Customer record creation

On a BO call you can do something like

SalesOrderDataSet sods = _salesOrder.GetById(123456);

//Toaddress the Order Head
sods.OrderHead[0].FieldName

//To Address the Order Details or other tables

foreach(SalesOrderDataSet.OrderDtlRow r in sods.OrderDtl)
{
r.FieldName
}




Sincerely
Jose C Gomez

http://www.josecgomez.com


On Thu, Jul 29, 2010 at 12:35 PM, bw2868bond <bwalker@...>wrote:

>
>
> Jose,
> I would be most interested in how you deal with datasetypes that return
> multiple tables of data. I have handled it various ways in the past and I am
> not sure I use the best / most elegant ways of processing the data once
> returned. Any code examples in this area would be helpful.
>
> Thanks,
>
> Bernie Walker.
>
>
> --- In vantage@yahoogroups.com <vantage%40yahoogroups.com>, Jose Gomez
> <jose@...> wrote:
> >
> > Yes I gave the presentation at Perspectives last year and will probably
> be
> > doing a more advanced one this year.
> > Let me put something together, what exactly are you looking for? How to
> use
> > WS? how to use BO's?
> >
> > Keep in mind both of this require Visual Studio or some other Development
> > Environment plus u have to be a developer / know how to program.
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> >
> > On Thu, Jul 29, 2010 at 9:45 AM, Brian W. Spolarich <
> > bspolarich@...> wrote:
> >
> > >
> > >
> > > Jose, I wouldn't mind those pointers. Did you give the presentation
> > > at Perspectives on using the WS directly?
> > >
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf
> > > Of Jose Gomez
> > > Sent: Wednesday, July 28, 2010 7:13 PM
> > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
> > > Subject: Re: [Vantage] Customer record creation
> > >
> > > Do you have developers on your staff? or at least a fairly advanced IT.
> > > If
> > > so let me know and I can give you some pointers.
> > >
> > > Sincerely
> > > Jose C Gomez
> > >
> > > http://www.josecgomez.com
> > >
> > > On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
> > > <blake.clemens@... <blake.clemens%40d-m-c.com>>wrote:
>
> > >
> > > >
> > > >
> > > > Do you have any documentation on how one would set up something like
> > > > this?
> > > >
> > > >
> > > > Thanks,
> > > > Blake Clemens
> > > > IT Systems Engineer
> > > > Delmarva Millwork Corporation
> > > > (800) 360-2364 x132
> > > > -----Original Message-----
> > > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com> [mailto:
> > > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com>] On Behalf
> > > > Of Jose Gomez
> > > > Sent: Wednesday, July 28, 2010 2:45 PM
> > > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com>
> > > > Subject: Re: [Vantage] Customer record creation
> > > >
> > > > Depending on how big your IT department is, you can go with Web
> > > > Services
> > > > they are 100 time faster and mroe reliable than Service Connect!
> > > > We've extended Epicor /Vantage by a 10 fold by using Web Services and
> > > > Business Objects Directly.
> > > >
> > > > Sincerely
> > > > Jose C Gomez
> > > >
> > > > http://www.josecgomez.com
> > > >
> > > > On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> > > > bspolarich@... <bspolarich%40advancedphotonix.com><bspolarich%
>
> > > 40advancedphotonix.com>>
> > >
> > > > wrote:
> > > >
> > > > >
> > > > >
> > > > > Generically, ServiceConnect is designed to provide exactly this
> kind
> > > > > of integration. I'm assuming you're talking about using some
> > > > > third-party eCommerce/storefront system, and you want to integrate
> > > > this
> > > > > with Vantage in a straightforward way.
> > > > >
> > > > > Here's how I would do it, and something I've given thought to:
> > > > >
> > > > > 1. Have your external system generate an XML file (using a
> > > predefined
> > > > > schema) that contains all of the order information, including
> > > customer
> > > > > info, shipping details, and order lines. This XML file could be
> > > > > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or saved
> > > to
> > > > > an Windows file share, etc.
> > > > >
> > > > > For our scenario, we build to order, so we'd collect payment via
> > > > > credit card at the time of order. The order wouldn't get sent to
> > > > > Vantage until it was paid for. You'd need to think through your
> > > > > policies and processes in terms of payment obviously.
> > > > >
> > > > > 2. SC processes the file, doing appropriate tests to see if the
> > > > > customer exists, if the shipto exists for the customer, and
> > > > > creates/updates them as necessary.
> > > > >
> > > > > 3. SC creates the order referencing the customer and shipto. I
> would
> > > > > 1) place the order on hold and 2) mark the order release as not
> > > firm.
> > > > I
> > > > > might also use a User-Defined Checkbox0x field to mark this as an
> > > > order
> > > > > placed from your external system. OrderHed has a 'WebOrder' field,
> > > but
> > > > > it is used by some other external application.
> > > > >
> > > > > 4. Someone can review the orders on a regular basis via a Dashboard
> > > > > or whatever, and adjust them, take them off hold and firm up the
> > > > > releases as a sanity check. The 'firm release' checkbox on the
> > > release
> > > > > is what makes the order represent real demand in your materials
> > > > system.
> > > > >
> > > > > 5. When you ship the order, you can have a BPM that triggers a
> > > > > ServiceConnect workflow to send an XML file with the necessary
> order
> > > > > update information to your external system. The 'external system
> > > > order'
> > > > > flag is what I'd use to trigger this BPM action from the
> > > > > CustomerShipmentEntry BO. This XML document would presumably
> include
> > > > > tracking details. Something connected to your external system would
> > > > > process the XML file and take whatever actions are necessary
> perhaps
> > > > to
> > > > > notify your customer their order has shipped, etc.
> > > > >
> > > > > 6. Your AR folks would need to generate invoices from the web
> orders
> > > > > (again perhaps using the 'external system order' flag w/ a BAQ to
> > > > > identify those orders), post the invoices, and then match payment
> > > > > against them from your credit card receipts.
> > > > >
> > > > > All of this is quite do-able, but would require some non-trivial
> > > > > technical expertise in terms of working with SC, and doings lots of
> > > > > testing.
> > > > >
> > > > > I'm wondering if anyone has a SC package that handles the basics of
> > > > > taking customer info from an external system, dealing with the
> > > various
> > > > > cases of "new customer", "updated customer", "new shipto", "updated
> > > > > shipto", and then creating order lines and saving the order. That
> > > > would
> > > > > be a real time-saver.
> > > > >
> > > > > If all of this sounds too painful, then you're going to want to buy
> > > > > Epicor's offering. :-)
> > > > >
> > > > > -bws
> > > > >
> > > > >
> > > > > -----Original Message-----
> > > > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com><vantage%
> 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com> <vantage%
> > > > 40yahoogroups.com> [mailto:
> > > > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com> <vantage%
> > > > 40yahoogroups.com>] On Behalf
> > > > > Of jahatcher43
> > > > > Sent: Wednesday, July 28, 2010 11:34 AM
> > > > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com> <vantage%
> > > > 40yahoogroups.com>
> > > > > Subject: [Vantage] Customer record creation
> > > > >
> > > > > We are considering setting up an eCommerce site that would not be
> > > > based
> > > > > on any product/module from Epicor.
> > > > >
> > > > > I'm considering how best to handle once the data has been
> > > transferred
> > > > > back inside our firewall:
> > > > >
> > > > > 1. entry of the order. Thought is to book under either demand entry
> > > or
> > > > > quote entry. Sales group reviews and converts to sales order.
> > > > > 2. the creation of a customer account/shipto if this is the first
> > > > order.
> > > > >
> > > > > Has anyone been down this road? Curious how others have handled
> this
> > > > > both from a business process and technology standpoint. I just want
> > > to
> > > > > avoid reinventing the wheel if I don't need to.
> > > > >
> > > > > Thanks,
> > > > >
> > > > > John
> > > > >
> > > > > ------------------------------------
> > > > >
> > > > >
> > > > > 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
> > > >
> > > >
> > > >
> > >
> > > [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]
> >
>
>
>


[Non-text portions of this message have been removed]
We are considering setting up an eCommerce site that would not be based on any product/module from Epicor.

I'm considering how best to handle once the data has been transferred back inside our firewall:

1. entry of the order. Thought is to book under either demand entry or quote entry. Sales group reviews and converts to sales order.
2. the creation of a customer account/shipto if this is the first order.

Has anyone been down this road? Curious how others have handled this both from a business process and technology standpoint. I just want to avoid reinventing the wheel if I don't need to.

Thanks,

John
Generically, ServiceConnect is designed to provide exactly this kind
of integration. I'm assuming you're talking about using some
third-party eCommerce/storefront system, and you want to integrate this
with Vantage in a straightforward way.

Here's how I would do it, and something I've given thought to:

1. Have your external system generate an XML file (using a predefined
schema) that contains all of the order information, including customer
info, shipping details, and order lines. This XML file could be
delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or saved to
an Windows file share, etc.

For our scenario, we build to order, so we'd collect payment via
credit card at the time of order. The order wouldn't get sent to
Vantage until it was paid for. You'd need to think through your
policies and processes in terms of payment obviously.

2. SC processes the file, doing appropriate tests to see if the
customer exists, if the shipto exists for the customer, and
creates/updates them as necessary.

3. SC creates the order referencing the customer and shipto. I would
1) place the order on hold and 2) mark the order release as not firm. I
might also use a User-Defined Checkbox0x field to mark this as an order
placed from your external system. OrderHed has a 'WebOrder' field, but
it is used by some other external application.

4. Someone can review the orders on a regular basis via a Dashboard
or whatever, and adjust them, take them off hold and firm up the
releases as a sanity check. The 'firm release' checkbox on the release
is what makes the order represent real demand in your materials system.

5. When you ship the order, you can have a BPM that triggers a
ServiceConnect workflow to send an XML file with the necessary order
update information to your external system. The 'external system order'
flag is what I'd use to trigger this BPM action from the
CustomerShipmentEntry BO. This XML document would presumably include
tracking details. Something connected to your external system would
process the XML file and take whatever actions are necessary perhaps to
notify your customer their order has shipped, etc.

6. Your AR folks would need to generate invoices from the web orders
(again perhaps using the 'external system order' flag w/ a BAQ to
identify those orders), post the invoices, and then match payment
against them from your credit card receipts.

All of this is quite do-able, but would require some non-trivial
technical expertise in terms of working with SC, and doings lots of
testing.

I'm wondering if anyone has a SC package that handles the basics of
taking customer info from an external system, dealing with the various
cases of "new customer", "updated customer", "new shipto", "updated
shipto", and then creating order lines and saving the order. That would
be a real time-saver.

If all of this sounds too painful, then you're going to want to buy
Epicor's offering. :-)

-bws

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of jahatcher43
Sent: Wednesday, July 28, 2010 11:34 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer record creation

We are considering setting up an eCommerce site that would not be based
on any product/module from Epicor.

I'm considering how best to handle once the data has been transferred
back inside our firewall:

1. entry of the order. Thought is to book under either demand entry or
quote entry. Sales group reviews and converts to sales order.
2. the creation of a customer account/shipto if this is the first order.

Has anyone been down this road? Curious how others have handled this
both from a business process and technology standpoint. I just want to
avoid reinventing the wheel if I don't need to.

Thanks,

John







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

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
Depending on how big your IT department is, you can go with Web Services
they are 100 time faster and mroe reliable than Service Connect!
We've extended Epicor /Vantage by a 10 fold by using Web Services and
Business Objects Directly.


Sincerely
Jose C Gomez

http://www.josecgomez.com


On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
bspolarich@...> wrote:

>
>
> Generically, ServiceConnect is designed to provide exactly this kind
> of integration. I'm assuming you're talking about using some
> third-party eCommerce/storefront system, and you want to integrate this
> with Vantage in a straightforward way.
>
> Here's how I would do it, and something I've given thought to:
>
> 1. Have your external system generate an XML file (using a predefined
> schema) that contains all of the order information, including customer
> info, shipping details, and order lines. This XML file could be
> delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or saved to
> an Windows file share, etc.
>
> For our scenario, we build to order, so we'd collect payment via
> credit card at the time of order. The order wouldn't get sent to
> Vantage until it was paid for. You'd need to think through your
> policies and processes in terms of payment obviously.
>
> 2. SC processes the file, doing appropriate tests to see if the
> customer exists, if the shipto exists for the customer, and
> creates/updates them as necessary.
>
> 3. SC creates the order referencing the customer and shipto. I would
> 1) place the order on hold and 2) mark the order release as not firm. I
> might also use a User-Defined Checkbox0x field to mark this as an order
> placed from your external system. OrderHed has a 'WebOrder' field, but
> it is used by some other external application.
>
> 4. Someone can review the orders on a regular basis via a Dashboard
> or whatever, and adjust them, take them off hold and firm up the
> releases as a sanity check. The 'firm release' checkbox on the release
> is what makes the order represent real demand in your materials system.
>
> 5. When you ship the order, you can have a BPM that triggers a
> ServiceConnect workflow to send an XML file with the necessary order
> update information to your external system. The 'external system order'
> flag is what I'd use to trigger this BPM action from the
> CustomerShipmentEntry BO. This XML document would presumably include
> tracking details. Something connected to your external system would
> process the XML file and take whatever actions are necessary perhaps to
> notify your customer their order has shipped, etc.
>
> 6. Your AR folks would need to generate invoices from the web orders
> (again perhaps using the 'external system order' flag w/ a BAQ to
> identify those orders), post the invoices, and then match payment
> against them from your credit card receipts.
>
> All of this is quite do-able, but would require some non-trivial
> technical expertise in terms of working with SC, and doings lots of
> testing.
>
> I'm wondering if anyone has a SC package that handles the basics of
> taking customer info from an external system, dealing with the various
> cases of "new customer", "updated customer", "new shipto", "updated
> shipto", and then creating order lines and saving the order. That would
> be a real time-saver.
>
> If all of this sounds too painful, then you're going to want to buy
> Epicor's offering. :-)
>
> -bws
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of jahatcher43
> Sent: Wednesday, July 28, 2010 11:34 AM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: [Vantage] Customer record creation
>
> We are considering setting up an eCommerce site that would not be based
> on any product/module from Epicor.
>
> I'm considering how best to handle once the data has been transferred
> back inside our firewall:
>
> 1. entry of the order. Thought is to book under either demand entry or
> quote entry. Sales group reviews and converts to sales order.
> 2. the creation of a customer account/shipto if this is the first order.
>
> Has anyone been down this road? Curious how others have handled this
> both from a business process and technology standpoint. I just want to
> avoid reinventing the wheel if I don't need to.
>
> Thanks,
>
> John
>
> ------------------------------------
>
>
> 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]
Do you have any documentation on how one would set up something like
this?

Thanks,
Blake Clemens
IT Systems Engineer
Delmarva Millwork Corporation
(800) 360-2364 x132
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Wednesday, July 28, 2010 2:45 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer record creation

Depending on how big your IT department is, you can go with Web
Services
they are 100 time faster and mroe reliable than Service Connect!
We've extended Epicor /Vantage by a 10 fold by using Web Services and
Business Objects Directly.


Sincerely
Jose C Gomez

http://www.josecgomez.com


On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
bspolarich@...> wrote:

>
>
> Generically, ServiceConnect is designed to provide exactly this kind
> of integration. I'm assuming you're talking about using some
> third-party eCommerce/storefront system, and you want to integrate
this
> with Vantage in a straightforward way.
>
> Here's how I would do it, and something I've given thought to:
>
> 1. Have your external system generate an XML file (using a predefined
> schema) that contains all of the order information, including customer
> info, shipping details, and order lines. This XML file could be
> delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or saved to
> an Windows file share, etc.
>
> For our scenario, we build to order, so we'd collect payment via
> credit card at the time of order. The order wouldn't get sent to
> Vantage until it was paid for. You'd need to think through your
> policies and processes in terms of payment obviously.
>
> 2. SC processes the file, doing appropriate tests to see if the
> customer exists, if the shipto exists for the customer, and
> creates/updates them as necessary.
>
> 3. SC creates the order referencing the customer and shipto. I would
> 1) place the order on hold and 2) mark the order release as not firm.
I
> might also use a User-Defined Checkbox0x field to mark this as an
order
> placed from your external system. OrderHed has a 'WebOrder' field, but
> it is used by some other external application.
>
> 4. Someone can review the orders on a regular basis via a Dashboard
> or whatever, and adjust them, take them off hold and firm up the
> releases as a sanity check. The 'firm release' checkbox on the release
> is what makes the order represent real demand in your materials
system.
>
> 5. When you ship the order, you can have a BPM that triggers a
> ServiceConnect workflow to send an XML file with the necessary order
> update information to your external system. The 'external system
order'
> flag is what I'd use to trigger this BPM action from the
> CustomerShipmentEntry BO. This XML document would presumably include
> tracking details. Something connected to your external system would
> process the XML file and take whatever actions are necessary perhaps
to
> notify your customer their order has shipped, etc.
>
> 6. Your AR folks would need to generate invoices from the web orders
> (again perhaps using the 'external system order' flag w/ a BAQ to
> identify those orders), post the invoices, and then match payment
> against them from your credit card receipts.
>
> All of this is quite do-able, but would require some non-trivial
> technical expertise in terms of working with SC, and doings lots of
> testing.
>
> I'm wondering if anyone has a SC package that handles the basics of
> taking customer info from an external system, dealing with the various
> cases of "new customer", "updated customer", "new shipto", "updated
> shipto", and then creating order lines and saving the order. That
would
> be a real time-saver.
>
> If all of this sounds too painful, then you're going to want to buy
> Epicor's offering. :-)
>
> -bws
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of jahatcher43
> Sent: Wednesday, July 28, 2010 11:34 AM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: [Vantage] Customer record creation
>
> We are considering setting up an eCommerce site that would not be
based
> on any product/module from Epicor.
>
> I'm considering how best to handle once the data has been transferred
> back inside our firewall:
>
> 1. entry of the order. Thought is to book under either demand entry or
> quote entry. Sales group reviews and converts to sales order.
> 2. the creation of a customer account/shipto if this is the first
order.
>
> Has anyone been down this road? Curious how others have handled this
> both from a business process and technology standpoint. I just want to
> avoid reinventing the wheel if I don't need to.
>
> Thanks,
>
> John
>
> ------------------------------------
>
>
> 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
Do you have developers on your staff? or at least a fairly advanced IT. If
so let me know and I can give you some pointers.

Sincerely
Jose C Gomez

http://www.josecgomez.com


On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens <blake.clemens@...>wrote:

>
>
> Do you have any documentation on how one would set up something like
> this?
>
>
> Thanks,
> Blake Clemens
> IT Systems Engineer
> Delmarva Millwork Corporation
> (800) 360-2364 x132
> -----Original Message-----
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of Jose Gomez
> Sent: Wednesday, July 28, 2010 2:45 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer record creation
>
> Depending on how big your IT department is, you can go with Web
> Services
> they are 100 time faster and mroe reliable than Service Connect!
> We've extended Epicor /Vantage by a 10 fold by using Web Services and
> Business Objects Directly.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
> On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> bspolarich@... <bspolarich%40advancedphotonix.com>>
> wrote:
>
> >
> >
> > Generically, ServiceConnect is designed to provide exactly this kind
> > of integration. I'm assuming you're talking about using some
> > third-party eCommerce/storefront system, and you want to integrate
> this
> > with Vantage in a straightforward way.
> >
> > Here's how I would do it, and something I've given thought to:
> >
> > 1. Have your external system generate an XML file (using a predefined
> > schema) that contains all of the order information, including customer
> > info, shipping details, and order lines. This XML file could be
> > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or saved to
> > an Windows file share, etc.
> >
> > For our scenario, we build to order, so we'd collect payment via
> > credit card at the time of order. The order wouldn't get sent to
> > Vantage until it was paid for. You'd need to think through your
> > policies and processes in terms of payment obviously.
> >
> > 2. SC processes the file, doing appropriate tests to see if the
> > customer exists, if the shipto exists for the customer, and
> > creates/updates them as necessary.
> >
> > 3. SC creates the order referencing the customer and shipto. I would
> > 1) place the order on hold and 2) mark the order release as not firm.
> I
> > might also use a User-Defined Checkbox0x field to mark this as an
> order
> > placed from your external system. OrderHed has a 'WebOrder' field, but
> > it is used by some other external application.
> >
> > 4. Someone can review the orders on a regular basis via a Dashboard
> > or whatever, and adjust them, take them off hold and firm up the
> > releases as a sanity check. The 'firm release' checkbox on the release
> > is what makes the order represent real demand in your materials
> system.
> >
> > 5. When you ship the order, you can have a BPM that triggers a
> > ServiceConnect workflow to send an XML file with the necessary order
> > update information to your external system. The 'external system
> order'
> > flag is what I'd use to trigger this BPM action from the
> > CustomerShipmentEntry BO. This XML document would presumably include
> > tracking details. Something connected to your external system would
> > process the XML file and take whatever actions are necessary perhaps
> to
> > notify your customer their order has shipped, etc.
> >
> > 6. Your AR folks would need to generate invoices from the web orders
> > (again perhaps using the 'external system order' flag w/ a BAQ to
> > identify those orders), post the invoices, and then match payment
> > against them from your credit card receipts.
> >
> > All of this is quite do-able, but would require some non-trivial
> > technical expertise in terms of working with SC, and doings lots of
> > testing.
> >
> > I'm wondering if anyone has a SC package that handles the basics of
> > taking customer info from an external system, dealing with the various
> > cases of "new customer", "updated customer", "new shipto", "updated
> > shipto", and then creating order lines and saving the order. That
> would
> > be a real time-saver.
> >
> > If all of this sounds too painful, then you're going to want to buy
> > Epicor's offering. :-)
> >
> > -bws
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf
> > Of jahatcher43
> > Sent: Wednesday, July 28, 2010 11:34 AM
> > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
> > Subject: [Vantage] Customer record creation
> >
> > We are considering setting up an eCommerce site that would not be
> based
> > on any product/module from Epicor.
> >
> > I'm considering how best to handle once the data has been transferred
> > back inside our firewall:
> >
> > 1. entry of the order. Thought is to book under either demand entry or
> > quote entry. Sales group reviews and converts to sales order.
> > 2. the creation of a customer account/shipto if this is the first
> order.
> >
> > Has anyone been down this road? Curious how others have handled this
> > both from a business process and technology standpoint. I just want to
> > avoid reinventing the wheel if I don't need to.
> >
> > Thanks,
> >
> > John
> >
> > ------------------------------------
> >
> >
> > 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
>
>
>


[Non-text portions of this message have been removed]
Jose, I wouldn't mind those pointers. Did you give the presentation
at Perspectives on using the WS directly?

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Wednesday, July 28, 2010 7:13 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer record creation

Do you have developers on your staff? or at least a fairly advanced IT.
If
so let me know and I can give you some pointers.

Sincerely
Jose C Gomez

http://www.josecgomez.com


On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
<blake.clemens@...>wrote:

>
>
> Do you have any documentation on how one would set up something like
> this?
>
>
> Thanks,
> Blake Clemens
> IT Systems Engineer
> Delmarva Millwork Corporation
> (800) 360-2364 x132
> -----Original Message-----
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of Jose Gomez
> Sent: Wednesday, July 28, 2010 2:45 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer record creation
>
> Depending on how big your IT department is, you can go with Web
> Services
> they are 100 time faster and mroe reliable than Service Connect!
> We've extended Epicor /Vantage by a 10 fold by using Web Services and
> Business Objects Directly.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
> On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> bspolarich@... <bspolarich%40advancedphotonix.com>>
> wrote:
>
> >
> >
> > Generically, ServiceConnect is designed to provide exactly this kind
> > of integration. I'm assuming you're talking about using some
> > third-party eCommerce/storefront system, and you want to integrate
> this
> > with Vantage in a straightforward way.
> >
> > Here's how I would do it, and something I've given thought to:
> >
> > 1. Have your external system generate an XML file (using a
predefined
> > schema) that contains all of the order information, including
customer
> > info, shipping details, and order lines. This XML file could be
> > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or saved
to
> > an Windows file share, etc.
> >
> > For our scenario, we build to order, so we'd collect payment via
> > credit card at the time of order. The order wouldn't get sent to
> > Vantage until it was paid for. You'd need to think through your
> > policies and processes in terms of payment obviously.
> >
> > 2. SC processes the file, doing appropriate tests to see if the
> > customer exists, if the shipto exists for the customer, and
> > creates/updates them as necessary.
> >
> > 3. SC creates the order referencing the customer and shipto. I would
> > 1) place the order on hold and 2) mark the order release as not
firm.
> I
> > might also use a User-Defined Checkbox0x field to mark this as an
> order
> > placed from your external system. OrderHed has a 'WebOrder' field,
but
> > it is used by some other external application.
> >
> > 4. Someone can review the orders on a regular basis via a Dashboard
> > or whatever, and adjust them, take them off hold and firm up the
> > releases as a sanity check. The 'firm release' checkbox on the
release
> > is what makes the order represent real demand in your materials
> system.
> >
> > 5. When you ship the order, you can have a BPM that triggers a
> > ServiceConnect workflow to send an XML file with the necessary order
> > update information to your external system. The 'external system
> order'
> > flag is what I'd use to trigger this BPM action from the
> > CustomerShipmentEntry BO. This XML document would presumably include
> > tracking details. Something connected to your external system would
> > process the XML file and take whatever actions are necessary perhaps
> to
> > notify your customer their order has shipped, etc.
> >
> > 6. Your AR folks would need to generate invoices from the web orders
> > (again perhaps using the 'external system order' flag w/ a BAQ to
> > identify those orders), post the invoices, and then match payment
> > against them from your credit card receipts.
> >
> > All of this is quite do-able, but would require some non-trivial
> > technical expertise in terms of working with SC, and doings lots of
> > testing.
> >
> > I'm wondering if anyone has a SC package that handles the basics of
> > taking customer info from an external system, dealing with the
various
> > cases of "new customer", "updated customer", "new shipto", "updated
> > shipto", and then creating order lines and saving the order. That
> would
> > be a real time-saver.
> >
> > If all of this sounds too painful, then you're going to want to buy
> > Epicor's offering. :-)
> >
> > -bws
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf
> > Of jahatcher43
> > Sent: Wednesday, July 28, 2010 11:34 AM
> > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
> > Subject: [Vantage] Customer record creation
> >
> > We are considering setting up an eCommerce site that would not be
> based
> > on any product/module from Epicor.
> >
> > I'm considering how best to handle once the data has been
transferred
> > back inside our firewall:
> >
> > 1. entry of the order. Thought is to book under either demand entry
or
> > quote entry. Sales group reviews and converts to sales order.
> > 2. the creation of a customer account/shipto if this is the first
> order.
> >
> > Has anyone been down this road? Curious how others have handled this
> > both from a business process and technology standpoint. I just want
to
> > avoid reinventing the wheel if I don't need to.
> >
> > Thanks,
> >
> > John
> >
> > ------------------------------------
> >
> >
> > 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
>
>
>


[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
I would be interested in those pointers also.

--- In vantage@yahoogroups.com, "Brian W. Spolarich " <bspolarich@...> wrote:
>
> Jose, I wouldn't mind those pointers. Did you give the presentation
> at Perspectives on using the WS directly?
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Jose Gomez
> Sent: Wednesday, July 28, 2010 7:13 PM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Customer record creation
>
> Do you have developers on your staff? or at least a fairly advanced IT.
> If
> so let me know and I can give you some pointers.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
> <blake.clemens@...>wrote:
>
> >
> >
> > Do you have any documentation on how one would set up something like
> > this?
> >
> >
> > Thanks,
> > Blake Clemens
> > IT Systems Engineer
> > Delmarva Millwork Corporation
> > (800) 360-2364 x132
> > -----Original Message-----
> > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> > Of Jose Gomez
> > Sent: Wednesday, July 28, 2010 2:45 PM
> > To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> > Subject: Re: [Vantage] Customer record creation
> >
> > Depending on how big your IT department is, you can go with Web
> > Services
> > they are 100 time faster and mroe reliable than Service Connect!
> > We've extended Epicor /Vantage by a 10 fold by using Web Services and
> > Business Objects Directly.
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> > On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> > bspolarich@... <bspolarich%40advancedphotonix.com>>
> > wrote:
> >
> > >
> > >
> > > Generically, ServiceConnect is designed to provide exactly this kind
> > > of integration. I'm assuming you're talking about using some
> > > third-party eCommerce/storefront system, and you want to integrate
> > this
> > > with Vantage in a straightforward way.
> > >
> > > Here's how I would do it, and something I've given thought to:
> > >
> > > 1. Have your external system generate an XML file (using a
> predefined
> > > schema) that contains all of the order information, including
> customer
> > > info, shipping details, and order lines. This XML file could be
> > > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or saved
> to
> > > an Windows file share, etc.
> > >
> > > For our scenario, we build to order, so we'd collect payment via
> > > credit card at the time of order. The order wouldn't get sent to
> > > Vantage until it was paid for. You'd need to think through your
> > > policies and processes in terms of payment obviously.
> > >
> > > 2. SC processes the file, doing appropriate tests to see if the
> > > customer exists, if the shipto exists for the customer, and
> > > creates/updates them as necessary.
> > >
> > > 3. SC creates the order referencing the customer and shipto. I would
> > > 1) place the order on hold and 2) mark the order release as not
> firm.
> > I
> > > might also use a User-Defined Checkbox0x field to mark this as an
> > order
> > > placed from your external system. OrderHed has a 'WebOrder' field,
> but
> > > it is used by some other external application.
> > >
> > > 4. Someone can review the orders on a regular basis via a Dashboard
> > > or whatever, and adjust them, take them off hold and firm up the
> > > releases as a sanity check. The 'firm release' checkbox on the
> release
> > > is what makes the order represent real demand in your materials
> > system.
> > >
> > > 5. When you ship the order, you can have a BPM that triggers a
> > > ServiceConnect workflow to send an XML file with the necessary order
> > > update information to your external system. The 'external system
> > order'
> > > flag is what I'd use to trigger this BPM action from the
> > > CustomerShipmentEntry BO. This XML document would presumably include
> > > tracking details. Something connected to your external system would
> > > process the XML file and take whatever actions are necessary perhaps
> > to
> > > notify your customer their order has shipped, etc.
> > >
> > > 6. Your AR folks would need to generate invoices from the web orders
> > > (again perhaps using the 'external system order' flag w/ a BAQ to
> > > identify those orders), post the invoices, and then match payment
> > > against them from your credit card receipts.
> > >
> > > All of this is quite do-able, but would require some non-trivial
> > > technical expertise in terms of working with SC, and doings lots of
> > > testing.
> > >
> > > I'm wondering if anyone has a SC package that handles the basics of
> > > taking customer info from an external system, dealing with the
> various
> > > cases of "new customer", "updated customer", "new shipto", "updated
> > > shipto", and then creating order lines and saving the order. That
> > would
> > > be a real time-saver.
> > >
> > > If all of this sounds too painful, then you're going to want to buy
> > > Epicor's offering. :-)
> > >
> > > -bws
> > >
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com> [mailto:
> > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com>] On Behalf
> > > Of jahatcher43
> > > Sent: Wednesday, July 28, 2010 11:34 AM
> > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com>
> > > Subject: [Vantage] Customer record creation
> > >
> > > We are considering setting up an eCommerce site that would not be
> > based
> > > on any product/module from Epicor.
> > >
> > > I'm considering how best to handle once the data has been
> transferred
> > > back inside our firewall:
> > >
> > > 1. entry of the order. Thought is to book under either demand entry
> or
> > > quote entry. Sales group reviews and converts to sales order.
> > > 2. the creation of a customer account/shipto if this is the first
> > order.
> > >
> > > Has anyone been down this road? Curious how others have handled this
> > > both from a business process and technology standpoint. I just want
> to
> > > avoid reinventing the wheel if I don't need to.
> > >
> > > Thanks,
> > >
> > > John
> > >
> > > ------------------------------------
> > >
> > >
> > > 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
> >
> >
> >
>
>
> [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
>
I am also interested in the web services.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of mmcwilliams22
Sent: Thursday, July 29, 2010 8:53 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer record creation





I would be interested in those pointers also.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Brian W. Spolarich " <bspolarich@...> wrote:
>
> Jose, I wouldn't mind those pointers. Did you give the presentation
> at Perspectives on using the WS directly?
>
> -----Original Message-----
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Jose Gomez
> Sent: Wednesday, July 28, 2010 7:13 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer record creation
>
> Do you have developers on your staff? or at least a fairly advanced
IT.
> If
> so let me know and I can give you some pointers.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
> <blake.clemens@...>wrote:
>
> >
> >
> > Do you have any documentation on how one would set up something like
> > this?
> >
> >
> > Thanks,
> > Blake Clemens
> > IT Systems Engineer
> > Delmarva Millwork Corporation
> > (800) 360-2364 x132
> > -----Original Message-----
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com>] On Behalf
> > Of Jose Gomez
> > Sent: Wednesday, July 28, 2010 2:45 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com>
> > Subject: Re: [Vantage] Customer record creation
> >
> > Depending on how big your IT department is, you can go with Web
> > Services
> > they are 100 time faster and mroe reliable than Service Connect!
> > We've extended Epicor /Vantage by a 10 fold by using Web Services
and
> > Business Objects Directly.
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> > On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> > bspolarich@... <bspolarich%40advancedphotonix.com>>
> > wrote:
> >
> > >
> > >
> > > Generically, ServiceConnect is designed to provide exactly this
kind
> > > of integration. I'm assuming you're talking about using some
> > > third-party eCommerce/storefront system, and you want to integrate
> > this
> > > with Vantage in a straightforward way.
> > >
> > > Here's how I would do it, and something I've given thought to:
> > >
> > > 1. Have your external system generate an XML file (using a
> predefined
> > > schema) that contains all of the order information, including
> customer
> > > info, shipping details, and order lines. This XML file could be
> > > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or
saved
> to
> > > an Windows file share, etc.
> > >
> > > For our scenario, we build to order, so we'd collect payment via
> > > credit card at the time of order. The order wouldn't get sent to
> > > Vantage until it was paid for. You'd need to think through your
> > > policies and processes in terms of payment obviously.
> > >
> > > 2. SC processes the file, doing appropriate tests to see if the
> > > customer exists, if the shipto exists for the customer, and
> > > creates/updates them as necessary.
> > >
> > > 3. SC creates the order referencing the customer and shipto. I
would
> > > 1) place the order on hold and 2) mark the order release as not
> firm.
> > I
> > > might also use a User-Defined Checkbox0x field to mark this as an
> > order
> > > placed from your external system. OrderHed has a 'WebOrder' field,
> but
> > > it is used by some other external application.
> > >
> > > 4. Someone can review the orders on a regular basis via a
Dashboard
> > > or whatever, and adjust them, take them off hold and firm up the
> > > releases as a sanity check. The 'firm release' checkbox on the
> release
> > > is what makes the order represent real demand in your materials
> > system.
> > >
> > > 5. When you ship the order, you can have a BPM that triggers a
> > > ServiceConnect workflow to send an XML file with the necessary
order
> > > update information to your external system. The 'external system
> > order'
> > > flag is what I'd use to trigger this BPM action from the
> > > CustomerShipmentEntry BO. This XML document would presumably
include
> > > tracking details. Something connected to your external system
would
> > > process the XML file and take whatever actions are necessary
perhaps
> > to
> > > notify your customer their order has shipped, etc.
> > >
> > > 6. Your AR folks would need to generate invoices from the web
orders
> > > (again perhaps using the 'external system order' flag w/ a BAQ to
> > > identify those orders), post the invoices, and then match payment
> > > against them from your credit card receipts.
> > >
> > > All of this is quite do-able, but would require some non-trivial
> > > technical expertise in terms of working with SC, and doings lots
of
> > > testing.
> > >
> > > I'm wondering if anyone has a SC package that handles the basics
of
> > > taking customer info from an external system, dealing with the
> various
> > > cases of "new customer", "updated customer", "new shipto",
"updated
> > > shipto", and then creating order lines and saving the order. That
> > would
> > > be a real time-saver.
> > >
> > > If all of this sounds too painful, then you're going to want to
buy
> > > Epicor's offering. :-)
> > >
> > > -bws
> > >
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com> [mailto:
> > > vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com>] On Behalf
> > > Of jahatcher43
> > > Sent: Wednesday, July 28, 2010 11:34 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com>
> > > Subject: [Vantage] Customer record creation
> > >
> > > We are considering setting up an eCommerce site that would not be
> > based
> > > on any product/module from Epicor.
> > >
> > > I'm considering how best to handle once the data has been
> transferred
> > > back inside our firewall:
> > >
> > > 1. entry of the order. Thought is to book under either demand
entry
> or
> > > quote entry. Sales group reviews and converts to sales order.
> > > 2. the creation of a customer account/shipto if this is the first
> > order.
> > >
> > > Has anyone been down this road? Curious how others have handled
this
> > > both from a business process and technology standpoint. I just
want
> to
> > > avoid reinventing the wheel if I don't need to.
> > >
> > > Thanks,
> > >
> > > John
> > >
> > > ------------------------------------
> > >
> > >
> > > 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/.
<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/.
<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/.
<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]
Yes I gave the presentation at Perspectives last year and will probably be
doing a more advanced one this year.
Let me put something together, what exactly are you looking for? How to use
WS? how to use BO's?

Keep in mind both of this require Visual Studio or some other Development
Environment plus u have to be a developer / know how to program.

Sincerely
Jose C Gomez

http://www.josecgomez.com


On Thu, Jul 29, 2010 at 9:45 AM, Brian W. Spolarich <
bspolarich@...> wrote:

>
>
> Jose, I wouldn't mind those pointers. Did you give the presentation
> at Perspectives on using the WS directly?
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of Jose Gomez
> Sent: Wednesday, July 28, 2010 7:13 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer record creation
>
> Do you have developers on your staff? or at least a fairly advanced IT.
> If
> so let me know and I can give you some pointers.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
> On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
> <blake.clemens@... <blake.clemens%40d-m-c.com>>wrote:
>
> >
> >
> > Do you have any documentation on how one would set up something like
> > this?
> >
> >
> > Thanks,
> > Blake Clemens
> > IT Systems Engineer
> > Delmarva Millwork Corporation
> > (800) 360-2364 x132
> > -----Original Message-----
> > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf
> > Of Jose Gomez
> > Sent: Wednesday, July 28, 2010 2:45 PM
> > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
> > Subject: Re: [Vantage] Customer record creation
> >
> > Depending on how big your IT department is, you can go with Web
> > Services
> > they are 100 time faster and mroe reliable than Service Connect!
> > We've extended Epicor /Vantage by a 10 fold by using Web Services and
> > Business Objects Directly.
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> > On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> > bspolarich@... <bspolarich%40advancedphotonix.com><bspolarich%
> 40advancedphotonix.com>>
>
> > wrote:
> >
> > >
> > >
> > > Generically, ServiceConnect is designed to provide exactly this kind
> > > of integration. I'm assuming you're talking about using some
> > > third-party eCommerce/storefront system, and you want to integrate
> > this
> > > with Vantage in a straightforward way.
> > >
> > > Here's how I would do it, and something I've given thought to:
> > >
> > > 1. Have your external system generate an XML file (using a
> predefined
> > > schema) that contains all of the order information, including
> customer
> > > info, shipping details, and order lines. This XML file could be
> > > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or saved
> to
> > > an Windows file share, etc.
> > >
> > > For our scenario, we build to order, so we'd collect payment via
> > > credit card at the time of order. The order wouldn't get sent to
> > > Vantage until it was paid for. You'd need to think through your
> > > policies and processes in terms of payment obviously.
> > >
> > > 2. SC processes the file, doing appropriate tests to see if the
> > > customer exists, if the shipto exists for the customer, and
> > > creates/updates them as necessary.
> > >
> > > 3. SC creates the order referencing the customer and shipto. I would
> > > 1) place the order on hold and 2) mark the order release as not
> firm.
> > I
> > > might also use a User-Defined Checkbox0x field to mark this as an
> > order
> > > placed from your external system. OrderHed has a 'WebOrder' field,
> but
> > > it is used by some other external application.
> > >
> > > 4. Someone can review the orders on a regular basis via a Dashboard
> > > or whatever, and adjust them, take them off hold and firm up the
> > > releases as a sanity check. The 'firm release' checkbox on the
> release
> > > is what makes the order represent real demand in your materials
> > system.
> > >
> > > 5. When you ship the order, you can have a BPM that triggers a
> > > ServiceConnect workflow to send an XML file with the necessary order
> > > update information to your external system. The 'external system
> > order'
> > > flag is what I'd use to trigger this BPM action from the
> > > CustomerShipmentEntry BO. This XML document would presumably include
> > > tracking details. Something connected to your external system would
> > > process the XML file and take whatever actions are necessary perhaps
> > to
> > > notify your customer their order has shipped, etc.
> > >
> > > 6. Your AR folks would need to generate invoices from the web orders
> > > (again perhaps using the 'external system order' flag w/ a BAQ to
> > > identify those orders), post the invoices, and then match payment
> > > against them from your credit card receipts.
> > >
> > > All of this is quite do-able, but would require some non-trivial
> > > technical expertise in terms of working with SC, and doings lots of
> > > testing.
> > >
> > > I'm wondering if anyone has a SC package that handles the basics of
> > > taking customer info from an external system, dealing with the
> various
> > > cases of "new customer", "updated customer", "new shipto", "updated
> > > shipto", and then creating order lines and saving the order. That
> > would
> > > be a real time-saver.
> > >
> > > If all of this sounds too painful, then you're going to want to buy
> > > Epicor's offering. :-)
> > >
> > > -bws
> > >
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com> [mailto:
> > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>] On Behalf
> > > Of jahatcher43
> > > Sent: Wednesday, July 28, 2010 11:34 AM
> > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>
> > > Subject: [Vantage] Customer record creation
> > >
> > > We are considering setting up an eCommerce site that would not be
> > based
> > > on any product/module from Epicor.
> > >
> > > I'm considering how best to handle once the data has been
> transferred
> > > back inside our firewall:
> > >
> > > 1. entry of the order. Thought is to book under either demand entry
> or
> > > quote entry. Sales group reviews and converts to sales order.
> > > 2. the creation of a customer account/shipto if this is the first
> > order.
> > >
> > > Has anyone been down this road? Curious how others have handled this
> > > both from a business process and technology standpoint. I just want
> to
> > > avoid reinventing the wheel if I don't need to.
> > >
> > > Thanks,
> > >
> > > John
> > >
> > > ------------------------------------
> > >
> > >
> > > 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
> >
> >
> >
>
> [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]
I'd just be looking for some straightforward examples of how to invoke
the Vantage web services directly, and some typical interactions with
BOs, and any gotchas.

-bws

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Thursday, July 29, 2010 11:49 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer record creation

Yes I gave the presentation at Perspectives last year and will probably
be
doing a more advanced one this year.
Let me put something together, what exactly are you looking for? How to
use
WS? how to use BO's?

Keep in mind both of this require Visual Studio or some other
Development
Environment plus u have to be a developer / know how to program.

Sincerely
Jose C Gomez

http://www.josecgomez.com


On Thu, Jul 29, 2010 at 9:45 AM, Brian W. Spolarich <
bspolarich@...> wrote:

>
>
> Jose, I wouldn't mind those pointers. Did you give the presentation
> at Perspectives on using the WS directly?
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of Jose Gomez
> Sent: Wednesday, July 28, 2010 7:13 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer record creation
>
> Do you have developers on your staff? or at least a fairly advanced
IT.
> If
> so let me know and I can give you some pointers.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
> On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
> <blake.clemens@... <blake.clemens%40d-m-c.com>>wrote:
>
> >
> >
> > Do you have any documentation on how one would set up something like
> > this?
> >
> >
> > Thanks,
> > Blake Clemens
> > IT Systems Engineer
> > Delmarva Millwork Corporation
> > (800) 360-2364 x132
> > -----Original Message-----
> > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf
> > Of Jose Gomez
> > Sent: Wednesday, July 28, 2010 2:45 PM
> > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
> > Subject: Re: [Vantage] Customer record creation
> >
> > Depending on how big your IT department is, you can go with Web
> > Services
> > they are 100 time faster and mroe reliable than Service Connect!
> > We've extended Epicor /Vantage by a 10 fold by using Web Services
and
> > Business Objects Directly.
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> > On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> > bspolarich@...
<bspolarich%40advancedphotonix.com><bspolarich%
> 40advancedphotonix.com>>
>
> > wrote:
> >
> > >
> > >
> > > Generically, ServiceConnect is designed to provide exactly this
kind
> > > of integration. I'm assuming you're talking about using some
> > > third-party eCommerce/storefront system, and you want to integrate
> > this
> > > with Vantage in a straightforward way.
> > >
> > > Here's how I would do it, and something I've given thought to:
> > >
> > > 1. Have your external system generate an XML file (using a
> predefined
> > > schema) that contains all of the order information, including
> customer
> > > info, shipping details, and order lines. This XML file could be
> > > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or
saved
> to
> > > an Windows file share, etc.
> > >
> > > For our scenario, we build to order, so we'd collect payment via
> > > credit card at the time of order. The order wouldn't get sent to
> > > Vantage until it was paid for. You'd need to think through your
> > > policies and processes in terms of payment obviously.
> > >
> > > 2. SC processes the file, doing appropriate tests to see if the
> > > customer exists, if the shipto exists for the customer, and
> > > creates/updates them as necessary.
> > >
> > > 3. SC creates the order referencing the customer and shipto. I
would
> > > 1) place the order on hold and 2) mark the order release as not
> firm.
> > I
> > > might also use a User-Defined Checkbox0x field to mark this as an
> > order
> > > placed from your external system. OrderHed has a 'WebOrder' field,
> but
> > > it is used by some other external application.
> > >
> > > 4. Someone can review the orders on a regular basis via a
Dashboard
> > > or whatever, and adjust them, take them off hold and firm up the
> > > releases as a sanity check. The 'firm release' checkbox on the
> release
> > > is what makes the order represent real demand in your materials
> > system.
> > >
> > > 5. When you ship the order, you can have a BPM that triggers a
> > > ServiceConnect workflow to send an XML file with the necessary
order
> > > update information to your external system. The 'external system
> > order'
> > > flag is what I'd use to trigger this BPM action from the
> > > CustomerShipmentEntry BO. This XML document would presumably
include
> > > tracking details. Something connected to your external system
would
> > > process the XML file and take whatever actions are necessary
perhaps
> > to
> > > notify your customer their order has shipped, etc.
> > >
> > > 6. Your AR folks would need to generate invoices from the web
orders
> > > (again perhaps using the 'external system order' flag w/ a BAQ to
> > > identify those orders), post the invoices, and then match payment
> > > against them from your credit card receipts.
> > >
> > > All of this is quite do-able, but would require some non-trivial
> > > technical expertise in terms of working with SC, and doings lots
of
> > > testing.
> > >
> > > I'm wondering if anyone has a SC package that handles the basics
of
> > > taking customer info from an external system, dealing with the
> various
> > > cases of "new customer", "updated customer", "new shipto",
"updated
> > > shipto", and then creating order lines and saving the order. That
> > would
> > > be a real time-saver.
> > >
> > > If all of this sounds too painful, then you're going to want to
buy
> > > Epicor's offering. :-)
> > >
> > > -bws
> > >
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com>
<vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com> [mailto:
> > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>] On Behalf
> > > Of jahatcher43
> > > Sent: Wednesday, July 28, 2010 11:34 AM
> > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>
> > > Subject: [Vantage] Customer record creation
> > >
> > > We are considering setting up an eCommerce site that would not be
> > based
> > > on any product/module from Epicor.
> > >
> > > I'm considering how best to handle once the data has been
> transferred
> > > back inside our firewall:
> > >
> > > 1. entry of the order. Thought is to book under either demand
entry
> or
> > > quote entry. Sales group reviews and converts to sales order.
> > > 2. the creation of a customer account/shipto if this is the first
> > order.
> > >
> > > Has anyone been down this road? Curious how others have handled
this
> > > both from a business process and technology standpoint. I just
want
> to
> > > avoid reinventing the wheel if I don't need to.
> > >
> > > Thanks,
> > >
> > > John
> > >
> > > ------------------------------------
> > >
> > >
> > > 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
> >
> >
> >
>
> [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
Jose,



What did you mean you used "Business Object" directly? Is this same as
developing Crystal Report via ODBC and invoking the report via other
means that Vantage (such as web application)?



Daniel







From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Thursday, July 29, 2010 10:49 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer record creation



Yes I gave the presentation at Perspectives last year and will probably
be
doing a more advanced one this year.
Let me put something together, what exactly are you looking for? How to
use
WS? how to use BO's?

Keep in mind both of this require Visual Studio or some other
Development
Environment plus u have to be a developer / know how to program.

Sincerely
Jose C Gomez

http://www.josecgomez.com


On Thu, Jul 29, 2010 at 9:45 AM, Brian W. Spolarich <
bspolarich@...>
<mailto:bspolarich@...%3e> wrote:

>
>
> Jose, I wouldn't mind those pointers. Did you give the presentation
> at Perspectives on using the WS directly?
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of Jose Gomez
> Sent: Wednesday, July 28, 2010 7:13 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer record creation
>
> Do you have developers on your staff? or at least a fairly advanced
IT.
> If
> so let me know and I can give you some pointers.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
> On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
> <blake.clemens@... <blake.clemens%40d-m-c.com>>wrote:
>
> >
> >
> > Do you have any documentation on how one would set up something like
> > this?
> >
> >
> > Thanks,
> > Blake Clemens
> > IT Systems Engineer
> > Delmarva Millwork Corporation
> > (800) 360-2364 x132
> > -----Original Message-----
> > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf
> > Of Jose Gomez
> > Sent: Wednesday, July 28, 2010 2:45 PM
> > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
> > Subject: Re: [Vantage] Customer record creation
> >
> > Depending on how big your IT department is, you can go with Web
> > Services
> > they are 100 time faster and mroe reliable than Service Connect!
> > We've extended Epicor /Vantage by a 10 fold by using Web Services
and
> > Business Objects Directly.
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> > On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> > bspolarich@...
<bspolarich%40advancedphotonix.com><bspolarich%
> 40advancedphotonix.com>>
>
> > wrote:
> >
> > >
> > >
> > > Generically, ServiceConnect is designed to provide exactly this
kind
> > > of integration. I'm assuming you're talking about using some
> > > third-party eCommerce/storefront system, and you want to integrate
> > this
> > > with Vantage in a straightforward way.
> > >
> > > Here's how I would do it, and something I've given thought to:
> > >
> > > 1. Have your external system generate an XML file (using a
> predefined
> > > schema) that contains all of the order information, including
> customer
> > > info, shipping details, and order lines. This XML file could be
> > > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or
saved
> to
> > > an Windows file share, etc.
> > >
> > > For our scenario, we build to order, so we'd collect payment via
> > > credit card at the time of order. The order wouldn't get sent to
> > > Vantage until it was paid for. You'd need to think through your
> > > policies and processes in terms of payment obviously.
> > >
> > > 2. SC processes the file, doing appropriate tests to see if the
> > > customer exists, if the shipto exists for the customer, and
> > > creates/updates them as necessary.
> > >
> > > 3. SC creates the order referencing the customer and shipto. I
would
> > > 1) place the order on hold and 2) mark the order release as not
> firm.
> > I
> > > might also use a User-Defined Checkbox0x field to mark this as an
> > order
> > > placed from your external system. OrderHed has a 'WebOrder' field,
> but
> > > it is used by some other external application.
> > >
> > > 4. Someone can review the orders on a regular basis via a
Dashboard
> > > or whatever, and adjust them, take them off hold and firm up the
> > > releases as a sanity check. The 'firm release' checkbox on the
> release
> > > is what makes the order represent real demand in your materials
> > system.
> > >
> > > 5. When you ship the order, you can have a BPM that triggers a
> > > ServiceConnect workflow to send an XML file with the necessary
order
> > > update information to your external system. The 'external system
> > order'
> > > flag is what I'd use to trigger this BPM action from the
> > > CustomerShipmentEntry BO. This XML document would presumably
include
> > > tracking details. Something connected to your external system
would
> > > process the XML file and take whatever actions are necessary
perhaps
> > to
> > > notify your customer their order has shipped, etc.
> > >
> > > 6. Your AR folks would need to generate invoices from the web
orders
> > > (again perhaps using the 'external system order' flag w/ a BAQ to
> > > identify those orders), post the invoices, and then match payment
> > > against them from your credit card receipts.
> > >
> > > All of this is quite do-able, but would require some non-trivial
> > > technical expertise in terms of working with SC, and doings lots
of
> > > testing.
> > >
> > > I'm wondering if anyone has a SC package that handles the basics
of
> > > taking customer info from an external system, dealing with the
> various
> > > cases of "new customer", "updated customer", "new shipto",
"updated
> > > shipto", and then creating order lines and saving the order. That
> > would
> > > be a real time-saver.
> > >
> > > If all of this sounds too painful, then you're going to want to
buy
> > > Epicor's offering. :-)
> > >
> > > -bws
> > >
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com>
<vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com> [mailto:
> > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>] On Behalf
> > > Of jahatcher43
> > > Sent: Wednesday, July 28, 2010 11:34 AM
> > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>
> > > Subject: [Vantage] Customer record creation
> > >
> > > We are considering setting up an eCommerce site that would not be
> > based
> > > on any product/module from Epicor.
> > >
> > > I'm considering how best to handle once the data has been
> transferred
> > > back inside our firewall:
> > >
> > > 1. entry of the order. Thought is to book under either demand
entry
> or
> > > quote entry. Sales group reviews and converts to sales order.
> > > 2. the creation of a customer account/shipto if this is the first
> > order.
> > >
> > > Has anyone been down this road? Curious how others have handled
this
> > > both from a business process and technology standpoint. I just
want
> to
> > > avoid reinventing the wheel if I don't need to.
> > >
> > > Thanks,
> > >
> > > John
> > >
> > > ------------------------------------
> > >
> > >
> > > 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
> >
> >
> >
>
> [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






________________________________



[Non-text portions of this message have been removed]
Never mind ... you meant programming objects.







From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Daniel Milano
Sent: Thursday, July 29, 2010 11:00 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer record creation





Jose,

What did you mean you used "Business Object" directly? Is this same as
developing Crystal Report via ODBC and invoking the report via other
means that Vantage (such as web application)?

Daniel

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Jose Gomez
Sent: Thursday, July 29, 2010 10:49 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Customer record creation

Yes I gave the presentation at Perspectives last year and will probably
be
doing a more advanced one this year.
Let me put something together, what exactly are you looking for? How to
use
WS? how to use BO's?

Keep in mind both of this require Visual Studio or some other
Development
Environment plus u have to be a developer / know how to program.

Sincerely
Jose C Gomez

http://www.josecgomez.com

On Thu, Jul 29, 2010 at 9:45 AM, Brian W. Spolarich <
bspolarich@...
<mailto:bspolarich%40advancedphotonix.com> >
<mailto:bspolarich@...
<mailto:bspolarich%40advancedphotonix.com> %3e> wrote:

>
>
> Jose, I wouldn't mind those pointers. Did you give the presentation
> at Perspectives on using the WS directly?
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com>] On Behalf
> Of Jose Gomez
> Sent: Wednesday, July 28, 2010 7:13 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Customer record creation
>
> Do you have developers on your staff? or at least a fairly advanced
IT.
> If
> so let me know and I can give you some pointers.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
> On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
> <blake.clemens@... <mailto:blake.clemens%40d-m-c.com>
<blake.clemens%40d-m-c.com>>wrote:
>
> >
> >
> > Do you have any documentation on how one would set up something like
> > this?
> >
> >
> > Thanks,
> > Blake Clemens
> > IT Systems Engineer
> > Delmarva Millwork Corporation
> > (800) 360-2364 x132
> > -----Original Message-----
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf
> > Of Jose Gomez
> > Sent: Wednesday, July 28, 2010 2:45 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
> > Subject: Re: [Vantage] Customer record creation
> >
> > Depending on how big your IT department is, you can go with Web
> > Services
> > they are 100 time faster and mroe reliable than Service Connect!
> > We've extended Epicor /Vantage by a 10 fold by using Web Services
and
> > Business Objects Directly.
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> > On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> > bspolarich@...
<mailto:bspolarich%40advancedphotonix.com>
<bspolarich%40advancedphotonix.com><bspolarich%
> 40advancedphotonix.com>>
>
> > wrote:
> >
> > >
> > >
> > > Generically, ServiceConnect is designed to provide exactly this
kind
> > > of integration. I'm assuming you're talking about using some
> > > third-party eCommerce/storefront system, and you want to integrate
> > this
> > > with Vantage in a straightforward way.
> > >
> > > Here's how I would do it, and something I've given thought to:
> > >
> > > 1. Have your external system generate an XML file (using a
> predefined
> > > schema) that contains all of the order information, including
> customer
> > > info, shipping details, and order lines. This XML file could be
> > > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or
saved
> to
> > > an Windows file share, etc.
> > >
> > > For our scenario, we build to order, so we'd collect payment via
> > > credit card at the time of order. The order wouldn't get sent to
> > > Vantage until it was paid for. You'd need to think through your
> > > policies and processes in terms of payment obviously.
> > >
> > > 2. SC processes the file, doing appropriate tests to see if the
> > > customer exists, if the shipto exists for the customer, and
> > > creates/updates them as necessary.
> > >
> > > 3. SC creates the order referencing the customer and shipto. I
would
> > > 1) place the order on hold and 2) mark the order release as not
> firm.
> > I
> > > might also use a User-Defined Checkbox0x field to mark this as an
> > order
> > > placed from your external system. OrderHed has a 'WebOrder' field,
> but
> > > it is used by some other external application.
> > >
> > > 4. Someone can review the orders on a regular basis via a
Dashboard
> > > or whatever, and adjust them, take them off hold and firm up the
> > > releases as a sanity check. The 'firm release' checkbox on the
> release
> > > is what makes the order represent real demand in your materials
> > system.
> > >
> > > 5. When you ship the order, you can have a BPM that triggers a
> > > ServiceConnect workflow to send an XML file with the necessary
order
> > > update information to your external system. The 'external system
> > order'
> > > flag is what I'd use to trigger this BPM action from the
> > > CustomerShipmentEntry BO. This XML document would presumably
include
> > > tracking details. Something connected to your external system
would
> > > process the XML file and take whatever actions are necessary
perhaps
> > to
> > > notify your customer their order has shipped, etc.
> > >
> > > 6. Your AR folks would need to generate invoices from the web
orders
> > > (again perhaps using the 'external system order' flag w/ a BAQ to
> > > identify those orders), post the invoices, and then match payment
> > > against them from your credit card receipts.
> > >
> > > All of this is quite do-able, but would require some non-trivial
> > > technical expertise in terms of working with SC, and doings lots
of
> > > testing.
> > >
> > > I'm wondering if anyone has a SC package that handles the basics
of
> > > taking customer info from an external system, dealing with the
> various
> > > cases of "new customer", "updated customer", "new shipto",
"updated
> > > shipto", and then creating order lines and saving the order. That
> > would
> > > be a real time-saver.
> > >
> > > If all of this sounds too painful, then you're going to want to
buy
> > > Epicor's offering. :-)
> > >
> > > -bws
> > >
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com>
<vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com> [mailto:
> > > vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>] On Behalf
> > > Of jahatcher43
> > > Sent: Wednesday, July 28, 2010 11:34 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>
> > > Subject: [Vantage] Customer record creation
> > >
> > > We are considering setting up an eCommerce site that would not be
> > based
> > > on any product/module from Epicor.
> > >
> > > I'm considering how best to handle once the data has been
> transferred
> > > back inside our firewall:
> > >
> > > 1. entry of the order. Thought is to book under either demand
entry
> or
> > > quote entry. Sales group reviews and converts to sales order.
> > > 2. the creation of a customer account/shipto if this is the first
> > order.
> > >
> > > Has anyone been down this road? Curious how others have handled
this
> > > both from a business process and technology standpoint. I just
want
> to
> > > avoid reinventing the wheel if I don't need to.
> > >
> > > Thanks,
> > >
> > > John
> > >
> > > ------------------------------------
> > >
> > >
> > > 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/.
<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/.
<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/.
<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/.
<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]



________________________________



[Non-text portions of this message have been removed]
Not quite,

Using the Bo's through the Vantage DLL's gives you the ability to call
almost any Epicor function from an external program. Much like the
customizations but from outside of Vantage. So you can create , modify,
update records while keeping all the business rules intact.
For instance you can create a new customer calling the same BO's than Epicor
does.

Run a trace while creating a customer and every single one of those
functions you can call from the Bo's externally to Vantage.


Sincerely
Jose C Gomez

http://www.josecgomez.com


On Thu, Jul 29, 2010 at 12:00 PM, Daniel Milano <daniel@...>wrote:

>
>
> Jose,
>
> What did you mean you used "Business Object" directly? Is this same as
> developing Crystal Report via ODBC and invoking the report via other
> means that Vantage (such as web application)?
>
> Daniel
>
>
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of Jose Gomez
> Sent: Thursday, July 29, 2010 10:49 AM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
>
> Subject: Re: [Vantage] Customer record creation
>
> Yes I gave the presentation at Perspectives last year and will probably
> be
> doing a more advanced one this year.
> Let me put something together, what exactly are you looking for? How to
> use
> WS? how to use BO's?
>
> Keep in mind both of this require Visual Studio or some other
> Development
> Environment plus u have to be a developer / know how to program.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
> On Thu, Jul 29, 2010 at 9:45 AM, Brian W. Spolarich <
> bspolarich@... <bspolarich%40advancedphotonix.com>>
> <mailto:bspolarich@...<bspolarich%40advancedphotonix.com>%3e>
> wrote:
>
> >
> >
> > Jose, I wouldn't mind those pointers. Did you give the presentation
> > at Perspectives on using the WS directly?
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>] On Behalf
> > Of Jose Gomez
> > Sent: Wednesday, July 28, 2010 7:13 PM
> > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
> > Subject: Re: [Vantage] Customer record creation
> >
> > Do you have developers on your staff? or at least a fairly advanced
> IT.
> > If
> > so let me know and I can give you some pointers.
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> > On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
> > <blake.clemens@... <blake.clemens%40d-m-c.com> <blake.clemens%
> 40d-m-c.com>>wrote:
>
> >
> > >
> > >
> > > Do you have any documentation on how one would set up something like
> > > this?
> > >
> > >
> > > Thanks,
> > > Blake Clemens
> > > IT Systems Engineer
> > > Delmarva Millwork Corporation
> > > (800) 360-2364 x132
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com> [mailto:
> > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>] On Behalf
> > > Of Jose Gomez
> > > Sent: Wednesday, July 28, 2010 2:45 PM
> > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com>
> > > Subject: Re: [Vantage] Customer record creation
> > >
> > > Depending on how big your IT department is, you can go with Web
> > > Services
> > > they are 100 time faster and mroe reliable than Service Connect!
> > > We've extended Epicor /Vantage by a 10 fold by using Web Services
> and
> > > Business Objects Directly.
> > >
> > > Sincerely
> > > Jose C Gomez
> > >
> > > http://www.josecgomez.com
> > >
> > > On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> > > bspolarich@... <bspolarich%40advancedphotonix.com>
> <bspolarich%40advancedphotonix.com><bspolarich%
>
> > 40advancedphotonix.com>>
> >
> > > wrote:
> > >
> > > >
> > > >
> > > > Generically, ServiceConnect is designed to provide exactly this
> kind
> > > > of integration. I'm assuming you're talking about using some
> > > > third-party eCommerce/storefront system, and you want to integrate
> > > this
> > > > with Vantage in a straightforward way.
> > > >
> > > > Here's how I would do it, and something I've given thought to:
> > > >
> > > > 1. Have your external system generate an XML file (using a
> > predefined
> > > > schema) that contains all of the order information, including
> > customer
> > > > info, shipping details, and order lines. This XML file could be
> > > > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or
> saved
> > to
> > > > an Windows file share, etc.
> > > >
> > > > For our scenario, we build to order, so we'd collect payment via
> > > > credit card at the time of order. The order wouldn't get sent to
> > > > Vantage until it was paid for. You'd need to think through your
> > > > policies and processes in terms of payment obviously.
> > > >
> > > > 2. SC processes the file, doing appropriate tests to see if the
> > > > customer exists, if the shipto exists for the customer, and
> > > > creates/updates them as necessary.
> > > >
> > > > 3. SC creates the order referencing the customer and shipto. I
> would
> > > > 1) place the order on hold and 2) mark the order release as not
> > firm.
> > > I
> > > > might also use a User-Defined Checkbox0x field to mark this as an
> > > order
> > > > placed from your external system. OrderHed has a 'WebOrder' field,
> > but
> > > > it is used by some other external application.
> > > >
> > > > 4. Someone can review the orders on a regular basis via a
> Dashboard
> > > > or whatever, and adjust them, take them off hold and firm up the
> > > > releases as a sanity check. The 'firm release' checkbox on the
> > release
> > > > is what makes the order represent real demand in your materials
> > > system.
> > > >
> > > > 5. When you ship the order, you can have a BPM that triggers a
> > > > ServiceConnect workflow to send an XML file with the necessary
> order
> > > > update information to your external system. The 'external system
> > > order'
> > > > flag is what I'd use to trigger this BPM action from the
> > > > CustomerShipmentEntry BO. This XML document would presumably
> include
> > > > tracking details. Something connected to your external system
> would
> > > > process the XML file and take whatever actions are necessary
> perhaps
> > > to
> > > > notify your customer their order has shipped, etc.
> > > >
> > > > 6. Your AR folks would need to generate invoices from the web
> orders
> > > > (again perhaps using the 'external system order' flag w/ a BAQ to
> > > > identify those orders), post the invoices, and then match payment
> > > > against them from your credit card receipts.
> > > >
> > > > All of this is quite do-able, but would require some non-trivial
> > > > technical expertise in terms of working with SC, and doings lots
> of
> > > > testing.
> > > >
> > > > I'm wondering if anyone has a SC package that handles the basics
> of
> > > > taking customer info from an external system, dealing with the
> > various
> > > > cases of "new customer", "updated customer", "new shipto",
> "updated
> > > > shipto", and then creating order lines and saving the order. That
> > > would
> > > > be a real time-saver.
> > > >
> > > > If all of this sounds too painful, then you're going to want to
> buy
> > > > Epicor's offering. :-)
> > > >
> > > > -bws
> > > >
> > > >
> > > > -----Original Message-----
> > > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com>
> <vantage%
> > 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com> [mailto:
> > > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com>] On Behalf
> > > > Of jahatcher43
> > > > Sent: Wednesday, July 28, 2010 11:34 AM
> > > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> 40yahoogroups.com> <vantage%
> > 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com>
> > > > Subject: [Vantage] Customer record creation
> > > >
> > > > We are considering setting up an eCommerce site that would not be
> > > based
> > > > on any product/module from Epicor.
> > > >
> > > > I'm considering how best to handle once the data has been
> > transferred
> > > > back inside our firewall:
> > > >
> > > > 1. entry of the order. Thought is to book under either demand
> entry
> > or
> > > > quote entry. Sales group reviews and converts to sales order.
> > > > 2. the creation of a customer account/shipto if this is the first
> > > order.
> > > >
> > > > Has anyone been down this road? Curious how others have handled
> this
> > > > both from a business process and technology standpoint. I just
> want
> > to
> > > > avoid reinventing the wheel if I don't need to.
> > > >
> > > > Thanks,
> > > >
> > > > John
> > > >
> > > > ------------------------------------
> > > >
> > > >
> > > > 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
> > >
> > >
> > >
> >
> > [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
>
> ________________________________
>
> [Non-text portions of this message have been removed]
>
>
>


[Non-text portions of this message have been removed]
Jose,
I would be most interested in how you deal with datasetypes that return multiple tables of data. I have handled it various ways in the past and I am not sure I use the best / most elegant ways of processing the data once returned. Any code examples in this area would be helpful.

Thanks,

Bernie Walker.

--- In vantage@yahoogroups.com, Jose Gomez <jose@...> wrote:
>
> Yes I gave the presentation at Perspectives last year and will probably be
> doing a more advanced one this year.
> Let me put something together, what exactly are you looking for? How to use
> WS? how to use BO's?
>
> Keep in mind both of this require Visual Studio or some other Development
> Environment plus u have to be a developer / know how to program.
>
> Sincerely
> Jose C Gomez
>
> http://www.josecgomez.com
>
>
> On Thu, Jul 29, 2010 at 9:45 AM, Brian W. Spolarich <
> bspolarich@...> wrote:
>
> >
> >
> > Jose, I wouldn't mind those pointers. Did you give the presentation
> > at Perspectives on using the WS directly?
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> > vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> > Of Jose Gomez
> > Sent: Wednesday, July 28, 2010 7:13 PM
> > To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> > Subject: Re: [Vantage] Customer record creation
> >
> > Do you have developers on your staff? or at least a fairly advanced IT.
> > If
> > so let me know and I can give you some pointers.
> >
> > Sincerely
> > Jose C Gomez
> >
> > http://www.josecgomez.com
> >
> > On Wed, Jul 28, 2010 at 2:47 PM, Blake Clemens
> > <blake.clemens@... <blake.clemens%40d-m-c.com>>wrote:
> >
> > >
> > >
> > > Do you have any documentation on how one would set up something like
> > > this?
> > >
> > >
> > > Thanks,
> > > Blake Clemens
> > > IT Systems Engineer
> > > Delmarva Millwork Corporation
> > > (800) 360-2364 x132
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com> [mailto:
> > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com>] On Behalf
> > > Of Jose Gomez
> > > Sent: Wednesday, July 28, 2010 2:45 PM
> > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com>
> > > Subject: Re: [Vantage] Customer record creation
> > >
> > > Depending on how big your IT department is, you can go with Web
> > > Services
> > > they are 100 time faster and mroe reliable than Service Connect!
> > > We've extended Epicor /Vantage by a 10 fold by using Web Services and
> > > Business Objects Directly.
> > >
> > > Sincerely
> > > Jose C Gomez
> > >
> > > http://www.josecgomez.com
> > >
> > > On Wed, Jul 28, 2010 at 12:09 PM, Brian W. Spolarich <
> > > bspolarich@... <bspolarich%40advancedphotonix.com><bspolarich%
> > 40advancedphotonix.com>>
> >
> > > wrote:
> > >
> > > >
> > > >
> > > > Generically, ServiceConnect is designed to provide exactly this kind
> > > > of integration. I'm assuming you're talking about using some
> > > > third-party eCommerce/storefront system, and you want to integrate
> > > this
> > > > with Vantage in a straightforward way.
> > > >
> > > > Here's how I would do it, and something I've given thought to:
> > > >
> > > > 1. Have your external system generate an XML file (using a
> > predefined
> > > > schema) that contains all of the order information, including
> > customer
> > > > info, shipping details, and order lines. This XML file could be
> > > > delivered to ServiceConnect (SC) via e-mail (POP), or FTP, or saved
> > to
> > > > an Windows file share, etc.
> > > >
> > > > For our scenario, we build to order, so we'd collect payment via
> > > > credit card at the time of order. The order wouldn't get sent to
> > > > Vantage until it was paid for. You'd need to think through your
> > > > policies and processes in terms of payment obviously.
> > > >
> > > > 2. SC processes the file, doing appropriate tests to see if the
> > > > customer exists, if the shipto exists for the customer, and
> > > > creates/updates them as necessary.
> > > >
> > > > 3. SC creates the order referencing the customer and shipto. I would
> > > > 1) place the order on hold and 2) mark the order release as not
> > firm.
> > > I
> > > > might also use a User-Defined Checkbox0x field to mark this as an
> > > order
> > > > placed from your external system. OrderHed has a 'WebOrder' field,
> > but
> > > > it is used by some other external application.
> > > >
> > > > 4. Someone can review the orders on a regular basis via a Dashboard
> > > > or whatever, and adjust them, take them off hold and firm up the
> > > > releases as a sanity check. The 'firm release' checkbox on the
> > release
> > > > is what makes the order represent real demand in your materials
> > > system.
> > > >
> > > > 5. When you ship the order, you can have a BPM that triggers a
> > > > ServiceConnect workflow to send an XML file with the necessary order
> > > > update information to your external system. The 'external system
> > > order'
> > > > flag is what I'd use to trigger this BPM action from the
> > > > CustomerShipmentEntry BO. This XML document would presumably include
> > > > tracking details. Something connected to your external system would
> > > > process the XML file and take whatever actions are necessary perhaps
> > > to
> > > > notify your customer their order has shipped, etc.
> > > >
> > > > 6. Your AR folks would need to generate invoices from the web orders
> > > > (again perhaps using the 'external system order' flag w/ a BAQ to
> > > > identify those orders), post the invoices, and then match payment
> > > > against them from your credit card receipts.
> > > >
> > > > All of this is quite do-able, but would require some non-trivial
> > > > technical expertise in terms of working with SC, and doings lots of
> > > > testing.
> > > >
> > > > I'm wondering if anyone has a SC package that handles the basics of
> > > > taking customer info from an external system, dealing with the
> > various
> > > > cases of "new customer", "updated customer", "new shipto", "updated
> > > > shipto", and then creating order lines and saving the order. That
> > > would
> > > > be a real time-saver.
> > > >
> > > > If all of this sounds too painful, then you're going to want to buy
> > > > Epicor's offering. :-)
> > > >
> > > > -bws
> > > >
> > > >
> > > > -----Original Message-----
> > > > From: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com> [mailto:
> > > > vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com>] On Behalf
> > > > Of jahatcher43
> > > > Sent: Wednesday, July 28, 2010 11:34 AM
> > > > To: vantage@yahoogroups.com <vantage%40yahoogroups.com> <vantage%
> > 40yahoogroups.com> <vantage%
> > > 40yahoogroups.com>
> > > > Subject: [Vantage] Customer record creation
> > > >
> > > > We are considering setting up an eCommerce site that would not be
> > > based
> > > > on any product/module from Epicor.
> > > >
> > > > I'm considering how best to handle once the data has been
> > transferred
> > > > back inside our firewall:
> > > >
> > > > 1. entry of the order. Thought is to book under either demand entry
> > or
> > > > quote entry. Sales group reviews and converts to sales order.
> > > > 2. the creation of a customer account/shipto if this is the first
> > > order.
> > > >
> > > > Has anyone been down this road? Curious how others have handled this
> > > > both from a business process and technology standpoint. I just want
> > to
> > > > avoid reinventing the wheel if I don't need to.
> > > >
> > > > Thanks,
> > > >
> > > > John
> > > >
> > > > ------------------------------------
> > > >
> > > >
> > > > 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
> > >
> > >
> > >
> >
> > [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]
>