Re missing customers in 5.20 and suspect prospect d ifference

Todd,



I misread the post below when I responded previously. I am currently running
both client installs on my pc with no ill effects.



In Christ

Randy Vander Galien



-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Friday, September 20, 2002 2:20 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Re missing customers in 5.20 and suspect prospect d
ifference



Hey, the thought occurs to me that if I am running 4.0 and 5.20 clients on
same PC should I not be able to run a 5.10 also and access that database
that I had along the way? I would like to see exactly where the customers
"broke". Can I install the 5.10 client (and P9.1C client) on same PC as
where I am running 5.20? On my test server I still ahve the Epci50 and
Epic51 folders complete with DB.
-Todd C.

-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Friday, September 20, 2002 1:53 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


There must be something you could do in 5.1 before the conversion to make
all the Customers the same, no? Like adding a Sales Region or something?

Troy Funte
Liberty Electronics

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Friday, September 20, 2002 9:42 AM
Subject: RE: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


Thanks for the info on suspect/prospect.
We are on 5.20.210 (on test platform) and customers w/o territories are
not
displaying. Epicor sent a fix (CVCUST_TERRITORY.R) to ulock the territory
flag. Some problem along the way in converting from 4.00 to 5.20 (I
suspect
in the 5.1 to 5.2 phase).
-Todd C.

-----Original Message-----
From: Tony Topping [mailto:tony.topping@...]
Sent: Thursday, September 19, 2002 8:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


customers without territories were not displaying in the browser in
5.20.206
but this fixed in .207

A suspect is no quotes or orders
A prospect is quotes but no orders
Set up new suspects when chasing leads and on entering a (quoted?) quote
it
auto changes to prospect
enter a SO and it changes from prospect to customer.

I think its in the help

Regards

Tony
Tony Topping
Senior Consultant
COGITA(r)

Phone: +64 (0)9 2611 411 ext 710
Fax: +64 (0)9 262 2904
Mobile: +64 (0)21 750 873
email: tony.topping@...
www.cogita.com

more, better, different(tm)





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[Non-text portions of this message have been removed]
Thanks for the info on suspect/prospect.
We are on 5.20.210 (on test platform) and customers w/o territories are not
displaying. Epicor sent a fix (CVCUST_TERRITORY.R) to ulock the territory
flag. Some problem along the way in converting from 4.00 to 5.20 (I suspect
in the 5.1 to 5.2 phase).
-Todd C.

-----Original Message-----
From: Tony Topping [mailto:tony.topping@...]
Sent: Thursday, September 19, 2002 8:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


customers without territories were not displaying in the browser in 5.20.206
but this fixed in .207

A suspect is no quotes or orders
A prospect is quotes but no orders
Set up new suspects when chasing leads and on entering a (quoted?) quote it
auto changes to prospect
enter a SO and it changes from prospect to customer.

I think its in the help

Regards

Tony
Tony Topping
Senior Consultant
COGITA®

Phone: +64 (0)9 2611 411 ext 710
Fax: +64 (0)9 262 2904
Mobile: +64 (0)21 750 873
email: tony.topping@...
www.cogita.com

more, better, different(tm)





Yahoo! Groups Sponsor

ADVERTISEMENT

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<http://us.adserver.yahoo.com/l?M=232673.2361890.3788200.2225243/D=egroupmai
l/S=:HM/A=1194123/rand=151032645>

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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

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]
Hey, the thought occurs to me that if I am running 4.0 and 5.20 clients on
same PC should I not be able to run a 5.10 also and access that database
that I had along the way? I would like to see exactly where the customers
"broke". Can I install the 5.10 client (and P9.1C client) on same PC as
where I am running 5.20? On my test server I still ahve the Epci50 and
Epic51 folders complete with DB.
-Todd C.

-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Friday, September 20, 2002 1:53 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


There must be something you could do in 5.1 before the conversion to make
all the Customers the same, no? Like adding a Sales Region or something?

Troy Funte
Liberty Electronics

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Friday, September 20, 2002 9:42 AM
Subject: RE: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


Thanks for the info on suspect/prospect.
We are on 5.20.210 (on test platform) and customers w/o territories are
not
displaying. Epicor sent a fix (CVCUST_TERRITORY.R) to ulock the territory
flag. Some problem along the way in converting from 4.00 to 5.20 (I
suspect
in the 5.1 to 5.2 phase).
-Todd C.

-----Original Message-----
From: Tony Topping [mailto:tony.topping@...]
Sent: Thursday, September 19, 2002 8:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


customers without territories were not displaying in the browser in
5.20.206
but this fixed in .207

A suspect is no quotes or orders
A prospect is quotes but no orders
Set up new suspects when chasing leads and on entering a (quoted?) quote
it
auto changes to prospect
enter a SO and it changes from prospect to customer.

I think its in the help

Regards

Tony
Tony Topping
Senior Consultant
COGITA®

Phone: +64 (0)9 2611 411 ext 710
Fax: +64 (0)9 262 2904
Mobile: +64 (0)21 750 873
email: tony.topping@...
www.cogita.com

more, better, different(tm)





Yahoo! Groups Sponsor

ADVERTISEMENT

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http://rd.yahoo.com/M=232673.2361890.3788200.2225243/D=egroupweb/S=17050071
<http://rd.yahoo.com/M=232673.2361890.3788200.2225243/D=egroupweb/S=17050071
>
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<http://us.adserver.yahoo.com/l?M=232673.2361890.3788200.2225243/D=egroupmai
>
l/S=:HM/A=1194123/rand=151032645>

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/.
<http://groups.yahoo.com/group/vantage/files/.>
< http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.> >
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
< http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>
< http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links> >

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.




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Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
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<http://us.adserver.yahoo.com/l?M=232673.2361890.3788200.1269402/D=egroupmai
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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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
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<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
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[Non-text portions of this message have been removed]
Todd,



We have both 5.10 - 9.1C and 5.2 - 9.1D running on our test server. Refer to
Appendix F: 'Running Progress 9.1C & 9.1D Concurrently' found in the current
5.2 upgrade guide for the specifics.



In Christ

Randy Vander Galien



-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Friday, September 20, 2002 2:20 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Re missing customers in 5.20 and suspect prospect d
ifference



Hey, the thought occurs to me that if I am running 4.0 and 5.20 clients on
same PC should I not be able to run a 5.10 also and access that database
that I had along the way? I would like to see exactly where the customers
"broke". Can I install the 5.10 client (and P9.1C client) on same PC as
where I am running 5.20? On my test server I still ahve the Epci50 and
Epic51 folders complete with DB.
-Todd C.

-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Friday, September 20, 2002 1:53 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


There must be something you could do in 5.1 before the conversion to make
all the Customers the same, no? Like adding a Sales Region or something?

Troy Funte
Liberty Electronics

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Friday, September 20, 2002 9:42 AM
Subject: RE: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


Thanks for the info on suspect/prospect.
We are on 5.20.210 (on test platform) and customers w/o territories are
not
displaying. Epicor sent a fix (CVCUST_TERRITORY.R) to ulock the territory
flag. Some problem along the way in converting from 4.00 to 5.20 (I
suspect
in the 5.1 to 5.2 phase).
-Todd C.

-----Original Message-----
From: Tony Topping [mailto:tony.topping@...]
Sent: Thursday, September 19, 2002 8:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re missing customers in 5.20 and suspect prospect
difference


customers without territories were not displaying in the browser in
5.20.206
but this fixed in .207

A suspect is no quotes or orders
A prospect is quotes but no orders
Set up new suspects when chasing leads and on entering a (quoted?) quote
it
auto changes to prospect
enter a SO and it changes from prospect to customer.

I think its in the help

Regards

Tony
Tony Topping
Senior Consultant
COGITA(r)

Phone: +64 (0)9 2611 411 ext 710
Fax: +64 (0)9 262 2904
Mobile: +64 (0)21 750 873
email: tony.topping@...
www.cogita.com

more, better, different(tm)





Yahoo! Groups Sponsor

ADVERTISEMENT

<
http://rd.yahoo.com/M=232673.2361890.3788200.2225243/D=egroupweb/S=17050071
<http://rd.yahoo.com/M=232673.2361890.3788200.2225243/D=egroupweb/S=17050071
>
<http://rd.yahoo.com/M=232673.2361890.3788200.2225243/D=egroupweb/S=17050071
<http://rd.yahoo.com/M=232673.2361890.3788200.2225243/D=egroupweb/S=17050071
>
>
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<http://www.adinsdirect.com/>
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>
>
l/S=:HM/A=1194123/rand=151032645>

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/.
<http://groups.yahoo.com/group/vantage/files/>
<http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/> >
< http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
<http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/> > >
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
<http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages> >
< http://groups.yahoo.com/group/vantage/messages
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<http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>
<http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links> >
< http://groups.yahoo.com/group/vantage/links
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<http://groups.yahoo.com/group/vantage/links> > >

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<http://docs.yahoo.com/info/terms/ <http://docs.yahoo.com/info/terms/> > >
.




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


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ADVERTISEMENT




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/.
<http://groups.yahoo.com/group/vantage/files/>
<http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/> >
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
<http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>
<http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links> >

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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/.
<http://groups.yahoo.com/group/vantage/files/>
<http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/> >
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
<http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages> >
(3) To view links to Vendors that provide Vantage services goto:
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<http://groups.yahoo.com/group/vantage/links>
<http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links> >

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




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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/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

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



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