I am in the process of creating a dashboard for our logistics manager so that she can more easily track our demo scales. I need to create two updatable fields in my BAQ out of scratch that would both be date fields. The manager would then manually set these two dates in the dashboard (One date would mark the end of the demo agreement and the other date the beginning of the sale period for this scale). How would I go about doing these ? Do I have to create a UD table first ?
The UD table would only be for if you want to save your results more permanently
Calculated fields are evaluated when the BAQ is executed and the values stored with the results in the client to be displayed or used in filters.
So you create your calculated fields in your BAQ, add the BAQ to your dashboard, then create a Tracker for that BAQ that will filter the results to your dates.
How are the scales set in the system? IE lot tracked, serial tracked?
Assuming one of these I would add the two fields to the lot or serial record so you know when to follow up.
We use the Part Number to track these
Each scale has a unique part number?
Tracking demo equipment needs some sort of unique identifier for each scale. Ways I’ve seen it done are by lot, serial number, asset number (if you have Asset Mgmt module), part (not recommended), and even bin number. Best method depends on what you are trying to accomplish
How do you currently know which scale is at which customer?
We have a demo warehouse that keeps track of where each demo scale is
Sorry I meant a Serial Number not a Part Number
There are a couple of other ways to do this:
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Ship it and add the demo time to the payment terms. Send them an invoice. They’ll make the decision or pay the bill. The serial number is on the shipment.
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Use Customer Managed Inventory module. You still ship it, and it sits in a location until they “consume it” or send it back. Again, the serial number in the location.
Just another thought