Hey I got it to work! Thanks
Currenty, the Customer Group field that we enter into the Customer Maintenance screen is not on the quote screen. We'd like it to be. What is the best way to do this? We've never tried to modify a screen before.
If its just for Visual Aid you can add a Data View to your form using the Foreign Key Data View features within the customization
If you want the value actually available within the form for reporting or other reasons, you can use a BPM to copy the value over when the quote is saved.
If you tell us more of what you are trying to do we can probably give you more specific help
Thanks!
Jose C Gomez
Software Engineer
T: 904.469.1524 mobile
Quis custodiet ipsos custodes?
On Wed, Oct 30, 2013 at 11:43 AM, <senske3@...> wrote:Â<div> <p>Currenty, the Customer Group field that we enter into the Customer Maintenance screen is not on the quote screen. We'd like it to be. What is the best way to do this? We've never tried to modify a screen before.</p> </div> <div style="color:#fff;min-height:0;"></div>
Jose,
Thank you.
The purpose of this is really just for viewing. I don't think it will need to be updated there.
We aren't using Price Lists in EPICOR, we are still managing them in Excel, so the Customer Group tells them where to look to get the price.
Your thoughts? Thank you.
Thank you.
The purpose of this is really just for viewing. I don't think it will need to be updated there.
We aren't using Price Lists in EPICOR, we are still managing them in Excel, so the Customer Group tells them where to look to get the price.
Your thoughts? Thank you.
---In vantage@yahoogroups.com, <vantage@yahoogroups.com> wrote:If its just for Visual Aid you can add a Data View to your form using the Foreign Key Data View features within the customizationIf you want the value actually available within the form for reporting or other reasons, you can use a BPM to copy the value over when the quote is saved.If you tell us more of what you are trying to do we can probably give you more specific helpThanks!
Jose C GomezSoftware Engineer
T: 904.469.1524 mobile
Quis custodiet ipsos custodes?On Wed, Oct 30, 2013 at 11:43 AM, <senske3@...> wrote:<div> <p>Currenty, the Customer Group field that we enter into the Customer Maintenance screen is not on the quote screen. We'd like it to be. What is the best way to do this? We've never tried to modify a screen before.</p> </div> <div style="color:#fff;min-height:0;"></div>
Simply add a Foreign Key View to the Quote to the Customer table which will allow you to view the fields from the Customer within Quote. This process is Explained in the Epicor ICE 2.5 User Experience and Customization GuideÂ
Page 189
Let me know if you have any other questions
Thanks!
Jose C Gomez
Software Engineer
T: 904.469.1524 mobile
Quis custodiet ipsos custodes?
On Wed, Oct 30, 2013 at 11:59 AM, <senske3@...> wrote:Â<div> <p>Jose, <br>Thank you.<br>The purpose of this is really just for viewing. I don't think it will need to be updated there. <br>We aren't using Price Lists in EPICOR, we are still managing them in Excel, so the Customer Group tells them where to look to get the price.<br>Your thoughts? Thank you.
Â
—In vantage@yahoogroups.com, <vantage@yahoogroups.com> wrote:
If its just for Visual Aid you can add a Data View to your form using the Foreign Key Data View features within the customizationIf you want the value actually available within the form for reporting or other reasons, you can use a BPM to copy the value over when the quote is saved.If you tell us more of what you are trying to do we can probably give you more specific helpThanks!
Quis custodiet ipsos custodes?On Wed, Oct 30, 2013 at 11:43 AM, <senske3@...> wrote:Â<div> <p>Currenty, the Customer Group field that we enter into the Customer Maintenance screen is not on the quote screen. We'd like it to be. What is the best way to do this? We've never tried to modify a screen before.</p> </div> <div style="color:#fff;"></div></div> <div style="color:#fff;min-height:0;"></div>
Jose - thank you. Where can I get this guide? I'm a finance guy filling the void of system administrator right now. thanks!
---In vantage@yahoogroups.com, <vantage@yahoogroups.com> wrote:Simply add a Foreign Key View to the Quote to the Customer table which will allow you to view the fields from the Customer within Quote. This process is Explained in the Epicor ICE 2.5 User Experience and Customization GuidePage 189Let me know if you have any other questionsThanks!
Jose C GomezSoftware Engineer
T: 904.469.1524 mobile
Quis custodiet ipsos custodes?On Wed, Oct 30, 2013 at 11:59 AM, <senske3@...> wrote:<div> <p>Jose, <br>Thank you.<br>The purpose of this is really just for viewing. I don't think it will need to be updated there. <br>We aren't using Price Lists in EPICOR, we are still managing them in Excel, so the Customer Group tells them where to look to get the price.<br>Your thoughts? Thank you.
—In vantage@yahoogroups.com, <vantage@yahoogroups.com> wrote:
If its just for Visual Aid you can add a Data View to your form using the Foreign Key Data View features within the customizationIf you want the value actually available within the form for reporting or other reasons, you can use a BPM to copy the value over when the quote is saved.If you tell us more of what you are trying to do we can probably give you more specific helpThanks!
Quis custodiet ipsos custodes?On Wed, Oct 30, 2013 at 11:43 AM, <senske3@...> wrote:<div> <p>Currenty, the Customer Group field that we enter into the Customer Maintenance screen is not on the quote screen. We'd like it to be. What is the best way to do this? We've never tried to modify a screen before.</p> </div> <div style="color:#fff;"></div></div> <div style="color:#fff;min-height:0;"></div>
Here you go
Thanks!
Jose C Gomez
Software Engineer
T: 904.469.1524 mobile
Quis custodiet ipsos custodes?
On Wed, Oct 30, 2013 at 12:07 PM, <senske3@...> wrote:Â<div> <p>Jose - thank you. Where can I get this guide? I'm a finance guy filling the void of system administrator right now. thanks!<br></p><p>Â </p> <div><br><br>---In <a rel="nofollow" target="_blank" href="mailto:vantage@yahoogroups.com">vantage@yahoogroups.com</a>, <<a rel="nofollow" target="_blank" href="mailto:vantage@yahoogroups.com">vantage@yahoogroups.com</a>> wrote:<br>
Simply add a Foreign Key View to the Quote to the Customer table which will allow you to view the fields from the Customer within Quote. This process is Explained in the Epicor ICE 2.5 User Experience and Customization GuideÂPage 189Let me know if you have any other questionsThanks!
Quis custodiet ipsos custodes?On Wed, Oct 30, 2013 at 11:59 AM, <senske3@...> wrote:Â<div> <p>Jose, <br>Thank you.<br>The purpose of this is really just for viewing. I don't think it will need to be updated there. <br>We aren't using Price Lists in EPICOR, we are still managing them in Excel, so the Customer Group tells them where to look to get the price.<br>Your thoughts? Thank you.
Â
—In vantage@yahoogroups.com, <vantage@yahoogroups.com> wrote:
If its just for Visual Aid you can add a Data View to your form using the Foreign Key Data View features within the customizationIf you want the value actually available within the form for reporting or other reasons, you can use a BPM to copy the value over when the quote is saved.If you tell us more of what you are trying to do we can probably give you more specific helpThanks!
Quis custodiet ipsos custodes?On Wed, Oct 30, 2013 at 11:43 AM, <senske3@...> wrote:Â<div> <p>Currenty, the Customer Group field that we enter into the Customer Maintenance screen is not on the quote screen. We'd like it to be. What is the best way to do this? We've never tried to modify a screen before.</p> </div> <div style="color:#fff;"></div></div> <div style="color:#fff;"></div></div> <div style="color:#fff;min-height:0;"></div>
What if the view you wish to add is not in the list of available views in the Custom Data Dialog Box. I'm looking for the field "Customer.CustGrupGroupDesc" This field is not available as a column name no matter which parent view name I use. It seems like there should be a way to access this field, however, since the CustomerAdapter is being used.