Re CRM-XML quotes to Sales Orders

I'm struggling myself to learn the nuances of .NET programming so I'm afraid I can't give you an specific advice. However:

All 8.03.xxx application forms (and crystal based reports) have a corresponding XML form behind them that drives the application. When you do any customization using VB.NET tools you are actually modifying the XML behind the application.

Excel reads and writes XML forms with ease & its VB.NET based VBScript language enables data to be manipulated both within Excel itself and outside of excel (by launching or, at a minimum, at least taking over control of other VB.NET apps like the vantage apps such as quote entry or (sales) order entry.

The simplest (and oldest - pre ".NET") form of this was via the VBScript "SendKeys" command. It allows you to take excel data, capture it in a data array, take control of another loaded app, and send the data to that application as if it was being entered via the keyboard.

The technique was prone to timing problems as it tends to over-ride the other app's keyboard buffer and things can get (dangerously) scrambled.

A (shortlived but still supported) improvement over this was the DDEConnect, DDEExecute commands that provided a more reliable way of doing the same thing.

XML is the holy grail (so to speak) as it allows any XML driven app to communicate to any other XML driven app via the shared XML form.

Just how to do this? I'm still struggling to learn. I find microsoft's online resources extremely helpful (but massive and somewhat difficult to absorb).

When I learn how to do something useful, I'll post it.

What drives me nuts is Epicor's lack of documentation and (useful) programming examples. Microsoft is what they are because they GIVE this info away.

Epicor is making a fundamental business strategy error in hyping the customization possible via .NET - but not massively (and freely) sharing Vantage specific examples of just how to go about using those capabilities.

Everything with them is "we'll do it for you for a price" or, "buy the SDK & teach yourself" (for a ridiculous price!)

There is a reason why VB, Java, C, C++, SQL etc., are univeral languages. They are well documented and cheap (and relatively easy) to learn.

Epicor just reveals enough to tease us. If they don't change that, their arc in the market will be a short one.

Since 20+% of the people in this group are supposedly Epicor employees, ARE YOU LISTENING?!?!

FREELY document your product sufficiently for creative people in successful businesses to easily customize it to their niche needs. STOP 'nickel diming' your customers to death or you WILL fall by the wayside.





RSN <rsnsfi@...> wrote:
Robert- Great suggestion- Thank you-the person who designed the Excel macro tool is an engineering tech /sales support engineer. The sales team all balk at using vantage CRM and the quoting system and we had to provide a quick fix to give us a workaround. So the XML file should contain all the necessary fields to populate the sales order-correct? how do we transfer/store the XML's created as output to be read into VAntage- or how do we get the sales order to "read" the specific XML?.
Thanks
RSN

----- Original Message ----
From: Robert Brown <robertb_versa@...>
To: vantage@yahoogroups.com
Sent: Tuesday, September 25, 2007 9:14:24 AM
Subject: Re: [Vantage] Re CRM

If you are doing your quotes in excel, theoretically, your IT people should be able to set it up to save an appropriately formed XML file.

That XML file should then (again - theoretically) be able to be read by vantage to either bring all of your quotes into vantage OR bring accepted quotes into vantage as EDI-like sales orders (avoiding the need for error prone double entry).

...Might at least be worth running the idea by your IT people.

RSN <rsnsfi@yahoo. com> wrote:
Nelson, We purchased the CRM module for one of our production databases and we've been sorely disappointed as well. While we weren't expecting salesforce.com like features, the CRM module falls way short of many expectations that we had to help us manage the project contacts/facilitato rs/all VARs included in a sale. Vantage 8.00_8.11 does not handle this very well but Epicor promises to improve and incorporate many features in Epicor 9.
We do quotes but do not use the CRM module for its actual sales team tools since it falls short. We are also leaning away from quotes since it is so "clunky" and time consuming. So one of our tech support guys came up with an excel macro tool to help do custom quick quotes and we've resorted to double-entry in the sales order if the quote converts to a sale. I wish I could say anything positive about this module but the sales presentation "promised" more than what CRM can deliver.
Thanks
RSN

----- Original Message ----
From: Nelson Dufour
To: Vantage (E-mail)
Sent: Saturday, September 22, 2007 7:36:34 AM
Subject: [Vantage] Re CRM

Hi everyone,
I¢d appreciate it if I could talk to someone who is using this module. I
think we should have looked before we leaped into it. I¢m not sure if it is
really something that we want to use and need a few pros and cons.

Thanks,
Nelson

Nelson L. Dufour
I.S. Services Mgr.
1691 Walker Rd.
Windsor, Ont. N8W 3P1
Ph. 519-253-2461, x226
Ph. 313-965-8680, x226
web: http://www.colonial tool.com

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

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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

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Robert- Great suggestion- Thank you-the person who designed the Excel macro tool is an engineering tech /sales support engineer. The sales team all balk at using vantage CRM and the quoting system and we had to provide a quick fix to give us a workaround. So the XML file should contain all the necessary fields to populate the sales order-correct? how do we transfer/store the XML's created as output to be read into VAntage- or how do we get the sales order to "read" the specific XML?.
Thanks
RSN


----- Original Message ----
From: Robert Brown <robertb_versa@...>
To: vantage@yahoogroups.com
Sent: Tuesday, September 25, 2007 9:14:24 AM
Subject: Re: [Vantage] Re CRM

If you are doing your quotes in excel, theoretically, your IT people should be able to set it up to save an appropriately formed XML file.

That XML file should then (again - theoretically) be able to be read by vantage to either bring all of your quotes into vantage OR bring accepted quotes into vantage as EDI-like sales orders (avoiding the need for error prone double entry).

...Might at least be worth running the idea by your IT people.

RSN <rsnsfi@yahoo. com> wrote:
Nelson, We purchased the CRM module for one of our production databases and we've been sorely disappointed as well. While we weren't expecting salesforce.com like features, the CRM module falls way short of many expectations that we had to help us manage the project contacts/facilitato rs/all VARs included in a sale. Vantage 8.00_8.11 does not handle this very well but Epicor promises to improve and incorporate many features in Epicor 9.
We do quotes but do not use the CRM module for its actual sales team tools since it falls short. We are also leaning away from quotes since it is so "clunky" and time consuming. So one of our tech support guys came up with an excel macro tool to help do custom quick quotes and we've resorted to double-entry in the sales order if the quote converts to a sale. I wish I could say anything positive about this module but the sales presentation "promised" more than what CRM can deliver.
Thanks
RSN

----- Original Message ----
From: Nelson Dufour
To: Vantage (E-mail)
Sent: Saturday, September 22, 2007 7:36:34 AM
Subject: [Vantage] Re CRM

Hi everyone,
I¢d appreciate it if I could talk to someone who is using this module. I
think we should have looked before we leaped into it. I¢m not sure if it is
really something that we want to use and need a few pros and cons.

Thanks,
Nelson

Nelson L. Dufour
I.S. Services Mgr.
1691 Walker Rd.
Windsor, Ont. N8W 3P1
Ph. 519-253-2461, x226
Ph. 313-965-8680, x226
web: http://www.colonial tool.com

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

____________ _________ _________ _________ _________ _________ _
Got a little couch potato?
Check out fun summer activities for kids.
http://search. yahoo.com/ search?fr= oni_on_mail& p=summer+ activities+ for+kids& cs=bz

[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

------------ --------- --------- ---
Be a better Globetrotter. Get better travel answers from someone who knows.
Yahoo! Answers - Check it out.

------------ --------- --------- ---
Got a little couch potato?
Check out fun summer activities for kids.

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






____________________________________________________________________________________
Need a vacation? Get great deals
to amazing places on Yahoo! Travel.
http://travel.yahoo.com/

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