New Customer BAQ

Yahoo Archive
1
Denise -



You might want to give this a try....



When joining your Customer and OrderHed tables, instead of using EACH,
use FIRST.

This will give you the first order for each customer. If the
customer's first order's

OrderDate is within X number of days, they're a new customer.



HTH,

Calvin Dekker



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of denise.gaul
Sent: Saturday, March 07, 2009 1:01 PM
To: vantage@yahoogroups.com
Subject: [Vantage] New Customer BAQ



Anyone have an idea on how to create a new customer BAQ? I'm on Vantage
8.03 and once a suspect places an order, they automatically convert to a
customer.





[Non-text portions of this message have been removed]
2
Anyone have an idea on how to create a new customer BAQ? I'm on Vantage 8.03 and once a suspect places an order, they automatically convert to a customer.
3
I can't think of a way to do this that wouldn't require you setting something up before they convert from prospect or suspect to customer.
Even then, only thing I can think of is in customer.update, take value of customertype during pre-processing, compare it with same value in post-processing and if it's changed from PRO to CUST or SUS to CUST, write to a date## field. Then your BAQ would filter on showing only customers where date## is between Today and Today - 7, to get everyone updated in last week.

There might be simpler ways, but I cannot think of anything. sorry.
I hope this helps you.




________________________________
From: denise.gaul <denise.gaul@...>
To: vantage@yahoogroups.com
Sent: Saturday, March 7, 2009 12:47:51 PM
Subject: [Vantage] New Customer BAQ


Anyone have an idea on how to create a new customer BAQ? I'm on Vantage 8.03 and once a suspect places an order, they automatically convert to a customer.







[Non-text portions of this message have been removed]
4
Go into the Business Activity Manager and set up an event for changes to the customer type in the customer table. You can then link the change log to the customer table. You will have to query the change log by date and specific data. It is really not that difficult. I have done this with other tables.


Charles Carden
IT Manager
Manitex, Inc.
Georgetown, Texas
----- Original Message -----
From: denise.gaul
To: vantage@yahoogroups.com
Sent: Saturday, March 07, 2009 1:47 PM
Subject: [Vantage] New Customer BAQ


Anyone have an idea on how to create a new customer BAQ? I'm on Vantage 8.03 and once a suspect places an order, they automatically convert to a customer.





[Non-text portions of this message have been removed]
5
Charles, one of the problems I find with the ChgLog table is that it
isn't possible to write BAQs that join ChgLog data to other tables
unless the identifiers for those items are strings.



If I join ChgLog to Part on ChgLog.Key1 = Part.PartID I can get what I
expect. But if I join against Customer, Vendor, or other items whose
internal identifiers in Vantage are Integers I get no results as the BAQ
doesn't deal with the type mismatch between, for example, ChgLog.Key1 (a
String) and Customer.CustNum (an Integer).



Do you know of a workaround?



-bws



--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@... ~ 734-864-5618 ~
www.advancedphotonix.com



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charles Carden
Sent: Monday, March 09, 2009 12:10 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] New Customer BAQ



Go into the Business Activity Manager and set up an event for changes to
the customer type in the customer table. You can then link the change
log to the customer table. You will have to query the change log by date
and specific data. It is really not that difficult. I have done this
with other tables.

Charles Carden
IT Manager
Manitex, Inc.
Georgetown, Texas

.


<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1705007181/msg
Id=75257/stime=1236615023/nc1=5191954/nc2=5658250/nc3=5170419>





[Non-text portions of this message have been removed]
6
I have a BAQ that looks at the change log and joins the change log record to the Order Header. The system recognized that it was attempting to join a string field to a numeric field and joined using ChgLog.Key1 = string(OrderHed.OrderNum). I have not done this for the customer table but I assumed the system would do the same thing. This at least works with version 8.03.405A and above. I'm not sure if I have ever attempted it with an earlier version.


Charles Carden
IT Manager
Manitex, Inc.
Georgetown, Texas
----- Original Message -----
From: Brian W. Spolarich
To: vantage@yahoogroups.com
Sent: Monday, March 09, 2009 2:00 PM
Subject: RE: [Vantage] New Customer BAQ


Charles, one of the problems I find with the ChgLog table is that it
isn't possible to write BAQs that join ChgLog data to other tables
unless the identifiers for those items are strings.

If I join ChgLog to Part on ChgLog.Key1 = Part.PartID I can get what I
expect. But if I join against Customer, Vendor, or other items whose
internal identifiers in Vantage are Integers I get no results as the BAQ
doesn't deal with the type mismatch between, for example, ChgLog.Key1 (a
String) and Customer.CustNum (an Integer).

Do you know of a workaround?

-bws

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@... ~ 734-864-5618 ~
www.advancedphotonix.com

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charles Carden
Sent: Monday, March 09, 2009 12:10 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] New Customer BAQ

Go into the Business Activity Manager and set up an event for changes to
the customer type in the customer table. You can then link the change
log to the customer table. You will have to query the change log by date
and specific data. It is really not that difficult. I have done this
with other tables.

Charles Carden
IT Manager
Manitex, Inc.
Georgetown, Texas

.

<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1705007181/msg
Id=75257/stime=1236615023/nc1=5191954/nc2=5658250/nc3=5170419>

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





[Non-text portions of this message have been removed]
7
8.03.405 doesn't understand this, and I can't manually add the
string() function to the field relation.



-bws



--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@... ~ 734-864-5618 ~
www.advancedphotonix.com



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charles Carden
Sent: Monday, March 09, 2009 4:17 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] New Customer BAQ



I have a BAQ that looks at the change log and joins the change log
record to the Order Header. The system recognized that it was attempting
to join a string field to a numeric field and joined using ChgLog.Key1 =
string(OrderHed.OrderNum). I have not done this for the customer table
but I assumed the system would do the same thing. This at least works
with version 8.03.405A and above. I'm not sure if I have ever attempted
it with an earlier version.

Charles Carden
IT Manager
Manitex, Inc.
Georgetown, Texas
----- Original Message -----
From: Brian W. Spolarich
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, March 09, 2009 2:00 PM
Subject: RE: [Vantage] New Customer BAQ

Charles, one of the problems I find with the ChgLog table is that it
isn't possible to write BAQs that join ChgLog data to other tables
unless the identifiers for those items are strings.

If I join ChgLog to Part on ChgLog.Key1 = Part.PartID I can get what I
expect. But if I join against Customer, Vendor, or other items whose
internal identifiers in Vantage are Integers I get no results as the BAQ
doesn't deal with the type mismatch between, for example, ChgLog.Key1 (a
String) and Customer.CustNum (an Integer).

Do you know of a workaround?

-bws

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@...
<mailto:bspolarich%40advancedphotonix.com> ~ 734-864-5618 ~
www.advancedphotonix.com

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Charles Carden
Sent: Monday, March 09, 2009 12:10 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] New Customer BAQ

Go into the Business Activity Manager and set up an event for changes to
the customer type in the customer table. You can then link the change
log to the customer table. You will have to query the change log by date
and specific data. It is really not that difficult. I have done this
with other tables.

Charles Carden
IT Manager
Manitex, Inc.
Georgetown, Texas

.

<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1705007181/msg
Id=75257/stime=1236615023/nc1=5191954/nc2=5658250/nc3=5170419>

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

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





[Non-text portions of this message have been removed]
8
Brian, If your database is on SQL Server, I can help you with a trigger to do what you want.




________________________________
From: Brian W. Spolarich <bspolarich@...>
To: vantage@yahoogroups.com
Sent: Monday, March 9, 2009 2:48:31 PM
Subject: RE: [Vantage] New Customer BAQ


8.03.405 doesn't understand this, and I can't manually add the
string() function to the field relation.

-bws

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@advanced photonix. com ~ 734-864-5618 ~
www.advancedphotoni x.com

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Charles Carden
Sent: Monday, March 09, 2009 4:17 PM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] New Customer BAQ

I have a BAQ that looks at the change log and joins the change log
record to the Order Header. The system recognized that it was attempting
to join a string field to a numeric field and joined using ChgLog.Key1 =
string(OrderHed. OrderNum) . I have not done this for the customer table
but I assumed the system would do the same thing. This at least works
with version 8.03.405A and above. I'm not sure if I have ever attempted
it with an earlier version.

Charles Carden
IT Manager
Manitex, Inc.
Georgetown, Texas
----- Original Message -----
From: Brian W. Spolarich
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Sent: Monday, March 09, 2009 2:00 PM
Subject: RE: [Vantage] New Customer BAQ

Charles, one of the problems I find with the ChgLog table is that it
isn't possible to write BAQs that join ChgLog data to other tables
unless the identifiers for those items are strings.

If I join ChgLog to Part on ChgLog.Key1 = Part.PartID I can get what I
expect. But if I join against Customer, Vendor, or other items whose
internal identifiers in Vantage are Integers I get no results as the BAQ
doesn't deal with the type mismatch between, for example, ChgLog.Key1 (a
String) and Customer.CustNum (an Integer).

Do you know of a workaround?

-bws

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@advanced photonix. com
<mailto:bspolarich% 40advancedphoton ix.com> ~ 734-864-5618 ~
www.advancedphotoni x.com

From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ] On
Behalf
Of Charles Carden
Sent: Monday, March 09, 2009 12:10 PM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: Re: [Vantage] New Customer BAQ

Go into the Business Activity Manager and set up an event for changes to
the customer type in the customer table. You can then link the change
log to the customer table. You will have to query the change log by date
and specific data. It is really not that difficult. I have done this
with other tables.

Charles Carden
IT Manager
Manitex, Inc.
Georgetown, Texas

.

<http://geo.yahoo com/serv? s=97359714/ grpId=20369/ grpspId=17050071 81/msg
Id=75257/stime= 1236615023/ nc1=5191954/ nc2=5658250/ nc3=5170419>

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

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

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







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