Report frustrations

system · November 4, 2008, 4:09pm

That's the same route I took, we're on ver 6.10, one drawback is each user's 'Launch Script' has to have the 'ODBC' info included, sometimes they use old 'icons' and have trouble printing Quotes.

--- On Tue, 11/4/08, Kersten MacLennan <kmaclennan@...> wrote:

From: Kersten MacLennan <kmaclennan@...>
Subject: RE: [Vantage] Re: Report frustrations
To: vantage@yahoogroups.com
Date: Tuesday, November 4, 2008, 3:43 PM

I have modified the report and added an ODBC connection to retrieve the
email address.

Kersten MacLennan
IT/ERP Analyst
Semrock
A Unit of IDEX Corporation
3625 Buffalo Road, Suite 6
Rochester, New York 14624

585-594-7009
585-594-7095 fax

kmaclennan@semrock. com

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From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of andrew.tapper
Sent: Tuesday, November 04, 2008 10:44 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Re: Report frustrations

Did you ever find a resolution/work around for this. I am trying to
do the same thing.

What was Epicor thinking in not bringing the Primary Contact's email
onto the Quote form??!!??

Andrew

--- In vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ,
"hoomail4me" <hoomail4me@ ...> wrote:
>
> Yes, we are on 8.03.404b.
>
> I can select any defined customer contact I want for the quote
> (People\Contacts) and the phone and fax numbers for this contact
will
> print on the quote but the email address of the "contact" will not.
> The email address for the quote will pull from the customer detail
screen.
>
> I am trying to use APM to automate the delivery of the quote but the
> person initiating the process will "assume" that the email address
of
> the "quote contact" will be the recipient.
>
> In most situations, we send quotes to various customer contacts and
> cannot use the only email address assigned on the customer detail
screen.
>
> At the very least, it should be consistent. The phone, fax, and
email
> address should ALL pull from either the contact OR customer detail.
>
> --- In vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ,
"Ken Williams" <ken@> wrote:
> >
> > I'm a little confused, are you on 8.0? On the quote under
the "People"
> > tab there is a "Contacts" tab. We use this tab quite regularly to
> > select specific contacts for a quote.
> >
> >
> >
> > Ken
> >
> >
>

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

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

system · September 15, 2008, 4:44pm

Vantage and Crystal guru's:

Need to modify the Vantage Quote Form Crystal report but fail to
understand a few constraints.

I need the customer email address for APM automation but the
@APMCustEmail (quotehed.Calc_Email) does not pull any data. The
Calc_CustPhone, Calc_CustFax, etc. populate as expected. I assume
that the SDK is needed to view, modify, or create calculated fields.
Am I correct?

Also, when customizating the Quote form, the People\Contacts\Detail
sheet will list the data source/field as "QuoteCnt.EmailAddress" but
the QuoteCnt table doesn't actually contain the "email" field. Why in
the heck does Epicor do this?

I guess I will keep looking...

system · September 15, 2008, 5:31pm

In 8.03.404A, Standard QuotForm

It is getting the email @APMCustEmail from the Customer --> detail
screen not from QuoteHed.

If you modify the Customer email the next quote print will display the
new email address.

The Quote --> People --> Contacts -->Detail email address is coming from
the Customer --> Contacts --> Detail email address.

If you modify the customer contact email and refresh the quote screen
people contact email will change.

I am guessing this is done so if the customer changes the emails you do
not have to fix dozens/x number of quotes.

Hope this helps.

Dale Schuerman
Senior Consultant

RAM Software Systems, Inc.
1701 North Collins Suite 200
Richardson, Texas 75080
Phone: (972) 669-0763
Fax: (972) 669-9603
Web Site: www.ramsys.com <blocked::http://www.ramsys.com/>

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of hoomail4me
Sent: Monday, September 15, 2008 3:45 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Report frustrations

Vantage and Crystal guru's:

Need to modify the Vantage Quote Form Crystal report but fail to
understand a few constraints.

I need the customer email address for APM automation but the
@APMCustEmail (quotehed.Calc_Email) does not pull any data. The
Calc_CustPhone, Calc_CustFax, etc. populate as expected. I assume
that the SDK is needed to view, modify, or create calculated fields.
Am I correct?

Also, when customizating the Quote form, the People\Contacts\Detail
sheet will list the data source/field as "QuoteCnt.EmailAddress" but
the QuoteCnt table doesn't actually contain the "email" field. Why in
the heck does Epicor do this?

I guess I will keep looking...

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

system · September 15, 2008, 6:08pm

This has been an issue with us. We quote different people at the same company depending on the project. Unfortunately, Vantage/Vista can't show the actual email address of the person we are sending the quote to. Our workaround is to include the email address in the comments. Epicor's suggested workaround was to set up each person we quote to at a company as a separate customer!!! I'm at least happy to know we are not the only ones who have this situation.

A better way to handle this would be to allow a separate contact to be set up for each person at the company (that we can do now). Then, allow us to select one of the alternate contacts when we issue a quote (that is what we cannot do - can only select the primary contact). That should be a very simple fix.

Thom Rose
Controller
Electric Mirror, LLC
T 425 776-4946 ext. 1024
A 11831 Beverly Park Road, Building D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Dale Schuerman
Sent: Monday, September 15, 2008 2:39 PM
To: vantage@yahoogroups.com
Subject: {Disarmed} RE: [Vantage] Report frustrations

In 8.03.404A, Standard QuotForm

It is getting the email @APMCustEmail from the Customer --> detail
screen not from QuoteHed.

If you modify the Customer email the next quote print will display the
new email address.

The Quote --> People --> Contacts -->Detail email address is coming from
the Customer --> Contacts --> Detail email address.

If you modify the customer contact email and refresh the quote screen
people contact email will change.

I am guessing this is done so if the customer changes the emails you do
not have to fix dozens/x number of quotes.

Hope this helps.

Dale Schuerman
Senior Consultant

RAM Software Systems, Inc.
1701 North Collins Suite 200
Richardson, Texas 75080
Phone: (972) 669-0763
Fax: (972) 669-9603
Web Site: www.ramsys.com <blocked::http://www.ramsys.com/>

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of hoomail4me
Sent: Monday, September 15, 2008 3:45 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Report frustrations

Vantage and Crystal guru's:

Need to modify the Vantage Quote Form Crystal report but fail to
understand a few constraints.

I need the customer email address for APM automation but the
@APMCustEmail (quotehed.Calc_Email) does not pull any data. The
Calc_CustPhone, Calc_CustFax, etc. populate as expected. I assume
that the SDK is needed to view, modify, or create calculated fields.
Am I correct?

Also, when customizating the Quote form, the People\Contacts\Detail
sheet will list the data source/field as "QuoteCnt.EmailAddress" but
the QuoteCnt table doesn't actually contain the "email" field. Why in
the heck does Epicor do this?

I guess I will keep looking...

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

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

system · September 15, 2008, 6:23pm

I'm a little confused, are you on 8.0? On the quote under the "People"
tab there is a "Contacts" tab. We use this tab quite regularly to
select specific contacts for a quote.

Ken

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Thomas Rose
Sent: Monday, September 15, 2008 4:04 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report frustrations

This has been an issue with us. We quote different people at the same
company depending on the project. Unfortunately, Vantage/Vista can't
show the actual email address of the person we are sending the quote to.
Our workaround is to include the email address in the comments. Epicor's
suggested workaround was to set up each person we quote to at a company
as a separate customer!!! I'm at least happy to know we are not the only
ones who have this situation.

A better way to handle this would be to allow a separate contact to be
set up for each person at the company (that we can do now). Then, allow
us to select one of the alternate contacts when we issue a quote (that
is what we cannot do - can only select the primary contact). That should
be a very simple fix.

Thom Rose
Controller
Electric Mirror, LLC
T 425 776-4946 ext. 1024
A 11831 Beverly Park Road, Building D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com/>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Dale Schuerman
Sent: Monday, September 15, 2008 2:39 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: {Disarmed} RE: [Vantage] Report frustrations

In 8.03.404A, Standard QuotForm

It is getting the email @APMCustEmail from the Customer --> detail
screen not from QuoteHed.

If you modify the Customer email the next quote print will display the
new email address.

The Quote --> People --> Contacts -->Detail email address is coming from
the Customer --> Contacts --> Detail email address.

If you modify the customer contact email and refresh the quote screen
people contact email will change.

I am guessing this is done so if the customer changes the emails you do
not have to fix dozens/x number of quotes.

Hope this helps.

Dale Schuerman
Senior Consultant

RAM Software Systems, Inc.
1701 North Collins Suite 200
Richardson, Texas 75080
Phone: (972) 669-0763
Fax: (972) 669-9603
Web Site: www.ramsys.com <blocked::http://www.ramsys.com/>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of hoomail4me
Sent: Monday, September 15, 2008 3:45 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Report frustrations

Vantage and Crystal guru's:

Need to modify the Vantage Quote Form Crystal report but fail to
understand a few constraints.

I need the customer email address for APM automation but the
@APMCustEmail (quotehed.Calc_Email) does not pull any data. The
Calc_CustPhone, Calc_CustFax, etc. populate as expected. I assume
that the SDK is needed to view, modify, or create calculated fields.
Am I correct?

Also, when customizating the Quote form, the People\Contacts\Detail
sheet will list the data source/field as "QuoteCnt.EmailAddress" but
the QuoteCnt table doesn't actually contain the "email" field. Why in
the heck does Epicor do this?

I guess I will keep looking...

[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]

system · September 15, 2008, 6:59pm

Yes, 8.03.403 (Vista). The contacts do not even show up in the contact drop down list on the Contact tab under the People tab, unless the person is the primary billing contact. I have one customer with seven contacts, none primary. When I start a new quote, no one is available for that customer in the contact drop down list.

We called Epicor support and this is apparently the way the software is supposed to function (according to the support person). Is this wrong, and should we call again to talk to someone different?

Thom Rose
Controller
Electric Mirror, LLC
T 425 776-4946 ext. 1024
A 11831 Beverly Park Road, Building D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Ken Williams
Sent: Monday, September 15, 2008 3:19 PM
To: vantage@yahoogroups.com
Subject: {Disarmed} RE: [Vantage] Report frustrations

I'm a little confused, are you on 8.0? On the quote under the "People"
tab there is a "Contacts" tab. We use this tab quite regularly to
select specific contacts for a quote.

Ken

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Thomas Rose
Sent: Monday, September 15, 2008 4:04 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Report frustrations

This has been an issue with us. We quote different people at the same
company depending on the project. Unfortunately, Vantage/Vista can't
show the actual email address of the person we are sending the quote to.
Our workaround is to include the email address in the comments. Epicor's
suggested workaround was to set up each person we quote to at a company
as a separate customer!!! I'm at least happy to know we are not the only
ones who have this situation.

A better way to handle this would be to allow a separate contact to be
set up for each person at the company (that we can do now). Then, allow
us to select one of the alternate contacts when we issue a quote (that
is what we cannot do - can only select the primary contact). That should
be a very simple fix.

Thom Rose
Controller
Electric Mirror, LLC
T 425 776-4946 ext. 1024
A 11831 Beverly Park Road, Building D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com/>

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Dale Schuerman
Sent: Monday, September 15, 2008 2:39 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: {Disarmed} RE: [Vantage] Report frustrations

In 8.03.404A, Standard QuotForm

It is getting the email @APMCustEmail from the Customer --> detail
screen not from QuoteHed.

If you modify the Customer email the next quote print will display the
new email address.

The Quote --> People --> Contacts -->Detail email address is coming from
the Customer --> Contacts --> Detail email address.

If you modify the customer contact email and refresh the quote screen
people contact email will change.

I am guessing this is done so if the customer changes the emails you do
not have to fix dozens/x number of quotes.

Hope this helps.

Dale Schuerman
Senior Consultant

RAM Software Systems, Inc.
1701 North Collins Suite 200
Richardson, Texas 75080
Phone: (972) 669-0763
Fax: (972) 669-9603
Web Site: www.ramsys.com <blocked::http://www.ramsys.com/>

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of hoomail4me
Sent: Monday, September 15, 2008 3:45 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Report frustrations

Vantage and Crystal guru's:

Need to modify the Vantage Quote Form Crystal report but fail to
understand a few constraints.

I need the customer email address for APM automation but the
@APMCustEmail (quotehed.Calc_Email) does not pull any data. The
Calc_CustPhone, Calc_CustFax, etc. populate as expected. I assume
that the SDK is needed to view, modify, or create calculated fields.
Am I correct?

Also, when customizating the Quote form, the People\Contacts\Detail
sheet will list the data source/field as "QuoteCnt.EmailAddress" but
the QuoteCnt table doesn't actually contain the "email" field. Why in
the heck does Epicor do this?

I guess I will keep looking...

[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]

system · September 15, 2008, 7:31pm

Ahh...the drop down list does not work. We're using the Ship To/Contact
button on that page to go find one. I think this will still be a better
work around then your comment section. All of the contacts we've added
show up in this search.

Ken

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Thomas Rose
Sent: Monday, September 15, 2008 4:55 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report frustrations

Yes, 8.03.403 (Vista). The contacts do not even show up in the contact
drop down list on the Contact tab under the People tab, unless the
person is the primary billing contact. I have one customer with seven
contacts, none primary. When I start a new quote, no one is available
for that customer in the contact drop down list.

We called Epicor support and this is apparently the way the software is
supposed to function (according to the support person). Is this wrong,
and should we call again to talk to someone different?

Thom Rose
Controller
Electric Mirror, LLC
T 425 776-4946 ext. 1024
A 11831 Beverly Park Road, Building D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com/>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Ken Williams
Sent: Monday, September 15, 2008 3:19 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: {Disarmed} RE: [Vantage] Report frustrations

I'm a little confused, are you on 8.0? On the quote under the "People"
tab there is a "Contacts" tab. We use this tab quite regularly to
select specific contacts for a quote.

Ken

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Thomas Rose
Sent: Monday, September 15, 2008 4:04 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Report frustrations

This has been an issue with us. We quote different people at the same
company depending on the project. Unfortunately, Vantage/Vista can't
show the actual email address of the person we are sending the quote to.
Our workaround is to include the email address in the comments. Epicor's
suggested workaround was to set up each person we quote to at a company
as a separate customer!!! I'm at least happy to know we are not the only
ones who have this situation.

A better way to handle this would be to allow a separate contact to be
set up for each person at the company (that we can do now). Then, allow
us to select one of the alternate contacts when we issue a quote (that
is what we cannot do - can only select the primary contact). That should
be a very simple fix.

Thom Rose
Controller
Electric Mirror, LLC
T 425 776-4946 ext. 1024
A 11831 Beverly Park Road, Building D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com/>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ]
On
Behalf Of Dale Schuerman
Sent: Monday, September 15, 2008 2:39 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: {Disarmed} RE: [Vantage] Report frustrations

In 8.03.404A, Standard QuotForm

It is getting the email @APMCustEmail from the Customer --> detail
screen not from QuoteHed.

If you modify the Customer email the next quote print will display the
new email address.

The Quote --> People --> Contacts -->Detail email address is coming from
the Customer --> Contacts --> Detail email address.

If you modify the customer contact email and refresh the quote screen
people contact email will change.

I am guessing this is done so if the customer changes the emails you do
not have to fix dozens/x number of quotes.

Hope this helps.

Dale Schuerman
Senior Consultant

RAM Software Systems, Inc.
1701 North Collins Suite 200
Richardson, Texas 75080
Phone: (972) 669-0763
Fax: (972) 669-9603
Web Site: www.ramsys.com <blocked::http://www.ramsys.com/>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of hoomail4me
Sent: Monday, September 15, 2008 3:45 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Report frustrations

Vantage and Crystal guru's:

Need to modify the Vantage Quote Form Crystal report but fail to
understand a few constraints.

I need the customer email address for APM automation but the
@APMCustEmail (quotehed.Calc_Email) does not pull any data. The
Calc_CustPhone, Calc_CustFax, etc. populate as expected. I assume
that the SDK is needed to view, modify, or create calculated fields.
Am I correct?

Also, when customizating the Quote form, the People\Contacts\Detail
sheet will list the data source/field as "QuoteCnt.EmailAddress" but
the QuoteCnt table doesn't actually contain the "email" field. Why in
the heck does Epicor do this?

I guess I will keep looking...

[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]

system · September 16, 2008, 9:38am

Thank you, Ken. I looked and that should work well for us.

Thom Rose
Controller
Electric Mirror, LLC
T 425 776-4946 ext. 1024
A 11831 Beverly Park Road, Building D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Ken Williams
Sent: Monday, September 15, 2008 4:32 PM
To: vantage@yahoogroups.com
Subject: {Disarmed} RE: [Vantage] Report frustrations

Ahh...the drop down list does not work. We're using the Ship To/Contact
button on that page to go find one. I think this will still be a better
work around then your comment section. All of the contacts we've added
show up in this search.

Ken

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Thomas Rose
Sent: Monday, September 15, 2008 4:55 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Report frustrations

Yes, 8.03.403 (Vista). The contacts do not even show up in the contact
drop down list on the Contact tab under the People tab, unless the
person is the primary billing contact. I have one customer with seven
contacts, none primary. When I start a new quote, no one is available
for that customer in the contact drop down list.

We called Epicor support and this is apparently the way the software is
supposed to function (according to the support person). Is this wrong,
and should we call again to talk to someone different?

Thom Rose
Controller
Electric Mirror, LLC
T 425 776-4946 ext. 1024
A 11831 Beverly Park Road, Building D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com/>

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Ken Williams
Sent: Monday, September 15, 2008 3:19 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: {Disarmed} RE: [Vantage] Report frustrations

I'm a little confused, are you on 8.0? On the quote under the "People"
tab there is a "Contacts" tab. We use this tab quite regularly to
select specific contacts for a quote.

Ken

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Thomas Rose
Sent: Monday, September 15, 2008 4:04 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Report frustrations

This has been an issue with us. We quote different people at the same
company depending on the project. Unfortunately, Vantage/Vista can't
show the actual email address of the person we are sending the quote to.
Our workaround is to include the email address in the comments. Epicor's
suggested workaround was to set up each person we quote to at a company
as a separate customer!!! I'm at least happy to know we are not the only
ones who have this situation.

A better way to handle this would be to allow a separate contact to be
set up for each person at the company (that we can do now). Then, allow
us to select one of the alternate contacts when we issue a quote (that
is what we cannot do - can only select the primary contact). That should
be a very simple fix.

Thom Rose
Controller
Electric Mirror, LLC
T 425 776-4946 ext. 1024
A 11831 Beverly Park Road, Building D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com/>

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ]
On
Behalf Of Dale Schuerman
Sent: Monday, September 15, 2008 2:39 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: {Disarmed} RE: [Vantage] Report frustrations

In 8.03.404A, Standard QuotForm

It is getting the email @APMCustEmail from the Customer --> detail
screen not from QuoteHed.

If you modify the Customer email the next quote print will display the
new email address.

The Quote --> People --> Contacts -->Detail email address is coming from
the Customer --> Contacts --> Detail email address.

If you modify the customer contact email and refresh the quote screen
people contact email will change.

I am guessing this is done so if the customer changes the emails you do
not have to fix dozens/x number of quotes.

Hope this helps.

Dale Schuerman
Senior Consultant

RAM Software Systems, Inc.
1701 North Collins Suite 200
Richardson, Texas 75080
Phone: (972) 669-0763
Fax: (972) 669-9603
Web Site: www.ramsys.com <blocked::http://www.ramsys.com/>

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of hoomail4me
Sent: Monday, September 15, 2008 3:45 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Report frustrations

Vantage and Crystal guru's:

Need to modify the Vantage Quote Form Crystal report but fail to
understand a few constraints.

I need the customer email address for APM automation but the
@APMCustEmail (quotehed.Calc_Email) does not pull any data. The
Calc_CustPhone, Calc_CustFax, etc. populate as expected. I assume
that the SDK is needed to view, modify, or create calculated fields.
Am I correct?

Also, when customizating the Quote form, the People\Contacts\Detail
sheet will list the data source/field as "QuoteCnt.EmailAddress" but
the QuoteCnt table doesn't actually contain the "email" field. Why in
the heck does Epicor do this?

I guess I will keep looking...

[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]

system · September 18, 2008, 4:19pm

Yes, we are on 8.03.404b.

I can select any defined customer contact I want for the quote
(People\Contacts) and the phone and fax numbers for this contact will
print on the quote but the email address of the "contact" will not.
The email address for the quote will pull from the customer detail screen.

I am trying to use APM to automate the delivery of the quote but the
person initiating the process will "assume" that the email address of
the "quote contact" will be the recipient.

In most situations, we send quotes to various customer contacts and
cannot use the only email address assigned on the customer detail screen.

At the very least, it should be consistent. The phone, fax, and email
address should ALL pull from either the contact OR customer detail.

--- In vantage@yahoogroups.com, "Ken Williams" <ken@...> wrote:
>
> I'm a little confused, are you on 8.0? On the quote under the "People"
> tab there is a "Contacts" tab. We use this tab quite regularly to
> select specific contacts for a quote.
>
>
>
> Ken
>
>

system · November 4, 2008, 10:43am

Did you ever find a resolution/work around for this. I am trying to
do the same thing.

What was Epicor thinking in not bringing the Primary Contact's email
onto the Quote form??!!??

Andrew

--- In vantage@yahoogroups.com, "hoomail4me" <hoomail4me@...> wrote:
>
> Yes, we are on 8.03.404b.
>
> I can select any defined customer contact I want for the quote
> (People\Contacts) and the phone and fax numbers for this contact
will
> print on the quote but the email address of the "contact" will not.
> The email address for the quote will pull from the customer detail
screen.
>
> I am trying to use APM to automate the delivery of the quote but the
> person initiating the process will "assume" that the email address
of
> the "quote contact" will be the recipient.
>
> In most situations, we send quotes to various customer contacts and
> cannot use the only email address assigned on the customer detail
screen.
>
> At the very least, it should be consistent. The phone, fax, and
email
> address should ALL pull from either the contact OR customer detail.
>
> --- In vantage@yahoogroups.com, "Ken Williams" <ken@> wrote:
> >
> > I'm a little confused, are you on 8.0? On the quote under
the "People"
> > tab there is a "Contacts" tab. We use this tab quite regularly to
> > select specific contacts for a quote.
> >
> >
> >
> > Ken
> >
> >
>

system · November 4, 2008, 3:45pm

I have modified the report and added an ODBC connection to retrieve the
email address.

Kersten MacLennan
IT/ERP Analyst
Semrock
A Unit of IDEX Corporation
3625 Buffalo Road, Suite 6
Rochester, New York 14624

585-594-7009
585-594-7095 fax

kmaclennan@...

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________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of andrew.tapper
Sent: Tuesday, November 04, 2008 10:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Report frustrations

Did you ever find a resolution/work around for this. I am trying to
do the same thing.

What was Epicor thinking in not bringing the Primary Contact's email
onto the Quote form??!!??

Andrew

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"hoomail4me" <hoomail4me@...> wrote:

>
> Yes, we are on 8.03.404b.
>
> I can select any defined customer contact I want for the quote
> (People\Contacts) and the phone and fax numbers for this contact

will

> print on the quote but the email address of the "contact" will not.
> The email address for the quote will pull from the customer detail

screen.

>
> I am trying to use APM to automate the delivery of the quote but the
> person initiating the process will "assume" that the email address

of

> the "quote contact" will be the recipient.
>
> In most situations, we send quotes to various customer contacts and
> cannot use the only email address assigned on the customer detail

screen.

>
> At the very least, it should be consistent. The phone, fax, and

email

> address should ALL pull from either the contact OR customer detail.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"Ken Williams" <ken@> wrote:

> >
> > I'm a little confused, are you on 8.0? On the quote under

the "People"

> > tab there is a "Contacts" tab. We use this tab quite regularly to
> > select specific contacts for a quote.
> >
> >
> >
> > Ken
> >
> >
>

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

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