

You'd want something similar, using the QuoteCnt table. Shooting blind, but something like

for each ttQuoteCnt where (ttQuoteCnt.QuoteNum = ttQuoteHed.QuoteNum)

The idea being if it finds any results, your query will be > 0 and should not trigger the BPM. However, if it finds no results, the query will return 0 and triggers the BPM to stop the saving of the quote.

Good luck,
Ken


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Emily
Sent: Wednesday, August 11, 2010 11:27 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BPM or BAM for quoted box - Email found in subject



I've worked on this BPM some more and it still isn't work. I've confirmed my other BPMs for Quote-> Update are working. I think the issue is that since a quote can be created without a customer contact if there isn't one created then there isn't an added or updated row to check. I've written it to check the QuoteCnt.PrimeContact, QuoteCnt.Name, QuoteCnt.ConNum with various options of equal to False, " ", null, etc.

I'm all ears for some ideas. Thank you in advance.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Emily" <emverbeke@...> wrote:
>
> Does anyone have a BPM or a BAM to make the quoted check box unavailable until a specific field is filled in or complted? We want our sales people to have to have to fill in a contact before they can make the quote as quoted.
>



[Non-text portions of this message have been removed]
8
I finally got a chance to try this fix and I received the following message.

ttQuoteHed QuoteNum must be a quoted constant or an unabbreviated, unambiguous buffer/field reference for buffers known to query . (7328)

Ideas?

--- In vantage@yahoogroups.com, Ken Williams <kwilliams@...> wrote:
>
> You're going to want to use a trigger based on a "query". We have one that runs only when results are found where the condition is "number of rows in the 'xxxxxx' query is not less than 1. You could flip this to get what you're looking for below. Our query for this particular trigger is:
>
> for each ttJobMtl where (ttJobMtl.RowMod = 'A') no-lock
>
> You'd want something similar, using the QuoteCnt table. Shooting blind, but something like
>
> for each ttQuoteCnt where (ttQuoteCnt.QuoteNum = ttQuoteHed.QuoteNum)
>
> The idea being if it finds any results, your query will be > 0 and should not trigger the BPM. However, if it finds no results, the query will return 0 and triggers the BPM to stop the saving of the quote.
>
> Good luck,
> Ken
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Emily
> Sent: Wednesday, August 11, 2010 11:27 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: BPM or BAM for quoted box - Email found in subject
>
>
>
> I've worked on this BPM some more and it still isn't work. I've confirmed my other BPMs for Quote-> Update are working. I think the issue is that since a quote can be created without a customer contact if there isn't one created then there isn't an added or updated row to check. I've written it to check the QuoteCnt.PrimeContact, QuoteCnt.Name, QuoteCnt.ConNum with various options of equal to False, " ", null, etc.
>
> I'm all ears for some ideas. Thank you in advance.
>
> --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Emily" <emverbeke@> wrote:
> >
> > Does anyone have a BPM or a BAM to make the quoted check box unavailable until a specific field is filled in or complted? We want our sales people to have to have to fill in a contact before they can make the quote as quoted.
> >
>
>
>
> [Non-text portions of this message have been removed]
>
9
Here's exact code taken from job entry where we verify the part number exists:

for each ttJobMtl where (ttJobMtl.RowMod = 'A') no-lock , each Part where (Part.PartNum = ttJobMtl.PartNum and Part.PartNum <> '') no-lock

Based on that maybe try:

for each ttQuoteHed where (ttQuoteHed.RowMod = 'U') no-lock , each QuoteCnt where (QuoteCnt.QuoteNum = ttQuoteHed.QuoteNum and QuoteCnt.ConNum <> '') no-lock

It seems that last part (<> '') is redundant...but I'm using the first code above and it works to verify a valid part #. Seems you should be able to do the same to verify a valid Quote contact.

Good luck,
Ken

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Emily
Sent: Sunday, August 22, 2010 12:49 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BPM or BAM for quoted box - Email found in subject - Email found in subject



I finally got a chance to try this fix and I received the following message.

ttQuoteHed QuoteNum must be a quoted constant or an unabbreviated, unambiguous buffer/field reference for buffers known to query . (7328)

Ideas?

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Ken Williams <kwilliams@...> wrote:
>
> You're going to want to use a trigger based on a "query". We have one that runs only when results are found where the condition is "number of rows in the 'xxxxxx' query is not less than 1. You could flip this to get what you're looking for below. Our query for this particular trigger is:
>
> for each ttJobMtl where (ttJobMtl.RowMod = 'A') no-lock
>
> You'd want something similar, using the QuoteCnt table. Shooting blind, but something like
>
> for each ttQuoteCnt where (ttQuoteCnt.QuoteNum = ttQuoteHed.QuoteNum)
>
> The idea being if it finds any results, your query will be > 0 and should not trigger the BPM. However, if it finds no results, the query will return 0 and triggers the BPM to stop the saving of the quote.
>
> Good luck,
> Ken
>
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Emily
> Sent: Wednesday, August 11, 2010 11:27 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: BPM or BAM for quoted box - Email found in subject
>
>
>
> I've worked on this BPM some more and it still isn't work. I've confirmed my other BPMs for Quote-> Update are working. I think the issue is that since a quote can be created without a customer contact if there isn't one created then there isn't an added or updated row to check. I've written it to check the QuoteCnt.PrimeContact, QuoteCnt.Name, QuoteCnt.ConNum with various options of equal to False, " ", null, etc.
>
> I'm all ears for some ideas. Thank you in advance.
>
> --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>, "Emily" <emverbeke@> wrote:
> >
> > Does anyone have a BPM or a BAM to make the quoted check box unavailable until a specific field is filled in or complted? We want our sales people to have to have to fill in a contact before they can make the quote as quoted.
> >
>
>
>
> [Non-text portions of this message have been removed]
>



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