Adding to search capability

Yahoo Archive
1
The only gotcha on your particular request is you want to search by sales rep, and Epicor uses one field to store up to five sales reps (delimited with a tilde). A BAQ search probably wouldn’t work in that case, unless you only use one sales rep per order.



If you have more than one sales rep, you may want to consider a BPM on the SalesOrder.Update method, then split the SalesRepList out into multiple ShortChar fields, so each field would have its own sales rep. Then, you could use a BAQ quick search. Of course, you would want to consider putting an index on these fields to speed up the searching function.



Kevin



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Wednesday, March 14, 2012 9:09 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Adding to search capability





Create a BAQ that includes the Customer's sales rep and then create a quick search based on the BAQ.

________________________________
From: carl.heeder <carl.heeder@... <mailto:carl.heeder%40stiadrives.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Wednesday, March 14, 2012 9:01 AM
Subject: [Vantage] Adding to search capability


We're in Vantage 8.03. Customer Service wants to know if I can alter the customer search on order entry to search for customers by sales rep. Any ideas?

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





[Non-text portions of this message have been removed]
2
We're in Vantage 8.03. Customer Service wants to know if I can alter the customer search on order entry to search for customers by sales rep. Any ideas?
3
Create a BAQ that includes the Customer's sales rep and then create a quick search based on the BAQ.



________________________________
From: carl.heeder <carl.heeder@...>
To: vantage@yahoogroups.com
Sent: Wednesday, March 14, 2012 9:01 AM
Subject: [Vantage] Adding to search capability


Â
We're in Vantage 8.03. Customer Service wants to know if I can alter the customer search on order entry to search for customers by sales rep. Any ideas?




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