Missing Quotes

Yahoo Archive
1
I failed to write down the exact error message, but after dumping and loading the database, I got an error message pointing to a missing sales person "DH." I went and added this WorkForce ID, and now I'm back to "Quote Entry" saying the quote doesn't exist.

Any help would be great.

Regards,

--sf


--- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@...> wrote:
>
> By any chance do you have the CRM module? The reason I ask is that if you have the CRM module then you have to have every user tied to a Work Force ID which in turn is tied to one or more Sales Territory IDs. Any dashboard, report, form, etc. that is tied to the Customer table will only display information where the user has been listed as a salesperson for the Customer's related territory. This supersedes all other Vantage Security settings.
>
> So I'm thinking this may be the issue.
>
> Fortunately, once you set the user up in a workforce you can just click "View all Territories" and be done with it.
>
>
>
>
> ________________________________
> From: sanfranc415 <sanfranc415@...>
> To: vantage@yahoogroups.com
> Sent: Friday, April 24, 2009 4:17:55 PM
> Subject: [Vantage] Missing Quotes.
>
>
>
>
>
> We converted from v.4 to v.8. There are many quotes that display in the Dashboards as open, but you cannot access them by typing in their number into Quote Entry or Quote Tracker.
>
> Please help.
>
> Regards,
>
> --sf
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
2
We converted from v.4 to v.8. There are many quotes that display in the Dashboards as open, but you cannot access them by typing in their number into Quote Entry or Quote Tracker.

Please help.

Regards,

--sf
3
By any chance do you have the CRM module? The reason I ask is that if you have the CRM module then you have to have every user tied to a Work Force ID which in turn is tied to one or more Sales Territory IDs. Any dashboard, report, form, etc. that is tied to the Customer table will only display information where the user has been listed as a salesperson for the Customer's related territory. This supersedes all other Vantage Security settings.

So I'm thinking this may be the issue.

Fortunately, once you set the user up in a workforce you can just click "View all Territories" and be done with it.




________________________________
From: sanfranc415 <sanfranc415@...>
To: vantage@yahoogroups.com
Sent: Friday, April 24, 2009 4:17:55 PM
Subject: [Vantage] Missing Quotes.





We converted from v.4 to v.8. There are many quotes that display in the Dashboards as open, but you cannot access them by typing in their number into Quote Entry or Quote Tracker.

Please help.

Regards,

--sf







[Non-text portions of this message have been removed]
4
--- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@...> wrote:
>
> By any chance do you have the CRM module? The reason I ask is that if you have the CRM module then you have to have every user tied to a Work Force ID which in turn is tied to one or more Sales Territory IDs. Any dashboard, report, form, etc. that is tied to the Customer table will only display information where the user has been listed as a salesperson for the Customer's related territory. This supersedes all other Vantage Security settings.
>
> So I'm thinking this may be the issue.
>
> Fortunately, once you set the user up in a workforce you can just click "View all Territories" and be done with it.
>
>
>
>
> ________________________________
> From: sanfranc415 <sanfranc415@...>
> To: vantage@yahoogroups.com
> Sent: Friday, April 24, 2009 4:17:55 PM
> Subject: [Vantage] Missing Quotes.
>
>
>
>
>
> We converted from v.4 to v.8. There are many quotes that display in the Dashboards as open, but you cannot access them by typing in their number into Quote Entry or Quote Tracker.
>
> Please help.
>
> Regards,
>
> --sf
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
We DO NOT have the CRM module.

--jp