Part Advisor Blank Title 83583

Another note: When you right click: open with: part advisor, if you keep
part advisor screen open (minimize - don't close it), then when you
select a different part in order entry, the part advisor screen reflects
that part. I have to keep reminding people of that here and they always
say, "Oh. Cool."



Randy Weber





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of advantage@...
Sent: Tuesday, October 06, 2009 4:49 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Part Advisor





Yes, but right clicking that part number i.e. 123 on the Sales Order
Line
tab (OrderDtl.PartNum) is sooo easy to go to Part Advisor for that same
part
number i.e. 123 otherwise if you want to go through all the trouble
embedding a sheet through the sheet wizard then loading that form
App.PartAdvisor.PartAdvisorForm It seems like THAT would cause the form
to
load slowly; I am not sure how to do this? I'd be interested how this
would
be done and if it is efficient?

Otherwise what I have done is re-created my own little Part Advisor (did
this once for serial numbers) create an Ultra Grid on several sheets
that
you create bind to a FKV to a view of information or create your own
little
Dashboards of Queries you create to get the data you need.



-----Original Message-----
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Thomas
Sent: Tuesday, October 06, 2009 3:45 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Part Advisor

That was the original problem, I couldn't find the dashboard. I guess
the
reason behind their request is they were hoping that it would populate
with
customers sales info while there in order entry ( Last sales price, last
date sold, margin etc.) The other reason is that they have so many menu
items opened at once that is seems to be draining resources and kicking
users out. We were just trying to see if wee can consolidate all of
these
trackers.

--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,
<advantage@...> wrote:
>
> See my thread about why you are trying to do this; when you can right
click
> to that Form...Part Advisor isn't a dashboard?
> -----Original Message-----
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf Of
> Calvin Dekker
> Sent: Tuesday, October 06, 2009 3:31 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: RE: [Vantage] Part Advisor
>
>
>
>
> Thomas -
>
> Go into SO Entry in Developer Mode.
>
> Click on the Wizards tab and choose Sheet Wizard.
>
> Click the New Custom Sheet button.
>
> Select the parent sheet: sheetLinePanel1
>
> Next enter a Name for the new sheet ie: Part Advisor
>
> Fill out the Text & Tab Text ie: Part Advisor
>
> Click the Add Dashboard button and search for the Part Advisor
> dashboard.
>
> You can opt to display the tool and status bars.
>
> Click next and choose the Neither Subscribe nor Publish option.
>
> Then click Finish to embed the dashboard panel.
>
> Finally click the blue arrow pointing to the right to add your new
sheet
> with the Part Advisor Dashboard.
>
> Save your customization and test it - you should now see the Part
> Advisor as a tab on the Sales Order Entry/Lines sub-tab.
>
> HTH,
>
> Calvin Dekker
>
> Email: calvin@codabears. <mailto:calvin%40codabears.com> com
>
> http://www.codabear <http://www.codabear <http://www.codabears.com>
s.com>
s.com
>
> <http://www.codabear <http://www.codabear <http://www.codabears.com/>
s.com/> s.com/>
>
> *New software/hardware Support & Maintenance Programs
>
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com]
On
> Behalf
> Of Thomas
> Sent: Tuesday, October 06, 2009 12:16 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: [Vantage] Part Advisor
>
> My sales team want me to add this as a new sheet to Sales Order Entry.
> Doeas anybody know how to add this tracker to sales order entry?
>
> [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]
My sales team want me to add this as a new sheet to Sales Order Entry. Doeas anybody know how to add this tracker to sales order entry?
Why? When the right click of a part number field; can get you there in a
flash, rather than having that entire form load on a sheet you add through
sheet wizard to additionally load that App.PartAdvisor.PartAdvisorForm?

Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Thomas
Sent: Tuesday, October 06, 2009 1:09 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Part Advisor





My sales team want me to add this as a new sheet to Sales Order Entry. Doeas
anybody know how to add this tracker to sales order entry?







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



Go into SO Entry in Developer Mode.

Click on the Wizards tab and choose Sheet Wizard.

Click the New Custom Sheet button.

Select the parent sheet: sheetLinePanel1

Next enter a Name for the new sheet ie: Part Advisor

Fill out the Text & Tab Text ie: Part Advisor

Click the Add Dashboard button and search for the Part Advisor
dashboard.

You can opt to display the tool and status bars.

Click next and choose the Neither Subscribe nor Publish option.

Then click Finish to embed the dashboard panel.

Finally click the blue arrow pointing to the right to add your new sheet
with the Part Advisor Dashboard.



Save your customization and test it - you should now see the Part
Advisor as a tab on the Sales Order Entry/Lines sub-tab.



HTH,

Calvin Dekker

Email: calvin@...

http://www.codabears.com

<http://www.codabears.com/>

*New software/hardware Support & Maintenance Programs







From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Thomas
Sent: Tuesday, October 06, 2009 12:16 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Part Advisor





My sales team want me to add this as a new sheet to Sales Order Entry.
Doeas anybody know how to add this tracker to sales order entry?





[Non-text portions of this message have been removed]
See my thread about why you are trying to do this; when you can right click
to that Form...Part Advisor isn't a dashboard?
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Calvin Dekker
Sent: Tuesday, October 06, 2009 3:31 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Part Advisor




Thomas -

Go into SO Entry in Developer Mode.

Click on the Wizards tab and choose Sheet Wizard.

Click the New Custom Sheet button.

Select the parent sheet: sheetLinePanel1

Next enter a Name for the new sheet ie: Part Advisor

Fill out the Text & Tab Text ie: Part Advisor

Click the Add Dashboard button and search for the Part Advisor
dashboard.

You can opt to display the tool and status bars.

Click next and choose the Neither Subscribe nor Publish option.

Then click Finish to embed the dashboard panel.

Finally click the blue arrow pointing to the right to add your new sheet
with the Part Advisor Dashboard.

Save your customization and test it - you should now see the Part
Advisor as a tab on the Sales Order Entry/Lines sub-tab.

HTH,

Calvin Dekker

Email: calvin@codabears. <mailto:calvin%40codabears.com> com

http://www.codabear <http://www.codabears.com> s.com

<http://www.codabear <http://www.codabears.com/> s.com/>

*New software/hardware Support & Maintenance Programs

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Thomas
Sent: Tuesday, October 06, 2009 12:16 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: [Vantage] Part Advisor

My sales team want me to add this as a new sheet to Sales Order Entry.
Doeas anybody know how to add this tracker to sales order entry?

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







[Non-text portions of this message have been removed]
That was the original problem, I couldn't find the dashboard. I guess the reason behind their request is they were hoping that it would populate with customers sales info while there in order entry ( Last sales price, last date sold, margin etc.) The other reason is that they have so many menu items opened at once that is seems to be draining resources and kicking users out. We were just trying to see if wee can consolidate all of these trackers.

--- In vantage@yahoogroups.com, <advantage@...> wrote:
>
> See my thread about why you are trying to do this; when you can right click
> to that Form...Part Advisor isn't a dashboard?
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> Calvin Dekker
> Sent: Tuesday, October 06, 2009 3:31 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Part Advisor
>
>
>
>
> Thomas -
>
> Go into SO Entry in Developer Mode.
>
> Click on the Wizards tab and choose Sheet Wizard.
>
> Click the New Custom Sheet button.
>
> Select the parent sheet: sheetLinePanel1
>
> Next enter a Name for the new sheet ie: Part Advisor
>
> Fill out the Text & Tab Text ie: Part Advisor
>
> Click the Add Dashboard button and search for the Part Advisor
> dashboard.
>
> You can opt to display the tool and status bars.
>
> Click next and choose the Neither Subscribe nor Publish option.
>
> Then click Finish to embed the dashboard panel.
>
> Finally click the blue arrow pointing to the right to add your new sheet
> with the Part Advisor Dashboard.
>
> Save your customization and test it - you should now see the Part
> Advisor as a tab on the Sales Order Entry/Lines sub-tab.
>
> HTH,
>
> Calvin Dekker
>
> Email: calvin@codabears. <mailto:calvin%40codabears.com> com
>
> http://www.codabear <http://www.codabears.com> s.com
>
> <http://www.codabear <http://www.codabears.com/> s.com/>
>
> *New software/hardware Support & Maintenance Programs
>
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
> Behalf
> Of Thomas
> Sent: Tuesday, October 06, 2009 12:16 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: [Vantage] Part Advisor
>
> My sales team want me to add this as a new sheet to Sales Order Entry.
> Doeas anybody know how to add this tracker to sales order entry?
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Yes, but right clicking that part number i.e. 123 on the Sales Order Line
tab (OrderDtl.PartNum) is sooo easy to go to Part Advisor for that same part
number i.e. 123 otherwise if you want to go through all the trouble
embedding a sheet through the sheet wizard then loading that form
App.PartAdvisor.PartAdvisorForm It seems like THAT would cause the form to
load slowly; I am not sure how to do this? I'd be interested how this would
be done and if it is efficient?



Otherwise what I have done is re-created my own little Part Advisor (did
this once for serial numbers) create an Ultra Grid on several sheets that
you create bind to a FKV to a view of information or create your own little
Dashboards of Queries you create to get the data you need.




-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Thomas
Sent: Tuesday, October 06, 2009 3:45 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Part Advisor





That was the original problem, I couldn't find the dashboard. I guess the
reason behind their request is they were hoping that it would populate with
customers sales info while there in order entry ( Last sales price, last
date sold, margin etc.) The other reason is that they have so many menu
items opened at once that is seems to be draining resources and kicking
users out. We were just trying to see if wee can consolidate all of these
trackers.

--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,
<advantage@...> wrote:
>
> See my thread about why you are trying to do this; when you can right
click
> to that Form...Part Advisor isn't a dashboard?
> -----Original Message-----
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf Of
> Calvin Dekker
> Sent: Tuesday, October 06, 2009 3:31 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: RE: [Vantage] Part Advisor
>
>
>
>
> Thomas -
>
> Go into SO Entry in Developer Mode.
>
> Click on the Wizards tab and choose Sheet Wizard.
>
> Click the New Custom Sheet button.
>
> Select the parent sheet: sheetLinePanel1
>
> Next enter a Name for the new sheet ie: Part Advisor
>
> Fill out the Text & Tab Text ie: Part Advisor
>
> Click the Add Dashboard button and search for the Part Advisor
> dashboard.
>
> You can opt to display the tool and status bars.
>
> Click next and choose the Neither Subscribe nor Publish option.
>
> Then click Finish to embed the dashboard panel.
>
> Finally click the blue arrow pointing to the right to add your new sheet
> with the Part Advisor Dashboard.
>
> Save your customization and test it - you should now see the Part
> Advisor as a tab on the Sales Order Entry/Lines sub-tab.
>
> HTH,
>
> Calvin Dekker
>
> Email: calvin@codabears. <mailto:calvin%40codabears.com> com
>
> http://www.codabear <http://www.codabear <http://www.codabears.com> s.com>
s.com
>
> <http://www.codabear <http://www.codabear <http://www.codabears.com/>
s.com/> s.com/>
>
> *New software/hardware Support & Maintenance Programs
>
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
> Behalf
> Of Thomas
> Sent: Tuesday, October 06, 2009 12:16 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: [Vantage] Part Advisor
>
> My sales team want me to add this as a new sheet to Sales Order Entry.
> Doeas anybody know how to add this tracker to sales order entry?
>
> [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]