Customize Job Traveler/Copy Database

system · November 1, 2000, 8:23am

Thanks Todd for your information - I just signed up for the Midwest Users
Meeting that will provide basic Report Builder training, which should,
hopefully, get me started.

> ----------
> From: Todd Caughey[SMTP:caugheyt@...]
> Reply To: vantage@egroups.com
> Sent: Tuesday, October 31, 2000 4:53 PM
> To: 'vantage@egroups.com'
> Subject: RE: [Vantage] Customize Job Traveler/Copy Database
>
> Rick,
> We have extensively modified the traveler using Crystal Reports (V8). I
> would highly recommend getting the Professional version for a few extra
> dollars. Epicor has a good training class (register early, it fills up)
> which would be critical if you do not have a lot of reporting experience.
> I
> have used MS-Access for many years as well as other report builders and
> even
> so Crystal is so powerful and slightly different from others I needed
> training to appreciate and use even a fraction of what it has. You might
> be
> able to use the Financial Report Writer as a gauge of your skill level
> relative to Crystal. If you struggle at all with FRW you will have real
> difficulty with Crystal. Ditto for Progress Report Builder.
>
> Once you have Crystal in house I have posted a modified Traveler and
> Shipping Advisor in the download area which my give you some ideas for
> what
> can be done. I think the Ship Advisor requires the report distribution
> feature in the Professional version.
>
> As for 3.0 to 4.0 - sorry we started on 4.0 so never converted.
>
> Good Luck,
> -Todd Caughey
> Harvey Vogel Mfg. Co.
>
>
> -----Original Message-----
> From: Ludwig, Rick [mailto:RickL@...]
> Sent: Tuesday, October 31, 2000 1:30 PM
> To: 'vantage@egroups.com'
> Subject: [Vantage] Customize Job Traveler/Copy Database
>
>
> Hello-
>
> I've got a couple of simple questions for all of your Vantage experts!
> First, as we gear up to implement Vantage, we would like to customize the
> Job Traveler to fit our current traveler. Our president said we would
> need
> to obtain "Crystal Forms" in order to do this? Is this correct, how do I
> obtain it, and how complicated is it? (relatively speaking for an
> accountant!) Second, we need to copy our 3.0 database to 4.0 (we
> currently
> only use 3.0 for accounting purposes only - G/L & A/P) - it was copied for
> us back in the spring by someone else, but I was not shown how!. How do I
> go about doing this? Any help would be appreciated!
>
> Thanks in advance!
>
> Rick Ludwig
> Corporate Controller
> Metal Spinners, Inc.
> Angola, IN 46703
> (219) 665-2192 x225
>
>
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> to
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> choose Vantage, then choose Files. If you save the password, the link
> above
> will work the next time you try it.)
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>
>
>
> [Non-text portions of this message have been removed]
>
>
>
> We no longer allow attachments to files. To access/share Report Files,
> please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go
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> Groups, choose Vantage, then choose Files. If you save the password, the
> link above will work the next time you try it.)
>

system · October 31, 2000, 2:30pm

Hello-

I've got a couple of simple questions for all of your Vantage experts!
First, as we gear up to implement Vantage, we would like to customize the
Job Traveler to fit our current traveler. Our president said we would need
to obtain "Crystal Forms" in order to do this? Is this correct, how do I
obtain it, and how complicated is it? (relatively speaking for an
accountant!) Second, we need to copy our 3.0 database to 4.0 (we currently
only use 3.0 for accounting purposes only - G/L & A/P) - it was copied for
us back in the spring by someone else, but I was not shown how!. How do I
go about doing this? Any help would be appreciated!

Thanks in advance!

Rick Ludwig
Corporate Controller
Metal Spinners, Inc.
Angola, IN 46703
(219) 665-2192 x225

system · October 31, 2000, 4:51pm

Here are some quick answers to your questions:

1) You would need "CRYSTAL REPORTS", which is a software
package from Seagate. You can get this directly from them, or
usually from anyone who sells software. You may have to connect
to the Progress database with ODBC Drivers to modify the traveler
the way you want it.

2) You can't just "COPY" the database from ver 3 to work in ver 4. You
have to run the data conversions that Epicor provides. Find the
installation
guide for ver. 4, and follow the instructions. MAKE SURE YOU HAVE
AT LEAST 2 VERIFIED BACKUPS BEFORE STARTING, in case
something goes wrong. If Progress 9 is not already installed on your
server,
you will have to install that as well.

Hope this helps.

Tim Care
Electro Chemical Finishing

----- Original Message -----
From: "Ludwig, Rick" <RickL@...>
To: <vantage@egroups.com>
Sent: Tuesday, October 31, 2000 2:30 PM
Subject: [Vantage] Customize Job Traveler/Copy Database

> Hello-
>
> I've got a couple of simple questions for all of your Vantage experts!
> First, as we gear up to implement Vantage, we would like to customize the
> Job Traveler to fit our current traveler. Our president said we would
need
> to obtain "Crystal Forms" in order to do this? Is this correct, how do I
> obtain it, and how complicated is it? (relatively speaking for an
> accountant!) Second, we need to copy our 3.0 database to 4.0 (we
currently
> only use 3.0 for accounting purposes only - G/L & A/P) - it was copied for
> us back in the spring by someone else, but I was not shown how!. How do I
> go about doing this? Any help would be appreciated!
>
> Thanks in advance!
>
> Rick Ludwig
> Corporate Controller
> Metal Spinners, Inc.
> Angola, IN 46703
> (219) 665-2192 x225

system · October 31, 2000, 4:55pm

Rick,
We have extensively modified the traveler using Crystal Reports (V8). I
would highly recommend getting the Professional version for a few extra
dollars. Epicor has a good training class (register early, it fills up)
which would be critical if you do not have a lot of reporting experience. I
have used MS-Access for many years as well as other report builders and even
so Crystal is so powerful and slightly different from others I needed
training to appreciate and use even a fraction of what it has. You might be
able to use the Financial Report Writer as a gauge of your skill level
relative to Crystal. If you struggle at all with FRW you will have real
difficulty with Crystal. Ditto for Progress Report Builder.

Once you have Crystal in house I have posted a modified Traveler and
Shipping Advisor in the download area which my give you some ideas for what
can be done. I think the Ship Advisor requires the report distribution
feature in the Professional version.

As for 3.0 to 4.0 - sorry we started on 4.0 so never converted.

Good Luck,
-Todd Caughey
Harvey Vogel Mfg. Co.

-----Original Message-----
From: Ludwig, Rick [mailto:RickL@...]
Sent: Tuesday, October 31, 2000 1:30 PM
To: 'vantage@egroups.com'
Subject: [Vantage] Customize Job Traveler/Copy Database

Hello-

I've got a couple of simple questions for all of your Vantage experts!
First, as we gear up to implement Vantage, we would like to customize the
Job Traveler to fit our current traveler. Our president said we would need
to obtain "Crystal Forms" in order to do this? Is this correct, how do I
obtain it, and how complicated is it? (relatively speaking for an
accountant!) Second, we need to copy our 3.0 database to 4.0 (we currently
only use 3.0 for accounting purposes only - G/L & A/P) - it was copied for
us back in the spring by someone else, but I was not shown how!. How do I
go about doing this? Any help would be appreciated!

Thanks in advance!

Rick Ludwig
Corporate Controller
Metal Spinners, Inc.
Angola, IN 46703
(219) 665-2192 x225

eGroups Sponsor
<http://click.egroups.com/1/9642/13/_/411782/_/973020630/>

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468x602F.gif>

We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
<http://www.egroups.com/files/vantage/>
(Note: If this link does not work for you the first time you try it, go to
www.egroups.com, login and be sure to save your password, choose My Groups,
choose Vantage, then choose Files. If you save the password, the link above
will work the next time you try it.)

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

system · November 1, 2000, 8:22am

Thanks - I will look into CRYSTAL REPORTS and follow the 4.0 conversion
instructions regarding backups.

> ----------
> From: Tim Care[SMTP:ecfmis@...]
> Reply To: vantage@egroups.com
> Sent: Tuesday, October 31, 2000 4:59 PM
> To: vantage@egroups.com
> Subject: Re: [Vantage] Customize Job Traveler/Copy Database
>
> Here are some quick answers to your questions:
>
> 1) You would need "CRYSTAL REPORTS", which is a software
> package from Seagate. You can get this directly from them, or
> usually from anyone who sells software. You may have to connect
> to the Progress database with ODBC Drivers to modify the traveler
> the way you want it.
>
> 2) You can't just "COPY" the database from ver 3 to work in ver 4. You
> have to run the data conversions that Epicor provides. Find the
> installation
> guide for ver. 4, and follow the instructions. MAKE SURE YOU HAVE
> AT LEAST 2 VERIFIED BACKUPS BEFORE STARTING, in case
> something goes wrong. If Progress 9 is not already installed on
> your
> server,
> you will have to install that as well.
>
> Hope this helps.
>
> Tim Care
> Electro Chemical Finishing
>
> ----- Original Message -----
> From: "Ludwig, Rick" <RickL@...>
> To: <vantage@egroups.com>
> Sent: Tuesday, October 31, 2000 2:30 PM
> Subject: [Vantage] Customize Job Traveler/Copy Database
>
>
> > Hello-
> >
> > I've got a couple of simple questions for all of your Vantage experts!
> > First, as we gear up to implement Vantage, we would like to customize
> the
> > Job Traveler to fit our current traveler. Our president said we would
> need
> > to obtain "Crystal Forms" in order to do this? Is this correct, how do
> I
> > obtain it, and how complicated is it? (relatively speaking for an
> > accountant!) Second, we need to copy our 3.0 database to 4.0 (we
> currently
> > only use 3.0 for accounting purposes only - G/L & A/P) - it was copied
> for
> > us back in the spring by someone else, but I was not shown how!. How do
> I
> > go about doing this? Any help would be appreciated!
> >
> > Thanks in advance!
> >
> > Rick Ludwig
> > Corporate Controller
> > Metal Spinners, Inc.
> > Angola, IN 46703
> > (219) 665-2192 x225
>
>
>
>
> We no longer allow attachments to files. To access/share Report Files,
> please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go
> to www.egroups.com, login and be sure to save your password, choose My
> Groups, choose Vantage, then choose Files. If you save the password, the
> link above will work the next time you try it.)
>