Quote Form

Yahoo Archive
1
Aren't all the "Sales Rep" type fields (either actual sales rep or quoter sales rep) array type fields that store multiple "reps" (up to 5 of them) in the one field and correspond to "splits" for commissions, etc...? In this case then linking the sales rep field to a sales rep table would not work. In RB I have always had to split the reps out. Each is delimited by the ~ (tilde) character (in RB this is how it works anyway). In Crystal I believe splitting the arrays works differently and for the linking you may end up with a subreport situation. If you never have more than one rep and the codes are a constant length (like all 2 digits) then a simple substring function might suffice to get a value to link with.
-Todd C.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of wendorff1
Sent: Tuesday, December 06, 2005 11:00 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Quote Form


Thanks for the reply. We are in 6.1 and I've been working in the
QSalesRp table. I'm trying to using a formula to display both the
salesperson and quoter but i haven't had any success.

Formula looks like this:

IF {QSALESRP.ROLECODE} = "SalesPer" then {QSALESRP.SALESPER}

For the quoter, i think i should exchange "SalesPer" with "Quoter".

Either way, this is not working for me. I must be missing something.

Little help?

Kelly

--- In vantage@yahoogroups.com, "Brian Stenglein" <bstenglein@c...> wrote:
>
> Not sure what your version is, but...
>
> In Version 6.1 QuoteHed.QuoterID is an obsolete field. The data for
> Quoter and Sales Rep is now stored in a new table called QSalesRp.
>
> Brian Stenglein
> Clow Stamping Co.
>
> --- In vantage@yahoogroups.com, "wendorff1" <kelly.wendorff@s...> wrote:
> >
> > I'm trying to add both the Salesrep and Quoter's name to our Quote
> Form.
> >
> > I tried adding both fields from the Quotehed table - fields are
> > SALESPER and QUOTER. The report only returns the Salesperson name.
> >
> > Any suggestions?
> >
> > Thanks,
> >
> > Kelly
> >
>






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



* Visit your group " vantage <http://groups.yahoo.com/group/vantage> " on the web.


* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>


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


_____




[Non-text portions of this message have been removed]
2
>...default Quote Form and would like to
>know if its possible to change the Unit Price from 4 decimal places to 2 and

Hmm, guess you're on Vantage 4.0? For some reason, There's a numeric
QuoteQty.UnitPrice, and a text QuoteQty.DispUPrice. 3.0 just had a
numeric. Go figure? If they were embedding a currency symbol in there,
I'd understand, but I dunno why they went to the trouble?

The unit price is displayed with this formula:
if {QuoteQty.UnitPrice} <> 0 then {QuoteQty.DispUPrice} else ""

Perhaps someone at Epicior didn't see the "Suppress if Zero" option in
Crystal and did it the hard way? You can probably just delete the formula,
and put QuoteQty.UnitPrice directly on the form. Set the format to
Suppress if Zero and your choice of decimal places.

BTW, we have prices all over the place in both sales and purchasing. Some
items might be 6 figures, others might be $0.0054/ea in lots of
10k. Here's a cool little formula you can use in Crystal to dynamically
choose the number of decimal places, as appropriate. (this one's from the PO)

// Only print 2 decimal places unless needed. W.Cox:USAero
if Abs(Truncate ({podetail.UNITCOST} * 100) / 100 - {podetail.UNITCOST}) <
0.00001 or ({podetail.UNITCOST} > 99999.0)
then 2
else 5


-Wayne
3
Hello everyone:

Does anyone have a Crystal Report QUOTE form I can have?!?

Marites
-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: Tuesday, November 21, 2000 8:03 AM
To: vantage@egroups.com
Subject: [Vantage] Quote Form


>...default Quote Form and would like to
>know if its possible to change the Unit Price from 4 decimal places to 2
and

Hmm, guess you're on Vantage 4.0? For some reason, There's a numeric
QuoteQty.UnitPrice, and a text QuoteQty.DispUPrice. 3.0 just had a
numeric. Go figure? If they were embedding a currency symbol in there,
I'd understand, but I dunno why they went to the trouble?

The unit price is displayed with this formula:
if {QuoteQty.UnitPrice} <> 0 then {QuoteQty.DispUPrice} else ""

Perhaps someone at Epicior didn't see the "Suppress if Zero" option in
Crystal and did it the hard way? You can probably just delete the
formula,
and put QuoteQty.UnitPrice directly on the form. Set the format to
Suppress if Zero and your choice of decimal places.

BTW, we have prices all over the place in both sales and purchasing. Some
items might be 6 figures, others might be $0.0054/ea in lots of
10k. Here's a cool little formula you can use in Crystal to dynamically
choose the number of decimal places, as appropriate. (this one's from the
PO)

// Only print 2 decimal places unless needed. W.Cox:USAero
if Abs(Truncate ({podetail.UNITCOST} * 100) / 100 - {podetail.UNITCOST}) <
0.00001 or ({podetail.UNITCOST} > 99999.0)
then 2
else 5


-Wayne


eGroups Sponsor


We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
(Note: If this link does not work for you the first time you try it, go
to www.egroups.com, login and be sure to save your password, choose My
Groups, choose Vantage, then choose Files. If you save the password, the
link above will work the next time you try it.)



[Non-text portions of this message have been removed]
4
Now that I have gotten past finding the data dictionary. Yes, frustration
played a huge part in my overlooking it. I am only thankful that I did not
go off on the "why in the world would Epicor move the data dictionary"
tirade. I am trying to use a VBFORM at the quote line level to allow my
sales staff to enter a unit price for a second unit of measure. Most of our
orders are for Linear Feet or Sheets however our industry standard for
pricing is MSI (thousand square inches). The VB form would be used to enter
the MSI price. The VBFORM contains five such fields, one for each of five
quotable quantities. I am having trouble in Crystal getting an IF statement
to work that would select the appropriate VBFORM field for each quoted
quantity. The statement looks like this:

if {quoteqty.QTYNUM} = '0' then {quotedtl.QDMSIPR} else if {quoteqty.QTYNUM}
= '1' then {quotedtl.QDMSIPR2} else if {quoteqty.QTYNUM} = '2' then
{quotedtl.QDMSIPR3} else 0if {quoteqty.QTYNUM} = '3' then
{quotedtl.QDMSIPR4} else if {quoteqty.QTYNUM} = '4' then {quotedtl.QDMSIPR5}
else 0



This should then enter the value in VBFORM field 1(QDMSIPR) for the first
quoted quantity of a line item, the value from VBFORM field 2 (QDMSIPR2) for
the second quoted quantity of that line item, and so on up to five
quantities. The problem is I cannot figure out the correct format of the
{quoteqty.QTYNUM} field to make this statement work properly.

Two questions:
Is there a better way to do this? and If not what am I doing wrong with the
format of this field?

Thanks
Todd Hofert
Spartan Graphics, Inc.
(616)887-8243
5
In converting our quote form to 5.2, we find that the quantity, uom, and
unit price only show up on the first line. All subsequent lines are blank.
Has anyone dealt with this before?


[Non-text portions of this message have been removed]
6
Crystal? Probably a difference in Cyrstal .DLLs between developer's PC and the ones Vantage is using. In particular CRPE32.DLL. Also there are issues on the client PC sometimes where running Regocx will straighten things out if there are differences. We had a similar issue right after that conversion. I don't recall which way I copied the DLL files (developer to Vantage I think). If you do copy be sure to rename the current one as something else rather than overwriting it, just in case.
-Todd C.

-----Original Message-----
From: Lori Gravert [mailto:gravel@...]
Sent: Wednesday, April 21, 2004 12:13 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Quote Form


In converting our quote form to 5.2, we find that the quantity, uom, and
unit price only show up on the first line. All subsequent lines are blank.
Has anyone dealt with this before?


[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


* To visit your group on the web, go to:
http://groups.yahoo.com/group/vantage/


* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>


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




[Non-text portions of this message have been removed]
7
Open the Report in Crystal in Design View, highlight the fields in question then right click and open "Format Field". In the Format Editor select the common tab. Make sure that "Suppress if duplicated" is not checked.

Mike

-----Original Message-----
From: Lori Gravert [mailto:gravel@...]
Sent: Wednesday, April 21, 2004 10:13 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Quote Form


In converting our quote form to 5.2, we find that the quantity, uom, and
unit price only show up on the first line. All subsequent lines are blank.
Has anyone dealt with this before?


[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


* To visit your group on the web, go to:
http://groups.yahoo.com/group/vantage/


* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>


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




[Non-text portions of this message have been removed]
8
The Crystal patch worked great.
Thank You
9
I'm trying to add both the Salesrep and Quoter's name to our Quote Form.

I tried adding both fields from the Quotehed table - fields are
SALESPER and QUOTER. The report only returns the Salesperson name.

Any suggestions?

Thanks,

Kelly
10
Not sure what your version is, but...

In Version 6.1 QuoteHed.QuoterID is an obsolete field. The data for
Quoter and Sales Rep is now stored in a new table called QSalesRp.

Brian Stenglein
Clow Stamping Co.

--- In vantage@yahoogroups.com, "wendorff1" <kelly.wendorff@s...> wrote:
>
> I'm trying to add both the Salesrep and Quoter's name to our Quote
Form.
>
> I tried adding both fields from the Quotehed table - fields are
> SALESPER and QUOTER. The report only returns the Salesperson name.
>
> Any suggestions?
>
> Thanks,
>
> Kelly
>
11
Thanks for the reply. We are in 6.1 and I've been working in the
QSalesRp table. I'm trying to using a formula to display both the
salesperson and quoter but i haven't had any success.

Formula looks like this:

IF {QSALESRP.ROLECODE} = "SalesPer" then {QSALESRP.SALESPER}

For the quoter, i think i should exchange "SalesPer" with "Quoter".

Either way, this is not working for me. I must be missing something.

Little help?

Kelly

--- In vantage@yahoogroups.com, "Brian Stenglein" <bstenglein@c...> wrote:
>
> Not sure what your version is, but...
>
> In Version 6.1 QuoteHed.QuoterID is an obsolete field. The data for
> Quoter and Sales Rep is now stored in a new table called QSalesRp.
>
> Brian Stenglein
> Clow Stamping Co.
>
> --- In vantage@yahoogroups.com, "wendorff1" <kelly.wendorff@s...> wrote:
> >
> > I'm trying to add both the Salesrep and Quoter's name to our Quote
> Form.
> >
> > I tried adding both fields from the Quotehed table - fields are
> > SALESPER and QUOTER. The report only returns the Salesperson name.
> >
> > Any suggestions?
> >
> > Thanks,
> >
> > Kelly
> >
>