Import new customers (V8.03)

Yahoo Archive
1
>>> Call your CAM
>>I downloaded the 8.03.404 from Epicor this morning
You still need a license - your Epicor CAM should be able to get you a temp license
- That license is for testing only though, limited and expiration date
--- I'm sure you'll need to purchase a permanent license to do any real work on the live db

We used Pervasive for V8 before the DMT came along.
Was not nearly as nice as the DMT.
Basically just an ODBC connection with some templates, batching.
No business logic, you had to figure out all the dependencies yourself.

2
I need to import a list of new customers from another system.  What's the best way?

Is there tool for this in V8.03?  If not, what is the minimum info I would need for each Customer?

Should I just import the data into a UD table and then run a BPM to call whatever function is called when a new Customer record is created?

This will be an ongoing thing, so I'd like to make it something my users could do.  Something like everytime a new record is created in the UD table, it checks to see if that cust already exists, if not, it takes the info from the UD table and creates a new customer, then deletes the record in the UD table.  That way, all the user would have to do is paste the new data into the UD table and each new record pasted would create the customer table entry.

Thoughts?

Calvin


3
Is there a version of the DMT tool that works with 8.03?
4

Yes there is

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, March 29, 2016 12:49 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Import new customers (V8.03)

 



Is there a version of the DMT tool that works with 8.03?


5
Thanks Bernie, 

What is it called and where Can I get it?

Calvin
6
Yes


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?

On Tue, Mar 29, 2016 at 12:49 PM, clive.gillett@... [vantage] <vantage@yahoogroups.com> wrote:

 
<div>
  
  
  <p>Is there a version of the DMT tool that works with 8.03?</p>

</div>
 


<div style="color:#fff;min-height:0;"></div>

7

Call your CAM at Epicor….

Manasa

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, March 29, 2016 1:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Import new customers (V8.03)

 

 

Thanks Bernie, 

 

What is it called and where Can I get it?

 

Calvin

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.
8
is called DMT, you can get it from Epicor


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?

On Tue, Mar 29, 2016 at 1:03 PM, ckrusen1@... [vantage] <vantage@yahoogroups.com> wrote:

 
<div>
  
  
  <p>Thanks Bernie, </p><div><br></div><div>What is it called and where Can I get it?<div><br></div><div>Calvin</div></div><p></p>

</div>
 


<div style="color:#fff;min-height:0;"></div>

9

Contact your CAM

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, March 29, 2016 1:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Import new customers (V8.03)

 



Thanks Bernie, 

 

What is it called and where Can I get it?

 

Calvin




10

The oldest DMT version they have at Epicor is for Vantage 8.03.404.  We are on 803.403b.   I downloaded the 8.03.404 from Epicor this morning and so far it has not worked for me.  

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, March 29, 2016 1:12 PM
To: Vantage
Subject: Re: [Vantage] Re: Import new customers (V8.03)

 

 

is called DMT, you can get it from Epicor



Jose C Gomez

Software Engineer


T: 904.469.1524 mobile


Quis custodiet ipsos custodes?

 

On Tue, Mar 29, 2016 at 1:03 PM, ckrusen1@... [vantage] <vantage@yahoogroups.com> wrote:

 

Thanks Bernie, 

 

What is it called and where Can I get it?

 

Calvin