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@...
- 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
> >
> >
> >
> >
> >