Global Customer

You are brilliant, tried the single sign on option and it works much better.Thanks

Aman
--- In vantage@yahoogroups.com, "Brian W. Spolarich" <bspolarich@...> wrote:
>
> Options two or three are your choices I think.
>
> Option two could be made easier if you went with single-signon in
> Vantage instead of using separate passwords. This is enabled by turning
> on SingleSignOn option in the default.mfgsys file (which depending on
> your setup might require getting an updated file to every user
> workstation, although in theory there are ways to do this with Vantage's
> AutoUpdate feature). You'd also have to define the Windows domain and
> userid associated with each Vantage user. Then when you run Vantage, it
> will use the currently-signed on Windows user to select the Vantage user
> to signon without requiring a password step, which should make the
> Enterprise dashboard scenario much simpler.
>
> I've wanted to do that at my company but there's a lot of inertia in
> terms of processes, etc. once you have things out there with passwords.
>
> The third option could be made simpler by using a direct SQL
> connection instead of ODBC. You'll need to have SQL Native Client
> installed on every client system that needs to run the report, but
> that's a one-time deal and doesn't require you to mess with ODBC DSNs,
> etc. and instead just bake the necessary connection string into your
> Crystal Report.
>
> Since you have SQL, I'd just create a View that shows the join of
> glbcustomer g to customer c where g.custid=c.custid and show the fields
> you want.
>
> The query would look something like this (I think):
>
> select c.company as Ccompany, C.custid as Ccustid, c.custnum as
> Ccustnum, c.name as CName,
> g.company, g.custid, g.name, g.custnum, g.glbcompany, g.glbcustnum,
> g.glbcustid from glbcustomer g
> inner join customer c on g.glbcustnum = c.custnum and g.glbcompany =
> c.company
> where g.custid != ''
> order by c.custid
>
> -bws
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of aman
> Sent: Monday, January 10, 2011 10:15 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Global Customer
>
> Hi,
>
> We are on Epicor 9.05.601 and there is a requirement for users to view
> global customers and to which company they are linked to. We have a
> master company and multiple subcribing companies linked to it. I
> initially thought this could be done using a BAQ on the glbcustomer
> table but that doesnt work. I can go down the route of enterprise
> dashboard but am struggling with users entering the password a number of
> times as we will eventually have 12 companies. The third route is an
> ODBC link into SQL through crystal report but was wondering if any of
> you have a better suggestion?
> Thanks
>
> Aman
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
Hi,

We are on Epicor 9.05.601 and there is a requirement for users to view global customers and to which company they are linked to. We have a master company and multiple subcribing companies linked to it. I initially thought this could be done using a BAQ on the glbcustomer table but that doesnt work. I can go down the route of enterprise dashboard but am struggling with users entering the password a number of times as we will eventually have 12 companies. The third route is an ODBC link into SQL through crystal report but was wondering if any of you have a better suggestion?
Thanks

Aman
Options two or three are your choices I think.

Option two could be made easier if you went with single-signon in
Vantage instead of using separate passwords. This is enabled by turning
on SingleSignOn option in the default.mfgsys file (which depending on
your setup might require getting an updated file to every user
workstation, although in theory there are ways to do this with Vantage's
AutoUpdate feature). You'd also have to define the Windows domain and
userid associated with each Vantage user. Then when you run Vantage, it
will use the currently-signed on Windows user to select the Vantage user
to signon without requiring a password step, which should make the
Enterprise dashboard scenario much simpler.

I've wanted to do that at my company but there's a lot of inertia in
terms of processes, etc. once you have things out there with passwords.

The third option could be made simpler by using a direct SQL
connection instead of ODBC. You'll need to have SQL Native Client
installed on every client system that needs to run the report, but
that's a one-time deal and doesn't require you to mess with ODBC DSNs,
etc. and instead just bake the necessary connection string into your
Crystal Report.

Since you have SQL, I'd just create a View that shows the join of
glbcustomer g to customer c where g.custid=c.custid and show the fields
you want.

The query would look something like this (I think):

select c.company as Ccompany, C.custid as Ccustid, c.custnum as
Ccustnum, c.name as CName,
g.company, g.custid, g.name, g.custnum, g.glbcompany, g.glbcustnum,
g.glbcustid from glbcustomer g
inner join customer c on g.glbcustnum = c.custnum and g.glbcompany =
c.company
where g.custid != ''
order by c.custid

-bws


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of aman
Sent: Monday, January 10, 2011 10:15 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Global Customer

Hi,

We are on Epicor 9.05.601 and there is a requirement for users to view
global customers and to which company they are linked to. We have a
master company and multiple subcribing companies linked to it. I
initially thought this could be done using a BAQ on the glbcustomer
table but that doesnt work. I can go down the route of enterprise
dashboard but am struggling with users entering the password a number of
times as we will eventually have 12 companies. The third route is an
ODBC link into SQL through crystal report but was wondering if any of
you have a better suggestion?
Thanks

Aman



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links