Customer Part Cross Reference

Yahoo Archive
1

Since it only requires the two fields below, it also sounds like it could be a candidate for an updateable dashboard?

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of senske3@...
Sent: Tuesday, March 18, 2014 4:15 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Customer Part Cross Reference

 

 

Do you have to DMT just customer ID and that one field?

2
Does anyone have any experience using the customer part / our part cross reference feature in Order Entry? We are on Vantage 5.0

Thanks,

David Kaufman
CNC Metal Products
3
kind off.



Frank Zeigafuse

Innovative Office Products

General Manager

Direct Phone: 610-559-6369

Email: fzeigafuse@...



-----Original Message-----
From: David Kaufman [mailto:DKaufman@...]
Sent: Thursday, December 09, 2004 9:09 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Part Cross Reference




Does anyone have any experience using the customer part / our part
cross reference feature in Order Entry? We are on Vantage 5.0

Thanks,

David Kaufman
CNC Metal Products



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. )
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<www.LCDarms.com> -- Ergonomic mounting solutions for monitors and keyboards

This e-mail is from Innovative Office Products, Inc. but expresses the views of the sender and not necessarily the views of the company. The email and any files transmitted with it are confidential to the intended recipient at the e-mail address to which it has been addressed. It may not be disclosed or used by any other than that addressee, nor may it be copied in any way. If received in error, please delete and notify the sender via e-mail or sales@... quoting the name of the sender. Messages sent via this medium may be subject to delays, non-delivery and unauthorized alteration. This e-mail has been prepared using information believed by the author to be reliable and accurate. Unless expressly stated otherwise, this e-mail does not form part of a legally binding contract or agreement between recipient and Innovative Office Products, Inc.

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[Non-text portions of this message have been removed]
4
I use it for all orders - it's a pretty handle reference tool. It also
greatly minimizes order entry error if you have a lot of similar internal
part #'s for a customer.



Michelle Von Bokern

Office Manager

Advance Engineering Co.

PH: 630-628-3445

FAX: 630-628-3449

<mailto:mevb@...> mevb@...

_____

From: Frank Zeigafuse [mailto:fzeigafuse@...]
Sent: Thursday, December 09, 2004 12:45 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer Part Cross Reference



kind off.



Frank Zeigafuse

Innovative Office Products

General Manager

Direct Phone: 610-559-6369

Email: fzeigafuse@...



-----Original Message-----
From: David Kaufman [mailto:DKaufman@...]
Sent: Thursday, December 09, 2004 9:09 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Part Cross Reference




Does anyone have any experience using the customer part / our part
cross reference feature in Order Entry? We are on Vantage 5.0

Thanks,

David Kaufman
CNC Metal Products



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/links



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keyboards

This e-mail is from Innovative Office Products, Inc. but expresses the views
of the sender and not necessarily the views of the company. The email and
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or used by any other than that addressee, nor may it be copied in any way.
If received in error, please delete and notify the sender via e-mail or
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and Innovative Office Products, Inc.

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attachments. It is, therefore, your responsibility to scan attachments (if
any).



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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
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[Non-text portions of this message have been removed]
5
Some of our sales people would like something in vantage so that when a
customer calls in saying he wants 12345(their part number) they can
type it in and see what our part number is for that. I would probably
also want to launch like a part tracker from that, prices, on hand qty
and other things like that. I know i can do this type of thing in
crystal reports, with the exception of launching part tracker. However,
i would be looking to do it with in vantage so it isnt to many steps
while the customer is on the phone. I also know there is the price
list, however they say this is not quick enough when they are looking
for several parts. Does anyone know of a way to do this.

Thanks,
Brad
6
We have a similar but slightly different issue. Orderwise we use the customer's part number but in the plant everything is identified with the tooling set number. In effect this is our internal part number. We place this as the first 6 or 7 characters of the part description and it automatically becomes the "Search" term for the part (actually 8 characters are allowed for the search term). For all customer facing use of the description I trim everything up to and including the first space. This won't help the tracker part of the question but makes cross referencing a lot easier. Fortunately we can live within the 8 character limit (in 6.10 anyway).

For example customer part 00-03-1772 has a description of "A50022 418934 BRKT" and A50022 is the search term but on invoices the customer sees only "00-03-1772 418934 BRKT".

Might be a partial solution.

-Todd C.

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of brad.ebright
Sent: Wednesday, December 31, 2008 9:10 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Part Cross Reference


Some of our sales people would like something in vantage so that when a
customer calls in saying he wants 12345(their part number) they can
type it in and see what our part number is for that. I would probably
also want to launch like a part tracker from that, prices, on hand qty
and other things like that. I know i can do this type of thing in
crystal reports, with the exception of launching part tracker. However,
i would be looking to do it with in vantage so it isnt to many steps
while the customer is on the phone. I also know there is the price
list, however they say this is not quick enough when they are looking
for several parts. Does anyone know of a way to do this.

Thanks,
Brad





[Non-text portions of this message have been removed]
7
Hi Brad,



If you are on Vantage 8 you could create a query on the CustXPrt table.
Include the PartNum field and then you can launch the part tracker from
the query.



Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of brad.ebright
Sent: Wednesday, December 31, 2008 10:10 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Part Cross Reference



Some of our sales people would like something in vantage so that when a
customer calls in saying he wants 12345(their part number) they can
type it in and see what our part number is for that. I would probably
also want to launch like a part tracker from that, prices, on hand qty
and other things like that. I know i can do this type of thing in
crystal reports, with the exception of launching part tracker. However,
i would be looking to do it with in vantage so it isnt to many steps
while the customer is on the phone. I also know there is the price
list, however they say this is not quick enough when they are looking
for several parts. Does anyone know of a way to do this.

Thanks,
Brad





[Non-text portions of this message have been removed]
8
Bury any and all customer part numbers in the 2nd line of the part description. In part tracker, type the customer part number in the "Where description contains" window and voila!
Greg

----- Original Message -----
From: brad.ebright
To: vantage@yahoogroups.com
Sent: Wednesday, December 31, 2008 9:10 AM
Subject: [Vantage] Customer Part Cross Reference


Some of our sales people would like something in vantage so that when a
customer calls in saying he wants 12345(their part number) they can
type it in and see what our part number is for that. I would probably
also want to launch like a part tracker from that, prices, on hand qty
and other things like that. I know i can do this type of thing in
crystal reports, with the exception of launching part tracker. However,
i would be looking to do it with in vantage so it isnt to many steps
while the customer is on the phone. I also know there is the price
list, however they say this is not quick enough when they are looking
for several parts. Does anyone know of a way to do this.

Thanks,
Brad





[Non-text portions of this message have been removed]
9
This sounds good, but i'm unsure of how to get a prompt using a
query. I would need to be able to type in the customer part number or
numbers to get our numbers in return. Is this possible in a query?

--- In vantage@yahoogroups.com, "Linda Lowney" <llowney@...> wrote:
>
> Hi Brad,
>
>
>
> If you are on Vantage 8 you could create a query on the CustXPrt
table.
> Include the PartNum field and then you can launch the part tracker
from
> the query.
>
>
>
> Linda
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of brad.ebright
> Sent: Wednesday, December 31, 2008 10:10 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Customer Part Cross Reference
>
>
>
> Some of our sales people would like something in vantage so that
when a
> customer calls in saying he wants 12345(their part number) they can
> type it in and see what our part number is for that. I would
probably
> also want to launch like a part tracker from that, prices, on hand
qty
> and other things like that. I know i can do this type of thing in
> crystal reports, with the exception of launching part tracker.
However,
> i would be looking to do it with in vantage so it isnt to many
steps
> while the customer is on the phone. I also know there is the price
> list, however they say this is not quick enough when they are
looking
> for several parts. Does anyone know of a way to do this.
>
> Thanks,
> Brad
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
10
I would use a Dashboard to display the results of the query, and a
Dashboard Tracker View to provide some query input boxes that you could
use to filter the dashboard's data. You can then right-click on the
displayed Part and get all of the context menus you would expect in
Vantage.



Setting this up is a little involved. The Epicor Tools User Guide
explains all. J



--

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 brad.ebright
Sent: Wednesday, December 31, 2008 11:21 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer Part Cross Reference



This sounds good, but i'm unsure of how to get a prompt using a
query. I would need to be able to type in the customer part number or
numbers to get our numbers in return. Is this possible in a query?

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Linda Lowney" <llowney@...> wrote:
>
> Hi Brad,
>
>
>
> If you are on Vantage 8 you could create a query on the CustXPrt
table.
> Include the PartNum field and then you can launch the part tracker
from
> the query.
>
>
>
> Linda
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of brad.ebright
> Sent: Wednesday, December 31, 2008 10:10 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Customer Part Cross Reference
>
>
>
> Some of our sales people would like something in vantage so that
when a
> customer calls in saying he wants 12345(their part number) they can
> type it in and see what our part number is for that. I would
probably
> also want to launch like a part tracker from that, prices, on hand
qty
> and other things like that. I know i can do this type of thing in
> crystal reports, with the exception of launching part tracker.
However,
> i would be looking to do it with in vantage so it isnt to many
steps
> while the customer is on the phone. I also know there is the price
> list, however they say this is not quick enough when they are
looking
> for several parts. Does anyone know of a way to do this.
>
> Thanks,
> Brad
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
11
BAQ - Quick Search?

--- In vantage@yahoogroups.com, "brad.ebright" <bebright@...> wrote:
>
> Some of our sales people would like something in vantage so that when
a
> customer calls in saying he wants 12345(their part number) they can
> type it in and see what our part number is for that. I would probably
> also want to launch like a part tracker from that, prices, on hand
qty
> and other things like that. I know i can do this type of thing in
> crystal reports, with the exception of launching part tracker.
However,
> i would be looking to do it with in vantage so it isnt to many steps
> while the customer is on the phone. I also know there is the price
> list, however they say this is not quick enough when they are looking
> for several parts. Does anyone know of a way to do this.
>
> Thanks,
> Brad
>
12
Hi Brad,

 Haven't done this myself but what about the substitute part tab in part entry?



"A list of part substitutions can be displayed when you enter sales orders and
purchase orders for this part. You can then choose to select a substitute part
from that list."



DaveÂ

Abrams Airborne Mfg. Â

Tucson, AZ








[Non-text portions of this message have been removed]
13
Does anyone know a way you can change all customers "EXTERNAL Document Settings" selecting in the customer part cross reference screen?
We are just starting to use that screen and need to change every customers setting and don't want to do it manually. Any thoughts?
14
DMT



On Tuesday, March 18, 2014 4:52 PM, "senske3@..." <senske3@...> wrote:
  
<div id="ygrps-yiv-29035382yiv2527875095ygrp-text">
  
  
  <div>Does anyone know a way you can change all customers &quot;EXTERNAL Document Settings&quot; selecting in the customer part cross reference screen? <br clear="none">We are just starting to use that screen and need to change every customers setting and don&#39;t want to do it manually. Any thoughts?</div>

</div>
 


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15
Do you have to DMT just customer ID and that one field?