Inactive customers/ship-to addresses

Yahoo Archive
1
Hey there!

There is actually an enhancement request number you can use, the document number is 20002MPS.

Since it is an enhancement, the only way they will implement it is by having many customers added to it and asking for the same enhancement.

If you have the time you may log a call asking for this to be implemented and reference the enhancement request number I just gave.

And no, I don't think you are the only one that has requested that.

Regards!

Raul S

sarah.vareschi@... wrote:
I'm on 5.2 and they don't have that for ship-to contacts, maybe they
added that ability in higher version. On 5.2, for a ship-to contact you
only get name, title, phone# and email :(

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charlie Smith
Sent: Friday, August 31, 2007 1:27 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Inactive customers/ship-to addresses

The ship-to contacts have a 'No Contact' but as for the Ship-To itself,
it would probably be good to have an inactive check box on the ship to
address.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Friday, August 31, 2007 1:22 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Inactive customers/ship-to addresses

I find same annoyances, more though with customer ship-to's that are
gone or ship-to contacts that leave, there is no inactiave or no contact
flag on those and we end up always putting the "Z-" in front of the name
so at least they are on bottom of lists and people won't use them, but I
agree there should be a better way... one of those things we just learn
to live with and workaround...

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"micro100tool" <dleipf@...> wrote:
>
> We have a few thousand customers and ship-to addresses in our
Vantage
> 8.03 database. Over time any given number will go out of business,
> close/consolidate ship-to branches, or become inactive for other
reasons.
>
> The problem we have is that our Customer Service and Order Entry
> personnel cannot distinguish between active/inactive customers and
> ship-to addresses. Thus they have become very creative by changing
> and/or adding "inactive" or "do not use" in the name or address
fields.
>
> I would like to know how other users are handling this problem. I
have
> asked Epicor before about this and really did not get an answer.
Plus
> I cannot believe that we are the only ones encountering this issue.
>
> What we would like to see is an enhancement to the system that would
> give us a flag on the Customer Master and on the Ship-To screen,
like
> in the Part Master, to mark a customer or ship-to address as
inactive
> and exclude those records from the search windows and drop-downs in
> Order Entry.
>
> Would other users benefit from this? How would we go about making
this
> an Enhancement Request?
>
> Thanks
> Dieter Leipf
> IT Manager
> Micro 100 Tool Corporation
>

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

<DIV><font size="1.5" face="Bookman Old
Style">__________________________________________________________

This email may contain material that is confidential, privileged and/or
attorney work product for the sole use of the intended recipient. Any
review, reliance or distribution by others or forwarding without express
permission is strictly prohibited. If you are not the intended
recipient, please contact the sender and delete all copies.
__________________________________________________________<DIV><FONT>

[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

<DIV><font size="1.5" face="Bookman Old Style">__________________________________________________________

This email may contain material that is confidential, privileged and/or attorney work product for the sole use of the intended recipient. Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.
__________________________________________________________<DIV><FONT>





---------------------------------
Moody friends. Drama queens. Your life? Nope! - their life, your story.
Play Sims Stories at Yahoo! Games.

[Non-text portions of this message have been removed]
2
We have a few thousand customers and ship-to addresses in our Vantage
8.03 database. Over time any given number will go out of business,
close/consolidate ship-to branches, or become inactive for other reasons.

The problem we have is that our Customer Service and Order Entry
personnel cannot distinguish between active/inactive customers and
ship-to addresses. Thus they have become very creative by changing
and/or adding "inactive" or "do not use" in the name or address fields.

I would like to know how other users are handling this problem. I have
asked Epicor before about this and really did not get an answer. Plus
I cannot believe that we are the only ones encountering this issue.

What we would like to see is an enhancement to the system that would
give us a flag on the Customer Master and on the Ship-To screen, like
in the Part Master, to mark a customer or ship-to address as inactive
and exclude those records from the search windows and drop-downs in
Order Entry.

Would other users benefit from this? How would we go about making this
an Enhancement Request?

Thanks
Dieter Leipf
IT Manager
Micro 100 Tool Corporation
3
What about

No Contact
When selected, this check box indicates that this customer is
excluded from marketing and other customer lists.


--- In vantage@yahoogroups.com, "micro100tool" <dleipf@...> wrote:
>
> We have a few thousand customers and ship-to addresses in our
Vantage
> 8.03 database. Over time any given number will go out of business,
> close/consolidate ship-to branches, or become inactive for other
reasons.
>
> The problem we have is that our Customer Service and Order Entry
> personnel cannot distinguish between active/inactive customers and
> ship-to addresses. Thus they have become very creative by changing
> and/or adding "inactive" or "do not use" in the name or address
fields.
>
> I would like to know how other users are handling this problem. I
have
> asked Epicor before about this and really did not get an answer.
Plus
> I cannot believe that we are the only ones encountering this issue.
>
> What we would like to see is an enhancement to the system that would
> give us a flag on the Customer Master and on the Ship-To screen,
like
> in the Part Master, to mark a customer or ship-to address as
inactive
> and exclude those records from the search windows and drop-downs in
> Order Entry.
>
> Would other users benefit from this? How would we go about making
this
> an Enhancement Request?
>
> Thanks
> Dieter Leipf
> IT Manager
> Micro 100 Tool Corporation
>
4
I find same annoyances, more though with customer ship-to's that are
gone or ship-to contacts that leave, there is no inactiave or no contact
flag on those and we end up always putting the "Z-" in front of the name
so at least they are on bottom of lists and people won't use them, but I
agree there should be a better way... one of those things we just learn
to live with and workaround...



--- In vantage@yahoogroups.com, "micro100tool" <dleipf@...> wrote:
>
> We have a few thousand customers and ship-to addresses in our
Vantage
> 8.03 database. Over time any given number will go out of business,
> close/consolidate ship-to branches, or become inactive for other
reasons.
>
> The problem we have is that our Customer Service and Order Entry
> personnel cannot distinguish between active/inactive customers and
> ship-to addresses. Thus they have become very creative by changing
> and/or adding "inactive" or "do not use" in the name or address
fields.
>
> I would like to know how other users are handling this problem. I
have
> asked Epicor before about this and really did not get an answer.
Plus
> I cannot believe that we are the only ones encountering this issue.
>
> What we would like to see is an enhancement to the system that would
> give us a flag on the Customer Master and on the Ship-To screen,
like
> in the Part Master, to mark a customer or ship-to address as
inactive
> and exclude those records from the search windows and drop-downs in
> Order Entry.
>
> Would other users benefit from this? How would we go about making
this
> an Enhancement Request?
>
> Thanks
> Dieter Leipf
> IT Manager
> Micro 100 Tool Corporation
>




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



<DIV><font size="1.5" face="Bookman Old Style">__________________________________________________________________________________________________________________

This email may contain material that is confidential, privileged and/or attorney work product for the sole use of the intended recipient. Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.
__________________________________________________________________________________________________________________<DIV><FONT>
5
The ship-to contacts have a 'No Contact' but as for the Ship-To itself,
it would probably be good to have an inactive check box on the ship to
address.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Friday, August 31, 2007 1:22 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Inactive customers/ship-to addresses



I find same annoyances, more though with customer ship-to's that are
gone or ship-to contacts that leave, there is no inactiave or no contact
flag on those and we end up always putting the "Z-" in front of the name
so at least they are on bottom of lists and people won't use them, but I
agree there should be a better way... one of those things we just learn
to live with and workaround...

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"micro100tool" <dleipf@...> wrote:
>
> We have a few thousand customers and ship-to addresses in our
Vantage
> 8.03 database. Over time any given number will go out of business,
> close/consolidate ship-to branches, or become inactive for other
reasons.
>
> The problem we have is that our Customer Service and Order Entry
> personnel cannot distinguish between active/inactive customers and
> ship-to addresses. Thus they have become very creative by changing
> and/or adding "inactive" or "do not use" in the name or address
fields.
>
> I would like to know how other users are handling this problem. I
have
> asked Epicor before about this and really did not get an answer.
Plus
> I cannot believe that we are the only ones encountering this issue.
>
> What we would like to see is an enhancement to the system that would
> give us a flag on the Customer Master and on the Ship-To screen,
like
> in the Part Master, to mark a customer or ship-to address as
inactive
> and exclude those records from the search windows and drop-downs in
> Order Entry.
>
> Would other users benefit from this? How would we go about making
this
> an Enhancement Request?
>
> Thanks
> Dieter Leipf
> IT Manager
> Micro 100 Tool Corporation
>

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

<DIV><font size="1.5" face="Bookman Old
Style">__________________________________________________________

This email may contain material that is confidential, privileged and/or
attorney work product for the sole use of the intended recipient. Any
review, reliance or distribution by others or forwarding without express
permission is strictly prohibited. If you are not the intended
recipient, please contact the sender and delete all copies.
__________________________________________________________<DIV><FONT>





[Non-text portions of this message have been removed]
6
I'm on 5.2 and they don't have that for ship-to contacts, maybe they
added that ability in higher version. On 5.2, for a ship-to contact you
only get name, title, phone# and email :(


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charlie Smith
Sent: Friday, August 31, 2007 1:27 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Inactive customers/ship-to addresses

The ship-to contacts have a 'No Contact' but as for the Ship-To itself,
it would probably be good to have an inactive check box on the ship to
address.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Friday, August 31, 2007 1:22 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Inactive customers/ship-to addresses



I find same annoyances, more though with customer ship-to's that are
gone or ship-to contacts that leave, there is no inactiave or no contact
flag on those and we end up always putting the "Z-" in front of the name
so at least they are on bottom of lists and people won't use them, but I
agree there should be a better way... one of those things we just learn
to live with and workaround...

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"micro100tool" <dleipf@...> wrote:
>
> We have a few thousand customers and ship-to addresses in our
Vantage
> 8.03 database. Over time any given number will go out of business,
> close/consolidate ship-to branches, or become inactive for other
reasons.
>
> The problem we have is that our Customer Service and Order Entry
> personnel cannot distinguish between active/inactive customers and
> ship-to addresses. Thus they have become very creative by changing
> and/or adding "inactive" or "do not use" in the name or address
fields.
>
> I would like to know how other users are handling this problem. I
have
> asked Epicor before about this and really did not get an answer.
Plus
> I cannot believe that we are the only ones encountering this issue.
>
> What we would like to see is an enhancement to the system that would
> give us a flag on the Customer Master and on the Ship-To screen,
like
> in the Part Master, to mark a customer or ship-to address as
inactive
> and exclude those records from the search windows and drop-downs in
> Order Entry.
>
> Would other users benefit from this? How would we go about making
this
> an Enhancement Request?
>
> Thanks
> Dieter Leipf
> IT Manager
> Micro 100 Tool Corporation
>

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

<DIV><font size="1.5" face="Bookman Old
Style">__________________________________________________________

This email may contain material that is confidential, privileged and/or
attorney work product for the sole use of the intended recipient. Any
review, reliance or distribution by others or forwarding without express
permission is strictly prohibited. If you are not the intended
recipient, please contact the sender and delete all copies.
__________________________________________________________<DIV><FONT>





[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



<DIV><font size="1.5" face="Bookman Old Style">__________________________________________________________________________________________________________________

This email may contain material that is confidential, privileged and/or attorney work product for the sole use of the intended recipient. Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.
__________________________________________________________________________________________________________________<DIV><FONT>
7
Companies often use the 'no contact' checkbox on the customer record



This then also filters in the customer search form



Gary Parfrey

Dot Net IT Limited, Reg No 4412519

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of micro100tool
Sent: 31 August 2007 18:09
To: vantage@yahoogroups.com
Subject: [Vantage] Inactive customers/ship-to addresses



We have a few thousand customers and ship-to addresses in our Vantage
8.03 database. Over time any given number will go out of business,
close/consolidate ship-to branches, or become inactive for other
reasons.

The problem we have is that our Customer Service and Order Entry
personnel cannot distinguish between active/inactive customers and
ship-to addresses. Thus they have become very creative by changing
and/or adding "inactive" or "do not use" in the name or address fields.

I would like to know how other users are handling this problem. I have
asked Epicor before about this and really did not get an answer. Plus
I cannot believe that we are the only ones encountering this issue.

What we would like to see is an enhancement to the system that would
give us a flag on the Customer Master and on the Ship-To screen, like
in the Part Master, to mark a customer or ship-to address as inactive
and exclude those records from the search windows and drop-downs in
Order Entry.

Would other users benefit from this? How would we go about making this
an Enhancement Request?

Thanks
Dieter Leipf
IT Manager
Micro 100 Tool Corporation





[Non-text portions of this message have been removed]