Customer ID Blank Title 74930

Yahoo Archive
1
Correction - use "orderhed" table, not "ordernum". "ordernum" is the identifier for sales orders.

There is something similar already in vantage for what you might be looking for. Check out the salesperson workbench under CRM, click refresh all and then go to the ALL tab under orders.

Thanks,
Kunal




________________________________
From: Kunal Ganguly <kunal_vantage@...>
To: vantage@yahoogroups.com
Sent: Wednesday, March 4, 2009 7:38:37 AM
Subject: Re: [Vantage] Customer ID


Your BAQ needs to include ordernum and customer table, make sure that the join is on the custnum key. This is defined in the phrase builder.

Thanks,
Kunal

____________ _________ _________ __
From: CharlieSmith <CSmith@vistaconsult ant.com>
To: vantage@yahoogroups .com
Sent: Wednesday, March 4, 2009 6:28:59 AM
Subject: RE: [Vantage] Customer ID

Customer ID is the ID that everyone sees. Custnum is the actual
sequential key that Epicor uses for the customer. This allows you to
change the ID across the board as the ID is not the record key. Changing
the ID does not change the custnum.

Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant .com <http://www.vistaconsultant.com/> /
www.2WTech.com

From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf
Of Jonathan Lang
Sent: Tuesday, March 03, 2009 1:21 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Customer ID

Hi guys,

I have a small problem I am hoping some one has the answer too.

I am trying to create a BAQ for our Blanket Orders I have in the system
I can retrieve all of the blanket orders but the Customer ID Looks like
the Database identifier.

For example: Customer A20506 comes out as 1345 on the report. I am
thinking it is the order they were loaded into the system.

How can I get the Actual Customer number on the report.

Thanks,
Jonathan Lang
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699

[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]
2
Hi guys,
Â
I have a small problem I am hoping some one has the answer too.
Â
I am trying to create a BAQ for our Blanket Orders I have in the system I can retrieve all of the blanket orders but the Customer ID Looks like the Database identifier.
Â
For example: Customer A20506 comes out as 1345 on the report. I am thinking it is the order they were loaded into the system.
Â
How can I get the Actual Customer number on the report.
Â
Thanks,
Jonathan LangÂ
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699
Â




[Non-text portions of this message have been removed]
3
Each Customer ID also has a Customer Number (primary key) both should be
listed within the Customer Table.



_____

From: Jonathan Lang [mailto:lsbestinc@...]
Sent: Tuesday, March 03, 2009 10:21 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer ID



Hi guys,

I have a small problem I am hoping some one has the answer too.

I am trying to create a BAQ for our Blanket Orders I have in the system
I can retrieve all of the blanket orders but the Customer ID Looks like
the Database identifier.

For example: Customer A20506 comes out as 1345 on the report. I am
thinking it is the order they were loaded into the system.

How can I get the Actual Customer number on the report.

Thanks,
Jonathan Lang
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699


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




NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments, is for the sole use of the intended recipients and may contain confidential and privileged information. If you are not an intended recipient, please contact the sender by reply e-mail and destroy all copies of this message, including attachments. Any unauthorized review, use, disclosure or distribution is prohibited.
4
Thanks Kathleen,
Â
The problem is that I am using Order tables. Putting the Customer Table in crashes the BAQ.
Â
Jonathan LangÂ
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699


--- On Tue, 3/3/09, Kathleen Tyrrell <ktyrrell@...> wrote:

From: Kathleen Tyrrell <ktyrrell@...>
Subject: RE: [Vantage] Customer ID
To: vantage@yahoogroups.com
Date: Tuesday, March 3, 2009, 12:24 PM






Each Customer ID also has a Customer Number (primary key) both should be
listed within the Customer Table.

_____

From: Jonathan Lang [mailto:lsbestinc@yahoo. com]
Sent: Tuesday, March 03, 2009 10:21 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Customer ID

Hi guys,

I have a small problem I am hoping some one has the answer too.

I am trying to create a BAQ for our Blanket Orders I have in the system
I can retrieve all of the blanket orders but the Customer ID Looks like
the Database identifier.

For example: Customer A20506 comes out as 1345 on the report. I am
thinking it is the order they were loaded into the system.

How can I get the Actual Customer number on the report.

Thanks,
Jonathan Lang
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699


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

NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments, is for the sole use of the intended recipients and may contain confidential and privileged information. If you are not an intended recipient, please contact the sender by reply e-mail and destroy all copies of this message, including attachments. Any unauthorized review, use, disclosure or distribution is prohibited.


















[Non-text portions of this message have been removed]
5
Depending on the report format, I have many times ran a separate report
for the Customer Table just to pull the

name, ID and number through. Then I pull it into an Excel analysis with
the vlookup function.



_____

From: Jonathan Lang [mailto:lsbestinc@...]
Sent: Tuesday, March 03, 2009 10:35 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer ID



Thanks Kathleen,

The problem is that I am using Order tables. Putting the Customer Table
in crashes the BAQ.

Jonathan Lang
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699

--- On Tue, 3/3/09, Kathleen Tyrrell < ktyrrell@...
<mailto:ktyrrell%40tji-holdings.com> > wrote:

From: Kathleen Tyrrell < ktyrrell@...
<mailto:ktyrrell%40tji-holdings.com> >
Subject: RE: [Vantage] Customer ID
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Tuesday, March 3, 2009, 12:24 PM

Each Customer ID also has a Customer Number (primary key) both should be
listed within the Customer Table.

_____

From: Jonathan Lang [mailto:lsbestinc@yahoo. com]
Sent: Tuesday, March 03, 2009 10:21 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Customer ID

Hi guys,

I have a small problem I am hoping some one has the answer too.

I am trying to create a BAQ for our Blanket Orders I have in the system
I can retrieve all of the blanket orders but the Customer ID Looks like
the Database identifier.

For example: Customer A20506 comes out as 1345 on the report. I am
thinking it is the order they were loaded into the system.

How can I get the Actual Customer number on the report.

Thanks,
Jonathan Lang
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699

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

NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments,
is for the sole use of the intended recipients and may contain
confidential and privileged information. If you are not an intended
recipient, please contact the sender by reply e-mail and destroy all
copies of this message, including attachments. Any unauthorized review,
use, disclosure or distribution is prohibited.

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




NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments, is for the sole use of the intended recipients and may contain confidential and privileged information. If you are not an intended recipient, please contact the sender by reply e-mail and destroy all copies of this message, including attachments. Any unauthorized review, use, disclosure or distribution is prohibited.
6
OrderHed links to Customer via CustNum.



You need to join Customer to OrderHed on Company and CustNum. Then
you can reference the CustID. If the BAQ is crashing then that's a
support issue?



I'm able to do this very easily in 8.03.405.



-bws



--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@... ~ 734-864-5618 ~
www.advancedphotonix.com



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jonathan Lang
Sent: Tuesday, March 03, 2009 1:35 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer ID



Thanks Kathleen,

The problem is that I am using Order tables. Putting the Customer Table
in crashes the BAQ.

Jonathan Lang
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699

--- On Tue, 3/3/09, Kathleen Tyrrell <ktyrrell@...
<mailto:ktyrrell%40tji-holdings.com> > wrote:

From: Kathleen Tyrrell <ktyrrell@...
<mailto:ktyrrell%40tji-holdings.com> >
Subject: RE: [Vantage] Customer ID
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Tuesday, March 3, 2009, 12:24 PM

Each Customer ID also has a Customer Number (primary key) both should be
listed within the Customer Table.

_____

From: Jonathan Lang [mailto:lsbestinc@yahoo. com]
Sent: Tuesday, March 03, 2009 10:21 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Customer ID

Hi guys,

I have a small problem I am hoping some one has the answer too.

I am trying to create a BAQ for our Blanket Orders I have in the system
I can retrieve all of the blanket orders but the Customer ID Looks like
the Database identifier.

For example: Customer A20506 comes out as 1345 on the report. I am
thinking it is the order they were loaded into the system.

How can I get the Actual Customer number on the report.

Thanks,
Jonathan Lang
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699

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

NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments,
is for the sole use of the intended recipients and may contain
confidential and privileged information. If you are not an intended
recipient, please contact the sender by reply e-mail and destroy all
copies of this message, including attachments. Any unauthorized review,
use, disclosure or distribution is prohibited.

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





[Non-text portions of this message have been removed]
7
Customer ID is the ID that everyone sees. Custnum is the actual
sequential key that Epicor uses for the customer. This allows you to
change the ID across the board as the ID is not the record key. Changing
the ID does not change the custnum.



Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com









From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jonathan Lang
Sent: Tuesday, March 03, 2009 1:21 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer ID



Hi guys,

I have a small problem I am hoping some one has the answer too.

I am trying to create a BAQ for our Blanket Orders I have in the system
I can retrieve all of the blanket orders but the Customer ID Looks like
the Database identifier.

For example: Customer A20506 comes out as 1345 on the report. I am
thinking it is the order they were loaded into the system.

How can I get the Actual Customer number on the report.

Thanks,
Jonathan Lang
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699


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





[Non-text portions of this message have been removed]
8
Your BAQ needs to include ordernum and customer table, make sure that the join is on the custnum key. This is defined in the phrase builder.

Thanks,
Kunal




________________________________
From: CharlieSmith <CSmith@...>
To: vantage@yahoogroups.com
Sent: Wednesday, March 4, 2009 6:28:59 AM
Subject: RE: [Vantage] Customer ID


Customer ID is the ID that everyone sees. Custnum is the actual
sequential key that Epicor uses for the customer. This allows you to
change the ID across the board as the ID is not the record key. Changing
the ID does not change the custnum.

Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant .com <http://www.vistaconsultant.com/> /
www.2WTech.com

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Jonathan Lang
Sent: Tuesday, March 03, 2009 1:21 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Customer ID

Hi guys,

I have a small problem I am hoping some one has the answer too.

I am trying to create a BAQ for our Blanket Orders I have in the system
I can retrieve all of the blanket orders but the Customer ID Looks like
the Database identifier.

For example: Customer A20506 comes out as 1345 on the report. I am
thinking it is the order they were loaded into the system.

How can I get the Actual Customer number on the report.

Thanks,
Jonathan Lang
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699


[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]
9
Be sure to link the company field as well. If nothing else, the
performance will be improved.



John A. Hatcher

Manager of IS

Versa Products Co., Inc.

(201) 518-5948

(201) 843-2400 x4148

(201) 843-2931 (fax)





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