Thanks everyone for all your posts. We are going to get some other quotes.
Mike.. so instead of "pushing out" from the invoice to create a new misc. packer record and populate it, if the "create" new record does not work (as mentioned by others) then create the misc packer manually and "pull in" the data needed from the invoice (header and lines).
A bit more work for the user but a reasonable compromise. We would do as you suggest if the full blown automation method does not work (without getting into service connect or database license(SDK)).
PS: The next step in this project (did not want to complicate the thread) will be to automate the BOL from the misc. packer as that too is a manual & partially redundant data entry process.
PSS: I'll make sure I post our solution to the group when completed..along with some very nice Crystals we are doing to print an invoice/misc.packer and BOL.
Matt Sweny
Modern Industries Inc.
814-455-8061
matts@...<mailto:matts@...>
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Mike Anstey
Sent: Thursday, November 04, 2010 8:48 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: What type of customizations can CREATE a NEW record?
Why don't you add a user defined field to enter the misc invoice number
and line as a text string on the Misc shipment screen.
Then customize the misc packer screen to fire a process like
CalculateWeight (don't know if this one will work but you should be able
to find one that will) when you update your user defined field. (You
would use the form event wizard to do that).
Once that is done write a bpm with ABL code to fire post process that
reads in your invoice # string (e.g. 10000)
Next read the invoice head (make sure you use NO-LOCK), and assign the
values you want to the ttMscShipHed record.
You could then do the same thing on the Lines screen but enter the
invoice # and line # eg. (10000-1) and use the Progress ENTRY() function
to separate out the invoice # and the line, then read the invoice detail
record and assign the values you want to the ttMscShipDtl record.
This avoids service connect and the requirement to have a database
license that allows addition of records.
Obviously you would need to know how to write simple Progress code to
retrieve records, and how to manipulate tt records, but this really
isn't that hard.
I would allow a day at most for this to be completed.
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Kevin Simon
Sent: Thursday, November 04, 2010 8:31 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: What type of customizations can CREATE a NEW
record?
Matt,
My biggest concern was your initial post that this could only be done in
Service Connect. Service Connect is a great tool and has a lot of
applications, I just don't think this is one of them. This sounds like a
fairly reasonable customization. The 3-5 days seems a little high, at
first
blush this looks to be about a day or two. However, that being said,
there's always things that get forgotten that come up, and there's
always
the extra time you build in to do proper error handling. Your consultant
may have built that fudge factor in already (think about how long it
takes,
double it, add one, etc.) and given you a "worst case" ballpark.
Kevin Simon
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
Sweny, Matt
Sent: Wednesday, November 03, 2010 1:13 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: What type of customizations can CREATE a NEW
record?
Ross, and others who have posted(Kevin, Jeff, Waffqle)
Did not want to bore everyone with the details but specifically.....
1st form screen = AP Invoice(debit memo)(aka misc. invoice)
2nd form screen = Misc. Shipment Entry (aka misc. packer)
In vantage 8.03.305 an AP misc. invoice (debit) is created for a
supplier,
frequently we are returning purchased product to the supplier that is
MRO(indirect) kind of stuff like office supplies, maintenance
supplies... so
we do not want to use the quality functionality to return this kind of
thing
because that functionality is cumbersome. We would like to create a
vantage
misc. packing slip. Now in vantage if you have misc. transactions there
is
duplicate data entry. Enter the data in misc. invoice(debit) then go
over to
misc. packer and enter again. We are trying to reduce data entry to
speed up
and lean the process.
In other words there are redundant fields that need to be entered in the
misc. invoice(debit) and packing slip such as supplier code, part
number,
etc. (plus some UD fields we are adding to the AP misc. Invoice(debit)
that
exits in the misc. packer such as PO# etc.)
So we have some vantage native fields such as supplier number and part
number that we want to (with the click of a customized button on the
debit
memo header)...... open/create a "new" record in misc. packer then
populate
the packer with some of the data from the AP misc. invoice(debit) such
as
header info. like supplier number etc., then have the customization
create a
line in the misc. packer for every line in the AP misc. invoice (debit).
Do these specifics mentioned above still sound like average
customizations
like screen and bpm's can be used or would service connect be required?
I
hope I explained it clear enough.
Does 3-5 days of programming (service connect or average customizations)
sound reasonable for this kind of customization?
PS: why would we need to set up a UD table to create the new record?
Just
want to create the new record in the Misc. Shipment Entry table native
in
vantage?
Regards,
Matt
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 rossh777
Sent: Wednesday, November 03, 2010 12:25 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: What type of customizations can CREATE a NEW
record?
Matt,
Maybe I am misunderstanding the spec, but it doesn't sound correct. What
are
the first and second forms/screens? Can you say a little more about it?
If
it is easier to contact me offline, feel free.
If I am tracking your needs accurately, you can do that with an average
customization. You just use an adapter to create a new record in one of
your
UD(?) tables when the button is clicked, transfer the first form field
values to the new second form database row, and save/update. Then, open
up
the new form calling the new record created.
Ross
--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "Sweny, Matt" <matts@...> wrote:
opens a 2nd form (in a different vantage screen) and creates a new
record in
the 2nd form and copies 4-6 fields of information from the 1st form into
the
new record then saves the record.
<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 cooner_55421
<mailto:vantage%40yahoogroups.com>
to be populated. If I remember, just for a part it's six tables.
<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 Waffqle Driggers
<mailto:vantage%40yahoogroups.com>
we
this
are
already linked your email address to a yahoo id to enable access. )
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/>
<http://groups.yahoo.com/group/vantage/files/>
the use of the individual or entity to whom it is addressed and may
contain
confidential and privileged information. If you are not the intended
recipient, your use, forwarding, printing, storing, disseminating,
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received this communication in error, please notify the sender
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Disclaimer:
This email transmission and any attachments to it are intended solely for the use of the individual or entity to whom it is addressed and may contain confidential and privileged information. If you are not the intended recipient, your use, forwarding, printing, storing, disseminating, distribution, or copying of this communication is prohibited. If you received this communication in error, please notify the sender immediately by replying to this message and delete it from your computer.
[Non-text portions of this message have been removed]
Mike.. so instead of "pushing out" from the invoice to create a new misc. packer record and populate it, if the "create" new record does not work (as mentioned by others) then create the misc packer manually and "pull in" the data needed from the invoice (header and lines).
A bit more work for the user but a reasonable compromise. We would do as you suggest if the full blown automation method does not work (without getting into service connect or database license(SDK)).
PS: The next step in this project (did not want to complicate the thread) will be to automate the BOL from the misc. packer as that too is a manual & partially redundant data entry process.
PSS: I'll make sure I post our solution to the group when completed..along with some very nice Crystals we are doing to print an invoice/misc.packer and BOL.
Matt Sweny
Modern Industries Inc.
814-455-8061
matts@...<mailto:matts@...>
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Mike Anstey
Sent: Thursday, November 04, 2010 8:48 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: What type of customizations can CREATE a NEW record?
Why don't you add a user defined field to enter the misc invoice number
and line as a text string on the Misc shipment screen.
Then customize the misc packer screen to fire a process like
CalculateWeight (don't know if this one will work but you should be able
to find one that will) when you update your user defined field. (You
would use the form event wizard to do that).
Once that is done write a bpm with ABL code to fire post process that
reads in your invoice # string (e.g. 10000)
Next read the invoice head (make sure you use NO-LOCK), and assign the
values you want to the ttMscShipHed record.
You could then do the same thing on the Lines screen but enter the
invoice # and line # eg. (10000-1) and use the Progress ENTRY() function
to separate out the invoice # and the line, then read the invoice detail
record and assign the values you want to the ttMscShipDtl record.
This avoids service connect and the requirement to have a database
license that allows addition of records.
Obviously you would need to know how to write simple Progress code to
retrieve records, and how to manipulate tt records, but this really
isn't that hard.
I would allow a day at most for this to be completed.
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Kevin Simon
Sent: Thursday, November 04, 2010 8:31 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: What type of customizations can CREATE a NEW
record?
Matt,
My biggest concern was your initial post that this could only be done in
Service Connect. Service Connect is a great tool and has a lot of
applications, I just don't think this is one of them. This sounds like a
fairly reasonable customization. The 3-5 days seems a little high, at
first
blush this looks to be about a day or two. However, that being said,
there's always things that get forgotten that come up, and there's
always
the extra time you build in to do proper error handling. Your consultant
may have built that fudge factor in already (think about how long it
takes,
double it, add one, etc.) and given you a "worst case" ballpark.
Kevin Simon
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
Sweny, Matt
Sent: Wednesday, November 03, 2010 1:13 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: What type of customizations can CREATE a NEW
record?
Ross, and others who have posted(Kevin, Jeff, Waffqle)
Did not want to bore everyone with the details but specifically.....
1st form screen = AP Invoice(debit memo)(aka misc. invoice)
2nd form screen = Misc. Shipment Entry (aka misc. packer)
In vantage 8.03.305 an AP misc. invoice (debit) is created for a
supplier,
frequently we are returning purchased product to the supplier that is
MRO(indirect) kind of stuff like office supplies, maintenance
supplies... so
we do not want to use the quality functionality to return this kind of
thing
because that functionality is cumbersome. We would like to create a
vantage
misc. packing slip. Now in vantage if you have misc. transactions there
is
duplicate data entry. Enter the data in misc. invoice(debit) then go
over to
misc. packer and enter again. We are trying to reduce data entry to
speed up
and lean the process.
In other words there are redundant fields that need to be entered in the
misc. invoice(debit) and packing slip such as supplier code, part
number,
etc. (plus some UD fields we are adding to the AP misc. Invoice(debit)
that
exits in the misc. packer such as PO# etc.)
So we have some vantage native fields such as supplier number and part
number that we want to (with the click of a customized button on the
debit
memo header)...... open/create a "new" record in misc. packer then
populate
the packer with some of the data from the AP misc. invoice(debit) such
as
header info. like supplier number etc., then have the customization
create a
line in the misc. packer for every line in the AP misc. invoice (debit).
Do these specifics mentioned above still sound like average
customizations
like screen and bpm's can be used or would service connect be required?
I
hope I explained it clear enough.
Does 3-5 days of programming (service connect or average customizations)
sound reasonable for this kind of customization?
PS: why would we need to set up a UD table to create the new record?
Just
want to create the new record in the Misc. Shipment Entry table native
in
vantage?
Regards,
Matt
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 rossh777
Sent: Wednesday, November 03, 2010 12:25 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: What type of customizations can CREATE a NEW
record?
Matt,
Maybe I am misunderstanding the spec, but it doesn't sound correct. What
are
the first and second forms/screens? Can you say a little more about it?
If
it is easier to contact me offline, feel free.
If I am tracking your needs accurately, you can do that with an average
customization. You just use an adapter to create a new record in one of
your
UD(?) tables when the button is clicked, transfer the first form field
values to the new second form database row, and save/update. Then, open
up
the new form calling the new record created.
Ross
--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "Sweny, Matt" <matts@...> wrote:
>clicked
> Thanks Waffqle & Bruce
>
> We have a need to create a button on a form (in vantage) that when
opens a 2nd form (in a different vantage screen) and creates a new
record in
the 2nd form and copies 4-6 fields of information from the 1st form into
the
new record then saves the record.
>going to take 3 - 5 days of programming time to do the Service Connect.
> Our consultant is telling us ONLY Service Connect can do that and its
><mailto:vantage%40yahoogroups.com>
> Does this sound right?
>
> Matt
>
> 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> <mailto:vantage%40yahoogroups.com>]
On
Behalf Of cooner_55421
> Sent: Wednesday, November 03, 2010 11:50 AM<mailto:vantage%40yahoogroups.com>
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: What type of customizations can CREATE a NEWrecord?
>have
>
> Matt,
>
> I think they mean the ONLY SUPPORTED customization method.
>
> I've used Pervasive to add records, mostly parts and methods.
> I've even put records in using MS-Access & ODBC.
> The problem with this is all the time spent mapping the tables that
to be populated. If I remember, just for a part it's six tables.
><mailto:vantage%40yahoogroups.com>
> Service Connect is easier and maybe even cheaper in the long run.
>
> Bruce
> -----Original Message-----
> 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> <mailto:vantage%40yahoogroups.com>]
On
Behalf Of Waffqle Driggers
> Sent: Wednesday, November 03, 2010 11:37 AM<mailto:vantage%40yahoogroups.com>
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] What type of customizations can CREATE a NEWrecord?
>Connect
> I should add though, it is a great deal easier to do it with Service
> if you don't have someone who can program.and
>
> On Wed, Nov 3, 2010 at 11:35 AM, Waffqle Driggers <waffqle@...> wrote:
>
> > BPM and Customizations can do all that. We use that functionality
> > extensively; I'm sure many others do as well.
> >
> > We sync parts, customers and orders from Epicor with another system
we
> > don't use service connect at all.vantage
> >
> >
> > On Wed, Nov 3, 2010 at 11:29 AM, Matt <matts@...> wrote:
> >
> >>
> >>
> >> We are being told that the ONLY customization method available in
> >> 8.xx or 9.xx that will "create" a "new" record is Service Connect.Is
this
> >> true?or
> >>
> >> Can BPM's or screen customizations create a record to the table(s)
are
> >> they only tools that can manipulate a record that already exists?have
> >>
> >> Any guildance would be appreciated.
> >> Matt
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builderand
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<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/linksYahoo! Groups Links
>for
>
>
>
>
>
> Disclaimer:
> This email transmission and any attachments to it are intended solely
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confidential and privileged information. If you are not the intended
recipient, your use, forwarding, printing, storing, disseminating,
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received this communication in error, please notify the sender
immediately
by replying to this message and delete it from your computer.
>________________________________
Disclaimer:
This email transmission and any attachments to it are intended solely
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the use of the individual or entity to whom it is addressed and may
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confidential and privileged information. If you are not the intended
recipient, your use, forwarding, printing, storing, disseminating,
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received this communication in error, please notify the sender
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[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]
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Disclaimer:
This email transmission and any attachments to it are intended solely for the use of the individual or entity to whom it is addressed and may contain confidential and privileged information. If you are not the intended recipient, your use, forwarding, printing, storing, disseminating, distribution, or copying of this communication is prohibited. If you received this communication in error, please notify the sender immediately by replying to this message and delete it from your computer.
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