Re missing customers in 5.20

I just applied the 5.20.211 patch and it did not fix ours. Still can't see
about 300 customers in any customer "selection" browser.
-Todd C.

-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Thursday, September 26, 2002 5:45 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Re missing customers in 5.20


After running the .221 patch, all of our 87 Customers seem to be available
now, at least in Order Entry / Add Order / ID browse.

Here's the SCR description:

XA General SCR 4607 5.20.211
Territories were not being assigned to customers that
had a locked status. In some cases, the result was
some customers may not appear (but did exist in the
database). A new conversion program, cv/cvar0010.p,
has been created to correct the existing customers.


Troy Funte
Liberty Electronics

----- Original Message -----
From: Troy Funte
To: vantage@yahoogroups.com
Sent: Friday, September 20, 2002 1:48 PM
Subject: Re missing customers in 5.20


Yep. There it is. I went to Sales Order Entry / Add Order, clicked the
binocs to browse the customers and there are 20 customers missing in 5.2
that are available in 5.1. I opened up both windows side by side to
compare. So 5.1 has 87 customers, while 5.2 has 67 customers.

Troy Funte
Liberty Electronics

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Friday, September 20, 2002 1:15 PM
Subject: RE: [Vantage] Digest Number 2063 - This is not a new problem.


What I am seeing is that any screen where you select the customer from a
list the list is missing some customers. Such as selecting a customer
for
an order or quote. Selecting a customer for Customer Tracker is the
same
way but if the customer is selected from a right-click on an existing
order
it pulls up the tracker data OK. It is affecting about 25% of our
customers
and mostly our oldest and biggest so it was noticed very quickly.
-Todd C.

-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Friday, September 20, 2002 12:09 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Digest Number 2063 - This is not a new problem.


SO, how does one know whether this problem has affected their database
or
not. I just converted a test database last night. I'm wondering what
clues
to look for -- what tables are affected -- what screens show the
customer,
and what screens hide them??

Troy Funte
Liberty Electronics

----- Original Message -----
From: David M Gartner
To: vantage@yahoogroups.com
Sent: Friday, September 20, 2002 12:53 PM
Subject: RE: [Vantage] Digest Number 2063 - This is not a new problem.


Well everyone no it has happened before. Back at the end of July.

Our company was the same boat. We started at 5.1 and didn't use the
"sales
region" field.
For the record, the customers are not lost, only unseen. Tim Ligas
was
out
on site and got us fixed up once we figured out his presence was
really
necessary.

David Gartner
EPG Companies Inc.
Vantage 5.20.209, Progress 9.1c

-----Original Message-----
From: Douglas Dikeman [mailto:doug.dikeman@...]
Sent: Friday, September 20, 2002 11:01 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Digest Number 2063


Hi Todd,
This territory thing you are talking about, what exactly is
it?
Is that the "region" field in customer maintenance? If it is, I am
curious to know if this means that all my customers will go "bye
bye"
when I try to convert over. My company does not use this field since
we
really don't have a "sales region".

Doug



Message: 17
Date: Fri, 20 Sep 2002 08:42:07 -0500
From: Todd Caughey <caugheyt@...>
Subject: RE: Re missing customers in 5.20 and suspect prospect d
ifference

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
COGITAR

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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<http://groups.yahoo.com/group/vantage/files/.>
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[Non-text portions of this message have been removed]
Yep. There it is. I went to Sales Order Entry / Add Order, clicked the binocs to browse the customers and there are 20 customers missing in 5.2 that are available in 5.1. I opened up both windows side by side to compare. So 5.1 has 87 customers, while 5.2 has 67 customers.

Troy Funte
Liberty Electronics

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Friday, September 20, 2002 1:15 PM
Subject: RE: [Vantage] Digest Number 2063 - This is not a new problem.


What I am seeing is that any screen where you select the customer from a
list the list is missing some customers. Such as selecting a customer for
an order or quote. Selecting a customer for Customer Tracker is the same
way but if the customer is selected from a right-click on an existing order
it pulls up the tracker data OK. It is affecting about 25% of our customers
and mostly our oldest and biggest so it was noticed very quickly.
-Todd C.

-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Friday, September 20, 2002 12:09 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Digest Number 2063 - This is not a new problem.


SO, how does one know whether this problem has affected their database or
not. I just converted a test database last night. I'm wondering what clues
to look for -- what tables are affected -- what screens show the customer,
and what screens hide them??

Troy Funte
Liberty Electronics

----- Original Message -----
From: David M Gartner
To: vantage@yahoogroups.com
Sent: Friday, September 20, 2002 12:53 PM
Subject: RE: [Vantage] Digest Number 2063 - This is not a new problem.


Well everyone no it has happened before. Back at the end of July.

Our company was the same boat. We started at 5.1 and didn't use the
"sales
region" field.
For the record, the customers are not lost, only unseen. Tim Ligas was
out
on site and got us fixed up once we figured out his presence was really
necessary.

David Gartner
EPG Companies Inc.
Vantage 5.20.209, Progress 9.1c

-----Original Message-----
From: Douglas Dikeman [mailto:doug.dikeman@...]
Sent: Friday, September 20, 2002 11:01 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Digest Number 2063


Hi Todd,
This territory thing you are talking about, what exactly is it?
Is that the "region" field in customer maintenance? If it is, I am
curious to know if this means that all my customers will go "bye bye"
when I try to convert over. My company does not use this field since we
really don't have a "sales region".

Doug



Message: 17
Date: Fri, 20 Sep 2002 08:42:07 -0500
From: Todd Caughey <caugheyt@...>
Subject: RE: Re missing customers in 5.20 and suspect prospect d
ifference

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
COGITAR

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




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.



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<http://groups.yahoo.com/group/vantage/files/.>
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[Non-text portions of this message have been removed]
After running the .221 patch, all of our 87 Customers seem to be available now, at least in Order Entry / Add Order / ID browse.

Here's the SCR description:

XA General SCR 4607 5.20.211
Territories were not being assigned to customers that
had a locked status. In some cases, the result was
some customers may not appear (but did exist in the
database). A new conversion program, cv/cvar0010.p,
has been created to correct the existing customers.


Troy Funte
Liberty Electronics

----- Original Message -----
From: Troy Funte
To: vantage@yahoogroups.com
Sent: Friday, September 20, 2002 1:48 PM
Subject: Re missing customers in 5.20


Yep. There it is. I went to Sales Order Entry / Add Order, clicked the binocs to browse the customers and there are 20 customers missing in 5.2 that are available in 5.1. I opened up both windows side by side to compare. So 5.1 has 87 customers, while 5.2 has 67 customers.

Troy Funte
Liberty Electronics

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Friday, September 20, 2002 1:15 PM
Subject: RE: [Vantage] Digest Number 2063 - This is not a new problem.


What I am seeing is that any screen where you select the customer from a
list the list is missing some customers. Such as selecting a customer for
an order or quote. Selecting a customer for Customer Tracker is the same
way but if the customer is selected from a right-click on an existing order
it pulls up the tracker data OK. It is affecting about 25% of our customers
and mostly our oldest and biggest so it was noticed very quickly.
-Todd C.

-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Friday, September 20, 2002 12:09 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Digest Number 2063 - This is not a new problem.


SO, how does one know whether this problem has affected their database or
not. I just converted a test database last night. I'm wondering what clues
to look for -- what tables are affected -- what screens show the customer,
and what screens hide them??

Troy Funte
Liberty Electronics

----- Original Message -----
From: David M Gartner
To: vantage@yahoogroups.com
Sent: Friday, September 20, 2002 12:53 PM
Subject: RE: [Vantage] Digest Number 2063 - This is not a new problem.


Well everyone no it has happened before. Back at the end of July.

Our company was the same boat. We started at 5.1 and didn't use the
"sales
region" field.
For the record, the customers are not lost, only unseen. Tim Ligas was
out
on site and got us fixed up once we figured out his presence was really
necessary.

David Gartner
EPG Companies Inc.
Vantage 5.20.209, Progress 9.1c

-----Original Message-----
From: Douglas Dikeman [mailto:doug.dikeman@...]
Sent: Friday, September 20, 2002 11:01 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Digest Number 2063


Hi Todd,
This territory thing you are talking about, what exactly is it?
Is that the "region" field in customer maintenance? If it is, I am
curious to know if this means that all my customers will go "bye bye"
when I try to convert over. My company does not use this field since we
really don't have a "sales region".

Doug



Message: 17
Date: Fri, 20 Sep 2002 08:42:07 -0500
From: Todd Caughey <caugheyt@...>
Subject: RE: Re missing customers in 5.20 and suspect prospect d
ifference

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
COGITAR

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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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>

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(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
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<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
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<http://groups.yahoo.com/group/vantage/messages>
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[Non-text portions of this message have been removed]
If you were are below 211, add customers to the database in version 5.2
without having the crm module installed, the customers defaulted in as
territory locked. If you then installed the CRM license and then tried to
assign territories the locked territories were not assigned correctly.
The 211 patch addresses this issue so that now all customers will be
visible.

Tim


-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Thursday, September 26, 2002 5:45 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Re missing customers in 5.20


After running the .221 patch, all of our 87 Customers seem to be available
now, at least in Order Entry / Add Order / ID browse.

Here's the SCR description:

XA General SCR 4607 5.20.211
Territories were not being assigned to customers that
had a locked status. In some cases, the result was
some customers may not appear (but did exist in the
database). A new conversion program, cv/cvar0010.p,
has been created to correct the existing customers.


Troy Funte
Liberty Electronics

----- Original Message -----
From: Troy Funte
To: vantage@yahoogroups.com
Sent: Friday, September 20, 2002 1:48 PM
Subject: Re missing customers in 5.20


Yep. There it is. I went to Sales Order Entry / Add Order, clicked the
binocs to browse the customers and there are 20 customers missing in 5.2
that are available in 5.1. I opened up both windows side by side to
compare. So 5.1 has 87 customers, while 5.2 has 67 customers.

Troy Funte
Liberty Electronics

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Friday, September 20, 2002 1:15 PM
Subject: RE: [Vantage] Digest Number 2063 - This is not a new problem.


What I am seeing is that any screen where you select the customer from a
list the list is missing some customers. Such as selecting a customer
for
an order or quote. Selecting a customer for Customer Tracker is the
same
way but if the customer is selected from a right-click on an existing
order
it pulls up the tracker data OK. It is affecting about 25% of our
customers
and mostly our oldest and biggest so it was noticed very quickly.
-Todd C.

-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Friday, September 20, 2002 12:09 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Digest Number 2063 - This is not a new problem.


SO, how does one know whether this problem has affected their database
or
not. I just converted a test database last night. I'm wondering what
clues
to look for -- what tables are affected -- what screens show the
customer,
and what screens hide them??

Troy Funte
Liberty Electronics

----- Original Message -----
From: David M Gartner
To: vantage@yahoogroups.com
Sent: Friday, September 20, 2002 12:53 PM
Subject: RE: [Vantage] Digest Number 2063 - This is not a new problem.


Well everyone no it has happened before. Back at the end of July.

Our company was the same boat. We started at 5.1 and didn't use the
"sales
region" field.
For the record, the customers are not lost, only unseen. Tim Ligas
was
out
on site and got us fixed up once we figured out his presence was
really
necessary.

David Gartner
EPG Companies Inc.
Vantage 5.20.209, Progress 9.1c

-----Original Message-----
From: Douglas Dikeman [mailto:doug.dikeman@...]
Sent: Friday, September 20, 2002 11:01 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Digest Number 2063


Hi Todd,
This territory thing you are talking about, what exactly is
it?
Is that the "region" field in customer maintenance? If it is, I am
curious to know if this means that all my customers will go "bye
bye"
when I try to convert over. My company does not use this field since
we
really don't have a "sales region".

Doug



Message: 17
Date: Fri, 20 Sep 2002 08:42:07 -0500
From: Todd Caughey <caugheyt@...>
Subject: RE: Re missing customers in 5.20 and suspect prospect d
ifference

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
COGITAR

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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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:
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Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/