Dashboard to complete job transactions in E10

from dashboards; I open EXCEL first and format "TEXT" the columns that are like your example.  Then I copy/paste to excel.  That keeps the correct format.

From: vantage@yahoogroups.com [vantage@yahoogroups.com]
Sent: Tuesday, February 10, 2015 12:45 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Dashboard to complete job transactions in E10

 

In a follow-up question: Is there a way to "Copy To Excel" from a dashboard grid? It works from the query, but not from the dashboard.


I know I can copy and paste to Excel, but for instance, a job "000123" field becomes "123" and requires some manipulation. It doesn't do that with a direct copy to excel function.

Thanks,

Joe

Hey all,


We ran with our go-live with E10 in January and quickly ran into some "assumption" problems. 


Our products are mostly made to order, with spare parts manufacturing thrown in. A piece of "whole goods" ordered by a customer will consist of several major components, with layers of subassemblies thrown in.


We thought we wanted to transact quantities in MES at each operation, which corresponds to a building here. A whole good will usually hit up to five major operations a number of times. When we started operating for real we discovered a job would run in the hundreds of transactions, so we set all but the last operation in a subassembly to backflush and the last to quantity only. This will backflush the labor standards on the previous operations. Of course, many of our jobs will have 100 to 150 assemblies/operations. It's a lot of entry.


I have a query that will run through the JobOpr and JobAssembly tables and build a list to DMT into Job Labor Adjustments. It seems to work fine, but I have to run the query, copy to Excel, and then run the DMT. I'd like to create an updatable dashboard to let us enter a job number, get the filtered data and update. I'm supposing the DMT hits more than one file. I don't find a table that looks like the template from DMT.


My question is: has anyone done something like this, and do you have any tips?


Thanks,


Joe Trent 

I would not do this using and updatable dashboard, my suggestion would be to do a customization and based on that customization run a set of BPMs to hit all business objects and update the data correctly. You will have to do it using persistent objects to ensure you are passing the correct dataset each time. DMT does not hit the tables directly it goes through all BOs to ensure business logic is not bypassed, more than likely a dashboard wont have these capabilities, updatable dashboards were created to do simple updates on one single business entity such i.e. a qty on a SO or an Invoice. 


 
Kind Regards,
Sergio P. 
CTO, Sr. Partner
Kind Regards,
Sergio P.

Mayan Technologies USA, Inc.
(858) 900.1555
sprieto@...

Thanks for the advice, Sergio.

Joe

On Tue, Feb 10, 2015 at 11:59 AM, sergio prieto s_a_prieto@... [vantage] <vantage@yahoogroups.com> wrote:

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<div>
  
  
  <p></p><div style="color:#000;background-color:#fff;font-family:HelveticaNeue-Light, Helvetica Neue Light, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:13px;"><div dir="ltr"><span>I would not do this using and updatable dashboard, my suggestion would be to do a customization and based on that customization run a set of BPMs to hit all business objects and update the data correctly. You will have to do it using persistent objects to ensure you are passing the correct dataset each time. DMT does not hit the tables directly it goes through all BOs to ensure business logic is not bypassed, more than likely a dashboard wont have these capabilities, updatable dashboards were created to do simple updates on one single business entity such i.e. a qty on a SO or an Invoice. </span></div><div dir="ltr"><span><br></span></div><div dir="ltr"><span><br></span></div><div></div><div> </div><div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><font>Kind Regards,</font></div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><font>Sergio P. </font></div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><font>CTO, Sr. Partner</font></div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><font>Kind Regards,</font></div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><font>Sergio P.</font></div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><font><br></font></div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><span style="font-size:small;">Mayan Technologies USA, Inc.</span><font><br></font></div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><span style="font-size:small;"><a rel="nofollow">(858) 900.1555</a></span></div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><font><a rel="nofollow" target="_blank" href="mailto:sprieto@...">sprieto@...</a></font></div><div dir="ltr" style="margin:0.1em 0px;padding:0px;font-family:HelveticaNeue,;"><a rel="nofollow" target="_blank" href="http://www.mayantechs.com/" style="margin:0px;padding:0px;color:blue;outline:none;font-size:9pt;background:rgb(255,255,255);">www.mayantechs.com</a><br></div><div><br></div></div></div><p></p>

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In a follow-up question: Is there a way to "Copy To Excel" from a dashboard grid? It works from the query, but not from the dashboard.

I know I can copy and paste to Excel, but for instance, a job "000123" field becomes "123" and requires some manipulation. It doesn't do that with a direct copy to excel function.

Thanks,

Joe