Sorry if this message is repeated. I think the other reply bounced.
You might look at reopening the header temporarily via DMT, if it will let you, and then re-close it after you transfer the detail.
Joe Trent
Hi All,
So right off the bat, I know that creating records directly into the database is not advised.
However, here is my story.
In 9.04, there was no concept of a Quote Header Misc Charge so we had a customization created to add this functionality. These records were stored in UD12.
In 9.05, they added this feature but we decided to just hide the native tab and use our customization because, at the time, it was just easier.
Now as we migrate to E10, I’m thinking I would like to get rid of the customization and go with the native functionality.
One thought is to keep UD12 in the report data definition and make the report “smart enough†to know when to show UD12 records or show QuoteMsc records.
However, what I would like to do is convert all UD12 records to QuoteMsc records and then be done with UD12 altogether.
We are just in a testing phase for E10 right now so I’m thinking of scripting this conversion in TSQL and giving it a whirl.
Anyone done something similar? Any pitfalls that can be avoided? Any consideration to help make sure this works?
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291 | cell: (781) 408-9278 | fax: (781) 232-5191
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@... | www.matsinc.com
Ask us about our clean, green and beautiful matting and flooring
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[Non-text portions of this message have been removed]
So right off the bat, I know that creating records directly into the database is not advised.
However, here is my story.
In 9.04, there was no concept of a Quote Header Misc Charge so we had a customization created to add this functionality. These records were stored in UD12.
In 9.05, they added this feature but we decided to just hide the native tab and use our customization because, at the time, it was just easier.
Now as we migrate to E10, I’m thinking I would like to get rid of the customization and go with the native functionality.
One thought is to keep UD12 in the report data definition and make the report “smart enough†to know when to show UD12 records or show QuoteMsc records.
However, what I would like to do is convert all UD12 records to QuoteMsc records and then be done with UD12 altogether.
We are just in a testing phase for E10 right now so I’m thinking of scripting this conversion in TSQL and giving it a whirl.
Anyone done something similar? Any pitfalls that can be avoided? Any consideration to help make sure this works?
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291 | cell: (781) 408-9278 | fax: (781) 232-5191
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@... | www.matsinc.com
Ask us about our clean, green and beautiful matting and flooring
[cid:2e7127.png@f579c179.4286e6ac]
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
[Non-text portions of this message have been removed]
If you are going to do this, do it right when Epicor inserts into that table it probably inserts into 2 or 3 other tables. So make sure you do due diligenceÂ
Run a query that gets all your table counts
Create a MiscQuote charge in Epicor (the right way)
Rerun your query and see which tables got new rows
Go look at those tables and see what Epicor did. This of-course won't cover updates done to other tables but you can do that similarly Then make sure your script replicates all that and you should be ok. Of-course do it in test, and test it thoroughly etc.... etc.. etc..
Note that I am NOT recommending you do it at all, but if you do. Make sure to do it right
Thanks!
Jose C Gomez
Software Engineer
T: 904.469.1524 mobile
Quis custodiet ipsos custodes?
On Thu, Jun 4, 2015 at 12:17 PM, Joe Rojas jrojas@... [vantage] <vantage@yahoogroups.com> wrote:Â<div> <p>Hi All,
So right off the bat, I know that creating records directly into the database is not advised.
However, here is my story.
In 9.04, there was no concept of a Quote Header Misc Charge so we had a customization created to add this functionality. These records were stored in UD12.
In 9.05, they added this feature but we decided to just hide the native tab and use our customization because, at the time, it was just easier.
Now as we migrate to E10, I’m thinking I would like to get rid of the customization and go with the native functionality.
One thought is to keep UD12 in the report data definition and make the report “smart enough†to know when to show UD12 records or show QuoteMsc records.
However, what I would like to do is convert all UD12 records to QuoteMsc records and then be done with UD12 altogether.
We are just in a testing phase for E10 right now so I’m thinking of scripting this conversion in TSQL and giving it a whirl.
Anyone done something similar? Any pitfalls that can be avoided? Any consideration to help make sure this works?
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291 | cell: (781) 408-9278 | fax: (781) 232-5191
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@... | www.matsinc.com
Ask us about our clean, green and beautiful matting and flooring
[cid:2e7127.png@f579c179.4286e6ac]
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
[Non-text portions of this message have been removed]
</div> <div style="color:#fff;min-height:0;"></div>
Good points Jose.
It does look like that QuoteHed.TotalMiscAmt gets updated but I’m not sure if that is a trigger so I need to test this as well.
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291 | cell: (781) 408-9278 | fax: (781) 232-5191
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@... | www.matsinc.com
Ask us about our clean, green and beautiful matting and flooring
[cid:887a49.png@63ebb1d8.46968847]
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, June 04, 2015 12:28 PM
To: Vantage
Subject: Re: [Vantage] E10: Manually creating QuoteMsc records - Thoughts?
If you are going to do this, do it right when Epicor inserts into that table it probably inserts into 2 or 3 other tables. So make sure you do due diligence
Run a query that gets all your table counts
Create a MiscQuote charge in Epicor (the right way)
Rerun your query and see which tables got new rows
Go look at those tables and see what Epicor did. This of-course won't cover updates done to other tables but you can do that similarly Then make sure your script replicates all that and you should be ok. Of-course do it in test, and test it thoroughly etc.... etc.. etc..
Note that I am NOT recommending you do it at all, but if you do. Make sure to do it right
Thanks!
Jose C Gomez
Software Engineer
T: 904.469.1524 mobile
E: jose@...<mailto:jose@...>
http://www.josecgomez.com
[Image removed by sender.]<http://www.linkedin.com/in/josecgomez> [Image removed by sender.] <http://www.facebook.com/josegomez> [Image removed by sender.] <http://www.google.com/profiles/jose.gomez> [Image removed by sender.] <http://www.twitter.com/joc85> [Image removed by sender.] <http://www.josecgomez.com/professional-resume/> [Image removed by sender.] <http://www.josecgomez.com/feed/>
Quis custodiet ipsos custodes?
It does look like that QuoteHed.TotalMiscAmt gets updated but I’m not sure if that is a trigger so I need to test this as well.
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291 | cell: (781) 408-9278 | fax: (781) 232-5191
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@... | www.matsinc.com
Ask us about our clean, green and beautiful matting and flooring
[cid:887a49.png@63ebb1d8.46968847]
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, June 04, 2015 12:28 PM
To: Vantage
Subject: Re: [Vantage] E10: Manually creating QuoteMsc records - Thoughts?
If you are going to do this, do it right when Epicor inserts into that table it probably inserts into 2 or 3 other tables. So make sure you do due diligence
Run a query that gets all your table counts
Create a MiscQuote charge in Epicor (the right way)
Rerun your query and see which tables got new rows
Go look at those tables and see what Epicor did. This of-course won't cover updates done to other tables but you can do that similarly Then make sure your script replicates all that and you should be ok. Of-course do it in test, and test it thoroughly etc.... etc.. etc..
Note that I am NOT recommending you do it at all, but if you do. Make sure to do it right
Thanks!
Jose C Gomez
Software Engineer
T: 904.469.1524 mobile
E: jose@...<mailto:jose@...>
http://www.josecgomez.com
[Image removed by sender.]<http://www.linkedin.com/in/josecgomez> [Image removed by sender.] <http://www.facebook.com/josegomez> [Image removed by sender.] <http://www.google.com/profiles/jose.gomez> [Image removed by sender.] <http://www.twitter.com/joc85> [Image removed by sender.] <http://www.josecgomez.com/professional-resume/> [Image removed by sender.] <http://www.josecgomez.com/feed/>
Quis custodiet ipsos custodes?
On Thu, Jun 4, 2015 at 12:17 PM, Joe Rojas jrojas@...<mailto:jrojas@...> [vantage] <vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>> wrote:
Hi All,
So right off the bat, I know that creating records directly into the database is not advised.
However, here is my story.
In 9.04, there was no concept of a Quote Header Misc Charge so we had a customization created to add this functionality. These records were stored in UD12.
In 9.05, they added this feature but we decided to just hide the native tab and use our customization because, at the time, it was just easier.
Now as we migrate to E10, I’m thinking I would like to get rid of the customization and go with the native functionality.
One thought is to keep UD12 in the report data definition and make the report “smart enough†to know when to show UD12 records or show QuoteMsc records.
However, what I would like to do is convert all UD12 records to QuoteMsc records and then be done with UD12 altogether.
We are just in a testing phase for E10 right now so I’m thinking of scripting this conversion in TSQL and giving it a whirl.
Anyone done something similar? Any pitfalls that can be avoided? Any consideration to help make sure this works?
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291<tel:%28781%29%20573-0291> | cell: (781) 408-9278<tel:%28781%29%20408-9278> | fax: (781) 232-5191<tel:%28781%29%20232-5191>
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@...<mailto:jrojas@...> | www.matsinc.com<http://www.matsinc.com>
Ask us about our clean, green and beautiful matting and flooring
[cid:2e7127.png@f579c179.4286e6ac]
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Joe,
Have you looked at the DMT for quote information (under Sales)?
It should hit all the right business objects from there.
Joe Trent
On Thu, Jun 4, 2015 at 11:17 AM, Joe Rojas jrojas@... [vantage] <vantage@yahoogroups.com> wrote:Â<div> <p>Hi All,
So right off the bat, I know that creating records directly into the database is not advised.
However, here is my story.
In 9.04, there was no concept of a Quote Header Misc Charge so we had a customization created to add this functionality. These records were stored in UD12.
In 9.05, they added this feature but we decided to just hide the native tab and use our customization because, at the time, it was just easier.
Now as we migrate to E10, I’m thinking I would like to get rid of the customization and go with the native functionality.
One thought is to keep UD12 in the report data definition and make the report “smart enough†to know when to show UD12 records or show QuoteMsc records.
However, what I would like to do is convert all UD12 records to QuoteMsc records and then be done with UD12 altogether.
We are just in a testing phase for E10 right now so I’m thinking of scripting this conversion in TSQL and giving it a whirl.
Anyone done something similar? Any pitfalls that can be avoided? Any consideration to help make sure this works?
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291 | cell: (781) 408-9278 | fax: (781) 232-5191
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@... | www.matsinc.com
Ask us about our clean, green and beautiful matting and flooring
[cid:2e7127.png@f579c179.4286e6ac]
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
[Non-text portions of this message have been removed]
</div> <div style="color:#fff;min-height:0;"></div>
I did think of DMT but I the issue I might run into is that a lot of these quotes will be closed.
I’ll try that first but I’m wondering if DMT will not allow an add if the quote is closed.
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291 | cell: (781) 408-9278 | fax: (781) 232-5191
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@... | www.matsinc.com
Ask us about our clean, green and beautiful matting and flooring
[cid:b7c559.png@8578a4a0.4796b29b]
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, June 04, 2015 2:59 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] E10: Manually creating QuoteMsc records - Thoughts?
Joe,
Have you looked at the DMT for quote information (under Sales)?
It should hit all the right business objects from there.
Joe Trent
I’ll try that first but I’m wondering if DMT will not allow an add if the quote is closed.
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291 | cell: (781) 408-9278 | fax: (781) 232-5191
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@... | www.matsinc.com
Ask us about our clean, green and beautiful matting and flooring
[cid:b7c559.png@8578a4a0.4796b29b]
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, June 04, 2015 2:59 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] E10: Manually creating QuoteMsc records - Thoughts?
Joe,
Have you looked at the DMT for quote information (under Sales)?
It should hit all the right business objects from there.
Joe Trent
On Thu, Jun 4, 2015 at 11:17 AM, Joe Rojas jrojas@...<mailto:jrojas@...> [vantage] <vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>> wrote:
Hi All,
So right off the bat, I know that creating records directly into the database is not advised.
However, here is my story.
In 9.04, there was no concept of a Quote Header Misc Charge so we had a customization created to add this functionality. These records were stored in UD12.
In 9.05, they added this feature but we decided to just hide the native tab and use our customization because, at the time, it was just easier.
Now as we migrate to E10, I’m thinking I would like to get rid of the customization and go with the native functionality.
One thought is to keep UD12 in the report data definition and make the report “smart enough†to know when to show UD12 records or show QuoteMsc records.
However, what I would like to do is convert all UD12 records to QuoteMsc records and then be done with UD12 altogether.
We are just in a testing phase for E10 right now so I’m thinking of scripting this conversion in TSQL and giving it a whirl.
Anyone done something similar? Any pitfalls that can be avoided? Any consideration to help make sure this works?
Joe Rojas | Director of Information Technology | Mats Inc.
dir: (781) 573-0291<tel:%28781%29%20573-0291> | cell: (781) 408-9278<tel:%28781%29%20408-9278> | fax: (781) 232-5191<tel:%28781%29%20232-5191>
addr: 179 Campanelli Parkway | Stoughton | MA | 2072
jrojas@...<mailto:jrojas@...> | www.matsinc.com<http://www.matsinc.com>
Ask us about our clean, green and beautiful matting and flooring
[cid:2e7127.png@f579c179.4286e6ac]
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]