Susan,
Are they copying the line to get the mfg details? If so, enter the line
manually then to get the details select get details and select from quote
option. I am not sure but I think that may also grab the quote comments as
well.
I do this all of the time and works well for me.
Wayne Katzenberger
VP Engineering
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of Susan Iverson
Sent: Wednesday, July 27, 2005 1:19 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] In new quote, copied line items from other quotes
don't stay where you put them
We start a new quote, select the quote/header, say OK, then add/copy
line items from other quotes (that's "quotes", not "quote") - the line
we copy to does not stay put - the copied line goes where ever it wants
to go, probably holding onto it's original line # from the original
quote. It's driving our sales dept. nuts because the parts are never in
order no matter what they do.
-----Original Message-----
From: Michelle de la Vega [mailto:mdelavega@...]
Sent: Wednesday, July 27, 2005 6:59 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] In new quote, copied line items from other quotes
don't stay where you put them
You have two options: One, you can copy a quote or two you start a new
quote and copy lines.
If you start a new quote, you first add the quote/header, once you say
OK, you have a quote number, then you select copy lines and find the
quote you want to copy from, select the lines you want to copy and it
put them in your new quote.
If you copy a quote it will look exactly like the quote you just copied
but with a new quote number.
Hope this is helpful.
Michelle
_____
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Susan Iverson
Sent: Tuesday, July 26, 2005 7:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] In new quote, copied line items from other quotes
don't stay where you put them
Have any of your sales departments complained about this issue or am I
the only "lucky" one. Whenever they create a new quote and copy line
items from existing quotes, the copied line items do not stay on the
line # number of the new quote where it was copied to. My hunch is that
it's maintaining the line item # from the original quote and trying to
put itself there.
If you've had this problem let me know. If you've found a way to fix
this problem, I'll bake you chocolate chip cookies just to get Sales off
my back about this.
Help!
Sue
Vantage 6.1 on Progress and Windows 2000 server
[Non-text portions of this message have been removed]
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/.
<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/links
_____
YAHOO! GROUPS LINKS
* Visit your group "vantage
<http://groups.yahoo.com/group/vantage> " on the web.
* To unsubscribe from this group, send an email to:
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* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .
_____
[Non-text portions of this message have been removed]
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/.
<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/links
SPONSORED LINKS
Technical support
<http://groups.yahoo.com/gads?t=ms&k=Technical+support&w1=Technical+supp
ort&w2=Vantage&w3=Database&w4=Database+management+software&w5=Membership
+database+software&w6=Church+database+software&c=6&s=148&.sig=D_JdAFeHAo
eH6OugOKk1Yg>
Vantage
<http://groups.yahoo.com/gads?t=ms&k=Vantage&w1=Technical+support&w2=Van
tage&w3=Database&w4=Database+management+software&w5=Membership+database+
software&w6=Church+database+software&c=6&s=148&.sig=8zJYQk3edGWFMUVgup9j
Kw>
Database
<http://groups.yahoo.com/gads?t=ms&k=Database&w1=Technical+support&w2=Va
ntage&w3=Database&w4=Database+management+software&w5=Membership+database
+software&w6=Church+database+software&c=6&s=148&.sig=PnI9nhHllVsjEbHxRXs
1IQ>
Database management software
<http://groups.yahoo.com/gads?t=ms&k=Database+management+software&w1=Tec
hnical+support&w2=Vantage&w3=Database&w4=Database+management+software&w5
=Membership+database+software&w6=Church+database+software&c=6&s=148&.sig
=fKR9gtx-Yh-u9MWSh0_-hA>
Membership database software
<http://groups.yahoo.com/gads?t=ms&k=Membership+database+software&w1=Tec
hnical+support&w2=Vantage&w3=Database&w4=Database+management+software&w5
=Membership+database+software&w6=Church+database+software&c=6&s=148&.sig
=Nu4StMQZ8LT26M5TzRGQlg>
Church database software
<http://groups.yahoo.com/gads?t=ms&k=Church+database+software&w1=Technic
al+support&w2=Vantage&w3=Database&w4=Database+management+software&w5=Mem
bership+database+software&w6=Church+database+software&c=6&s=148&.sig=UAi
Qi3Ftbp7Qnq6ys_yZxg>
_____
YAHOO! GROUPS LINKS
* Visit your group "vantage
<http://groups.yahoo.com/group/vantage> " on the web.
* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .
_____
[Non-text portions of this message have been removed]
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/links
Yahoo! Groups Links
[Non-text portions of this message have been removed]
Are they copying the line to get the mfg details? If so, enter the line
manually then to get the details select get details and select from quote
option. I am not sure but I think that may also grab the quote comments as
well.
I do this all of the time and works well for me.
Wayne Katzenberger
VP Engineering
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of Susan Iverson
Sent: Wednesday, July 27, 2005 1:19 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] In new quote, copied line items from other quotes
don't stay where you put them
We start a new quote, select the quote/header, say OK, then add/copy
line items from other quotes (that's "quotes", not "quote") - the line
we copy to does not stay put - the copied line goes where ever it wants
to go, probably holding onto it's original line # from the original
quote. It's driving our sales dept. nuts because the parts are never in
order no matter what they do.
-----Original Message-----
From: Michelle de la Vega [mailto:mdelavega@...]
Sent: Wednesday, July 27, 2005 6:59 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] In new quote, copied line items from other quotes
don't stay where you put them
You have two options: One, you can copy a quote or two you start a new
quote and copy lines.
If you start a new quote, you first add the quote/header, once you say
OK, you have a quote number, then you select copy lines and find the
quote you want to copy from, select the lines you want to copy and it
put them in your new quote.
If you copy a quote it will look exactly like the quote you just copied
but with a new quote number.
Hope this is helpful.
Michelle
_____
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Susan Iverson
Sent: Tuesday, July 26, 2005 7:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] In new quote, copied line items from other quotes
don't stay where you put them
Have any of your sales departments complained about this issue or am I
the only "lucky" one. Whenever they create a new quote and copy line
items from existing quotes, the copied line items do not stay on the
line # number of the new quote where it was copied to. My hunch is that
it's maintaining the line item # from the original quote and trying to
put itself there.
If you've had this problem let me know. If you've found a way to fix
this problem, I'll bake you chocolate chip cookies just to get Sales off
my back about this.
Help!
Sue
Vantage 6.1 on Progress and Windows 2000 server
[Non-text portions of this message have been removed]
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/.
<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/links
_____
YAHOO! GROUPS LINKS
* Visit your group "vantage
<http://groups.yahoo.com/group/vantage> " on the web.
* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .
_____
[Non-text portions of this message have been removed]
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/.
<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/links
SPONSORED LINKS
Technical support
<http://groups.yahoo.com/gads?t=ms&k=Technical+support&w1=Technical+supp
ort&w2=Vantage&w3=Database&w4=Database+management+software&w5=Membership
+database+software&w6=Church+database+software&c=6&s=148&.sig=D_JdAFeHAo
eH6OugOKk1Yg>
Vantage
<http://groups.yahoo.com/gads?t=ms&k=Vantage&w1=Technical+support&w2=Van
tage&w3=Database&w4=Database+management+software&w5=Membership+database+
software&w6=Church+database+software&c=6&s=148&.sig=8zJYQk3edGWFMUVgup9j
Kw>
Database
<http://groups.yahoo.com/gads?t=ms&k=Database&w1=Technical+support&w2=Va
ntage&w3=Database&w4=Database+management+software&w5=Membership+database
+software&w6=Church+database+software&c=6&s=148&.sig=PnI9nhHllVsjEbHxRXs
1IQ>
Database management software
<http://groups.yahoo.com/gads?t=ms&k=Database+management+software&w1=Tec
hnical+support&w2=Vantage&w3=Database&w4=Database+management+software&w5
=Membership+database+software&w6=Church+database+software&c=6&s=148&.sig
=fKR9gtx-Yh-u9MWSh0_-hA>
Membership database software
<http://groups.yahoo.com/gads?t=ms&k=Membership+database+software&w1=Tec
hnical+support&w2=Vantage&w3=Database&w4=Database+management+software&w5
=Membership+database+software&w6=Church+database+software&c=6&s=148&.sig
=Nu4StMQZ8LT26M5TzRGQlg>
Church database software
<http://groups.yahoo.com/gads?t=ms&k=Church+database+software&w1=Technic
al+support&w2=Vantage&w3=Database&w4=Database+management+software&w5=Mem
bership+database+software&w6=Church+database+software&c=6&s=148&.sig=UAi
Qi3Ftbp7Qnq6ys_yZxg>
_____
YAHOO! GROUPS LINKS
* Visit your group "vantage
<http://groups.yahoo.com/group/vantage> " on the web.
* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .
_____
[Non-text portions of this message have been removed]
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/links
Yahoo! Groups Links
[Non-text portions of this message have been removed]