Quote Tracker Broken in 6.1 HELP

This is a very simple BAQ and I'm sure you'd be able to implement it.

- Go to Executive Analysis>Business Activity Managment>General
Operations and click on Business Activity Query
- Click on Edit>Add
- On the Options tab, Name the query - Only 8 characters are
allowed. We called ours CustPart. Put in a meaningful Description
because this will be displayed in the Favorites menu after it's
added.
- Leave Output Format as ASCII and check the two boxes for Export
Labels and Shared Query
- Click on the Query tab and cut and paste the following:

for each CustXPrt Where CustXPrt.Company = cur-comp no-lock,
each Customer Where Customer.Company = CustXPrt.Company
and Customer.CustNum = CustXPrt.CustNum no-lock
BY CustXPrt.XPartNum
BY CustXPrt.PartNum
BY CustXPrt.CustNum:

- Click on the Fields tab
- From the list of available fields, select the following as a
minimum. You can add others if wish, but not too many, or
readability suffers:

CustXPrt.XPartNum
CustXPrt.PartNum
CustXPrt.PartDescription
Customer.Name

- To check the syntax of what you pasted, click on 'Analyze
Statement'. It should state that the syntax is okay.
- Click the OK button.
- Exit the Business Activity Query screen

After you've done this, you need to add it to your Favorites in
order to run it. You may know how to do this, but just in case:
- Right Click somewher in the Favorites column
- Click on Item Maintenance
- Click on Add
- Select Dashboard Query from the pull-down list
- Click on the magnifying glass next the to File box
- Select the query you just created and click OK, OK again and then
Close. The query will now be available to run in your Favorites.

The Dashboard screen will show an Excel like table. You can use the
corners to size it the way you want. You can also make the columns
wider or narrower. If you make changes, right click somewhere in
the table and click on Setting>Save Settings. This is also where
you can Export from.
To get back to your normal Vantage menus, click on View>Vantage Menu.

Hope this helps!

Lee Hansen
Netcom, Inc.
lhansen@...


--- In vantage@yahoogroups.com, "Aaron Hoyt" <aaron.hoyt@...> wrote:
>
> We as a group should be able to help you through the creation of a
basic BAQ
> that can be used to search.
> It would not be as slick as the original design you were familiar
with, but
> a lot easier than reinstalling 6.0 and trying to maintain two
systems.
> The BAQ should allow you to go directly into the appropriate
tracker from
> the BAQ and is forward compatible to 8.0 if I am not mistaken.
> Lee, would you mind posting the contents of the query? That might
be a good
> place to start from.
> Aaron Hoyt
> Vantage Plastics
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On
Behalf Of
> Mitchell Kirby
> Sent: Wednesday, October 04, 2006 4:18 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Re: Quote Tracker Broken in 6.1 HELP
>
>
> Thanks for the idea. My problem is the lack of expertise on my
end to
> implement the suggestions I received. That's part of the reason
I found
> the
> change to be such a problem. Right now I am reinstalling 6.0 so
I can have
> access to the historical records while we figure out a long term
solution.
>
> Sincerely,
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten.com/> www.riten.com
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> _____
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On Behalf
> Of
> Lee Hansen
> Sent: Wednesday, October 04, 2006 3:02 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Quote Tracker Broken in 6.1 HELP
>
> We had a similar problem in that several of our models might have
> multiple customer numbers. To assist the sales force with
quoting,
> we created a Business Activity Query that they can run to see
what
> Customer Part Number is related to our model number. We're using
an
> SQL database and the table name is custxprt - I'm sure there is a
> similar table name in a Progress database.
>
> It is sorted by Customer Part Number, making searching easy. It's
> also possible to export the BAQ output to an Excel file for
easier
> manipulation. Users would just have to make sure to update it
> periodically.
>
> Lee Hansen
> Netcom, Inc.
> lhansen@netcominc. <mailto:lhansen%40netcominc.com> com
>
> --- In vantage@yahoogroups <mailto:vantage%
40yahoogroups.com> .com,
> "Michelle VonBokern"
> <mvonbokern@> wrote:
> >
> > Mitchell~
> >
> > We are on version 6.10.519, and I can search for a part # in
quote
> > tracker without having to fill in the customer field just
fine. If
> I
> > don't fill in a customer, it brings up all the quotes I've ever
> done for
> > that certain part (make sure quoted is chosen, and expired is
check
> > marked as well). Now, if I DO enter a customer in the
appropriate
> field,
> > it will bring up quotes just for that customer with the part
#'s
> listed.
> >
> >
> > You can also do it in reverse. If you are looking for a part
you
> quoted
> > a specific customer but can't remember the part #, you can do a
> search
> > by part in quote tracker, but only fill in the customer info -
> leave the
> > part info blank.
> >
> > It follows the same logic as the Sales Order tracker does.
> >
> > Hope that helps
> >
> >
> >
> >
> >
Anybody have problems with searching quote tracker by cust part? I assume
this happened when we went from 6.0 to 6.1. We are current on the patch
level.



Sort quote tracker by part number and parts show up with values in the cust
part field. Do the same sort by cust part and no values are returned. I
added a new part and the same thing occurs. This is killing us in finding
and entering new quotes. Support is taking a look but I am hoping for a
quick fix. Ring any bells?



Sincerely,



Mitchell Kirby

Riten Industries, Inc.

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



740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX





[Non-text portions of this message have been removed]
It would appear that my problems with 6.1 are due to the "improved"
functionality of 6.1 vs. 6.0. Apparently you need to specify a customer
when you search by cust part. Now if I knew the customer, I wouldn't need
to search in the first place. We sell through multiple channels, some of
whom assign their own part numbers. It is not uncommon for my part number
to have 6 or more customer part numbers associated with it.



Tech supports suggestion that I contact custom programming or jump on the
enhancement request that it already in place does not merit a response.
Actually it does merit a response, none of which I can print here. This is
a real deal breaker for us. I can't run the quoting end of our business
with 6.1 the way it is now!



Does anyone really think that Epicor is going to enhance 6.1? How stupid am
I supposed to be?



I am hoping I can find a backup copy of my 6.0 database that is intact. I
may have to enter quotes in both systems until we can come up with a fix.
Does anybody have any other idea how I can work around this?



Sincerely,



Mitchell Kirby

Riten Industries, Inc.

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



740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Mitchell Kirby
Sent: Monday, October 02, 2006 12:20 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Quote Tracker Broken in 6.1



Anybody have problems with searching quote tracker by cust part? I assume
this happened when we went from 6.0 to 6.1. We are current on the patch
level.

Sort quote tracker by part number and parts show up with values in the cust
part field. Do the same sort by cust part and no values are returned. I
added a new part and the same thing occurs. This is killing us in finding
and entering new quotes. Support is taking a look but I am hoping for a
quick fix. Ring any bells?

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

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





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

We are on version 6.10.519, and I can search for a part # in quote
tracker without having to fill in the customer field just fine. If I
don't fill in a customer, it brings up all the quotes I've ever done for
that certain part (make sure quoted is chosen, and expired is check
marked as well). Now, if I DO enter a customer in the appropriate field,
it will bring up quotes just for that customer with the part #'s listed.


You can also do it in reverse. If you are looking for a part you quoted
a specific customer but can't remember the part #, you can do a search
by part in quote tracker, but only fill in the customer info - leave the
part info blank.

It follows the same logic as the Sales Order tracker does.

Hope that helps





Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

mvonbokern@... <mailto:mvonbokern@...>

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mitchell Kirby
Sent: Monday, October 02, 2006 2:21 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP



It would appear that my problems with 6.1 are due to the "improved"
functionality of 6.1 vs. 6.0. Apparently you need to specify a customer
when you search by cust part. Now if I knew the customer, I wouldn't
need
to search in the first place. We sell through multiple channels, some of
whom assign their own part numbers. It is not uncommon for my part
number
to have 6 or more customer part numbers associated with it.

Tech supports suggestion that I contact custom programming or jump on
the
enhancement request that it already in place does not merit a response.
Actually it does merit a response, none of which I can print here. This
is
a real deal breaker for us. I can't run the quoting end of our business
with 6.1 the way it is now!

Does anyone really think that Epicor is going to enhance 6.1? How stupid
am
I supposed to be?

I am hoping I can find a backup copy of my 6.0 database that is intact.
I
may have to enter quotes in both systems until we can come up with a
fix.
Does anybody have any other idea how I can work around this?

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Mitchell Kirby
Sent: Monday, October 02, 2006 12:20 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Quote Tracker Broken in 6.1

Anybody have problems with searching quote tracker by cust part? I
assume
this happened when we went from 6.0 to 6.1. We are current on the patch
level.

Sort quote tracker by part number and parts show up with values in the
cust
part field. Do the same sort by cust part and no values are returned. I
added a new part and the same thing occurs. This is killing us in
finding
and entering new quotes. Support is taking a look but I am hoping for a
quick fix. Ring any bells?

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

[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]
Michelle,



I am searching by Cust Part not Part Number. Quoted, expired, not quoted,
nothing returns when you search by Cust Part without a Customer specified.



Sincerely,



Mitchell Kirby

Riten Industries, Inc.

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



740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Michelle VonBokern
Sent: Monday, October 02, 2006 3:58 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP



Mitchell~

We are on version 6.10.519, and I can search for a part # in quote
tracker without having to fill in the customer field just fine. If I
don't fill in a customer, it brings up all the quotes I've ever done for
that certain part (make sure quoted is chosen, and expired is check
marked as well). Now, if I DO enter a customer in the appropriate field,
it will bring up quotes just for that customer with the part #'s listed.

You can also do it in reverse. If you are looking for a part you quoted
a specific customer but can't remember the part #, you can do a search
by part in quote tracker, but only fill in the customer info - leave the
part info blank.

It follows the same logic as the Sales Order tracker does.

Hope that helps

Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

mvonbokern@advengco <mailto:mvonbokern%40advengcorp.net> rp.net
<mailto:mvonbokern@advengco <mailto:mvonbokern%40advengcorp.net> rp.net>

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Mitchell Kirby
Sent: Monday, October 02, 2006 2:21 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP

It would appear that my problems with 6.1 are due to the "improved"
functionality of 6.1 vs. 6.0. Apparently you need to specify a customer
when you search by cust part. Now if I knew the customer, I wouldn't
need
to search in the first place. We sell through multiple channels, some of
whom assign their own part numbers. It is not uncommon for my part
number
to have 6 or more customer part numbers associated with it.

Tech supports suggestion that I contact custom programming or jump on
the
enhancement request that it already in place does not merit a response.
Actually it does merit a response, none of which I can print here. This
is
a real deal breaker for us. I can't run the quoting end of our business
with 6.1 the way it is now!

Does anyone really think that Epicor is going to enhance 6.1? How stupid
am
I supposed to be?

I am hoping I can find a backup copy of my 6.0 database that is intact.
I
may have to enter quotes in both systems until we can come up with a
fix.
Does anybody have any other idea how I can work around this?

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Mitchell Kirby
Sent: Monday, October 02, 2006 12:20 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Quote Tracker Broken in 6.1

Anybody have problems with searching quote tracker by cust part? I
assume
this happened when we went from 6.0 to 6.1. We are current on the patch
level.

Sort quote tracker by part number and parts show up with values in the
cust
part field. Do the same sort by cust part and no values are returned. I
added a new part and the same thing occurs. This is killing us in
finding
and entering new quotes. Support is taking a look but I am hoping for a
quick fix. Ring any bells?

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

[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]
Yikes, okay, I guess I better learn to read a bit better





Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

mvonbokern@... <mailto:mvonbokern@...>

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mitchell Kirby
Sent: Monday, October 02, 2006 3:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP



Michelle,

I am searching by Cust Part not Part Number. Quoted, expired, not
quoted,
nothing returns when you search by Cust Part without a Customer
specified.

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Michelle VonBokern
Sent: Monday, October 02, 2006 3:58 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP

Mitchell~

We are on version 6.10.519, and I can search for a part # in quote
tracker without having to fill in the customer field just fine. If I
don't fill in a customer, it brings up all the quotes I've ever done for
that certain part (make sure quoted is chosen, and expired is check
marked as well). Now, if I DO enter a customer in the appropriate field,
it will bring up quotes just for that customer with the part #'s listed.

You can also do it in reverse. If you are looking for a part you quoted
a specific customer but can't remember the part #, you can do a search
by part in quote tracker, but only fill in the customer info - leave the
part info blank.

It follows the same logic as the Sales Order tracker does.

Hope that helps

Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

mvonbokern@advengco <mailto:mvonbokern%40advengcorp.net> rp.net
<mailto:mvonbokern@advengco <mailto:mvonbokern%40advengcorp.net> rp.net>


________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Mitchell Kirby
Sent: Monday, October 02, 2006 2:21 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP

It would appear that my problems with 6.1 are due to the "improved"
functionality of 6.1 vs. 6.0. Apparently you need to specify a customer
when you search by cust part. Now if I knew the customer, I wouldn't
need
to search in the first place. We sell through multiple channels, some of
whom assign their own part numbers. It is not uncommon for my part
number
to have 6 or more customer part numbers associated with it.

Tech supports suggestion that I contact custom programming or jump on
the
enhancement request that it already in place does not merit a response.
Actually it does merit a response, none of which I can print here. This
is
a real deal breaker for us. I can't run the quoting end of our business
with 6.1 the way it is now!

Does anyone really think that Epicor is going to enhance 6.1? How stupid
am
I supposed to be?

I am hoping I can find a backup copy of my 6.0 database that is intact.
I
may have to enter quotes in both systems until we can come up with a
fix.
Does anybody have any other idea how I can work around this?

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Mitchell Kirby
Sent: Monday, October 02, 2006 12:20 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Quote Tracker Broken in 6.1

Anybody have problems with searching quote tracker by cust part? I
assume
this happened when we went from 6.0 to 6.1. We are current on the patch
level.

Sort quote tracker by part number and parts show up with values in the
cust
part field. Do the same sort by cust part and no values are returned. I
added a new part and the same thing occurs. This is killing us in
finding
and entering new quotes. Support is taking a look but I am hoping for a
quick fix. Ring any bells?

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

[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]





[Non-text portions of this message have been removed]
Sorry if I was a bit short. It has been one of those days. The "works as
programmed" response from tech support always sets my teeth on edge. What
ever happened to if its not broke don't fix it.



Hey Shirley how often are we allowed to flame Epicor? I haven't done it for
a couple of years so I think I'm due. I can't wait to look seriously at
8.03. :-)



Sincerely,



Mitchell Kirby

Riten Industries, Inc.

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



740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Michelle VonBokern
Sent: Monday, October 02, 2006 4:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP



Yikes, okay, I guess I better learn to read a bit better

Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

mvonbokern@advengco <mailto:mvonbokern%40advengcorp.net> rp.net
<mailto:mvonbokern@advengco <mailto:mvonbokern%40advengcorp.net> rp.net>

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Mitchell Kirby
Sent: Monday, October 02, 2006 3:05 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP

Michelle,

I am searching by Cust Part not Part Number. Quoted, expired, not
quoted,
nothing returns when you search by Cust Part without a Customer
specified.

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Michelle VonBokern
Sent: Monday, October 02, 2006 3:58 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP

Mitchell~

We are on version 6.10.519, and I can search for a part # in quote
tracker without having to fill in the customer field just fine. If I
don't fill in a customer, it brings up all the quotes I've ever done for
that certain part (make sure quoted is chosen, and expired is check
marked as well). Now, if I DO enter a customer in the appropriate field,
it will bring up quotes just for that customer with the part #'s listed.

You can also do it in reverse. If you are looking for a part you quoted
a specific customer but can't remember the part #, you can do a search
by part in quote tracker, but only fill in the customer info - leave the
part info blank.

It follows the same logic as the Sales Order tracker does.

Hope that helps

Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

mvonbokern@advengco <mailto:mvonbokern%40advengcorp.net> rp.net
<mailto:mvonbokern@advengco <mailto:mvonbokern%40advengcorp.net> rp.net>

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Mitchell Kirby
Sent: Monday, October 02, 2006 2:21 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP

It would appear that my problems with 6.1 are due to the "improved"
functionality of 6.1 vs. 6.0. Apparently you need to specify a customer
when you search by cust part. Now if I knew the customer, I wouldn't
need
to search in the first place. We sell through multiple channels, some of
whom assign their own part numbers. It is not uncommon for my part
number
to have 6 or more customer part numbers associated with it.

Tech supports suggestion that I contact custom programming or jump on
the
enhancement request that it already in place does not merit a response.
Actually it does merit a response, none of which I can print here. This
is
a real deal breaker for us. I can't run the quoting end of our business
with 6.1 the way it is now!

Does anyone really think that Epicor is going to enhance 6.1? How stupid
am
I supposed to be?

I am hoping I can find a backup copy of my 6.0 database that is intact.
I
may have to enter quotes in both systems until we can come up with a
fix.
Does anybody have any other idea how I can work around this?

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Mitchell Kirby
Sent: Monday, October 02, 2006 12:20 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Quote Tracker Broken in 6.1

Anybody have problems with searching quote tracker by cust part? I
assume
this happened when we went from 6.0 to 6.1. We are current on the patch
level.

Sort quote tracker by part number and parts show up with values in the
cust
part field. Do the same sort by cust part and no values are returned. I
added a new part and the same thing occurs. This is killing us in
finding
and entering new quotes. Support is taking a look but I am hoping for a
quick fix. Ring any bells?

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

[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]

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





[Non-text portions of this message have been removed]
If you feel a need to vent, remember this is a family show, stay to the
facts, and don't get personal about Epicor crew. As to keeping score on who
vents how often, I don't. Have you thought about ODBC queries in Excel or
Access as work arounds or RB menu reports? I always get courious as to what
kinds of programing "constraints" were in play when they had their meeting
on this kind of issue.

Shirley G
Moderator


.

<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1600007183/msgId=5
2122/stime=1159822307/nc1=3848554/nc2=3848644/nc3=3>



[Non-text portions of this message have been removed]
Mitchell
Can you create a report or a dashboard that would sort and filter on Customer
Part Number? I don't understand how you have customer part number in front of
you but don't know what customer. We have the reverse problem in that serveral
customers use the same part number for different parts. That's probably why it
works the way it does.
Russ Dover


> It would appear that my problems with 6.1 are due to the "improved"
> functionality of 6.1 vs. 6.0. Apparently you need to specify a customer
> when you search by cust part. Now if I knew the customer, I wouldn't need
> to search in the first place. We sell through multiple channels, some of
> whom assign their own part numbers. It is not uncommon for my part number
> to have 6 or more customer part numbers associated with it.
>
>
>
> Tech supports suggestion that I contact custom programming or jump on the
> enhancement request that it already in place does not merit a response.
> Actually it does merit a response, none of which I can print here. This is
> a real deal breaker for us. I can't run the quoting end of our business
> with 6.1 the way it is now!
>
>
>
> Does anyone really think that Epicor is going to enhance 6.1? How stupid am
> I supposed to be?
>
>
>
> I am hoping I can find a backup copy of my 6.0 database that is intact. I
> may have to enter quotes in both systems until we can come up with a fix.
> Does anybody have any other idea how I can work around this?
>
>
>
> Sincerely,
>
>
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten.com/> www.riten.com
>
>
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> _____
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> Mitchell Kirby
> Sent: Monday, October 02, 2006 12:20 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Quote Tracker Broken in 6.1
>
>
>
> Anybody have problems with searching quote tracker by cust part? I assume
> this happened when we went from 6.0 to 6.1. We are current on the patch
> level.
>
> Sort quote tracker by part number and parts show up with values in the cust
> part field. Do the same sort by cust part and no values are returned. I
> added a new part and the same thing occurs. This is killing us in finding
> and entering new quotes. Support is taking a look but I am hoping for a
> quick fix. Ring any bells?
>
> Sincerely,
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten <http://www.riten.com/> com/> www.riten.com
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [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
>
>
>
>
>
>
>
>
>
>

Russ Dover
rustover@...
717 336 2340 voice
717 336 7507 Days at work
717 336 4182 Fax at work
Russ,



We sell through multiple channels, some direct, some not. Sometimes all I
have from the distributor is a part number. It might be a GM part number, a
Ford part number, a CAT part number or the part number provided by the OEM
who sold his machine with our tooling included. If I am really lucky GM
assigned their own part number to the part number the OEM assigned to my
tool number. The logic is if you hide who actually made the tool you have
to buy it from the OEM or distributor who provided it. Of course he buys it
from me and marks it up a ridiculous amount.



Then there is the distributor who wants to hide who his customer is so he
whites off most of the title block. Or the subsidiary company (Delphi) who
adds their own tool number to the GM tool number which references the OEM
part number which might reference my part number. It's really entertaining
to get the same quote request from four different distributors the same week
and each one gave you different information for the same part. The true
paranoid provides only a tool number and no drawing, lesser paranoids
provide the drawing with the title block chopped off, everybody else sends
you the print and the part numbers. Distributors and subcontractors come
and go the real customer is GM for instance. Of course purchasing is not
centralized so each plant may assign their own part number and they all have
different addresses so they are set up as different customers.



I think you get the point which is why the "new and improved" just doesn't
work for us. Sorry if I went on and on, I'm still a little peeved at
Epicor.



I contacted custom programming and I will look into the other suggestions.
I don't know how to use ODBC. Report Builder will probably work but it is
going to be slow compared to the tracker. We don't have an IT staff so I
rely on the software to do its job. Writing new reports usually takes
forever or I have to hire it out. I'm going to love explaining to the
president of the company how I am spending his money to fix this problem.



I got lucky and found a copy of our 6.0 database. I may restore it in the
short term. Thanks for all the suggestions.





Sincerely,



Mitchell Kirby

Riten Industries, Inc.

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



740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Russ Dover
Sent: Tuesday, October 03, 2006 4:52 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP



Mitchell
Can you create a report or a dashboard that would sort and filter on
Customer
Part Number? I don't understand how you have customer part number in front
of
you but don't know what customer. We have the reverse problem in that
serveral
customers use the same part number for different parts. That's probably why
it
works the way it does.
Russ Dover

> It would appear that my problems with 6.1 are due to the "improved"
> functionality of 6.1 vs. 6.0. Apparently you need to specify a customer
> when you search by cust part. Now if I knew the customer, I wouldn't need
> to search in the first place. We sell through multiple channels, some of
> whom assign their own part numbers. It is not uncommon for my part number
> to have 6 or more customer part numbers associated with it.
>
>
>
> Tech supports suggestion that I contact custom programming or jump on the
> enhancement request that it already in place does not merit a response.
> Actually it does merit a response, none of which I can print here. This is
> a real deal breaker for us. I can't run the quoting end of our business
> with 6.1 the way it is now!
>
>
>
> Does anyone really think that Epicor is going to enhance 6.1? How stupid
am
> I supposed to be?
>
>
>
> I am hoping I can find a backup copy of my 6.0 database that is intact. I
> may have to enter quotes in both systems until we can come up with a fix.
> Does anybody have any other idea how I can work around this?
>
>
>
> Sincerely,
>
>
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten. <http://www.riten.com/> com/> www.riten.com
>
>
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> _____
>
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf Of
> Mitchell Kirby
> Sent: Monday, October 02, 2006 12:20 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: [Vantage] Quote Tracker Broken in 6.1
>
>
>
> Anybody have problems with searching quote tracker by cust part? I assume
> this happened when we went from 6.0 to 6.1. We are current on the patch
> level.
>
> Sort quote tracker by part number and parts show up with values in the
cust
> part field. Do the same sort by cust part and no values are returned. I
> added a new part and the same thing occurs. This is killing us in finding
> and entering new quotes. Support is taking a look but I am hoping for a
> quick fix. Ring any bells?
>
> Sincerely,
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten. <http://www.riten. <http://www.riten.com/> com/> com/>
www.riten.com
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [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.
<http://groups.yahoo.com/group/vantage/files/>
yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto: http://groups.
<http://groups.yahoo.com/group/vantage/messages>
yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
http://groups. <http://groups.yahoo.com/group/vantage/links>
yahoo.com/group/vantage/links
> Yahoo! Groups Links
>
>
>
>
>
>
>
>
>
>

Russ Dover
rustover@ptd. <mailto:rustover%40ptd.net> net
717 336 2340 voice
717 336 7507 Days at work
717 336 4182 Fax at work





[Non-text portions of this message have been removed]
We had a similar problem in that several of our models might have
multiple customer numbers. To assist the sales force with quoting,
we created a Business Activity Query that they can run to see what
Customer Part Number is related to our model number. We're using an
SQL database and the table name is custxprt - I'm sure there is a
similar table name in a Progress database.

It is sorted by Customer Part Number, making searching easy. It's
also possible to export the BAQ output to an Excel file for easier
manipulation. Users would just have to make sure to update it
periodically.

Lee Hansen
Netcom, Inc.
lhansen@...


--- In vantage@yahoogroups.com, "Michelle VonBokern"
<mvonbokern@...> wrote:
>
> Mitchell~
>
> We are on version 6.10.519, and I can search for a part # in quote
> tracker without having to fill in the customer field just fine. If
I
> don't fill in a customer, it brings up all the quotes I've ever
done for
> that certain part (make sure quoted is chosen, and expired is check
> marked as well). Now, if I DO enter a customer in the appropriate
field,
> it will bring up quotes just for that customer with the part #'s
listed.
>
>
> You can also do it in reverse. If you are looking for a part you
quoted
> a specific customer but can't remember the part #, you can do a
search
> by part in quote tracker, but only fill in the customer info -
leave the
> part info blank.
>
> It follows the same logic as the Sales Order tracker does.
>
> Hope that helps
>
>
>
>
>
> Michelle Von Bokern
>
> Office Manager
>
> Advance Engineering Co.
>
> PH: 630-628-3445
>
> FAX: 630-628-3449
>
> mvonbokern@... <mailto:mvonbokern@...>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Mitchell Kirby
> Sent: Monday, October 02, 2006 2:21 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP
>
>
>
> It would appear that my problems with 6.1 are due to the "improved"
> functionality of 6.1 vs. 6.0. Apparently you need to specify a
customer
> when you search by cust part. Now if I knew the customer, I
wouldn't
> need
> to search in the first place. We sell through multiple channels,
some of
> whom assign their own part numbers. It is not uncommon for my part
> number
> to have 6 or more customer part numbers associated with it.
>
> Tech supports suggestion that I contact custom programming or jump
on
> the
> enhancement request that it already in place does not merit a
response.
> Actually it does merit a response, none of which I can print here.
This
> is
> a real deal breaker for us. I can't run the quoting end of our
business
> with 6.1 the way it is now!
>
> Does anyone really think that Epicor is going to enhance 6.1? How
stupid
> am
> I supposed to be?
>
> I am hoping I can find a backup copy of my 6.0 database that is
intact.
> I
> may have to enter quotes in both systems until we can come up with
a
> fix.
> Does anybody have any other idea how I can work around this?
>
> Sincerely,
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten.com/ <http://www.riten.com/> > www.riten.com
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> _____
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> ] On
> Behalf Of
> Mitchell Kirby
> Sent: Monday, October 02, 2006 12:20 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Quote Tracker Broken in 6.1
>
> Anybody have problems with searching quote tracker by cust part? I
> assume
> this happened when we went from 6.0 to 6.1. We are current on the
patch
> level.
>
> Sort quote tracker by part number and parts show up with values in
the
> cust
> part field. Do the same sort by cust part and no values are
returned. I
> added a new part and the same thing occurs. This is killing us in
> finding
> and entering new quotes. Support is taking a look but I am hoping
for a
> quick fix. Ring any bells?
>
> Sincerely,
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten <http://www.riten.com/ <http://www.riten.com/> >
> com/> www.riten.com
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> [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]
>
Thanks for the idea. My problem is the lack of expertise on my end to
implement the suggestions I received. That's part of the reason I found the
change to be such a problem. Right now I am reinstalling 6.0 so I can have
access to the historical records while we figure out a long term solution.



Sincerely,



Mitchell Kirby

Riten Industries, Inc.

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



740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Lee Hansen
Sent: Wednesday, October 04, 2006 3:02 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Quote Tracker Broken in 6.1 HELP



We had a similar problem in that several of our models might have
multiple customer numbers. To assist the sales force with quoting,
we created a Business Activity Query that they can run to see what
Customer Part Number is related to our model number. We're using an
SQL database and the table name is custxprt - I'm sure there is a
similar table name in a Progress database.

It is sorted by Customer Part Number, making searching easy. It's
also possible to export the BAQ output to an Excel file for easier
manipulation. Users would just have to make sure to update it
periodically.

Lee Hansen
Netcom, Inc.
lhansen@netcominc. <mailto:lhansen%40netcominc.com> com

--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,
"Michelle VonBokern"
<mvonbokern@...> wrote:
>
> Mitchell~
>
> We are on version 6.10.519, and I can search for a part # in quote
> tracker without having to fill in the customer field just fine. If
I
> don't fill in a customer, it brings up all the quotes I've ever
done for
> that certain part (make sure quoted is chosen, and expired is check
> marked as well). Now, if I DO enter a customer in the appropriate
field,
> it will bring up quotes just for that customer with the part #'s
listed.
>
>
> You can also do it in reverse. If you are looking for a part you
quoted
> a specific customer but can't remember the part #, you can do a
search
> by part in quote tracker, but only fill in the customer info -
leave the
> part info blank.
>
> It follows the same logic as the Sales Order tracker does.
>
> Hope that helps
>
>
>
>
>
> Michelle Von Bokern
>
> Office Manager
>
> Advance Engineering Co.
>
> PH: 630-628-3445
>
> FAX: 630-628-3449
>
> mvonbokern@... <mailto:mvonbokern@...>
>
> ________________________________
>
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
> Of Mitchell Kirby
> Sent: Monday, October 02, 2006 2:21 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP
>
>
>
> It would appear that my problems with 6.1 are due to the "improved"
> functionality of 6.1 vs. 6.0. Apparently you need to specify a
customer
> when you search by cust part. Now if I knew the customer, I
wouldn't
> need
> to search in the first place. We sell through multiple channels,
some of
> whom assign their own part numbers. It is not uncommon for my part
> number
> to have 6 or more customer part numbers associated with it.
>
> Tech supports suggestion that I contact custom programming or jump
on
> the
> enhancement request that it already in place does not merit a
response.
> Actually it does merit a response, none of which I can print here.
This
> is
> a real deal breaker for us. I can't run the quoting end of our
business
> with 6.1 the way it is now!
>
> Does anyone really think that Epicor is going to enhance 6.1? How
stupid
> am
> I supposed to be?
>
> I am hoping I can find a backup copy of my 6.0 database that is
intact.
> I
> may have to enter quotes in both systems until we can come up with
a
> fix.
> Does anybody have any other idea how I can work around this?
>
> Sincerely,
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten <http://www.riten.com/> com/ <http://www.riten
<http://www.riten.com/> com/> > www.riten.com
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> _____
>
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%
40yahoogroups.com> ] On
> Behalf Of
> Mitchell Kirby
> Sent: Monday, October 02, 2006 12:20 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Quote Tracker Broken in 6.1
>
> Anybody have problems with searching quote tracker by cust part? I
> assume
> this happened when we went from 6.0 to 6.1. We are current on the
patch
> level.
>
> Sort quote tracker by part number and parts show up with values in
the
> cust
> part field. Do the same sort by cust part and no values are
returned. I
> added a new part and the same thing occurs. This is killing us in
> finding
> and entering new quotes. Support is taking a look but I am hoping
for a
> quick fix. Ring any bells?
>
> Sincerely,
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten <http://www.riten <http://www.riten.com/> com/
<http://www.riten <http://www.riten.com/> com/> >
> com/> www.riten.com
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> [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]
We as a group should be able to help you through the creation of a basic BAQ
that can be used to search.
It would not be as slick as the original design you were familiar with, but
a lot easier than reinstalling 6.0 and trying to maintain two systems.
The BAQ should allow you to go directly into the appropriate tracker from
the BAQ and is forward compatible to 8.0 if I am not mistaken.
Lee, would you mind posting the contents of the query? That might be a good
place to start from.
Aaron Hoyt
Vantage Plastics

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of
Mitchell Kirby
Sent: Wednesday, October 04, 2006 4:18 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Quote Tracker Broken in 6.1 HELP


Thanks for the idea. My problem is the lack of expertise on my end to
implement the suggestions I received. That's part of the reason I found
the
change to be such a problem. Right now I am reinstalling 6.0 so I can have
access to the historical records while we figure out a long term solution.

Sincerely,

Mitchell Kirby

Riten Industries, Inc.

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

740-333-8719 Direct

800-338-0027 Sales

800-338-0717 FAX

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of
Lee Hansen
Sent: Wednesday, October 04, 2006 3:02 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Quote Tracker Broken in 6.1 HELP

We had a similar problem in that several of our models might have
multiple customer numbers. To assist the sales force with quoting,
we created a Business Activity Query that they can run to see what
Customer Part Number is related to our model number. We're using an
SQL database and the table name is custxprt - I'm sure there is a
similar table name in a Progress database.

It is sorted by Customer Part Number, making searching easy. It's
also possible to export the BAQ output to an Excel file for easier
manipulation. Users would just have to make sure to update it
periodically.

Lee Hansen
Netcom, Inc.
lhansen@netcominc. <mailto:lhansen%40netcominc.com> com

--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,
"Michelle VonBokern"
<mvonbokern@...> wrote:
>
> Mitchell~
>
> We are on version 6.10.519, and I can search for a part # in quote
> tracker without having to fill in the customer field just fine. If
I
> don't fill in a customer, it brings up all the quotes I've ever
done for
> that certain part (make sure quoted is chosen, and expired is check
> marked as well). Now, if I DO enter a customer in the appropriate
field,
> it will bring up quotes just for that customer with the part #'s
listed.
>
>
> You can also do it in reverse. If you are looking for a part you
quoted
> a specific customer but can't remember the part #, you can do a
search
> by part in quote tracker, but only fill in the customer info -
leave the
> part info blank.
>
> It follows the same logic as the Sales Order tracker does.
>
> Hope that helps
>
>
>
>
>
> Michelle Von Bokern
>
> Office Manager
>
> Advance Engineering Co.
>
> PH: 630-628-3445
>
> FAX: 630-628-3449
>
> mvonbokern@... <mailto:mvonbokern@...>
>
> ________________________________
>
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
> Of Mitchell Kirby
> Sent: Monday, October 02, 2006 2:21 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: RE: [Vantage] Quote Tracker Broken in 6.1 HELP
>
>
>
> It would appear that my problems with 6.1 are due to the "improved"
> functionality of 6.1 vs. 6.0. Apparently you need to specify a
customer
> when you search by cust part. Now if I knew the customer, I
wouldn't
> need
> to search in the first place. We sell through multiple channels,
some of
> whom assign their own part numbers. It is not uncommon for my part
> number
> to have 6 or more customer part numbers associated with it.
>
> Tech supports suggestion that I contact custom programming or jump
on
> the
> enhancement request that it already in place does not merit a
response.
> Actually it does merit a response, none of which I can print here.
This
> is
> a real deal breaker for us. I can't run the quoting end of our
business
> with 6.1 the way it is now!
>
> Does anyone really think that Epicor is going to enhance 6.1? How
stupid
> am
> I supposed to be?
>
> I am hoping I can find a backup copy of my 6.0 database that is
intact.
> I
> may have to enter quotes in both systems until we can come up with
a
> fix.
> Does anybody have any other idea how I can work around this?
>
> Sincerely,
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten <http://www.riten.com/> com/ <http://www.riten
<http://www.riten.com/> com/> > www.riten.com
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> _____
>
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%
40yahoogroups.com> ] On
> Behalf Of
> Mitchell Kirby
> Sent: Monday, October 02, 2006 12:20 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Quote Tracker Broken in 6.1
>
> Anybody have problems with searching quote tracker by cust part? I
> assume
> this happened when we went from 6.0 to 6.1. We are current on the
patch
> level.
>
> Sort quote tracker by part number and parts show up with values in
the
> cust
> part field. Do the same sort by cust part and no values are
returned. I
> added a new part and the same thing occurs. This is killing us in
> finding
> and entering new quotes. Support is taking a look but I am hoping
for a
> quick fix. Ring any bells?
>
> Sincerely,
>
> Mitchell Kirby
>
> Riten Industries, Inc.
>
> <http://www.riten <http://www.riten <http://www.riten.com/> com/
<http://www.riten <http://www.riten.com/> com/> >
> com/> www.riten.com
>
> 740-333-8719 Direct
>
> 800-338-0027 Sales
>
> 800-338-0717 FAX
>
> [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]
>

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