DMT Sales History

Yahoo Archive
1
Rule #481 - I was told this was supposed to be easy. That will teach me to listen to our salesman. We haven't started implantation yet so I'm in the blissful ignorance stage.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of just_check
Sent: Tuesday, November 13, 2012 10:57 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: DMT Sales History



We are planning to go live, thanks for your advice

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Vic Drecchio" <vic.drecchio@...> wrote:
>
> OUCH! Are you going live? Or are you currently live?
>
>
>
> Implementation Rule #481: Don't bring in history (invoice, sales, po,
> etc.)
>

> I would respectfully encourage you to re-evaluate if this data is absolutely
> necessary. In a dozen or so of my implementations in my career, I have
> *never* brought in history. I leave the legacy database somewhere
> accessible or export the history and store it on the network somewhere in a
> format such as Excel or something.
>
>
>
>
>
>
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
> just_check
> Sent: Friday, November 09, 2012 3:49 PM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] DMT Sales History
>
>
>
>
>
> We are trying to bring in sales history.
> I have successfully imported Sales Header&Detail in Epicor.
> The problem is when I goto export Sales history thru Forecast, it will not
> export that history. Our goal is to use Smart Forecast.
>
> It seems like Epicor needs to invoice those orders, not sure how to do that
> thru DMT, we are talking 16,000 sales orders. Called support, gave me a
> non-answer
>
>
>
> No virus found in this message.
> Checked by AVG - www.avg.com
> Version: 2012.0.2221 / Virus Database: 2441/5384 - Release Date: 11/09/12
>
>
>
>
> -----
> No virus found in this message.
> Checked by AVG - www.avg.com
> Version: 2012.0.2221 / Virus Database: 2441/5384 - Release Date: 11/09/12
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]
2
We are trying to bring in sales history.
I have successfully imported Sales Header&Detail in Epicor.
The problem is when I goto export Sales history thru Forecast, it will not export that history. Our goal is to use Smart Forecast.

It seems like Epicor needs to invoice those orders, not sure how to do that thru DMT, we are talking 16,000 sales orders. Called support, gave me a non-answer
3
OUCH! Are you going live? Or are you currently live?



Implementation Rule #481: Don't bring in history (invoice, sales, po,
etc.)



I would respectfully encourage you to re-evaluate if this data is absolutely
necessary. In a dozen or so of my implementations in my career, I have
*never* brought in history. I leave the legacy database somewhere
accessible or export the history and store it on the network somewhere in a
format such as Excel or something.







From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
just_check
Sent: Friday, November 09, 2012 3:49 PM
To: vantage@yahoogroups.com
Subject: [Vantage] DMT Sales History





We are trying to bring in sales history.
I have successfully imported Sales Header&Detail in Epicor.
The problem is when I goto export Sales history thru Forecast, it will not
export that history. Our goal is to use Smart Forecast.

It seems like Epicor needs to invoice those orders, not sure how to do that
thru DMT, we are talking 16,000 sales orders. Called support, gave me a
non-answer



No virus found in this message.
Checked by AVG - www.avg.com
Version: 2012.0.2221 / Virus Database: 2441/5384 - Release Date: 11/09/12




-----
No virus found in this message.
Checked by AVG - www.avg.com
Version: 2012.0.2221 / Virus Database: 2441/5384 - Release Date: 11/09/12

[Non-text portions of this message have been removed]
4
We didn't bring any history into Epicor's structure, there is just too much to try and weave together and Epicor strongly discouraged it. We used a UD table and query it like it is PartTran.

You should be able to do a bpm on the export and use records from UD history into forecasting.

Greg Payne


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of just_check
Sent: Friday, November 09, 2012 3:49 PM
To: vantage@yahoogroups.com
Subject: [Vantage] DMT Sales History



We are trying to bring in sales history.
I have successfully imported Sales Header&Detail in Epicor.
The problem is when I goto export Sales history thru Forecast, it will not export that history. Our goal is to use Smart Forecast.

It seems like Epicor needs to invoice those orders, not sure how to do that thru DMT, we are talking 16,000 sales orders. Called support, gave me a non-answer


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5
Been there with an earlier version of Epicor Enterprise importing from Attache and CBA. Not a very good result for all the effort and cost.

I agree if you really need it. Put in UD tables or look at it from the old system.

My 2c worth.

Simon Hall

--- In vantage@yahoogroups.com, Greg Payne <gpayne@...> wrote:
>
> We didn't bring any history into Epicor's structure, there is just too much to try and weave together and Epicor strongly discouraged it. We used a UD table and query it like it is PartTran.
>
> You should be able to do a bpm on the export and use records from UD history into forecasting.
>
> Greg Payne
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of just_check
> Sent: Friday, November 09, 2012 3:49 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] DMT Sales History
>
>
>
> We are trying to bring in sales history.
> I have successfully imported Sales Header&Detail in Epicor.
> The problem is when I goto export Sales history thru Forecast, it will not export that history. Our goal is to use Smart Forecast.
>
> It seems like Epicor needs to invoice those orders, not sure how to do that thru DMT, we are talking 16,000 sales orders. Called support, gave me a non-answer
>
>
> ________________________________
> CONFIDENTIALITY NOTICE
>
> The information contained in this communication, including attachments, is privileged and confidential. It is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us at 727-578-6280 and immediately delete the communication.
>
> "This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."
>
>
> [Non-text portions of this message have been removed]
>
6
We are planning to go live, thanks for your advice

--- In vantage@yahoogroups.com, "Vic Drecchio" <vic.drecchio@...> wrote:
>
> OUCH! Are you going live? Or are you currently live?
>
>
>
> Implementation Rule #481: Don't bring in history (invoice, sales, po,
> etc.)
>

> I would respectfully encourage you to re-evaluate if this data is absolutely
> necessary. In a dozen or so of my implementations in my career, I have
> *never* brought in history. I leave the legacy database somewhere
> accessible or export the history and store it on the network somewhere in a
> format such as Excel or something.
>
>
>
>
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> just_check
> Sent: Friday, November 09, 2012 3:49 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] DMT Sales History
>
>
>
>
>
> We are trying to bring in sales history.
> I have successfully imported Sales Header&Detail in Epicor.
> The problem is when I goto export Sales history thru Forecast, it will not
> export that history. Our goal is to use Smart Forecast.
>
> It seems like Epicor needs to invoice those orders, not sure how to do that
> thru DMT, we are talking 16,000 sales orders. Called support, gave me a
> non-answer
>
>
>
> No virus found in this message.
> Checked by AVG - www.avg.com
> Version: 2012.0.2221 / Virus Database: 2441/5384 - Release Date: 11/09/12
>
>
>
>
> -----
> No virus found in this message.
> Checked by AVG - www.avg.com
> Version: 2012.0.2221 / Virus Database: 2441/5384 - Release Date: 11/09/12
>
> [Non-text portions of this message have been removed]
>