Missing Customers

We had this upon converting form 4.0 to 5.2. For us it was residue from our original conversion from Classic. But there are other causes as well. It has something to do with the conversion of the sales person to "sales force".

Here are some notes from back when we had the problem (fortunately caught in pre-live conversion testing).
------------------------------------------------
In the conversions (4.0 - 5.0 and 5.0 -5.1 and 5.1 - 5.20) somewhere it moved our Sales Person code (now called Sales Force) into the Sales Territory (new name for Sales Region) field - but ONLY if Sales Region was not blank/unused. Thus only these older, original, customers were affected.

Because we have no territory codes equal to the sales person codes a link can not be made in the browser and it "skips" those that had the sales person loaded into the territory. This makes it impossible to see these. When I created a territory (in this case id=30) all the customers for Sales Person 30 became visible (and maintainable).
------------------------------------------------

I think Epicor might have a fix program to straighten it out but you might also be able to make a RB report to show which customers have a territory code that is unknown and then, at least temporarily, create a territory code for each missing one. This would make the customers maintainable and if there are not too many make it possible to change them to a valid code.

Hope this helps,
-Todd C.


-----Original Message-----
From: Dennis O'Hara [mailto:d.ohara@...]
Sent: Tuesday, May 20, 2003 1:32 AM
To: 'Vantage User Group'
Subject: [Vantage] Missing Customers


Since updating to 5.2 patch 211 we are unable to access some customers thru
customer tracker or customer maintenance However they are included in the
accounts receivable printout and the receivables print out balances to the
ledger - anybody else struck this problem?

Regards,

Dennis O'Hara
Finance Controller
The Signcraft Group
Tel 61 3 9687 8455 Fax 61 3 9687 7235
Direct line 61 3 83713711
E-mail d.ohara@...
www.signcraft.com.au



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[Non-text portions of this message have been removed]
Since updating to 5.2 patch 211 we are unable to access some customers thru
customer tracker or customer maintenance However they are included in the
accounts receivable printout and the receivables print out balances to the
ledger - anybody else struck this problem?

Regards,

Dennis O'Hara
Finance Controller
The Signcraft Group
Tel 61 3 9687 8455 Fax 61 3 9687 7235
Direct line 61 3 83713711
E-mail d.ohara@...
www.signcraft.com.au
Don't know about 5.2 but back on 4.0 there was a check box in the Customer
master to "include prospects"

-----Original Message-----
From: Dennis O'Hara [mailto:d.ohara@...]
Sent: Tuesday, May 20, 2003 1:32 AM
To: 'Vantage User Group'
Subject: [Vantage] Missing Customers


Since updating to 5.2 patch 211 we are unable to access some customers thru
customer tracker or customer maintenance However they are included in the
accounts receivable printout and the receivables print out balances to the
ledger - anybody else struck this problem?

Regards,

Dennis O'Hara
Finance Controller
The Signcraft Group
Tel 61 3 9687 8455 Fax 61 3 9687 7235
Direct line 61 3 83713711
E-mail d.ohara@...
www.signcraft.com.au



Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=244522.3313099.4604523.1261774/D=egroupweb/S=17050071
83:HM/A=1588188/R=0/*http://ashnin.com/clk/muryutaitakenattogyo?YH=%LINEID%&
yhad=1588188> Click Here!

<http://us.adserver.yahoo.com/l?M=244522.3313099.4604523.1261774/D=egroupmai
l/S=:HM/A=1588188/rand=943826197>

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
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .