Customization: Add Second Salesperson

Yahoo Archive
1
Thank you for the tips, I think I have done it.

I created a new ultra combo box, selected the "Retriver" checkbox,
selected the SalesRepAdapter, then the SalesRepCombo. I then set my
DataSource and Field to Customer.Character01. It seems to work as I
selected a salesperson from this list and it wrote the info to the
Character01 field. Does it sound correct to you?

The use of this field will be basic for now (no commission required,
etc) so I didn't play around with that. We will mainly be using this
field to filter customers and build reports. Please let me know if I
can do something better. Thank you!
2
Hello,

On my Customer Maintenance screen, I am trying to add another combo
box for a second salesperson. I would like to have the same
salesperson dropdown, but have the info go into the
Customer.Character01 field (the default Salesperson field applies the
info to Customer.SalesRepCode). In some cases, two salespeople are
applied to one customer, that's our reasoning for this.

I have created the combo box, but cannot seem to bring up our
salesperson names (WorkForce). I have even copied the same combo box
settings as the original Salesperson dropdown, but the names still
won't show up.

Does anyone know what I am missing in this case? Any help is
appreciated. Thank you.
3
Use an ultra combo box and read how to use the retriever for
adapter/combo in the documentation...



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of pbriscoe10
Sent: Friday, February 13, 2009 9:48 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customization: Add Second Salesperson



Hello,

On my Customer Maintenance screen, I am trying to add another combo
box for a second salesperson. I would like to have the same
salesperson dropdown, but have the info go into the
Customer.Character01 field (the default Salesperson field applies the
info to Customer.SalesRepCode). In some cases, two salespeople are
applied to one customer, that's our reasoning for this.

I have created the combo box, but cannot seem to bring up our
salesperson names (WorkForce). I have even copied the same combo box
settings as the original Salesperson dropdown, but the names still
won't show up.

Does anyone know what I am missing in this case? Any help is
appreciated. Thank you.





[Non-text portions of this message have been removed]
4
Are you using the ultra Combo? You have to click get retreiver &
tie it out to the SalesRepAdapter. If you are using the standard
commission report you have to get that info into the sales order
header. You can manually do it or, take it an extra step & pull
the reps into the sales order after creating the order Header.
Here is what we use.

Private Sub CustomCommission
Dim Customer As EpiDataView = Ctype
(oTrans.EpiDataViews("Customer"),EpiDataView)
Dim OrderHed As EpiDataView = Ctype
(oTrans.EpiDataViews("OrderHed"),EpiDataView)
If OrderHed.DataView(OrderHed.Row)("CheckBox10") =
False Then
Dim blnUpdateFlag As Boolean = False
If Customer.dataView(Customer.Row)("ShortChar01")
<> "" Then
OrderHed.dataView(OrderHed.Row)
("SalesRepCode1") = Customer.dataView(Customer.Row)("ShortChar01")
OrderHed.dataView(OrderHed.Row)("RepRate1")
= Customer.dataView(Customer.Row)("Number01")
blnUpdateFlag = True
End If
If Customer.dataView(Customer.Row)("ShortChar02")
<> "" Then
OrderHed.dataView(OrderHed.Row)
("SalesRepCode2") = Customer.dataView(Customer.Row)("ShortChar02")
OrderHed.dataView(OrderHed.Row)("RepRate2")
= Customer.dataView(Customer.Row)("Number02")
End If
If Customer.dataView(Customer.Row)("ShortChar03")
<> "" Then
OrderHed.dataView(OrderHed.Row)
("SalesRepCode3") = Customer.dataView(Customer.Row)("ShortChar03")
OrderHed.dataView(OrderHed.Row)("RepRate3")
= Customer.dataView(Customer.Row)("Number03")
End If '
If blnUpdateFlag = True Then
OrderHed.dataView(OrderHed.Row)
("CheckBox10") = True
Otrans.Update()
End If

End If
End Sub
--- In vantage@yahoogroups.com, "pbriscoe10" <pbriscoe10@...> wrote:
>
> Hello,
>
> On my Customer Maintenance screen, I am trying to add another
combo
> box for a second salesperson. I would like to have the same
> salesperson dropdown, but have the info go into the
> Customer.Character01 field (the default Salesperson field applies
the
> info to Customer.SalesRepCode). In some cases, two salespeople are
> applied to one customer, that's our reasoning for this.
>
> I have created the combo box, but cannot seem to bring up our
> salesperson names (WorkForce). I have even copied the same combo
box
> settings as the original Salesperson dropdown, but the names still
> won't show up.
>
> Does anyone know what I am missing in this case? Any help is
> appreciated. Thank you.
>