Sales orders (salespeople's bad habits)

Yahoo Archive
1
Yeah I was looking at the change log. One problem I find with the change log
is if you select a standard part a sales person can go back into the order a
week or 2 later and change the description slightly and exit out and the
change log won't pick this up!!.

I was hoping to use the steel bars set and forget approach instead of the
detective approach.

Jaws Buckets and Attachments
Australia, Brisbane
Vantage Version 5.10.125

Mark Howard
Financial Controller
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-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Thursday, September 19, 2002 7:29 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Sales orders (salespeople's bad habits)


On phone at moment with Epicor. Tracking is now all controlled by Change
Log Maintenance in System Utilities. This is very cool! You can pick which
fields you want to track changes on. No more logging things you did not
want to log. Looks like 45 or more tables (lots anyway) can be custom
configured as to what to track. So no more check box in the module config
(but the help should be fixed).
-Todd C.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, September 18, 2002 4:19 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Sales orders (salespeople's bad habits)


That's where I was looking and the check box is not there. I'm not the only
blind one because our 5.20 implementation team all can't find it either.
The help screen mentions it but the field but it is not on the screen.
Right-clicking the screen to see the fields does not show it listed.
BookOrders Toggle box is listed and does show on the screen. Perhaps I
should call Epicor and see if there is a problem with 5.20.210. I can send
them a screen capture if necessary. We really want to track all changes if
we can.
Thanks,
-Todd


-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Wednesday, September 18, 2002 4:06 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Sales orders (salespeople's bad habits)


Todd,
I don't have 5.2 loaded at the moment, but both "Book Sales Orders" and
"Track SO Changes" are in Configuration Maintenance/ Company/Module
Configuration /Order Management Configuration. When we check the "Track SO
Changes", then EVERYTHING that happens to the sales orders will get
recorded.

Troy

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Wednesday, September 18, 2002 10:00 AM
Subject: RE: [Vantage] Sales orders (salespeople's bad habits)




" they added a "track SO
changes" feature. "

Speaking of which.... in 5.20 on the Order Management configuration screen
there is a check mark for "Book Sales Orders" which seems to track some
changes BUT there is no check mark for "Track Sales Orders" even though
this
is listed in the help for the configuration screen. Did Book Sales Orders
replace Track Sales Orders or is "Track" turned on somewhere else? We
noticed yesterday while reviewing changes in 5.20 that there seems to be
no
way to turn the tracking on and the Book log only tracks changes affecting
the value of a line (such as qty or price). We would like to log all date
changes as well.

Thanks,
-Todd Caughey



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


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2
I have a growing problem with salespeople using sales order enter to view
old completed jobs instead of using Order Tracker. The main problem is they
reopen sales ordered to look at sales lines but like typical sales people
forget to close the line and put the sales order back the way it was. The
physical slap in the back of the head is not working when I catch them, I
need to put some security on this item but notice in the menu security the
is no option for stopping people opening or closing or even voiding sales
orders.

Any tips or am I missing something????




Mark Howard
Financial Controller
------------------------------------------------------
This email, together with any attachments, is intended for the named
recipient(s) only and may contain privileged and confidential information.
No information within this email can be forwarded via email or verbally
without the consent of the sender.

If not an intended recipient of this email, you must not copy, distribute or

rely upon it and any form of disclosure, modification, distribution and/or
publication of this email is prohibited.

Unless stated otherwise, this email represents only the views of the sender
and not the views of Jaws Buckets & Attachments.





[Non-text portions of this message have been removed]
3
The trouble with sales people is you can't train them. You may have to
resort to breaking knuckles.

Edward F. Fox, Jr., CPA
Controller
Maxson Automatic Machinery Company
Phone: 401-596-0162 x110
Fax: 401-596-1050
www.maxsonautomatic.com


-----Original Message-----
From: Mark Howard [mailto:mhoward@...]
Sent: Wednesday, September 18, 2002 2:18 AM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] Sales orders (salespeople's bad habits)


I have a growing problem with salespeople using sales order enter to view
old completed jobs instead of using Order Tracker. The main problem is they
reopen sales ordered to look at sales lines but like typical sales people
forget to close the line and put the sales order back the way it was. The
physical slap in the back of the head is not working when I catch them, I
need to put some security on this item but notice in the menu security the
is no option for stopping people opening or closing or even voiding sales
orders.

Any tips or am I missing something????




Mark Howard
Financial Controller
------------------------------------------------------
This email, together with any attachments, is intended for the named
recipient(s) only and may contain privileged and confidential information.
No information within this email can be forwarded via email or verbally
without the consent of the sender.

If not an intended recipient of this email, you must not copy, distribute or

rely upon it and any form of disclosure, modification, distribution and/or
publication of this email is prohibited.

Unless stated otherwise, this email represents only the views of the sender
and not the views of Jaws Buckets & Attachments.





[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. )
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Crystal Reports and other 'goodies', please goto:
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4
At 04:18 PM 9/18/2002 +1000, you wrote:
>I have a growing problem with salespeople using sales order enter to view
>old completed jobs instead of using Order Tracker. The main problem is they
>reopen sales ordered to look at sales lines but like typical sales people
>forget to close the line and put the sales order back the way it was. The

Which version ya' running? At some point, 5.0 IIRC, they added a "track SO
changes" feature. If you turn it on in Company Config, you can gather hard
evidence to nail the culprit. Or at least run a daily report to see which
ones have to be re-closed.

-Wayne Cox
Twenty Three -- Information Technology Consulting
828-685-2338



[Non-text portions of this message have been removed]
5
" they added a "track SO
changes" feature. "

Speaking of which.... in 5.20 on the Order Management configuration screen
there is a check mark for "Book Sales Orders" which seems to track some
changes BUT there is no check mark for "Track Sales Orders" even though this
is listed in the help for the configuration screen. Did Book Sales Orders
replace Track Sales Orders or is "Track" turned on somewhere else? We
noticed yesterday while reviewing changes in 5.20 that there seems to be no
way to turn the tracking on and the Book log only tracks changes affecting
the value of a line (such as qty or price). We would like to log all date
changes as well.

Thanks,
-Todd Caughey



[Non-text portions of this message have been removed]
6
At 09:00 AM 9/18/2002 -0500, you wrote:
>Speaking of which.... in 5.20 on the Order Management configuration screen
>there is a check mark for "Book Sales Orders" which seems to track some
>changes BUT there is no check mark for "Track Sales Orders" even though this

I haven't seen 5.2, but in 5.0 it was two separate config options. Also, I
think you had to have the "track changes" turned on to have access to the
change log from Order Entry.

Book SOs has been around since I started with 3.0. It tracked the order
value any time an order was updated. No access to the data within Vantage,
but you can report on it (BookOrd & BookDtl).

Don't have access to 5.2, but I can't believe they got rid of a
feature. Maybe they moved it so it's configurable at the customer
level? Try poking around in Customer, Customer Group, or some of the other
order mgt code files for a place to enable it.

-Wayne Cox
Twenty Three -- Information Technology Consulting
828-685-2338



[Non-text portions of this message have been removed]
7
I suppose these sales people MUST have rights to Sales Order Entry? Are
they the people who physically enter the orders? Because if they aren't the
ones who enter the orders, secure them out of entry completely, but let them
have access to the tracker. Otherwise, I'm with Wayne: make a report that
shows which orders have been reopened and post it someplace public.

Lydia


-----Original Message-----
From: Mark Howard [mailto:mhoward@...]
Sent: Tuesday, September 17, 2002 11:18 PM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] Sales orders (salespeople's bad habits)

I have a growing problem with salespeople using sales order enter to view
old completed jobs instead of using Order Tracker. The main problem is they
reopen sales ordered to look at sales lines but like typical sales people
forget to close the line and put the sales order back the way it was. The
physical slap in the back of the head is not working when I catch them, I
need to put some security on this item but notice in the menu security the
is no option for stopping people opening or closing or even voiding sales
orders.

Any tips or am I missing something????




Mark Howard
Financial Controller
------------------------------------------------------
This email, together with any attachments, is intended for the named
recipient(s) only and may contain privileged and confidential information.
No information within this email can be forwarded via email or verbally
without the consent of the sender.

If not an intended recipient of this email, you must not copy, distribute or

rely upon it and any form of disclosure, modification, distribution and/or
publication of this email is prohibited.

Unless stated otherwise, this email represents only the views of the sender
and not the views of Jaws Buckets & Attachments.





[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:
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Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
8
Todd,
I don't have 5.2 loaded at the moment, but both "Book Sales Orders" and "Track SO Changes" are in Configuration Maintenance/ Company/Module Configuration /Order Management Configuration. When we check the "Track SO Changes", then EVERYTHING that happens to the sales orders will get recorded.

Troy

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Wednesday, September 18, 2002 10:00 AM
Subject: RE: [Vantage] Sales orders (salespeople's bad habits)




" they added a "track SO
changes" feature. "

Speaking of which.... in 5.20 on the Order Management configuration screen
there is a check mark for "Book Sales Orders" which seems to track some
changes BUT there is no check mark for "Track Sales Orders" even though this
is listed in the help for the configuration screen. Did Book Sales Orders
replace Track Sales Orders or is "Track" turned on somewhere else? We
noticed yesterday while reviewing changes in 5.20 that there seems to be no
way to turn the tracking on and the Book log only tracks changes affecting
the value of a line (such as qty or price). We would like to log all date
changes as well.

Thanks,
-Todd Caughey



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


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/.
(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

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.


[Non-text portions of this message have been removed]
9
That's where I was looking and the check box is not there. I'm not the only
blind one because our 5.20 implementation team all can't find it either.
The help screen mentions it but the field but it is not on the screen.
Right-clicking the screen to see the fields does not show it listed.
BookOrders Toggle box is listed and does show on the screen. Perhaps I
should call Epicor and see if there is a problem with 5.20.210. I can send
them a screen capture if necessary. We really want to track all changes if
we can.
Thanks,
-Todd


-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Wednesday, September 18, 2002 4:06 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Sales orders (salespeople's bad habits)


Todd,
I don't have 5.2 loaded at the moment, but both "Book Sales Orders" and
"Track SO Changes" are in Configuration Maintenance/ Company/Module
Configuration /Order Management Configuration. When we check the "Track SO
Changes", then EVERYTHING that happens to the sales orders will get
recorded.

Troy

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Wednesday, September 18, 2002 10:00 AM
Subject: RE: [Vantage] Sales orders (salespeople's bad habits)




" they added a "track SO
changes" feature. "

Speaking of which.... in 5.20 on the Order Management configuration screen
there is a check mark for "Book Sales Orders" which seems to track some
changes BUT there is no check mark for "Track Sales Orders" even though
this
is listed in the help for the configuration screen. Did Book Sales Orders
replace Track Sales Orders or is "Track" turned on somewhere else? We
noticed yesterday while reviewing changes in 5.20 that there seems to be
no
way to turn the tracking on and the Book log only tracks changes affecting
the value of a line (such as qty or price). We would like to log all date
changes as well.

Thanks,
-Todd Caughey



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


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>

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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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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]
10
On phone at moment with Epicor. Tracking is now all controlled by Change
Log Maintenance in System Utilities. This is very cool! You can pick which
fields you want to track changes on. No more logging things you did not
want to log. Looks like 45 or more tables (lots anyway) can be custom
configured as to what to track. So no more check box in the module config
(but the help should be fixed).
-Todd C.

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Wednesday, September 18, 2002 4:19 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Sales orders (salespeople's bad habits)


That's where I was looking and the check box is not there. I'm not the only
blind one because our 5.20 implementation team all can't find it either.
The help screen mentions it but the field but it is not on the screen.
Right-clicking the screen to see the fields does not show it listed.
BookOrders Toggle box is listed and does show on the screen. Perhaps I
should call Epicor and see if there is a problem with 5.20.210. I can send
them a screen capture if necessary. We really want to track all changes if
we can.
Thanks,
-Todd


-----Original Message-----
From: Troy Funte [mailto:tfunte@...]
Sent: Wednesday, September 18, 2002 4:06 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Sales orders (salespeople's bad habits)


Todd,
I don't have 5.2 loaded at the moment, but both "Book Sales Orders" and
"Track SO Changes" are in Configuration Maintenance/ Company/Module
Configuration /Order Management Configuration. When we check the "Track SO
Changes", then EVERYTHING that happens to the sales orders will get
recorded.

Troy

----- Original Message -----
From: Todd Caughey
To: 'vantage@yahoogroups.com'
Sent: Wednesday, September 18, 2002 10:00 AM
Subject: RE: [Vantage] Sales orders (salespeople's bad habits)




" they added a "track SO
changes" feature. "

Speaking of which.... in 5.20 on the Order Management configuration screen
there is a check mark for "Book Sales Orders" which seems to track some
changes BUT there is no check mark for "Track Sales Orders" even though
this
is listed in the help for the configuration screen. Did Book Sales Orders
replace Track Sales Orders or is "Track" turned on somewhere else? We
noticed yesterday while reviewing changes in 5.20 that there seems to be
no
way to turn the tracking on and the Book log only tracks changes affecting
the value of a line (such as qty or price). We would like to log all date
changes as well.

Thanks,
-Todd Caughey



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


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/.>
< 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>
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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:
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> >

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/> > .




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



Yahoo! Groups Sponsor

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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! Terms of Service
<http://docs.yahoo.com/info/terms/> .




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