Check box defaults

system · February 27, 2012, 4:19pm

Stan, since you're on 9.05 and new to BPMs: This could have been
accomplished without knowing (or cutting & pasting) any ABL code. For
action, choose "set the specified field of the changed row to the
specific expression", then click on the 3 blue items to fill in the
details. Does the same stuff as Jose's ABL code below, but easier to
get started with.

Brian.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Monday, February 27, 2012 2:58 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Check box defaults

YEs that is the correct area,

There you need to add what is called a new Post Processing directive,
then
under the Actions you will select Run ABL Code and you type that code in
there.

Hope that helps.

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez>
<http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez>
<http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*

On Mon, Feb 27, 2012 at 1:45 PM, Stan Chmura <schmura@...>
wrote:

> **
>
>
> Jose, perhaps you can provide me a little more info. I am not yet

familiar

> with BPM, I am I a longtime user of Vantage 6.1 and only now in the

process

> of loading master files in Epicor 9.05. I am working only on a test

9.05 db

> at this point. I've looked around a bit on the BPM set up but need a

little

> more to get started. I was in the area called Method Directives where

I

> found the GetNewCustomer you mention. But from there I lost it. Am I

in

> the right place to create a BPM like you suggest and if so where does

the

> syntax you provided go?
>
> Thanks in advance for your interest and assistance!
>
> Stan
>
> This communication is intended only for use by the addressee(s) named
> herein
> and may contain technical data as defined in the International Traffic

In

> Arms Regulations (ITAR) 22 CFR 120.10. or the Export Administration
> Regulations. Export of this material is restricted cannot be exported

to

> foreign persons or foreign destination without prior written approval

from

> the U. S. Department of State or the US Department of Commerce.
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On

Behalf

> Of
> Jose Gomez
> Sent: Monday, February 27, 2012 10:46 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Check box defaults
>
> BPM my friend, post processing on GetNewCustOmer.
>
> FOR EACH ttCustomer WHERE ttCustomer.RowMod='U' OR

ttCustomer.RowMOd='A':

> Assign ttCustomer.yourCheckBox=true
> ttCustomer.otherChekBox=false.
> END.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *
> *checkout my new blog <http://www.usdoingstuff.com> *
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
>
> <http://www.linkedin.com/in/josecgomez>

<http://www.facebook.com/josegomez

> >
> <http://www.google.com/profiles/jose.gomez>

<http://www.twitter.com/joc85>

> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
> <http://www.usdoingstuff.com>
>
> *Quis custodiet ipsos custodes?*
>
> On Mon, Feb 27, 2012 at 10:34 AM, stanchmura <schmura@...>
> wrote:
>
> > **
>
> >
> >
> > Is there a way in epicor 9.05 to change check box defaults? e.g. Two
> > defaults in the customer master file are "True or checked" for
> > "Labels" and "Acknowledgements". Next to those is "Statements". It's
> > default is "false or unchecked".
> >
> > Not all my customers require labels, but all require

"Acknowledgements"

> > and Statements". So I would like to change the defaults for

Statements

> > from False to True; and for labels from True to False. (I don't see
> > these options anywhere in the company Sales module config.) Any one
> > know if or how that can be done?
> >
> >
> >
>
> [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]

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

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

system · February 27, 2012, 10:34am

Is there a way in epicor 9.05 to change check box defaults? e.g. Two defaults in the customer master file are "True or checked" for "Labels" and "Acknowledgements". Next to those is "Statements". It's default is "false or unchecked".

Not all my customers require labels, but all require "Acknowledgements" and Statements". So I would like to change the defaults for Statements from False to True; and for labels from True to False. (I don't see these options anywhere in the company Sales module config.) Any one know if or how that can be done?

system · February 27, 2012, 10:46am

BPM my friend, post processing on GetNewCustOmer.

FOR EACH ttCustomer WHERE ttCustomer.RowMod='U' OR ttCustomer.RowMOd='A':
Assign ttCustomer.yourCheckBox=true
ttCustomer.otherChekBox=false.
END.

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*

On Mon, Feb 27, 2012 at 10:34 AM, stanchmura <schmura@...> wrote:

> **
>
>
> Is there a way in epicor 9.05 to change check box defaults? e.g. Two
> defaults in the customer master file are "True or checked" for "Labels" and
> "Acknowledgements". Next to those is "Statements". It's default is "false
> or unchecked".
>
> Not all my customers require labels, but all require "Acknowledgements"
> and Statements". So I would like to change the defaults for Statements from
> False to True; and for labels from True to False. (I don't see these
> options anywhere in the company Sales module config.) Any one know if or
> how that can be done?
>
>
>

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

system · February 27, 2012, 10:52am

Thanks I'll give it a try!

Stan

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Jose Gomez
Sent: Monday, February 27, 2012 10:46 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Check box defaults

BPM my friend, post processing on GetNewCustOmer.

FOR EACH ttCustomer WHERE ttCustomer.RowMod='U' OR ttCustomer.RowMOd='A':
Assign ttCustomer.yourCheckBox=true
ttCustomer.otherChekBox=false.
END.

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*

On Mon, Feb 27, 2012 at 10:34 AM, stanchmura <schmura@...> wrote:

> **
>
>
> Is there a way in epicor 9.05 to change check box defaults? e.g. Two
> defaults in the customer master file are "True or checked" for
> "Labels" and "Acknowledgements". Next to those is "Statements". It's
> default is "false or unchecked".
>
> Not all my customers require labels, but all require "Acknowledgements"
> and Statements". So I would like to change the defaults for Statements
> from False to True; and for labels from True to False. (I don't see
> these options anywhere in the company Sales module config.) Any one
> know if or how that can be done?
>
>
>

[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

system · February 27, 2012, 1:44pm

Jose, perhaps you can provide me a little more info. I am not yet familiar
with BPM, I am I a longtime user of Vantage 6.1 and only now in the process
of loading master files in Epicor 9.05. I am working only on a test 9.05 db
at this point. I've looked around a bit on the BPM set up but need a little
more to get started. I was in the area called Method Directives where I
found the GetNewCustomer you mention. But from there I lost it. Am I in
the right place to create a BPM like you suggest and if so where does the
syntax you provided go?

Thanks in advance for your interest and assistance!

Stan

This communication is intended only for use by the addressee(s) named herein
and may contain technical data as defined in the International Traffic In
Arms Regulations (ITAR) 22 CFR 120.10. or the Export Administration
Regulations. Export of this material is restricted cannot be exported to
foreign persons or foreign destination without prior written approval from
the U. S. Department of State or the US Department of Commerce.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Jose Gomez
Sent: Monday, February 27, 2012 10:46 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Check box defaults

BPM my friend, post processing on GetNewCustOmer.

FOR EACH ttCustomer WHERE ttCustomer.RowMod='U' OR ttCustomer.RowMOd='A':
Assign ttCustomer.yourCheckBox=true
ttCustomer.otherChekBox=false.
END.

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*

On Mon, Feb 27, 2012 at 10:34 AM, stanchmura <schmura@...> wrote:

> **
>
>
> Is there a way in epicor 9.05 to change check box defaults? e.g. Two
> defaults in the customer master file are "True or checked" for
> "Labels" and "Acknowledgements". Next to those is "Statements". It's
> default is "false or unchecked".
>
> Not all my customers require labels, but all require "Acknowledgements"
> and Statements". So I would like to change the defaults for Statements
> from False to True; and for labels from True to False. (I don't see
> these options anywhere in the company Sales module config.) Any one
> know if or how that can be done?
>
>
>

[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

system · February 27, 2012, 2:58pm

YEs that is the correct area,

There you need to add what is called a new Post Processing directive, then
under the Actions you will select Run ABL Code and you type that code in
there.

Hope that helps.

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*

On Mon, Feb 27, 2012 at 1:45 PM, Stan Chmura <schmura@...> wrote:

> **
>
>
> Jose, perhaps you can provide me a little more info. I am not yet familiar
> with BPM, I am I a longtime user of Vantage 6.1 and only now in the process
> of loading master files in Epicor 9.05. I am working only on a test 9.05 db
> at this point. I've looked around a bit on the BPM set up but need a little
> more to get started. I was in the area called Method Directives where I
> found the GetNewCustomer you mention. But from there I lost it. Am I in
> the right place to create a BPM like you suggest and if so where does the
> syntax you provided go?
>
> Thanks in advance for your interest and assistance!
>
> Stan
>
> This communication is intended only for use by the addressee(s) named
> herein
> and may contain technical data as defined in the International Traffic In
> Arms Regulations (ITAR) 22 CFR 120.10. or the Export Administration
> Regulations. Export of this material is restricted cannot be exported to
> foreign persons or foreign destination without prior written approval from
> the U. S. Department of State or the US Department of Commerce.
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of
> Jose Gomez
> Sent: Monday, February 27, 2012 10:46 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Check box defaults
>
> BPM my friend, post processing on GetNewCustOmer.
>
> FOR EACH ttCustomer WHERE ttCustomer.RowMod='U' OR ttCustomer.RowMOd='A':
> Assign ttCustomer.yourCheckBox=true
> ttCustomer.otherChekBox=false.
> END.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *
> *checkout my new blog <http://www.usdoingstuff.com> *
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
>
> <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez
> >
> <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
> <http://www.usdoingstuff.com>
>
> *Quis custodiet ipsos custodes?*
>
> On Mon, Feb 27, 2012 at 10:34 AM, stanchmura <schmura@...>
> wrote:
>
> > **
>
> >
> >
> > Is there a way in epicor 9.05 to change check box defaults? e.g. Two
> > defaults in the customer master file are "True or checked" for
> > "Labels" and "Acknowledgements". Next to those is "Statements". It's
> > default is "false or unchecked".
> >
> > Not all my customers require labels, but all require "Acknowledgements"
> > and Statements". So I would like to change the defaults for Statements
> > from False to True; and for labels from True to False. (I don't see
> > these options anywhere in the company Sales module config.) Any one
> > know if or how that can be done?
> >
> >
> >
>
> [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]

system · February 27, 2012, 4:17pm

Hmmm, under Actions, I only see "Advanced" and "Validate Method". Advanced
only shows "Method Arguments" I could not find anything like Run ABL code
from either choice under Actions.

Thanks again!

Stan

This communication is intended only for use by the addressee(s) named herein
and may contain technical data as defined in the International Traffic In
Arms Regulations (ITAR) 22 CFR 120.10. or the Export Administration
Regulations. Export of this material is restricted cannot be exported to
foreign persons or foreign destination without prior written approval from
the U. S. Department of State or the US Department of Commerce.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Jose Gomez
Sent: Monday, February 27, 2012 2:58 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Check box defaults

YEs that is the correct area,

There you need to add what is called a new Post Processing directive, then
under the Actions you will select Run ABL Code and you type that code in
there.

Hope that helps.

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*

On Mon, Feb 27, 2012 at 1:45 PM, Stan Chmura <schmura@...> wrote:

> **
>
>
> Jose, perhaps you can provide me a little more info. I am not yet
> familiar with BPM, I am I a longtime user of Vantage 6.1 and only now
> in the process of loading master files in Epicor 9.05. I am working
> only on a test 9.05 db at this point. I've looked around a bit on the
> BPM set up but need a little more to get started. I was in the area
> called Method Directives where I found the GetNewCustomer you mention.
> But from there I lost it. Am I in the right place to create a BPM like
> you suggest and if so where does the syntax you provided go?
>
> Thanks in advance for your interest and assistance!
>
> Stan
>
> This communication is intended only for use by the addressee(s) named
> herein and may contain technical data as defined in the International
> Traffic In Arms Regulations (ITAR) 22 CFR 120.10. or the Export
> Administration Regulations. Export of this material is restricted
> cannot be exported to foreign persons or foreign destination without
> prior written approval from the U. S. Department of State or the US
> Department of Commerce.
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> Behalf Of Jose Gomez
> Sent: Monday, February 27, 2012 10:46 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Check box defaults
>
> BPM my friend, post processing on GetNewCustOmer.
>
> FOR EACH ttCustomer WHERE ttCustomer.RowMod='U' OR ttCustomer.RowMOd='A':
> Assign ttCustomer.yourCheckBox=true
> ttCustomer.otherChekBox=false.
> END.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *
> *checkout my new blog <http://www.usdoingstuff.com> *
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
>
> <http://www.linkedin.com/in/josecgomez>
> <http://www.facebook.com/josegomez
> >
> <http://www.google.com/profiles/jose.gomez>
> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
> <http://www.usdoingstuff.com>
>
> *Quis custodiet ipsos custodes?*
>
> On Mon, Feb 27, 2012 at 10:34 AM, stanchmura <schmura@...>
> wrote:
>
> > **
>
> >
> >
> > Is there a way in epicor 9.05 to change check box defaults? e.g. Two
> > defaults in the customer master file are "True or checked" for
> > "Labels" and "Acknowledgements". Next to those is "Statements". It's
> > default is "false or unchecked".
> >
> > Not all my customers require labels, but all require "Acknowledgements"
> > and Statements". So I would like to change the defaults for
> > Statements from False to True; and for labels from True to False. (I
> > don't see these options anywhere in the company Sales module
> > config.) Any one know if or how that can be done?
> >
> >
> >
>
> [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]

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

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