Custom Checkboxes

system · March 12, 2010, 8:32am

You could do this through a BPM if it was a make to order. The checkbox in
Sales Order would still have to be tied to the database, unless you created
custom code to make this update through the adapters.

--Sean

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Sean Toler
Sent: Friday, March 12, 2010 7:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Custom Checkboxes

OK, so I was able to get it to function correctly by adding the checkboxes
to Job Entry. So, now I have another question:

Is there a way to link the checkboxes in Job Entry to checkboxes in SO
Entry? Here's the low-down:
I would like the checkboxes in SO Entry to have no function at all other
than to be checked or unchecked. But I would like them to be linked to the
checkboxes in Job Entry so that when it is checked in SO Entry, it would
automatically become checked in Job Entry.

Any thoughts on whether or not this is possible?

> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Sean

Toler" <seantoler@> wrote:

> >
> > I was thinking about this last night. Do you think it might be better to

do this in the Job Entry module as opposed to the Sales Order Entry module?

> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"Sean Toler" <seantoler@> wrote:

> > >
> > > If {JobProd.CheckBox03} = True Then "RUSH"
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"Late, Travis" <tlate@> wrote:

> > > >
> > > > Can you post what the formula says?
> > > >
> > > >
> > > >
> > > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf

> > > > Of Sean Toler
> > > > Sent: Wednesday, March 10, 2010 1:21 PM
> > > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > > > Subject: [Vantage] Re: Custom Checkboxes
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > You guys are obviously way more advanced in all of this than I am,

so

> > > > let me ask you another question:
> > > > Why is it that when I insert the formula into the Job Traveler that

all

> > > > data on the Traveler disappears?
> > > >
> > > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com> ,

> > > > "NigelK" <nigel.kerley@> wrote:
> > > > >
> > > > > Hi Sean,
> > > > >
> > > > > Yes it does, but that table isn't included in the Job Traveller

RDD.

> > > > You can add it in, but I don't think that you'll be able to add the
> > > > OrderDtl table onto the added-in JobProd.
> > > > >
> > > > > You could add in JobProd to the RDD and then add an ODBC link into

the

> > > > Crystal Report and link in OrderDtl that way, though.
> > > > >
> > > > >
> > > > > Nigel.
> > > > >
> > > > >
> > > > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com> ,

> > > > "Sean McDaniel" <smcdanie@> wrote:
> > > > > >
> > > > > > Hi Nigel, the JobProd table provides the link between a job and

an

> > > > order.
> > > > > >
> > > > > >
> > > > > >
> > > > > > JobProd -- Defines the Demand for Production. Establishes a many

to

> > > > many
> > > > > > link between jobs and the related demand records. Demands can be
> > > > orders,
> > > > > > warehouses, or other jobs
> > > > > >
> > > > > >
> > > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > M-B Companies Confidentiality Notice:
> > > > This message is being sent by M-B Companies. It is intended

exclusively for

> > > > the individuals and entities to which it is addressed. This

communication,

> > > > including any attachments, may contain information that is

proprietary,

> > > > privileged and confidential if you are not the named addressee; you

are not

> > > > authorized to read,print,retain copy or disseminate this message or

any part

> > > > of it.If you have received this message in error, please notify the

sender

> > > > immediately by email.
> > > >
> > > > [Non-text portions of this message have been removed]
> > > >
> > >
> >
>

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

system · March 10, 2010, 9:18am

My manager has asked me to look into the possibility of adding a custom checkbox to the line item tab (or possibly the release tab) in sales order entry (we have 8.03.404B). The purpose of the box would be to indicate if a certificate of compliance is required for the line item. Once the box is checked, he wants this to trigger a line of text to be entered into the inspection operation on the job traveler saying that a C.O.C. is required. He would also like for this line of text to be inserted into the packing slip.

1. Is something like this possible?, and
2. If it is I know it can't be too easy, so how might one go about accomplishing it?

system · March 10, 2010, 10:09am

Sean,

Both of the items you are looking to accomplish are possible.

1.) To add the checkbox to the Order Line you will have to go into
developer mode when in sales order entry and perform a customization to
add the checkbox.

2.) You will set the Data Source as OrderDtl.CheckBox01 or whichever
fields you have available.(Refer to the Epicor User Tools Guide if you
need help with this).

Now that you have your Checkbox added to the Sales Order you will have
to modify the Job Traveler by adding an extra table to the Report Data
Definitions. In this case it will likely be the OrderDtl table.

1.) You will have to add a formula to the report that is something
like:

2.) If {OrderDtl.Checkbox01} is "True" then "*COC is required*"

This is the basics of what you need to complete it but it all very
possible to complete. Let me know if you need further help with this.

Travis

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean Toler
Sent: Wednesday, March 10, 2010 8:14 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Custom Checkboxes

My manager has asked me to look into the possibility of adding a custom
checkbox to the line item tab (or possibly the release tab) in sales
order entry (we have 8.03.404B). The purpose of the box would be to
indicate if a certificate of compliance is required for the line item.
Once the box is checked, he wants this to trigger a line of text to be
entered into the inspection operation on the job traveler saying that a
C.O.C. is required. He would also like for this line of text to be
inserted into the packing slip.

1. Is something like this possible?, and
2. If it is I know it can't be too easy, so how might one go about
accomplishing it?

M-B Companies Confidentiality Notice:
This message is being sent by M-B Companies. It is intended exclusively for
the individuals and entities to which it is addressed. This communication,
including any attachments, may contain information that is proprietary,
privileged and confidential if you are not the named addressee; you are not
authorized to read,print,retain copy or disseminate this message or any part
of it.If you have received this message in error, please notify the sender
immediately by email.

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

system · March 10, 2010, 10:17am

Thanks Travis, I'll give it a shot.

Sean

--- In vantage@yahoogroups.com, "Late, Travis" <tlate@...> wrote:
>
> Sean,
>
>
>
> Both of the items you are looking to accomplish are possible.
>
>
>
> 1.) To add the checkbox to the Order Line you will have to go into
> developer mode when in sales order entry and perform a customization to
> add the checkbox.
>
> 2.) You will set the Data Source as OrderDtl.CheckBox01 or whichever
> fields you have available.(Refer to the Epicor User Tools Guide if you
> need help with this).
>
>
>
> Now that you have your Checkbox added to the Sales Order you will have
> to modify the Job Traveler by adding an extra table to the Report Data
> Definitions. In this case it will likely be the OrderDtl table.
>
> 1.) You will have to add a formula to the report that is something
> like:
>
> 2.) If {OrderDtl.Checkbox01} is "True" then "*COC is required*"
>
>
>
> This is the basics of what you need to complete it but it all very
> possible to complete. Let me know if you need further help with this.
>
>
>
> Travis
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Sean Toler
> Sent: Wednesday, March 10, 2010 8:14 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Custom Checkboxes
>
>
>
>
>
> My manager has asked me to look into the possibility of adding a custom
> checkbox to the line item tab (or possibly the release tab) in sales
> order entry (we have 8.03.404B). The purpose of the box would be to
> indicate if a certificate of compliance is required for the line item.
> Once the box is checked, he wants this to trigger a line of text to be
> entered into the inspection operation on the job traveler saying that a
> C.O.C. is required. He would also like for this line of text to be
> inserted into the packing slip.
>
> 1. Is something like this possible?, and
> 2. If it is I know it can't be too easy, so how might one go about
> accomplishing it?
>
>
>
>
>
>
> M-B Companies Confidentiality Notice:
> This message is being sent by M-B Companies. It is intended exclusively for
> the individuals and entities to which it is addressed. This communication,
> including any attachments, may contain information that is proprietary,
> privileged and confidential if you are not the named addressee; you are not
> authorized to read,print,retain copy or disseminate this message or any part
> of it.If you have received this message in error, please notify the sender
> immediately by email.
>
> [Non-text portions of this message have been removed]
>

system · March 10, 2010, 11:24am

OK. . .
Is there a BAQ for Job Travelers? If so, what is it called? If not, how can I add the Oderdtl table to the report?

--- In vantage@yahoogroups.com, "Sean Toler" <seantoler@...> wrote:
>
> Thanks Travis, I'll give it a shot.
>
> Sean
>
> --- In vantage@yahoogroups.com, "Late, Travis" <tlate@> wrote:
> >
> > Sean,
> >
> >
> >
> > Both of the items you are looking to accomplish are possible.
> >
> >
> >
> > 1.) To add the checkbox to the Order Line you will have to go into
> > developer mode when in sales order entry and perform a customization to
> > add the checkbox.
> >
> > 2.) You will set the Data Source as OrderDtl.CheckBox01 or whichever
> > fields you have available.(Refer to the Epicor User Tools Guide if you
> > need help with this).
> >
> >
> >
> > Now that you have your Checkbox added to the Sales Order you will have
> > to modify the Job Traveler by adding an extra table to the Report Data
> > Definitions. In this case it will likely be the OrderDtl table.
> >
> > 1.) You will have to add a formula to the report that is something
> > like:
> >
> > 2.) If {OrderDtl.Checkbox01} is "True" then "*COC is required*"
> >
> >
> >
> > This is the basics of what you need to complete it but it all very
> > possible to complete. Let me know if you need further help with this.
> >
> >
> >
> > Travis
> >
> >
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> > Of Sean Toler
> > Sent: Wednesday, March 10, 2010 8:14 AM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Custom Checkboxes
> >
> >
> >
> >
> >
> > My manager has asked me to look into the possibility of adding a custom
> > checkbox to the line item tab (or possibly the release tab) in sales
> > order entry (we have 8.03.404B). The purpose of the box would be to
> > indicate if a certificate of compliance is required for the line item.
> > Once the box is checked, he wants this to trigger a line of text to be
> > entered into the inspection operation on the job traveler saying that a
> > C.O.C. is required. He would also like for this line of text to be
> > inserted into the packing slip.
> >
> > 1. Is something like this possible?, and
> > 2. If it is I know it can't be too easy, so how might one go about
> > accomplishing it?
> >
> >
> >
> >
> >
> >
> > M-B Companies Confidentiality Notice:
> > This message is being sent by M-B Companies. It is intended exclusively for
> > the individuals and entities to which it is addressed. This communication,
> > including any attachments, may contain information that is proprietary,
> > privileged and confidential if you are not the named addressee; you are not
> > authorized to read,print,retain copy or disseminate this message or any part
> > of it.If you have received this message in error, please notify the sender
> > immediately by email.
> >
> > [Non-text portions of this message have been removed]
> >
>

system · March 10, 2010, 11:45am

This will require a customized RDD from the JobTrav RDD and more than
likely a BAQ that is modified from the Traveler.rpt. We modified our Job
Traveler greatly.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean Toler
Sent: Wednesday, March 10, 2010 10:24 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Custom Checkboxes

OK. . .
Is there a BAQ for Job Travelers? If so, what is it called? If not, how
can I add the Oderdtl table to the report?

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Sean Toler" <seantoler@...> wrote:

>
> Thanks Travis, I'll give it a shot.
>
> Sean
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"Late, Travis" <tlate@> wrote:

> >
> > Sean,
> >
> >
> >
> > Both of the items you are looking to accomplish are possible.
> >
> >
> >
> > 1.) To add the checkbox to the Order Line you will have to go into
> > developer mode when in sales order entry and perform a customization

to

> > add the checkbox.
> >
> > 2.) You will set the Data Source as OrderDtl.CheckBox01 or whichever
> > fields you have available.(Refer to the Epicor User Tools Guide if

you

> > need help with this).
> >
> >
> >
> > Now that you have your Checkbox added to the Sales Order you will

have

> > to modify the Job Traveler by adding an extra table to the Report

Data

> > Definitions. In this case it will likely be the OrderDtl table.
> >
> > 1.) You will have to add a formula to the report that is something
> > like:
> >
> > 2.) If {OrderDtl.Checkbox01} is "True" then "*COC is required*"
> >
> >
> >
> > This is the basics of what you need to complete it but it all very
> > possible to complete. Let me know if you need further help with

this.

> >
> >
> >
> > Travis
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf

> > Of Sean Toler
> > Sent: Wednesday, March 10, 2010 8:14 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Custom Checkboxes
> >
> >
> >
> >
> >
> > My manager has asked me to look into the possibility of adding a

custom

> > checkbox to the line item tab (or possibly the release tab) in sales
> > order entry (we have 8.03.404B). The purpose of the box would be to
> > indicate if a certificate of compliance is required for the line

item.

> > Once the box is checked, he wants this to trigger a line of text to

be

> > entered into the inspection operation on the job traveler saying

that a

> > C.O.C. is required. He would also like for this line of text to be
> > inserted into the packing slip.
> >
> > 1. Is something like this possible?, and
> > 2. If it is I know it can't be too easy, so how might one go about
> > accomplishing it?
> >
> >
> >
> >
> >
> >
> > M-B Companies Confidentiality Notice:
> > This message is being sent by M-B Companies. It is intended

exclusively for

> > the individuals and entities to which it is addressed. This

communication,

> > including any attachments, may contain information that is

proprietary,

> > privileged and confidential if you are not the named addressee; you

are not

> > authorized to read,print,retain copy or disseminate this message or

any part

> > of it.If you have received this message in error, please notify the

sender

> > immediately by email.
> >
> > [Non-text portions of this message have been removed]
> >
>

M-B Companies Confidentiality Notice:
This message is being sent by M-B Companies. It is intended exclusively for
the individuals and entities to which it is addressed. This communication,
including any attachments, may contain information that is proprietary,
privileged and confidential if you are not the named addressee; you are not
authorized to read,print,retain copy or disseminate this message or any part
of it.If you have received this message in error, please notify the sender
immediately by email.

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

system · March 10, 2010, 11:51am

Hi Sean,

The Job Traveller Report is a Crystal Report which means that it comes from a Report Data Definition, not a BAQ.

You can change the RDDs (System Management | Company Maintenance) and add in fields and tables, but because v8 does have make-to-order, I don't think there's any direct link between a Sales Order and a Job (at least, none that I'm aware of). Therefore if you added in the OrderDtl table the link would return *every* sale of that part - past and present.

Can you put your CheckBox onto Part Maintenance instead? It's easier to link in the Part table than the OrderDtl table.

Nigel.

--- In vantage@yahoogroups.com, "Sean Toler" <seantoler@...> wrote:
>
> OK. . .
> Is there a BAQ for Job Travelers? If so, what is it called? If not, how can I add the Oderdtl table to the report?
>
> --- In vantage@yahoogroups.com, "Sean Toler" <seantoler@> wrote:
> >
> > Thanks Travis, I'll give it a shot.
> >
> > Sean
> >
> > --- In vantage@yahoogroups.com, "Late, Travis" <tlate@> wrote:
> > >
> > > Sean,
> > >
> > >
> > >
> > > Both of the items you are looking to accomplish are possible.
> > >
> > >
> > >
> > > 1.) To add the checkbox to the Order Line you will have to go into
> > > developer mode when in sales order entry and perform a customization to
> > > add the checkbox.
> > >
> > > 2.) You will set the Data Source as OrderDtl.CheckBox01 or whichever
> > > fields you have available.(Refer to the Epicor User Tools Guide if you
> > > need help with this).
> > >
> > >
> > >
> > > Now that you have your Checkbox added to the Sales Order you will have
> > > to modify the Job Traveler by adding an extra table to the Report Data
> > > Definitions. In this case it will likely be the OrderDtl table.
> > >
> > > 1.) You will have to add a formula to the report that is something
> > > like:
> > >
> > > 2.) If {OrderDtl.Checkbox01} is "True" then "*COC is required*"
> > >
> > >
> > >
> > > This is the basics of what you need to complete it but it all very
> > > possible to complete. Let me know if you need further help with this.
> > >
> > >
> > >
> > > Travis
> > >
> > >
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> > > Of Sean Toler
> > > Sent: Wednesday, March 10, 2010 8:14 AM
> > > To: vantage@yahoogroups.com
> > > Subject: [Vantage] Custom Checkboxes
> > >
> > >
> > >
> > >
> > >
> > > My manager has asked me to look into the possibility of adding a custom
> > > checkbox to the line item tab (or possibly the release tab) in sales
> > > order entry (we have 8.03.404B). The purpose of the box would be to
> > > indicate if a certificate of compliance is required for the line item.
> > > Once the box is checked, he wants this to trigger a line of text to be
> > > entered into the inspection operation on the job traveler saying that a
> > > C.O.C. is required. He would also like for this line of text to be
> > > inserted into the packing slip.
> > >
> > > 1. Is something like this possible?, and
> > > 2. If it is I know it can't be too easy, so how might one go about
> > > accomplishing it?
> > >
> > >
> > >
> > >
> > >
> > >
> > > M-B Companies Confidentiality Notice:
> > > This message is being sent by M-B Companies. It is intended exclusively for
> > > the individuals and entities to which it is addressed. This communication,
> > > including any attachments, may contain information that is proprietary,
> > > privileged and confidential if you are not the named addressee; you are not
> > > authorized to read,print,retain copy or disseminate this message or any part
> > > of it.If you have received this message in error, please notify the sender
> > > immediately by email.
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
>

system · March 10, 2010, 12:03pm

I meant Crystal Report that is modified.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Late, Travis
Sent: Wednesday, March 10, 2010 10:47 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Custom Checkboxes

This will require a customized RDD from the JobTrav RDD and more than
likely a BAQ that is modified from the Traveler.rpt. We modified our Job
Traveler greatly.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Sean Toler
Sent: Wednesday, March 10, 2010 10:24 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Custom Checkboxes

OK. . .
Is there a BAQ for Job Travelers? If so, what is it called? If not, how
can I add the Oderdtl table to the report?

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
"Sean Toler" <seantoler@...> wrote:

>
> Thanks Travis, I'll give it a shot.
>
> Sean
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com> ,
"Late, Travis" <tlate@> wrote:

> >
> > Sean,
> >
> >
> >
> > Both of the items you are looking to accomplish are possible.
> >
> >
> >
> > 1.) To add the checkbox to the Order Line you will have to go into
> > developer mode when in sales order entry and perform a customization

to

> > add the checkbox.
> >
> > 2.) You will set the Data Source as OrderDtl.CheckBox01 or whichever
> > fields you have available.(Refer to the Epicor User Tools Guide if

you

> > need help with this).
> >
> >
> >
> > Now that you have your Checkbox added to the Sales Order you will

have

> > to modify the Job Traveler by adding an extra table to the Report

Data

> > Definitions. In this case it will likely be the OrderDtl table.
> >
> > 1.) You will have to add a formula to the report that is something
> > like:
> >
> > 2.) If {OrderDtl.Checkbox01} is "True" then "*COC is required*"
> >
> >
> >
> > This is the basics of what you need to complete it but it all very
> > possible to complete. Let me know if you need further help with

this.

> >
> >
> >
> > Travis
> >
> >
> >
> > 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 Sean Toler
> > Sent: Wednesday, March 10, 2010 8:14 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com>

> > Subject: [Vantage] Custom Checkboxes
> >
> >
> >
> >
> >
> > My manager has asked me to look into the possibility of adding a

custom

> > checkbox to the line item tab (or possibly the release tab) in sales
> > order entry (we have 8.03.404B). The purpose of the box would be to
> > indicate if a certificate of compliance is required for the line

item.

> > Once the box is checked, he wants this to trigger a line of text to

be

> > entered into the inspection operation on the job traveler saying

that a

> > C.O.C. is required. He would also like for this line of text to be
> > inserted into the packing slip.
> >
> > 1. Is something like this possible?, and
> > 2. If it is I know it can't be too easy, so how might one go about
> > accomplishing it?
> >
> >
> >
> >
> >
> >
> > M-B Companies Confidentiality Notice:
> > This message is being sent by M-B Companies. It is intended

exclusively for

> > the individuals and entities to which it is addressed. This

communication,

> > including any attachments, may contain information that is

proprietary,

> > privileged and confidential if you are not the named addressee; you

are not

> > authorized to read,print,retain copy or disseminate this message or

any part

> > of it.If you have received this message in error, please notify the

sender

> > immediately by email.
> >
> > [Non-text portions of this message have been removed]
> >
>

M-B Companies Confidentiality Notice:
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system · March 10, 2010, 12:47pm

Hi Nigel, the JobProd table provides the link between a job and an order.

JobProd -- Defines the Demand for Production. Establishes a many to many
link between jobs and the related demand records. Demands can be orders,
warehouses, or other jobs

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
NigelK
Sent: Wednesday, March 10, 2010 11:49 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Custom Checkboxes

Hi Sean,

The Job Traveller Report is a Crystal Report which means that it comes from
a Report Data Definition, not a BAQ.

You can change the RDDs (System Management | Company Maintenance) and add in
fields and tables, but because v8 does have make-to-order, I don't think
there's any direct link between a Sales Order and a Job (at least, none that
I'm aware of). Therefore if you added in the OrderDtl table the link would
return *every* sale of that part - past and present.

Can you put your CheckBox onto Part Maintenance instead? It's easier to link
in the Part table than the OrderDtl table.

Nigel.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Sean
Toler" <seantoler@...> wrote:

>
> OK. . .
> Is there a BAQ for Job Travelers? If so, what is it called? If not, how

can I add the Oderdtl table to the report?

>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Sean

Toler" <seantoler@> wrote:

> >
> > Thanks Travis, I'll give it a shot.
> >
> > Sean
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"Late, Travis" <tlate@> wrote:

> > >
> > > Sean,
> > >
> > >
> > >
> > > Both of the items you are looking to accomplish are possible.
> > >
> > >
> > >
> > > 1.) To add the checkbox to the Order Line you will have to go into
> > > developer mode when in sales order entry and perform a customization

to

> > > add the checkbox.
> > >
> > > 2.) You will set the Data Source as OrderDtl.CheckBox01 or whichever
> > > fields you have available.(Refer to the Epicor User Tools Guide if you
> > > need help with this).
> > >
> > >
> > >
> > > Now that you have your Checkbox added to the Sales Order you will have
> > > to modify the Job Traveler by adding an extra table to the Report Data
> > > Definitions. In this case it will likely be the OrderDtl table.
> > >
> > > 1.) You will have to add a formula to the report that is something
> > > like:
> > >
> > > 2.) If {OrderDtl.Checkbox01} is "True" then "*COC is required*"
> > >
> > >
> > >
> > > This is the basics of what you need to complete it but it all very
> > > possible to complete. Let me know if you need further help with this.
> > >
> > >
> > >
> > > Travis
> > >
> > >
> > >
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf

> > > Of Sean Toler
> > > Sent: Wednesday, March 10, 2010 8:14 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > > Subject: [Vantage] Custom Checkboxes
> > >
> > >
> > >
> > >
> > >
> > > My manager has asked me to look into the possibility of adding a

custom

> > > checkbox to the line item tab (or possibly the release tab) in sales
> > > order entry (we have 8.03.404B). The purpose of the box would be to
> > > indicate if a certificate of compliance is required for the line item.
> > > Once the box is checked, he wants this to trigger a line of text to be
> > > entered into the inspection operation on the job traveler saying that

a

> > > C.O.C. is required. He would also like for this line of text to be
> > > inserted into the packing slip.
> > >
> > > 1. Is something like this possible?, and
> > > 2. If it is I know it can't be too easy, so how might one go about
> > > accomplishing it?
> > >
> > >
> > >
> > >
> > >
> > >
> > > M-B Companies Confidentiality Notice:
> > > This message is being sent by M-B Companies. It is intended

exclusively for

> > > the individuals and entities to which it is addressed. This

communication,

> > > including any attachments, may contain information that is

proprietary,

> > > privileged and confidential if you are not the named addressee; you

are not

> > > authorized to read,print,retain copy or disseminate this message or

any part

> > > of it.If you have received this message in error, please notify the

sender

> > > immediately by email.
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
>

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

system · March 10, 2010, 1:23pm

Hi Sean,

Yes it does, but that table isn't included in the Job Traveller RDD. You can add it in, but I don't think that you'll be able to add the OrderDtl table onto the added-in JobProd.

You could add in JobProd to the RDD and then add an ODBC link into the Crystal Report and link in OrderDtl that way, though.

Nigel.

--- In vantage@yahoogroups.com, "Sean McDaniel" <smcdanie@...> wrote:
>
> Hi Nigel, the JobProd table provides the link between a job and an order.
>
>
>
> JobProd -- Defines the Demand for Production. Establishes a many to many
> link between jobs and the related demand records. Demands can be orders,
> warehouses, or other jobs
>
>

system · March 10, 2010, 2:21pm

You guys are obviously way more advanced in all of this than I am, so let me ask you another question:
Why is it that when I insert the formula into the Job Traveler that all data on the Traveler disappears?

--- In vantage@yahoogroups.com, "NigelK" <nigel.kerley@...> wrote:
>
> Hi Sean,
>
> Yes it does, but that table isn't included in the Job Traveller RDD. You can add it in, but I don't think that you'll be able to add the OrderDtl table onto the added-in JobProd.
>
> You could add in JobProd to the RDD and then add an ODBC link into the Crystal Report and link in OrderDtl that way, though.
>
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com, "Sean McDaniel" <smcdanie@> wrote:
> >
> > Hi Nigel, the JobProd table provides the link between a job and an order.
> >
> >
> >
> > JobProd -- Defines the Demand for Production. Establishes a many to many
> > link between jobs and the related demand records. Demands can be orders,
> > warehouses, or other jobs
> >
> >
>

system · March 10, 2010, 3:33pm

Can you post what the formula says?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean Toler
Sent: Wednesday, March 10, 2010 1:21 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Custom Checkboxes

You guys are obviously way more advanced in all of this than I am, so
let me ask you another question:
Why is it that when I insert the formula into the Job Traveler that all
data on the Traveler disappears?

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"NigelK" <nigel.kerley@...> wrote:

>
> Hi Sean,
>
> Yes it does, but that table isn't included in the Job Traveller RDD.

You can add it in, but I don't think that you'll be able to add the
OrderDtl table onto the added-in JobProd.

>
> You could add in JobProd to the RDD and then add an ODBC link into the

Crystal Report and link in OrderDtl that way, though.

>
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"Sean McDaniel" <smcdanie@> wrote:

> >
> > Hi Nigel, the JobProd table provides the link between a job and an

order.

> >
> >
> >
> > JobProd -- Defines the Demand for Production. Establishes a many to

many

> > link between jobs and the related demand records. Demands can be

orders,

> > warehouses, or other jobs
> >
> >
>

M-B Companies Confidentiality Notice:
This message is being sent by M-B Companies. It is intended exclusively for
the individuals and entities to which it is addressed. This communication,
including any attachments, may contain information that is proprietary,
privileged and confidential if you are not the named addressee; you are not
authorized to read,print,retain copy or disseminate this message or any part
of it.If you have received this message in error, please notify the sender
immediately by email.

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

system · March 11, 2010, 7:48am

If {JobProd.CheckBox03} = True Then "RUSH"

--- In vantage@yahoogroups.com, "Late, Travis" <tlate@...> wrote:
>
> Can you post what the formula says?
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Sean Toler
> Sent: Wednesday, March 10, 2010 1:21 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Custom Checkboxes
>
>
>
>
>
> You guys are obviously way more advanced in all of this than I am, so
> let me ask you another question:
> Why is it that when I insert the formula into the Job Traveler that all
> data on the Traveler disappears?
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "NigelK" <nigel.kerley@> wrote:
> >
> > Hi Sean,
> >
> > Yes it does, but that table isn't included in the Job Traveller RDD.
> You can add it in, but I don't think that you'll be able to add the
> OrderDtl table onto the added-in JobProd.
> >
> > You could add in JobProd to the RDD and then add an ODBC link into the
> Crystal Report and link in OrderDtl that way, though.
> >
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Sean McDaniel" <smcdanie@> wrote:
> > >
> > > Hi Nigel, the JobProd table provides the link between a job and an
> order.
> > >
> > >
> > >
> > > JobProd -- Defines the Demand for Production. Establishes a many to
> many
> > > link between jobs and the related demand records. Demands can be
> orders,
> > > warehouses, or other jobs
> > >
> > >
> >
>
>
>
>
>
>
> M-B Companies Confidentiality Notice:
> This message is being sent by M-B Companies. It is intended exclusively for
> the individuals and entities to which it is addressed. This communication,
> including any attachments, may contain information that is proprietary,
> privileged and confidential if you are not the named addressee; you are not
> authorized to read,print,retain copy or disseminate this message or any part
> of it.If you have received this message in error, please notify the sender
> immediately by email.
>
> [Non-text portions of this message have been removed]
>

system · March 11, 2010, 8:18am

I was thinking about this last night. Do you think it might be better to do this in the Job Entry module as opposed to the Sales Order Entry module?

--- In vantage@yahoogroups.com, "Sean Toler" <seantoler@...> wrote:
>
> If {JobProd.CheckBox03} = True Then "RUSH"
>
> --- In vantage@yahoogroups.com, "Late, Travis" <tlate@> wrote:
> >
> > Can you post what the formula says?
> >
> >
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> > Of Sean Toler
> > Sent: Wednesday, March 10, 2010 1:21 PM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Re: Custom Checkboxes
> >
> >
> >
> >
> >
> > You guys are obviously way more advanced in all of this than I am, so
> > let me ask you another question:
> > Why is it that when I insert the formula into the Job Traveler that all
> > data on the Traveler disappears?
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> > "NigelK" <nigel.kerley@> wrote:
> > >
> > > Hi Sean,
> > >
> > > Yes it does, but that table isn't included in the Job Traveller RDD.
> > You can add it in, but I don't think that you'll be able to add the
> > OrderDtl table onto the added-in JobProd.
> > >
> > > You could add in JobProd to the RDD and then add an ODBC link into the
> > Crystal Report and link in OrderDtl that way, though.
> > >
> > >
> > > Nigel.
> > >
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> > "Sean McDaniel" <smcdanie@> wrote:
> > > >
> > > > Hi Nigel, the JobProd table provides the link between a job and an
> > order.
> > > >
> > > >
> > > >
> > > > JobProd -- Defines the Demand for Production. Establishes a many to
> > many
> > > > link between jobs and the related demand records. Demands can be
> > orders,
> > > > warehouses, or other jobs
> > > >
> > > >
> > >
> >
> >
> >
> >
> >
> >
> > M-B Companies Confidentiality Notice:
> > This message is being sent by M-B Companies. It is intended exclusively for
> > the individuals and entities to which it is addressed. This communication,
> > including any attachments, may contain information that is proprietary,
> > privileged and confidential if you are not the named addressee; you are not
> > authorized to read,print,retain copy or disseminate this message or any part
> > of it.If you have received this message in error, please notify the sender
> > immediately by email.
> >
> > [Non-text portions of this message have been removed]
> >
>

system · March 11, 2010, 10:08am

OK, so I was able to get it to function correctly by adding the checkboxes to Job Entry. So, now I have another question:

Is there a way to link the checkboxes in Job Entry to checkboxes in SO Entry? Here's the low-down:
I would like the checkboxes in SO Entry to have no function at all other than to be checked or unchecked. But I would like them to be linked to the checkboxes in Job Entry so that when it is checked in SO Entry, it would automatically become checked in Job Entry.

Any thoughts on whether or not this is possible?

--- In vantage@yahoogroups.com, "Sean Toler" <seantoler@...> wrote:
>
> I was thinking about this last night. Do you think it might be better to do this in the Job Entry module as opposed to the Sales Order Entry module?
>
> --- In vantage@yahoogroups.com, "Sean Toler" <seantoler@> wrote:
> >
> > If {JobProd.CheckBox03} = True Then "RUSH"
> >
> > --- In vantage@yahoogroups.com, "Late, Travis" <tlate@> wrote:
> > >
> > > Can you post what the formula says?
> > >
> > >
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> > > Of Sean Toler
> > > Sent: Wednesday, March 10, 2010 1:21 PM
> > > To: vantage@yahoogroups.com
> > > Subject: [Vantage] Re: Custom Checkboxes
> > >
> > >
> > >
> > >
> > >
> > > You guys are obviously way more advanced in all of this than I am, so
> > > let me ask you another question:
> > > Why is it that when I insert the formula into the Job Traveler that all
> > > data on the Traveler disappears?
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> > > "NigelK" <nigel.kerley@> wrote:
> > > >
> > > > Hi Sean,
> > > >
> > > > Yes it does, but that table isn't included in the Job Traveller RDD.
> > > You can add it in, but I don't think that you'll be able to add the
> > > OrderDtl table onto the added-in JobProd.
> > > >
> > > > You could add in JobProd to the RDD and then add an ODBC link into the
> > > Crystal Report and link in OrderDtl that way, though.
> > > >
> > > >
> > > > Nigel.
> > > >
> > > >
> > > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> > > "Sean McDaniel" <smcdanie@> wrote:
> > > > >
> > > > > Hi Nigel, the JobProd table provides the link between a job and an
> > > order.
> > > > >
> > > > >
> > > > >
> > > > > JobProd -- Defines the Demand for Production. Establishes a many to
> > > many
> > > > > link between jobs and the related demand records. Demands can be
> > > orders,
> > > > > warehouses, or other jobs
> > > > >
> > > > >
> > > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > M-B Companies Confidentiality Notice:
> > > This message is being sent by M-B Companies. It is intended exclusively for
> > > the individuals and entities to which it is addressed. This communication,
> > > including any attachments, may contain information that is proprietary,
> > > privileged and confidential if you are not the named addressee; you are not
> > > authorized to read,print,retain copy or disseminate this message or any part
> > > of it.If you have received this message in error, please notify the sender
> > > immediately by email.
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
>

system · March 12, 2010, 7:33am

OK, so I was able to get it to function correctly by adding the checkboxes to Job Entry. So, now I have another question:

Is there a way to link the checkboxes in Job Entry to checkboxes in SO Entry? Here's the low-down:
I would like the checkboxes in SO Entry to have no function at all other than to be checked or unchecked. But I would like them to be linked to the checkboxes in Job Entry so that when it is checked in SO Entry, it would automatically become checked in Job Entry.

Any thoughts on whether or not this is possible?

> --- In vantage@yahoogroups.com, "Sean Toler" <seantoler@> wrote:
> >
> > I was thinking about this last night. Do you think it might be better to do this in the Job Entry module as opposed to the Sales Order Entry module?
> >
> > --- In vantage@yahoogroups.com, "Sean Toler" <seantoler@> wrote:
> > >
> > > If {JobProd.CheckBox03} = True Then "RUSH"
> > >
> > > --- In vantage@yahoogroups.com, "Late, Travis" <tlate@> wrote:
> > > >
> > > > Can you post what the formula says?
> > > >
> > > >
> > > >
> > > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> > > > Of Sean Toler
> > > > Sent: Wednesday, March 10, 2010 1:21 PM
> > > > To: vantage@yahoogroups.com
> > > > Subject: [Vantage] Re: Custom Checkboxes
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > You guys are obviously way more advanced in all of this than I am, so
> > > > let me ask you another question:
> > > > Why is it that when I insert the formula into the Job Traveler that all
> > > > data on the Traveler disappears?
> > > >
> > > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> > > > "NigelK" <nigel.kerley@> wrote:
> > > > >
> > > > > Hi Sean,
> > > > >
> > > > > Yes it does, but that table isn't included in the Job Traveller RDD.
> > > > You can add it in, but I don't think that you'll be able to add the
> > > > OrderDtl table onto the added-in JobProd.
> > > > >
> > > > > You could add in JobProd to the RDD and then add an ODBC link into the
> > > > Crystal Report and link in OrderDtl that way, though.
> > > > >
> > > > >
> > > > > Nigel.
> > > > >
> > > > >
> > > > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> > > > "Sean McDaniel" <smcdanie@> wrote:
> > > > > >
> > > > > > Hi Nigel, the JobProd table provides the link between a job and an
> > > > order.
> > > > > >
> > > > > >
> > > > > >
> > > > > > JobProd -- Defines the Demand for Production. Establishes a many to
> > > > many
> > > > > > link between jobs and the related demand records. Demands can be
> > > > orders,
> > > > > > warehouses, or other jobs
> > > > > >
> > > > > >
> > > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > M-B Companies Confidentiality Notice:
> > > > This message is being sent by M-B Companies. It is intended exclusively for
> > > > the individuals and entities to which it is addressed. This communication,
> > > > including any attachments, may contain information that is proprietary,
> > > > privileged and confidential if you are not the named addressee; you are not
> > > > authorized to read,print,retain copy or disseminate this message or any part
> > > > of it.If you have received this message in error, please notify the sender
> > > > immediately by email.
> > > >
> > > > [Non-text portions of this message have been removed]
> > > >
> > >
> >
>