Continuing the discussion from Supplier Certifications List:
No discussion there to continue. I am about to implement my own custom fields to track certain certifications that our suppliers have. Has anyone else done this? Are there built-in fields or methods for this?
EDIT: It looks like supplier attributes are the right thing to use, but I don’t see Attribute Maintenance. only Dynamic Attribute Maintenance. Is this tied to a package we don’t have?
Thank you!
Nate
Attribute maintenance is lumped in under CRM based on the menu that came up…but the Attributes tab is available on the Supplier entry screen and not just Customer…
Yeah bummer, we don’t have CRM. I can see the attributes card in Supplier. But I can’t add anything there. I can easily do this with one of the UD tables. I was just hoping I didn’t have to.
Thank you!
I created UD01 to hold Supplier ID (Key1) Cert ID (Key2), and a couple of dates and a text field. In Supplier Maintenance I added a new grid. Created the dataview and grid using the wizard. It shows all the records from the BAQ. I only want to see the records for the matching vendor ID. If I go to grid model > provider model > Baq options, then I can set the where clause to show a record like this. (Thanks @hmwillett! That compendium is priceless!)
But I can’t change the ‘acc’ part to link to the VendorID in the keyfields.
I have tried:
UD01_Key1 = KeyFields.VendorID
UD01_Key1 = KeyFields_VendorID
UD01_Key1 = VendorID
How do I get my BAQ dataview to filter to the vendorID like this?
Thanks!
Nate
There should be a dataview for the Vendor table you can use. You may want to use Where List but the filter would be something like: UD01_Key1 = VendorDV_VendorID
I can see my value in KeyFields.VendorID. However, I did try your idea. I see the “Vendor” DV. So I tried
UD01_Key1 = Vendor.VendorID
UD01_Key1 = Vendor_VendorID
I shouldn’t need to use the where list unless I have more than one filter, right?
The frustrating part is that the raw text filter UD01_Key1 = ‘ACC’ works just fine.
There where clause can be iffy sometimes so I always use the list. You can also do it in the dataview:
I’d go with one ? to make it mandatory otherwise it may show all data if there isn’t a match.
This is great! I might use this instead. Even though it doesn’t give me dates and comments, this is plenty of information.
Thank you!
Nate
You could always use memos to collect the information and dates too
I know you found a different way but you probably needed to format this as UD01_Key1 = ‘{Vendor.VendorID}’
I believe you may simply need a menu item for Erp.UI.AttributEntry (note the spelling)
If you see the Attributes panel on Supplier Entry then you should have it. As far as I know, Attribute Entry is included OOTB, but we have both CRM and SRM licensed so I cannot say for sure. For whatever reason Attribute only comes up in menu search under CRM but it also exists under SRM.
The Menu Item is like so:
That did it! Thank you! This is much easier than the other approaches.
