In Epicor 9 we created Quick Searches for these.
Wit a quick search you can also use the MATCHES criteria and can use wildcar asterisks to help tighten the search.
First you need a BAQ of the customer table with the required fields that you need to see.
We did once have a problem with Progress where it didn't order things as a logical alphabetical order but mainly due to foreign characters used for our foreign customers.
I would use a Quick Search every time on regularly used searches. 5 min to set up.
________________________________
From: Cheryl Elliott <celliott@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Tuesday, 15 September, 2009 21:08:53
Subject: RE: [Vantage] RE: 408B bugs list
Â
We have a couple of problems with searches-- 1) if you hit search once, you get "these" one hundred customer. If you don't change ANYTHING and hit search again, you get a slightly different 100 customers. 2)we frequently don't get, for example, "3M" in our so-called blank searches that should include them 3)when we search for a customer using Starting At, it doesn't work the same way twice and occasionally doesn't Start At properly.
-----Original Message-----
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Andrew Best
Sent: Tuesday, September 15, 2009 3:03 PM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] RE: 408B bugs list
Cheryl - What do you mean by "a good proper search for customers?" We
are running 407 and the customer search takes 45 seconds if the search
is performed at the quote or sales order entry screen. Is this to what
you are referring?
Regards,
Andrew Best
Kice Industries, Inc.
P(316)744-7151
F(316)295-2412
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Cheryl Elliott
Sent: Monday, September 14, 2009 4:11 PM
To: vantage@yahoogroups .com
Subject: [Vantage] RE: 408B bugs list
We're still having trouble getting a good proper search for customers,
and the "work list" no longer works right in customer maintenance since
.408b update. We seem to have trouble now with validating ship-to
addresses through Avalara and they've never fixed our "available"
problem (how can there be 75 available when only two in stock and none
on order or jobs?) We also still have occasional problems with the
"credit used" in the credit manager being incorrect. How about $
problems with the freight charges being returned from Insite to bill our
customers?
I'm sure I can come up with some more... These aren't all new to .408b
but some were supposed to have been corrected by then and haven't been.
Cheryl Elliott
ITW Trans Tech
-----Original Message-----
From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ] On
Behalf Of Andrew Best
Sent: Monday, September 14, 2009 3:58 PM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: [Vantage] 408B bugs list
Below is a list of 408b bugs that I was able to assemble from this
groups email. We don't do BPMs and very little custom configurations to
avoid problems. But we are an intensive user of the configurator. Are
there any that I missed? I am specifically interested in configurator,
quoting, SO, and job issues. But it is always the little bug that
really causes problems.
I included the email subject line and date for reference.
Pack Slips have the Ship-to and the Sold-To addresses showing
Must be corrected by the user at the crystal report level
Email: 408b FYI Beware 9/2/2009
Aged Receivable report and the customer statements show incorrect
balances
SCR 64990 for the Aged Receivables report and SCR 65923 for
the statements
One off fix available Email: One off fix for Aged
Receivables (8.03.408B) 9/8/09
Email: 408B patch 9/2/2009
If you change the Bank in Cash Receipts, the G/L Account number is not
being updated
Fixed in Epicor 9.04.504A
Email: A/R Cash Receipts.... Bank G/L Account 8/18/2009
Prior Call Log opened in a new CRM call log
SCR 61827
Email: Bug in 408b 8/24/09
Can't view attachments on configured items
will be fixed on 9.04.x
Email: Re: Some .408a upgrade notes... 9/2/2009
Serial number has to be 10 digits
Email: Serial number lenght - new strictness? 8/28/2009
Regards,
Andrew Best
Kice Industries, Inc.
P(316)744-7151
F(316)295-2412
From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ] On
Behalf
Of Brian W. Spolarich
Sent: Wednesday, September 02, 2009 9:41 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: RE: [Vantage] 408b FYI Beware
Hey did folks see that there are patches for .406, and .407 for the
PayPal change? Or did I miss this discussion already?
-bws
--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix
bspolarich@advanced photonix. com
<mailto:bspolarich% 40advancedphoton ix.com>
<mailto:bspolarich% 40advancedphoton ix.com> ~ 734-864-5618 ~
www.advancedphotoni x.com
-----Original Message-----
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 Steven Gotschall
Sent: Wednesday, September 02, 2009 9:40 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com>
Subject: Re: [Vantage] 408b FYI Beware
We are on 408A (except for one thing it is the same as 408B), and I
think it is one of the best upgrades since we went live with 403. It
has the same headaches as any of the upgrades, broken BPMs and such.
But once you've done a couple of upgrades you get use to this and can
get through the after upgrade cleanup in just a few hours. We always
check with Insight before we upgrade to see if we need a new compile of
their code. They usually know and have one ready if need about a week
after the upgrade is released.
The credit card processing through us at first because no one told us we
would have to change the URL in our setup. Even after we called
support, they couldn't help us. Fortunately, our CFO just happened to
stumble across it on paypals web site and came up with the solution.
There was also an uncessary and undocumented change to how methods on
configured parts were pulled into jobs that really ticked me off, but I
got over it (this may have happened in 408).
As far as I can tell, they only broke one thing (again, this may have
been with 408), Customer attachments do not show up until you hit
refresh. This only affects customer attachments. Support says they
have no plans to fix this in 8.03 but it will be fixed in 9. Go figure.
____________ _________ _________ __
From: Chris Stover <cstover@deaverind. com
<mailto:cstover% 40deaverind. com>
<mailto:cstover% 40deaverind. com> >
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com>
Sent: Wednesday, September 2, 2009 9:23:51 AM
Subject: RE: [Vantage] 408b FYI Beware
And I have been getting calls pushing me to upgrade from 6.0. We have
been
on the same level and same patch for six years now and I told them that
breaking something that is fixed isn't my idea of a quality upgrade. We
were a gnat hair from not renewing maintenance and support.
From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
Behalf Of
Cheryl Elliott
Sent: Wednesday, September 02, 2009 8:14 AM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] 408b FYI Beware
Don't even get me started on the .408B! We had to change the Credit Card
address (surprise!) and had to change the setup for Avalara (surprise!)
and
several other new things in addition to the usual problems with BPM and
Customizations, etc. Oh, and did I mention that we also couldn't ship
because of Insite trouble for part of the day???
-----Original Message-----
From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@ yahoogroups .com <mailto:vantage% 40yahoogroups. com> ]
On
Behalf Of Lorraine Aiello
Sent: Wednesday, September 02, 2009 8:03 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: Re: [Vantage] 408b FYI Beware
Shit-To ???
Thanks for the MUCH needed laugh!
____________ _________ _________ __
From: Robert Carlson <rcarlson@robcar. mv.com
<mailto:rcarlson% 40robcar. mv.com> >
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Sent: Wednesday, September 2, 2009 8:28:31 AM
Subject: Re: [Vantage] 408b FYI Beware
We installed 408B last Thursday.... ..
Had the typical problems with Outdated method Directives. Sales
order Update was particularly difficult to get to stick but got it
sorted out with Support.
The one outstanding problem 408B left us with is that Pack Slips have
the Shit-to and the Sold-To addresses showing. 408B changed the form
to Shit-To and Bill-To but the titles of the blocks remains as it should
be.
Support bucked it over to development who said to go into the Crystal
Form and fix it ourselves.
We don't do Crystal in-house and we have 3 Pack Slip forms to fix.
We are now in a combative dialog.
In the meantime we are creating Sold-to labels and glueing them to
the pack slips.
At 08:06 AM 9/2/2009, you wrote:
>
>
>We just updated last nite and so far have expeirenced a problem with
>creating pack ID's. We learned this morning that business processes
>that were written were causing problems on the newer version. We had
>to disable those. Cant wait to see what happens next!
>
>
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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
(3) To view links to Vendors that provide Vantage services goto:
http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
[Non-text portions of this message have been removed]
[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/.
<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
(3) To view links to Vendors that provide Vantage services goto:
http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
[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/.
<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
[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: http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
[Non-text portions of this message have been removed]