Validating Need By Date is within Quoted LT

Yahoo Archive
1
Thanks Rob, that worked.




On Thursday, February 19, 2015 10:30 AM, "Rob Bucek rbucek@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-109212011yiv5397277034ygrp-text">
  
  
  <div>Depends on how you structure your orders, do you always have just one release per line?  In that case a preprocess BPM on the Sales.ChangeNeedByDate would probably suffice.  If you have multiple releases per line you’re going to need to track it at the release level which will get a bit more involved when initially creating the line as the release doesn’t quite exist just yet.  In a simplified version it would be something like:


Conditions – number of rows in the designed query is not less than 1

Query (something vaguely like this) I don’t use Extended UD tables so I’m not 100% certain on the syntax. However I can tell you the BPM query may not recognize your foreign key view as I believe that dataset is only held within context of the UI (I could be wrong here but I would be surprised). Also I don’t know if you’re multicompany, multiplant or what you’re linking to the extended UD table by (I assume part and plant?)..

for each ttOrderDtl where ttOrderDtl.RowMod = 'A' or ttOrderDtl.RowMod = 'U',
each PartPlant_UD where PartPlant_UD.Company = Cur-Comp and PartPlant_UD.YOURPARTFIELD = ttOrderDtl.PartNum,
each OrderHed where OrderHed.Company = Cur-Comp and Orderhed.OrderNum = ttOrderDtl.OrderNum and OrderHed.OrderDate + PartPlant_UD.YourLTFIELD < ttOrderDtl.NeedByDate.

Actions – show informational message based on the designed template

You could also hang this whole thing on Sales.Update as well, but it would fire more often than you would need if you’re in there making changes a lot to orders..

Rob Bucek
Production Control Manager
PH: (715) 284-5376 ext 311
Mobile: (715)896-3119
FAX: (715)284-4084
[cid:1.234354861@...]<http://www.dsmfg.com/>
(Click the logo to view our site)<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, February 19, 2015 5:01 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Validating Need By Date is within Quoted LT


I should have clarified what my attentions were. I would like to create a BPM to provide a message that the Need By Date is not within the Quoted LT. How would I go about doing this?

On Wednesday, February 18, 2015 2:24 PM, "Rob Bucek rbucek@... [vantage]" <vantage@yahoogroups.com> wrote:


We track less than lead time orders as it was a problem that was quite difficult to quantify in the past. So like you, we track a few things in part plant like quoted lead time as well as something we call job firm window (when should a scheduler/planner firm a job for a given demand). As part of the quoting, and/or new part setup process we document it directly on UD fields within PartPlant. We opted not to go for alerts and emails but just built a dashboard to track and display orders that were entered in less than lead time so we could track this as a metric and be able to see its historical impact by customer to help manage those problem customers, as well as many of our orders are entered in an automated fashion then reviewed by exception before acknowledgement. The user enters date parameters when they refresh the data. In conjunction with that we had to then place born on dates to each level of the sales order structure (ordered, orderline, orderrel) for something to compare to in a historical aspect. Where you track this depends on your order model, one order one line one release; order head works great, if you have anything different going on you’ll need to go deeper. The premise of your formula is just fine, you can look at it many ways.

Link to dashboard screenshot


http://i296.photobucket.com/albums/mm199/RBucek/Dashboards/Lessthanleadtimeorders_zps49562d29.jpg

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, February 18, 2015 12:19 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Validating Need By Date is within Quoted LT



I would like to know when a Sales Order is entered if the Need By Date is within our Quoted LT.

Here is an overview of what has been done so far.

There has been a custom sheet added to the Part Maintenance, that contain fields from an Extended UD Table (PartPlant_UD). One of those fields is our Quoted LT. I was able to place the Quoted LT on the Order Entry > Line > Detail sheet, using the Foreign Key View.

What is the best way to verify that the OrderHed.OrderDate + PartPlant.QuotedLT < OrderDtl.NeedByDate?

Do I need to add the Quoted LT differently to Order Entry? If so, what is the best way.



Working with Epicor 9.05


Thanks,
Melissa


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



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

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2

I would like to know when a Sales Order is entered if the Need By Date is within our Quoted LT.

Here is an overview of what has been done so far.

There has been a custom sheet added to the Part Maintenance, that contain fields from an Extended UD Table (PartPlant_UD). One of those fields is our Quoted LT. I was able to place the Quoted LT on the Order Entry > Line > Detail sheet, using the Foreign Key View.

What is the best way to verify that the OrderHed.OrderDate + PartPlant.QuotedLT < OrderDtl.NeedByDate?

Do I need to add the Quoted LT differently to Order Entry? If so, what is the best way. 


Working with Epicor 9.05



 Thanks,
Melissa

3
We track less than lead time orders as it was a problem that was quite difficult to quantify in the past. So like you, we track a few things in part plant like quoted lead time as well as something we call job firm window (when should a scheduler/planner firm a job for a given demand). As part of the quoting, and/or new part setup process we document it directly on UD fields within PartPlant. We opted not to go for alerts and emails but just built a dashboard to track and display orders that were entered in less than lead time so we could track this as a metric and be able to see its historical impact by customer to help manage those problem customers, as well as many of our orders are entered in an automated fashion then reviewed by exception before acknowledgement. The user enters date parameters when they refresh the data. In conjunction with that we had to then place born on dates to each level of the sales order structure (ordered, orderline, orderrel) for something to compare to in a historical aspect. Where you track this depends on your order model, one order one line one release; order head works great, if you have anything different going on you’ll need to go deeper. The premise of your formula is just fine, you can look at it many ways.

Link to dashboard screenshot


http://i296.photobucket.com/albums/mm199/RBucek/Dashboards/Lessthanleadtimeorders_zps49562d29.jpg

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, February 18, 2015 12:19 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Validating Need By Date is within Quoted LT



I would like to know when a Sales Order is entered if the Need By Date is within our Quoted LT.

Here is an overview of what has been done so far.

There has been a custom sheet added to the Part Maintenance, that contain fields from an Extended UD Table (PartPlant_UD). One of those fields is our Quoted LT. I was able to place the Quoted LT on the Order Entry > Line > Detail sheet, using the Foreign Key View.

What is the best way to verify that the OrderHed.OrderDate + PartPlant.QuotedLT < OrderDtl.NeedByDate?

Do I need to add the Quoted LT differently to Order Entry? If so, what is the best way.



Working with Epicor 9.05


Thanks,
Melissa



[Non-text portions of this message have been removed]
4
I should have clarified what my attentions were.  I would like to create a BPM to provide a message that the Need By Date is not within the Quoted LT.  How would I go about doing this?


On Wednesday, February 18, 2015 2:24 PM, "Rob Bucek rbucek@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-548653386yiv5977506165ygrp-text">
  
  
  <div>We track less than lead time orders as it was a problem that was quite difficult to quantify in the past.  So like you, we track a few things in part plant like quoted lead time as well as something we call job firm window (when should a scheduler/planner firm a job for a given demand).  As part of the quoting, and/or new part setup process we document it directly on UD fields within PartPlant.  We opted not to go for alerts and emails but just built a dashboard to track and display orders that were entered in less than lead time so we could track this as a metric and be able to see its historical impact by customer to help manage those problem customers, as well as many of our orders are entered in an automated fashion then reviewed by exception before acknowledgement.  The user enters date parameters when they refresh the data.  In conjunction with that we had to then place born on dates to each level of the sales order structure (ordered, orderline, orderrel) for something to compare to in a historical aspect.  Where you track this depends on your order model, one order one line one release; order head works great, if you have anything different going on you’ll need to go deeper.  The premise of your formula is just fine, you can look at it many ways.


Link to dashboard screenshot


http://i296.photobucket.com/albums/mm199/RBucek/Dashboards/Lessthanleadtimeorders_zps49562d29.jpg

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, February 18, 2015 12:19 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Validating Need By Date is within Quoted LT



I would like to know when a Sales Order is entered if the Need By Date is within our Quoted LT.

Here is an overview of what has been done so far.

There has been a custom sheet added to the Part Maintenance, that contain fields from an Extended UD Table (PartPlant_UD). One of those fields is our Quoted LT. I was able to place the Quoted LT on the Order Entry > Line > Detail sheet, using the Foreign Key View.

What is the best way to verify that the OrderHed.OrderDate + PartPlant.QuotedLT < OrderDtl.NeedByDate?

Do I need to add the Quoted LT differently to Order Entry? If so, what is the best way.



Working with Epicor 9.05


Thanks,
Melissa


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

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5
Depends on how you structure your orders, do you always have just one release per line? In that case a preprocess BPM on the Sales.ChangeNeedByDate would probably suffice. If you have multiple releases per line you’re going to need to track it at the release level which will get a bit more involved when initially creating the line as the release doesn’t quite exist just yet. In a simplified version it would be something like:

Conditions – number of rows in the designed query is not less than 1

Query (something vaguely like this) I don’t use Extended UD tables so I’m not 100% certain on the syntax. However I can tell you the BPM query may not recognize your foreign key view as I believe that dataset is only held within context of the UI (I could be wrong here but I would be surprised). Also I don’t know if you’re multicompany, multiplant or what you’re linking to the extended UD table by (I assume part and plant?)..

for each ttOrderDtl where ttOrderDtl.RowMod = 'A' or ttOrderDtl.RowMod = 'U',
each PartPlant_UD where PartPlant_UD.Company = Cur-Comp and PartPlant_UD.YOURPARTFIELD = ttOrderDtl.PartNum,
each OrderHed where OrderHed.Company = Cur-Comp and Orderhed.OrderNum = ttOrderDtl.OrderNum and OrderHed.OrderDate + PartPlant_UD.YourLTFIELD < ttOrderDtl.NeedByDate.

Actions – show informational message based on the designed template

You could also hang this whole thing on Sales.Update as well, but it would fire more often than you would need if you’re in there making changes a lot to orders..

Rob Bucek
Production Control Manager
PH: (715) 284-5376 ext 311
Mobile: (715)896-3119
FAX: (715)284-4084
[cid:1.234354861@...]<http://www.dsmfg.com/>
(Click the logo to view our site)<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, February 19, 2015 5:01 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Validating Need By Date is within Quoted LT


I should have clarified what my attentions were. I would like to create a BPM to provide a message that the Need By Date is not within the Quoted LT. How would I go about doing this?

On Wednesday, February 18, 2015 2:24 PM, "Rob Bucek rbucek@... [vantage]" <vantage@yahoogroups.com> wrote:


We track less than lead time orders as it was a problem that was quite difficult to quantify in the past. So like you, we track a few things in part plant like quoted lead time as well as something we call job firm window (when should a scheduler/planner firm a job for a given demand). As part of the quoting, and/or new part setup process we document it directly on UD fields within PartPlant. We opted not to go for alerts and emails but just built a dashboard to track and display orders that were entered in less than lead time so we could track this as a metric and be able to see its historical impact by customer to help manage those problem customers, as well as many of our orders are entered in an automated fashion then reviewed by exception before acknowledgement. The user enters date parameters when they refresh the data. In conjunction with that we had to then place born on dates to each level of the sales order structure (ordered, orderline, orderrel) for something to compare to in a historical aspect. Where you track this depends on your order model, one order one line one release; order head works great, if you have anything different going on you’ll need to go deeper. The premise of your formula is just fine, you can look at it many ways.

Link to dashboard screenshot


http://i296.photobucket.com/albums/mm199/RBucek/Dashboards/Lessthanleadtimeorders_zps49562d29.jpg

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, February 18, 2015 12:19 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Validating Need By Date is within Quoted LT



I would like to know when a Sales Order is entered if the Need By Date is within our Quoted LT.

Here is an overview of what has been done so far.

There has been a custom sheet added to the Part Maintenance, that contain fields from an Extended UD Table (PartPlant_UD). One of those fields is our Quoted LT. I was able to place the Quoted LT on the Order Entry > Line > Detail sheet, using the Foreign Key View.

What is the best way to verify that the OrderHed.OrderDate + PartPlant.QuotedLT < OrderDtl.NeedByDate?

Do I need to add the Quoted LT differently to Order Entry? If so, what is the best way.



Working with Epicor 9.05


Thanks,
Melissa


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