Copying User-Defined Fields between Quote/Order/Job/Parts

Yahoo Archive
1
We are in 8.0 going soon to 8.03. There's a simular mapping window
in 8.0 but it doesn't include access to the Sales Order tables.
Everything we make resides in the Sales Orders. A large portion
then gets pushed onto jobs through a built-in menu function in Sales
Order Entry, "Order Job Wizard...".

Thanks,
Steven Pybus

--- In vantage@yahoogroups.com, "Winter, Patrick" <pjw@...> wrote:
>
> What version are you on?
> Version 6.1 there is "System Management / Vantage Basic / VB Form
Map"
> which is a program for mapping what you described.
>
>
> Patrick Winter
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Steven Pybus
> Sent: Wednesday, May 09, 2007 1:19 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Copying User-Defined Fields between
> Quote/Order/Job/Parts
>
>
>
> I was interested how much of a problem other users have with this
> situation: When Vantage pushes/pulls data from one area of the
> software to another, it doesn't copy the user defined fields.
>
> EX: We've set up weight in the quote as QuoteDtl.Number01. When we
> push this into a sales order, the data is left behind and doesn't
> get copied along with all of the canned data. The same problem
> exists when you then push the order to a Job and again when you
use
> GetDetails to bring the info into the PartMaster.
>
> It seems to me that Vantage should provide a way to configure each
> of these built-in functions: "Create Sales Order...", "Job Order
> Wizard..." to also copy data that's been collected within these
> other areas.
>
> If all of our parts were in the part master, I could link to there
> and be done but a huge amount of our business is non-repeat that
we
> don't want to clutter up our part master with.
>
> I had custom programming build me a solution for Quote to Sales
> Order but it seems like this funtionality should be built-in. Am I
> being unreasonable?
>
>
>
>
>
>
> This e-mail and any attachments may contain confidential and
> privileged information. If you are not the intended recipient,
> please notify the sender immediately by return e-mail, delete this
> e-mail and destroy any copies. Any dissemination or use of this
> information by a person other than the intended recipient is
> unauthorized and may be illegal.
>
> [Non-text portions of this message have been removed]
>
2
I was interested how much of a problem other users have with this
situation: When Vantage pushes/pulls data from one area of the
software to another, it doesn't copy the user defined fields.

EX: We've set up weight in the quote as QuoteDtl.Number01. When we
push this into a sales order, the data is left behind and doesn't
get copied along with all of the canned data. The same problem
exists when you then push the order to a Job and again when you use
GetDetails to bring the info into the PartMaster.

It seems to me that Vantage should provide a way to configure each
of these built-in functions: "Create Sales Order...", "Job Order
Wizard..." to also copy data that's been collected within these
other areas.

If all of our parts were in the part master, I could link to there
and be done but a huge amount of our business is non-repeat that we
don't want to clutter up our part master with.

I had custom programming build me a solution for Quote to Sales
Order but it seems like this funtionality should be built-in. Am I
being unreasonable?
3
In V8 there is a program called custom field map under system
mangement - utilities It kind of looks like it might do some of what
you want ??

--- In vantage@yahoogroups.com, "Steven Pybus" <steven@...> wrote:
>
> I was interested how much of a problem other users have with this
> situation: When Vantage pushes/pulls data from one area of the
> software to another, it doesn't copy the user defined fields.
>
> EX: We've set up weight in the quote as QuoteDtl.Number01. When we
> push this into a sales order, the data is left behind and doesn't
> get copied along with all of the canned data. The same problem
> exists when you then push the order to a Job and again when you use
> GetDetails to bring the info into the PartMaster.
>
> It seems to me that Vantage should provide a way to configure each
> of these built-in functions: "Create Sales Order...", "Job Order
> Wizard..." to also copy data that's been collected within these
> other areas.
>
> If all of our parts were in the part master, I could link to there
> and be done but a huge amount of our business is non-repeat that we
> don't want to clutter up our part master with.
>
> I had custom programming build me a solution for Quote to Sales
> Order but it seems like this funtionality should be built-in. Am I
> being unreasonable?
>
4
What version are you on?
Version 6.1 there is "System Management / Vantage Basic / VB Form Map"
which is a program for mapping what you described.


Patrick Winter



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Steven Pybus
Sent: Wednesday, May 09, 2007 1:19 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Copying User-Defined Fields between
Quote/Order/Job/Parts



I was interested how much of a problem other users have with this
situation: When Vantage pushes/pulls data from one area of the
software to another, it doesn't copy the user defined fields.

EX: We've set up weight in the quote as QuoteDtl.Number01. When we
push this into a sales order, the data is left behind and doesn't
get copied along with all of the canned data. The same problem
exists when you then push the order to a Job and again when you use
GetDetails to bring the info into the PartMaster.

It seems to me that Vantage should provide a way to configure each
of these built-in functions: "Create Sales Order...", "Job Order
Wizard..." to also copy data that's been collected within these
other areas.

If all of our parts were in the part master, I could link to there
and be done but a huge amount of our business is non-repeat that we
don't want to clutter up our part master with.

I had custom programming build me a solution for Quote to Sales
Order but it seems like this funtionality should be built-in. Am I
being unreasonable?






This e-mail and any attachments may contain confidential and
privileged information. If you are not the intended recipient,
please notify the sender immediately by return e-mail, delete this
e-mail and destroy any copies. Any dissemination or use of this
information by a person other than the intended recipient is
unauthorized and may be illegal.

[Non-text portions of this message have been removed]
5
I came across the same problems. I have Customized From Quote to
invoice to do this. I have Custom Fields that flows from the Quote
all the Way to the Invoice. If you need any help trying to set up
some code to map the data let me know, and I will try to help. I
don't know if I am doing it the best way, but It works well. Epicor
told me I needed to go to custom programming when I first mentioned
the Quote to Order.
--- In vantage@yahoogroups.com, "bw2868bond" <bwalker@...> wrote:
>
> In V8 there is a program called custom field map under system
> mangement - utilities It kind of looks like it might do some of
what
> you want ??
>
> --- In vantage@yahoogroups.com, "Steven Pybus" <steven@> wrote:
> >
> > I was interested how much of a problem other users have with
this
> > situation: When Vantage pushes/pulls data from one area of the
> > software to another, it doesn't copy the user defined fields.
> >
> > EX: We've set up weight in the quote as QuoteDtl.Number01. When
we
> > push this into a sales order, the data is left behind and
doesn't
> > get copied along with all of the canned data. The same problem
> > exists when you then push the order to a Job and again when you
use
> > GetDetails to bring the info into the PartMaster.
> >
> > It seems to me that Vantage should provide a way to configure
each
> > of these built-in functions: "Create Sales Order...", "Job Order
> > Wizard..." to also copy data that's been collected within these
> > other areas.
> >
> > If all of our parts were in the part master, I could link to
there
> > and be done but a huge amount of our business is non-repeat that
we
> > don't want to clutter up our part master with.
> >
> > I had custom programming build me a solution for Quote to Sales
> > Order but it seems like this funtionality should be built-in.
Am I
> > being unreasonable?
> >
>
6
When I found the Field Map Maintenance window, I thought I was saved
but the Order and OrderDtl tables aren't even listed as possible
targets. These two tables are essential and are in some cases the
only place in our system that the part being produced is listed.

I am interested in knowing more about how the Field Map Maint.
works. Like when do these mappings kick in?

--- In vantage@yahoogroups.com, "bw2868bond" <bwalker@...> wrote:
>
> In V8 there is a program called custom field map under system
> mangement - utilities It kind of looks like it might do some of
what
> you want ??
>
> --- In vantage@yahoogroups.com, "Steven Pybus" <steven@> wrote:
> >
> > I was interested how much of a problem other users have with
this
> > situation: When Vantage pushes/pulls data from one area of the
> > software to another, it doesn't copy the user defined fields.
> >
> > EX: We've set up weight in the quote as QuoteDtl.Number01. When
we
> > push this into a sales order, the data is left behind and
doesn't
> > get copied along with all of the canned data. The same problem
> > exists when you then push the order to a Job and again when you
use
> > GetDetails to bring the info into the PartMaster.
> >
> > It seems to me that Vantage should provide a way to configure
each
> > of these built-in functions: "Create Sales Order...", "Job Order
> > Wizard..." to also copy data that's been collected within these
> > other areas.
> >
> > If all of our parts were in the part master, I could link to
there
> > and be done but a huge amount of our business is non-repeat that
we
> > don't want to clutter up our part master with.
> >
> > I had custom programming build me a solution for Quote to Sales
> > Order but it seems like this funtionality should be built-in.
Am I
> > being unreasonable?
> >
>
7
I am very interested in how you pulled this off. I'm sure it wasn't
easy. Even if it isn't the 'right' way, I need something that
works. I don't know if this makes a difference, but we are in 8.0
going to 8.03 soon.

Steven Pybus


--- In vantage@yahoogroups.com, "Michael McWilliams"
<mmcwilliams22@...> wrote:
>
> I came across the same problems. I have Customized From Quote to
> invoice to do this. I have Custom Fields that flows from the
Quote
> all the Way to the Invoice. If you need any help trying to set
up
> some code to map the data let me know, and I will try to help. I
> don't know if I am doing it the best way, but It works well.
Epicor
> told me I needed to go to custom programming when I first
mentioned
> the Quote to Order.
> --- In vantage@yahoogroups.com, "bw2868bond" <bwalker@> wrote:
> >
> > In V8 there is a program called custom field map under system
> > mangement - utilities It kind of looks like it might do some of
> what
> > you want ??
> >
> > --- In vantage@yahoogroups.com, "Steven Pybus" <steven@> wrote:
> > >
> > > I was interested how much of a problem other users have with
> this
> > > situation: When Vantage pushes/pulls data from one area of the
> > > software to another, it doesn't copy the user defined fields.
> > >
> > > EX: We've set up weight in the quote as QuoteDtl.Number01.
When
> we
> > > push this into a sales order, the data is left behind and
> doesn't
> > > get copied along with all of the canned data. The same
problem
> > > exists when you then push the order to a Job and again when
you
> use
> > > GetDetails to bring the info into the PartMaster.
> > >
> > > It seems to me that Vantage should provide a way to configure
> each
> > > of these built-in functions: "Create Sales Order...", "Job
Order
> > > Wizard..." to also copy data that's been collected within
these
> > > other areas.
> > >
> > > If all of our parts were in the part master, I could link to
> there
> > > and be done but a huge amount of our business is non-repeat
that
> we
> > > don't want to clutter up our part master with.
> > >
> > > I had custom programming build me a solution for Quote to
Sales
> > > Order but it seems like this funtionality should be built-in.
> Am I
> > > being unreasonable?
> > >
> >
>