BPM for quoting

So far I haven't. Though I am going to the .400 level later this year and I
will see if that forces me to re-do this.

Scott Litzau, MCP
Olympus Flag & Banner
Information Systems Manager
scott.litzau@...
P: 414-365-9732
F: 414-355-1931


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:58 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM for quoting

Scott,



When you do updates do you have to redo your customization?



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Scott Litzau
Sent: Wednesday, July 02, 2008 9:58 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM for quoting



I set mine up using VB in customization. I copied this from some Epicor
documentation somewhere.

Private Sub OrderDtl_BeforeFieldChange(ByVal sender As object, ByVal
args As
DataColumnChangeEventArgs) Handles OrderDtl_Column.ColumnChanging
'// ** Argument Properties and Uses **
'// args.Row("[FieldName]")
'// args.Column, args.ProposedValue, args.Row
'
'Add Event Handler Code
'
Select Case args.Column.ColumnName

Case "PartNum"
Dim val As String = args.ProposedValue
Dim whereClause as String = "PartNum = '" + val + "'"
Dim recSelected As Boolean
Dim dsSearch as DataSet
If (val <> String.Empty) Then dsSearch =
Epicor.Mfg.UI.FormFunctions.SearchFunctions.listLookup(OTrans,"PartAdapt
er",
recSelected,False,whereClause)
If (recSelected = False) Then
MessageBox.Show("Part does not exist")
Throw new UIException()
End If
Case Else

End Select

End Sub

Scott

-----Original Message-----
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:30 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM for quoting

I see it lost my print screens. Let's see if I can send it this way.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:28 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM for quoting

Thanks that's a big help. I am working on getting your example two work
and have to issues I was wondering if you could help me on:

1) I get the error message when it finds the part in the part
master not the other way around.

2) I am not getting the part field to clear.

Have are some print screens of what I currently have.

Thanks!

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 Daniel Laidig
Sent: Wednesday, July 02, 2008 9:10 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM for quoting

Yeah, we did this exact same thing using BPM for Sales Orders. I haven't
gotten around to doing that to the quotes.

1. The method we used was preprocessing SalesOrder.ChangePartNum.

2. I had a condition with a query that checked the database for the part
they entered:

for each ttOrderDtl where (ttOrderdtl.RowMod <> '') no-lock , each Part
where (ttOrderDtl.Company = Part.Company and ttOrderDtl.PartNum =
Part.PartNum) no-lock

3. My action then was to show an informational message that said an
invalid
part was entered and I also set the changed partnumber field to be "".

Hope this helps.

Daniel

_____

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
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] BPM for quoting

I need a BPM that when a quote is created the system will validate if
the part is in the part master and if it is not the user cannot
continue. Has anyone done anything like this? Is there a better way of
accomplishing this?

Thanks for everyone's help J

Dale

[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]

[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
Does anyone know how to customize one of the MES buttons to print a
custom Crystal report?

Thanks
Kersten
I need a BPM that when a quote is created the system will validate if
the part is in the part master and if it is not the user cannot
continue. Has anyone done anything like this? Is there a better way of
accomplishing this?



Thanks for everyone's help J



Dale





[Non-text portions of this message have been removed]
Yes, as long as the report is a BAQ Report. You need to hang that BAQ
report off the menu somewhere in the main UI. Then you'll have its menu
ID.

It's not easy, by any means, however.

You'll need to add this code to a button-click event and modify it.
Only add the line that starts with "ProcessCaller"....

Try this:



Private Sub btnInspProcCust_Click(ByVal Sender As Object, ByVal Args As
System.EventArgs) Handles btnInspProcCust.Click

'// ** Place Event Handling Code Here **



ProcessCaller.LaunchForm(MESMenu,"MENUID")



End Sub



All you have to do is make sure that you add your BAQ report to a menu
and then call that menu and custom function out.







Vic Drecchio
ERP Administrator

TIMCO Aviation Services
Greensboro, NC
Email: vic.drecchio@...
Office: 336.668.4410 x3091
Mobile: 704.530.3092


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of kam4085
Sent: Wednesday, July 02, 2008 9:42 AM
To: vantage@yahoogroups.com
Subject: [Vantage] MES Button Customization



Does anyone know how to customize one of the MES buttons to print a
custom Crystal report?

Thanks
Kersten






[Non-text portions of this message have been removed]
and what if it isn't a BAQ report..is that not possible?


Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@...

The Standard in Optical Filters for Biotech & Analytical Instrumentation


Hundreds of Thousands of Ion Beam Sputtered filters delivered -
extensive inventory now!

The information contained in this message and any attachments may be
privileged, confidential, and protected from disclosure. If the reader
of this message is not the intended recipient, or any agent responsible
for delivering this message to the intended recipient, you are hereby
notified that any dissemination, distribution, or copying of this
communication may be unlawful and therefore strictly prohibited. If you
received this message in error, please reply to the message and delete
it. Thank you




________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Vic Drecchio
Sent: Wednesday, July 02, 2008 9:56 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] MES Button Customization



Yes, as long as the report is a BAQ Report. You need to hang that BAQ
report off the menu somewhere in the main UI. Then you'll have its menu
ID.

It's not easy, by any means, however.

You'll need to add this code to a button-click event and modify it.
Only add the line that starts with "ProcessCaller"....

Try this:

Private Sub btnInspProcCust_Click(ByVal Sender As Object, ByVal Args As
System.EventArgs) Handles btnInspProcCust.Click

'// ** Place Event Handling Code Here **

ProcessCaller.LaunchForm(MESMenu,"MENUID")

End Sub

All you have to do is make sure that you add your BAQ report to a menu
and then call that menu and custom function out.

Vic Drecchio
ERP Administrator

TIMCO Aviation Services
Greensboro, NC
Email: vic.drecchio@... <mailto:vic.drecchio%40timco.aero>
Office: 336.668.4410 x3091
Mobile: 704.530.3092

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of kam4085
Sent: Wednesday, July 02, 2008 9:42 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] MES Button Customization

Does anyone know how to customize one of the MES buttons to print a
custom Crystal report?

Thanks
Kersten

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






[Non-text portions of this message have been removed]
Yeah, we did this exact same thing using BPM for Sales Orders. I haven't
gotten around to doing that to the quotes.



1. The method we used was preprocessing SalesOrder.ChangePartNum.



2. I had a condition with a query that checked the database for the part
they entered:

for each ttOrderDtl where (ttOrderdtl.RowMod <> '') no-lock , each Part
where (ttOrderDtl.Company = Part.Company and ttOrderDtl.PartNum =
Part.PartNum) no-lock



3. My action then was to show an informational message that said an invalid
part was entered and I also set the changed partnumber field to be "".



Hope this helps.

Daniel



_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:46 AM
To: vantage@yahoogroups.com
Subject: [Vantage] BPM for quoting



I need a BPM that when a quote is created the system will validate if
the part is in the part master and if it is not the user cannot
continue. Has anyone done anything like this? Is there a better way of
accomplishing this?

Thanks for everyone's help J

Dale

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





[Non-text portions of this message have been removed]
I think you should be able to create it as a SubProcess Menu item instead of
actually making a menu on the Vantage screen. Then call it same way with
code.



_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Kersten MacLennan
Sent: Wednesday, July 02, 2008 10:03 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] MES Button Customization



and what if it isn't a BAQ report..is that not possible?


Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@semrock. <mailto:kmaclennan%40semrock.com> com

The Standard in Optical Filters for Biotech & Analytical Instrumentation

Hundreds of Thousands of Ion Beam Sputtered filters delivered -
extensive inventory now!

The information contained in this message and any attachments may be
privileged, confidential, and protected from disclosure. If the reader
of this message is not the intended recipient, or any agent responsible
for delivering this message to the intended recipient, you are hereby
notified that any dissemination, distribution, or copying of this
communication may be unlawful and therefore strictly prohibited. If you
received this message in error, please reply to the message and delete
it. Thank you

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Vic Drecchio
Sent: Wednesday, July 02, 2008 9:56 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: RE: [Vantage] MES Button Customization

Yes, as long as the report is a BAQ Report. You need to hang that BAQ
report off the menu somewhere in the main UI. Then you'll have its menu
ID.

It's not easy, by any means, however.

You'll need to add this code to a button-click event and modify it.
Only add the line that starts with "ProcessCaller"....

Try this:

Private Sub btnInspProcCust_Click(ByVal Sender As Object, ByVal Args As
System.EventArgs) Handles btnInspProcCust.Click

'// ** Place Event Handling Code Here **

ProcessCaller.LaunchForm(MESMenu,"MENUID")

End Sub

All you have to do is make sure that you add your BAQ report to a menu
and then call that menu and custom function out.

Vic Drecchio
ERP Administrator

TIMCO Aviation Services
Greensboro, NC
Email: vic.drecchio@ <mailto:vic.drecchio%40timco.aero> timco.aero
<mailto:vic.drecchio%40timco.aero>
Office: 336.668.4410 x3091
Mobile: 704.530.3092

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of kam4085
Sent: Wednesday, July 02, 2008 9:42 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] MES Button Customization

Does anyone know how to customize one of the MES buttons to print a
custom Crystal report?

Thanks
Kersten

[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]
Thanks that's a big help. I am working on getting your example two work
and have to issues I was wondering if you could help me on:



1) I get the error message when it finds the part in the part
master not the other way around.

2) I am not getting the part field to clear.



Have are some print screens of what I currently have.











Thanks!



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Daniel Laidig
Sent: Wednesday, July 02, 2008 9:10 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM for quoting



Yeah, we did this exact same thing using BPM for Sales Orders. I haven't
gotten around to doing that to the quotes.

1. The method we used was preprocessing SalesOrder.ChangePartNum.

2. I had a condition with a query that checked the database for the part
they entered:

for each ttOrderDtl where (ttOrderdtl.RowMod <> '') no-lock , each Part
where (ttOrderDtl.Company = Part.Company and ttOrderDtl.PartNum =
Part.PartNum) no-lock

3. My action then was to show an informational message that said an
invalid
part was entered and I also set the changed partnumber field to be "".

Hope this helps.

Daniel

_____

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] BPM for quoting

I need a BPM that when a quote is created the system will validate if
the part is in the part master and if it is not the user cannot
continue. Has anyone done anything like this? Is there a better way of
accomplishing this?

Thanks for everyone's help J

Dale

[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]
I see it lost my print screens. Let's see if I can send it this way.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:28 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM for quoting



Thanks that's a big help. I am working on getting your example two work
and have to issues I was wondering if you could help me on:

1) I get the error message when it finds the part in the part
master not the other way around.

2) I am not getting the part field to clear.

Have are some print screens of what I currently have.

Thanks!

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Daniel Laidig
Sent: Wednesday, July 02, 2008 9:10 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM for quoting

Yeah, we did this exact same thing using BPM for Sales Orders. I haven't
gotten around to doing that to the quotes.

1. The method we used was preprocessing SalesOrder.ChangePartNum.

2. I had a condition with a query that checked the database for the part
they entered:

for each ttOrderDtl where (ttOrderdtl.RowMod <> '') no-lock , each Part
where (ttOrderDtl.Company = Part.Company and ttOrderDtl.PartNum =
Part.PartNum) no-lock

3. My action then was to show an informational message that said an
invalid
part was entered and I also set the changed partnumber field to be "".

Hope this helps.

Daniel

_____

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
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] BPM for quoting

I need a BPM that when a quote is created the system will validate if
the part is in the part master and if it is not the user cannot
continue. Has anyone done anything like this? Is there a better way of
accomplishing this?

Thanks for everyone's help J

Dale

[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]





[Non-text portions of this message have been removed]
I set mine up using VB in customization. I copied this from some Epicor
documentation somewhere.


Private Sub OrderDtl_BeforeFieldChange(ByVal sender As object, ByVal args As
DataColumnChangeEventArgs) Handles OrderDtl_Column.ColumnChanging
'// ** Argument Properties and Uses **
'// args.Row("[FieldName]")
'// args.Column, args.ProposedValue, args.Row
'
'Add Event Handler Code
'
Select Case args.Column.ColumnName

Case "PartNum"
Dim val As String = args.ProposedValue
Dim whereClause as String = "PartNum = '" + val + "'"
Dim recSelected As Boolean
Dim dsSearch as DataSet
If (val <> String.Empty) Then dsSearch =
Epicor.Mfg.UI.FormFunctions.SearchFunctions.listLookup(OTrans,"PartAdapter",
recSelected,False,whereClause)
If (recSelected = False) Then
MessageBox.Show("Part does not exist")
Throw new UIException()
End If
Case Else

End Select

End Sub



Scott

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:30 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM for quoting

I see it lost my print screens. Let's see if I can send it this way.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:28 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM for quoting



Thanks that's a big help. I am working on getting your example two work
and have to issues I was wondering if you could help me on:

1) I get the error message when it finds the part in the part
master not the other way around.

2) I am not getting the part field to clear.

Have are some print screens of what I currently have.

Thanks!

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Daniel Laidig
Sent: Wednesday, July 02, 2008 9:10 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM for quoting

Yeah, we did this exact same thing using BPM for Sales Orders. I haven't
gotten around to doing that to the quotes.

1. The method we used was preprocessing SalesOrder.ChangePartNum.

2. I had a condition with a query that checked the database for the part
they entered:

for each ttOrderDtl where (ttOrderdtl.RowMod <> '') no-lock , each Part
where (ttOrderDtl.Company = Part.Company and ttOrderDtl.PartNum =
Part.PartNum) no-lock

3. My action then was to show an informational message that said an
invalid
part was entered and I also set the changed partnumber field to be "".

Hope this helps.

Daniel

_____

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
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] BPM for quoting

I need a BPM that when a quote is created the system will validate if
the part is in the part master and if it is not the user cannot
continue. Has anyone done anything like this? Is there a better way of
accomplishing this?

Thanks for everyone's help J

Dale

[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]





[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
Scott,



When you do updates do you have to redo your customization?



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Scott Litzau
Sent: Wednesday, July 02, 2008 9:58 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM for quoting



I set mine up using VB in customization. I copied this from some Epicor
documentation somewhere.

Private Sub OrderDtl_BeforeFieldChange(ByVal sender As object, ByVal
args As
DataColumnChangeEventArgs) Handles OrderDtl_Column.ColumnChanging
'// ** Argument Properties and Uses **
'// args.Row("[FieldName]")
'// args.Column, args.ProposedValue, args.Row
'
'Add Event Handler Code
'
Select Case args.Column.ColumnName

Case "PartNum"
Dim val As String = args.ProposedValue
Dim whereClause as String = "PartNum = '" + val + "'"
Dim recSelected As Boolean
Dim dsSearch as DataSet
If (val <> String.Empty) Then dsSearch =
Epicor.Mfg.UI.FormFunctions.SearchFunctions.listLookup(OTrans,"PartAdapt
er",
recSelected,False,whereClause)
If (recSelected = False) Then
MessageBox.Show("Part does not exist")
Throw new UIException()
End If
Case Else

End Select

End Sub

Scott

-----Original Message-----
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:30 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM for quoting

I see it lost my print screens. Let's see if I can send it this way.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:28 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM for quoting

Thanks that's a big help. I am working on getting your example two work
and have to issues I was wondering if you could help me on:

1) I get the error message when it finds the part in the part
master not the other way around.

2) I am not getting the part field to clear.

Have are some print screens of what I currently have.

Thanks!

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 Daniel Laidig
Sent: Wednesday, July 02, 2008 9:10 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM for quoting

Yeah, we did this exact same thing using BPM for Sales Orders. I haven't
gotten around to doing that to the quotes.

1. The method we used was preprocessing SalesOrder.ChangePartNum.

2. I had a condition with a query that checked the database for the part
they entered:

for each ttOrderDtl where (ttOrderdtl.RowMod <> '') no-lock , each Part
where (ttOrderDtl.Company = Part.Company and ttOrderDtl.PartNum =
Part.PartNum) no-lock

3. My action then was to show an informational message that said an
invalid
part was entered and I also set the changed partnumber field to be "".

Hope this helps.

Daniel

_____

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
Dale R. Kalsow
Sent: Wednesday, July 02, 2008 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] BPM for quoting

I need a BPM that when a quote is created the system will validate if
the part is in the part master and if it is not the user cannot
continue. Has anyone done anything like this? Is there a better way of
accomplishing this?

Thanks for everyone's help J

Dale

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