Customer Look Up Problem In Quote Entry 407

system · January 28, 2009, 8:29am

We saw the same problem after our conversion to 404a. IIRC it was
because the Sales territory was missing in the Customer Master.

Dan Shallbetter

States Electric Mfg.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charlie Wilson
Sent: Tuesday, January 27, 2009 1:35 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer Look Up Problem In Quote Entry 407.

The customer I am after is the first one on the list when I search it
from
other locations other than Quote entry.

~Charlie

_____

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Karl Dash
Sent: Tuesday, January 27, 2009 2:15 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Customer Look Up Problem In Quote Entry 407.

Charlie,
I think this problem is similar to one I found in using the search
button
for retrieving PO's. The default is for only 100 entries to be returned,
but
after clicking on "next" many times, there is no improvement in the
number
of items returned. It is as though it has exhasted its searches.
However,
when I increase it to 1000, it returns the entry I am looking for. I was
told that this problem would be fixed in 408. I am currently on 406. In
the
meantime increase the default or manually change it within Options. See
if
this helps.

-Karl
--- On Tue, 1/27/09, Charlie Wilson <foamdesigncsw@
<mailto:foamdesigncsw%40yahoo.com> yahoo.com> wrote:

From: Charlie Wilson <foamdesigncsw@ <mailto:foamdesigncsw%40yahoo.com>
yahoo.com>
Subject: [Vantage] Customer Look Up Problem In Quote Entry 407.
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Date: Tuesday, January 27, 2009, 8:53 AM

All,

Our person who generates our quotes in vantage for us has pointed out to
me
that when he does a look up for a customer and sets customer type to all
and
does his search that certain customers aren't showing up in the search
results. However if he goes to customer entry and does the exact same
search
the customer he is looking for will show up in that search. This is
causing
him to enter duplicates of the customer because he thinks the customer
is
not in our system which in turn he later has to fix. Is this a known
issue
if not is anyone else having this problem. It seems to have only
developed
since we upgraded to 407. He never mentioned this to me before.

I can't figure out what the common denominator is that makes certain
customers show up and others to not to.

It seems to be more common in customers of type prospect.

~Charlie

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

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

No virus found in this incoming message.
Checked by AVG - http://www.avg.com
Version: 8.0.176 / Virus Database: 270.10.14/1918 - Release Date:
1/27/2009
7:26 AM

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

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

system · January 27, 2009, 11:53am

All,

Our person who generates our quotes in vantage for us has pointed out to me
that when he does a look up for a customer and sets customer type to all and
does his search that certain customers aren't showing up in the search
results. However if he goes to customer entry and does the exact same search
the customer he is looking for will show up in that search. This is causing
him to enter duplicates of the customer because he thinks the customer is
not in our system which in turn he later has to fix. Is this a known issue
if not is anyone else having this problem. It seems to have only developed
since we upgraded to 407. He never mentioned this to me before.

I can't figure out what the common denominator is that makes certain
customers show up and others to not to.

It seems to be more common in customers of type prospect.

~Charlie

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

system · January 27, 2009, 12:02pm

Do you have the CRM module?
This kind of problem was very common for us when we first turned the CRM module on.
I can not recall exactly, but at that time, there were many customers that either did not have a salesperson or territory assigned to them, or something along those lines. We had to run a program to "fix" these customers..I think it might have been territory adjustment or a territory realignment program. Then again, that is assuming you have CRM.

C

To: vantage@yahoogroups.comFrom: foamdesigncsw@...: Tue, 27 Jan 2009 11:53:27 -0500Subject: [Vantage] Customer Look Up Problem In Quote Entry 407.

All,Our person who generates our quotes in vantage for us has pointed out to methat when he does a look up for a customer and sets customer type to all anddoes his search that certain customers aren't showing up in the searchresults. However if he goes to customer entry and does the exact same searchthe customer he is looking for will show up in that search. This is causinghim to enter duplicates of the customer because he thinks the customer isnot in our system which in turn he later has to fix. Is this a known issueif not is anyone else having this problem. It seems to have only developedsince we upgraded to 407. He never mentioned this to me before. I can't figure out what the common denominator is that makes certaincustomers show up and others to not to. It seems to be more common in customers of type prospect. ~Charlie[Non-text portions of this message have been removed]

_________________________________________________________________
Windows Liveï¿½ Hotmailï¿½:ï¿½more than just e-mail.
http://windowslive.com/explore?ocid=TXT_TAGLM_WL_t2_hm_justgotbetter_explore_012009

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

system · January 27, 2009, 12:31pm

This usually is a "rights" issue when salespersons have been assigned through workforce entry. Make sure the salesperson assigned to that account is set up as an authorized user of themselves and make sure that whover is assigning quotes on their behalf is set up as an authorized user for that salesperson as well

--- On Tue, 1/27/09, Charlie Wilson <foamdesigncsw@...> wrote:

From: Charlie Wilson <foamdesigncsw@...>
Subject: [Vantage] Customer Look Up Problem In Quote Entry 407.
To: vantage@yahoogroups.com
Date: Tuesday, January 27, 2009, 11:53 AM

All,

Our person who generates our quotes in vantage for us has pointed out to me
that when he does a look up for a customer and sets customer type to all and
does his search that certain customers aren't showing up in the search
results. However if he goes to customer entry and does the exact same search
the customer he is looking for will show up in that search. This is causing
him to enter duplicates of the customer because he thinks the customer is
not in our system which in turn he later has to fix. Is this a known issue
if not is anyone else having this problem. It seems to have only developed
since we upgraded to 407. He never mentioned this to me before.

I can't figure out what the common denominator is that makes certain
customers show up and others to not to.

It seems to be more common in customers of type prospect.

~Charlie

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

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

system · January 27, 2009, 12:44pm

This is even happening on the manager account. Does this rule out rights
issues if we have not restricted the managers account in any way?

~Charlie

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Mark Wagner
Sent: Tuesday, January 27, 2009 12:32 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer Look Up Problem In Quote Entry 407.

This usually is a "rights" issue when salespersons have been assigned
through workforce entry. Make sure the salesperson assigned to that account
is set up as an authorized user of themselves and make sure that whover is
assigning quotes on their behalf is set up as an authorized user for that
salesperson as well

--- On Tue, 1/27/09, Charlie Wilson <foamdesigncsw@
<mailto:foamdesigncsw%40yahoo.com> yahoo.com> wrote:

From: Charlie Wilson <foamdesigncsw@ <mailto:foamdesigncsw%40yahoo.com>
yahoo.com>
Subject: [Vantage] Customer Look Up Problem In Quote Entry 407.
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Date: Tuesday, January 27, 2009, 11:53 AM

All,

Our person who generates our quotes in vantage for us has pointed out to me
that when he does a look up for a customer and sets customer type to all and
does his search that certain customers aren't showing up in the search
results. However if he goes to customer entry and does the exact same search
the customer he is looking for will show up in that search. This is causing
him to enter duplicates of the customer because he thinks the customer is
not in our system which in turn he later has to fix. Is this a known issue
if not is anyone else having this problem. It seems to have only developed
since we upgraded to 407. He never mentioned this to me before.

I can't figure out what the common denominator is that makes certain
customers show up and others to not to.

It seems to be more common in customers of type prospect.

~Charlie

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

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

No virus found in this incoming message.
Checked by AVG - http://www.avg.com
Version: 8.0.176 / Virus Database: 270.10.14/1918 - Release Date: 1/27/2009
7:26 AM

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

system · January 27, 2009, 12:48pm

IÂ¹d make sure that the Workforce ID assigned to this user has the ability
to see customers in all territories.

On 1/27/09 12:31 PM, "Mark Wagner" <mjfw2003@...> wrote:

>
>
>
> This usually is a "rights" issue when salespersons have been assigned through
> workforce entry. Make sure the salesperson assigned to that account is set up
> as an authorized user of themselves and make sure that whover is assigning
> quotes on their behalf is set up as an authorized user for that salesperson as
> well
>
> --- On Tue, 1/27/09, Charlie Wilson <foamdesigncsw@...
> <mailto:foamdesigncsw%40yahoo.com> > wrote:
>
> From: Charlie Wilson <foamdesigncsw@...
> <mailto:foamdesigncsw%40yahoo.com> >
> Subject: [Vantage] Customer Look Up Problem In Quote Entry 407.
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Date: Tuesday, January 27, 2009, 11:53 AM
>
> All,
>
> Our person who generates our quotes in vantage for us has pointed out to me
> that when he does a look up for a customer and sets customer type to all and
> does his search that certain customers aren't showing up in the search
> results. However if he goes to customer entry and does the exact same search
> the customer he is looking for will show up in that search. This is causing
> him to enter duplicates of the customer because he thinks the customer is
> not in our system which in turn he later has to fix. Is this a known issue
> if not is anyone else having this problem. It seems to have only developed
> since we upgraded to 407. He never mentioned this to me before.
>
> I can't figure out what the common denominator is that makes certain
> customers show up and others to not to.
>
> It seems to be more common in customers of type prospect.
>
> ~Charlie
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>

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

system · January 27, 2009, 12:49pm

No, even as manager you have to be an authorized user of that salesperson

--- On Tue, 1/27/09, Charlie Wilson <foamdesigncsw@...> wrote:

From: Charlie Wilson <foamdesigncsw@...>
Subject: RE: [Vantage] Customer Look Up Problem In Quote Entry 407.
To: vantage@yahoogroups.com
Date: Tuesday, January 27, 2009, 12:44 PM

This is even happening on the manager account. Does this rule out rights
issues if we have not restricted the managers account in any way?

~Charlie

_____

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of
Mark Wagner
Sent: Tuesday, January 27, 2009 12:32 PM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Customer Look Up Problem In Quote Entry 407.

This usually is a "rights" issue when salespersons have been assigned
through workforce entry. Make sure the salesperson assigned to that account
is set up as an authorized user of themselves and make sure that whover is
assigning quotes on their behalf is set up as an authorized user for that
salesperson as well

--- On Tue, 1/27/09, Charlie Wilson <foamdesigncsw@
<mailto:foamdesignc sw%40yahoo. com> yahoo.com> wrote:

From: Charlie Wilson <foamdesigncsw@ <mailto:foamdesignc sw%40yahoo. com>
yahoo.com>
Subject: [Vantage] Customer Look Up Problem In Quote Entry 407.
To: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com
Date: Tuesday, January 27, 2009, 11:53 AM

All,

Our person who generates our quotes in vantage for us has pointed out to me
that when he does a look up for a customer and sets customer type to all and
does his search that certain customers aren't showing up in the search
results. However if he goes to customer entry and does the exact same search
the customer he is looking for will show up in that search. This is causing
him to enter duplicates of the customer because he thinks the customer is
not in our system which in turn he later has to fix. Is this a known issue
if not is anyone else having this problem. It seems to have only developed
since we upgraded to 407. He never mentioned this to me before.

I can't figure out what the common denominator is that makes certain
customers show up and others to not to.

It seems to be more common in customers of type prospect.

~Charlie

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

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

No virus found in this incoming message.
Checked by AVG - http://www.avg com
Version: 8.0.176 / Virus Database: 270.10.14/1918 - Release Date: 1/27/2009
7:26 AM

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

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

system · January 27, 2009, 2:15pm

Charlie,
I think this problem is similar to one I found in using the search button for retrieving PO's. The default is for only 100 entries to be returned, but after clicking on "next" many times, there is no improvement in the number of items returned. It is as though it has exhasted its searches. However, when I increase it to 1000, it returns the entry I am looking for. I was told that this problem would be fixed in 408. I am currently on 406. In the meantimeÂ increase the default or manually change it within Options. See if this helps.
Â
-Karl

--- On Tue, 1/27/09, Charlie Wilson <foamdesigncsw@...> wrote:

From: Charlie Wilson <foamdesigncsw@...>
Subject: [Vantage] Customer Look Up Problem In Quote Entry 407.
To: vantage@yahoogroups.com
Date: Tuesday, January 27, 2009, 8:53 AM

All,

Our person who generates our quotes in vantage for us has pointed out to me
that when he does a look up for a customer and sets customer type to all and
does his search that certain customers aren't showing up in the search
results. However if he goes to customer entry and does the exact same search
the customer he is looking for will show up in that search. This is causing
him to enter duplicates of the customer because he thinks the customer is
not in our system which in turn he later has to fix. Is this a known issue
if not is anyone else having this problem. It seems to have only developed
since we upgraded to 407. He never mentioned this to me before.

I can't figure out what the common denominator is that makes certain
customers show up and others to not to.

It seems to be more common in customers of type prospect.

~Charlie

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

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

system · January 27, 2009, 2:34pm

The customer I am after is the first one on the list when I search it from
other locations other than Quote entry.

~Charlie

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Karl Dash
Sent: Tuesday, January 27, 2009 2:15 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer Look Up Problem In Quote Entry 407.

Charlie,
I think this problem is similar to one I found in using the search button
for retrieving PO's. The default is for only 100 entries to be returned, but
after clicking on "next" many times, there is no improvement in the number
of items returned. It is as though it has exhasted its searches. However,
when I increase it to 1000, it returns the entry I am looking for. I was
told that this problem would be fixed in 408. I am currently on 406. In the
meantime increase the default or manually change it within Options. See if
this helps.

-Karl
--- On Tue, 1/27/09, Charlie Wilson <foamdesigncsw@
<mailto:foamdesigncsw%40yahoo.com> yahoo.com> wrote:

From: Charlie Wilson <foamdesigncsw@ <mailto:foamdesigncsw%40yahoo.com>
yahoo.com>
Subject: [Vantage] Customer Look Up Problem In Quote Entry 407.
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Date: Tuesday, January 27, 2009, 8:53 AM

All,

Our person who generates our quotes in vantage for us has pointed out to me
that when he does a look up for a customer and sets customer type to all and
does his search that certain customers aren't showing up in the search
results. However if he goes to customer entry and does the exact same search
the customer he is looking for will show up in that search. This is causing
him to enter duplicates of the customer because he thinks the customer is
not in our system which in turn he later has to fix. Is this a known issue
if not is anyone else having this problem. It seems to have only developed
since we upgraded to 407. He never mentioned this to me before.

I can't figure out what the common denominator is that makes certain
customers show up and others to not to.

It seems to be more common in customers of type prospect.

~Charlie

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

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

No virus found in this incoming message.
Checked by AVG - http://www.avg.com
Version: 8.0.176 / Virus Database: 270.10.14/1918 - Release Date: 1/27/2009
7:26 AM

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