E9 report - too few

Good Day Chris:

E9 was not available for loading. No date given. We needed to get
started - will try to get on 9.05 before 7/1 live date.

Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( was suppose to be 9.05), SQL (live
7/1/2010- maybe 8/1/10)


len.hartka@...


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Chris Thompson
Sent: Thursday, January 21, 2010 3:27 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] E9 report - too few




You can do BAQs and import them into dashboards which can also be
printed in a spreadsheet fashion. You can also add report links to
dashboards so you can export the data to Crystal and modify the report
to look good. You can also create a BAQ Report using a BAQ and design
the layout in Crystal.

The way I look at it is 'if the information is there, you can report on
it', it's just sometimes trial and error until you achieve the right
results.

Why are you going to 9.04? Is 9.05 not going to be available by the time
you go live.

IF 9.05 is available when you go live I would strongly recommend going
live with it. We made the mistake (in my eyes) of going live with 503B
when 504 was due to be released. If we had waited we would have had less
support calls.

That said, how long do you really wait? All I would recommend is if a
newer version is available before you go live, test it and go with it as
it will help you and will help support.

________________________________
From: Len Hartka <len.hartka@...
<mailto:len.hartka%40sunautomation.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Wed, 20 January, 2010 17:34:06
Subject: RE: [Vantage] E9 report - too few


Good Day Chris:

You said you ran BAQ reports. I thought BAQ did not generate
reports. I thought you had to use Crystal to actually do the report. I
don't mean to be picky, but I am finding that many things are not
predictable in the package; or what I think is true, often is not true
-in some circumstances- sort of - maybe- depending.

Type of reports I want:

1. Quote to customer that gives a delivery date, or at least ( N
days-after-order) .
2. QOH report that has one line per Part# and can select Part# range or
other.
3. Aged inventory report
4. Stock-Out report - what orders taken today were not in stock - half
of Sun's business is parts ( distribution) the other half is Machinery
for the corrugated box industry.
5. Shortage report that gives needed PO\WO's without linking - that is,
calculation is based on dates.
6. Probably a receiver ticket.

So, some are from scratch, other are modification to their reports.

Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( was suppose to be 9.05), SQL (live
7/1/2010- maybe 8/1/10)

len.hartka@sunautom ation.com

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Chris Thompson
Sent: Wednesday, January 20, 2010 5:19 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] E9 report - too few

Hi

What sort of reports are you looking for?

Generally if we needed a report we just wrote a BAQ then either
incoporated it into a Dashboard OR did a BAQ Report.

Thanks,

CHRIS

____________ _________ _________ __
From: Len Hartka <len.hartka@sunautom ation.com
<mailto:len. hartka%40sunauto mation.com> >
To: Vantage-Yahoo <vantage@yahoogroups .com
<mailto:vantage% 40yahoogroups. com> >
Sent: Tue, 19 January, 2010 17:41:11
Subject: [Vantage] E9 report - too few

Good Day:

Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( they said it would be E9.05 but installer
did not have it), SQL (live 7/1/2010)

We started training on E9 today.

It seems to me that there are not very many reports, and the few I
have seen are your typical "All fields, three-sub-totals, 5 lines per
part# ( inventory report), etc."

Maybe there are some hiding somewhere.

E9 users: Did you find that to be true?
Did you have to write a lot of reports?
Did you edit theirs, or just go from scratch?
Using BAQ and Crystal mostly?

Well, back to class.

len.hartka@sunautom ation.com
<BLOCKED::mailto: len.hartka@ sunautom ation.com>

************ ********* ********* ********* ********* ********* *****

Sun Automation Group

Celebrating

25 Years of Service

to the Corrugated Industry

************ ********* ********* ********* ********* ********* *****

This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.

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

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

This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.

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

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






This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.


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

Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( they said it would be E9.05 but installer
did not have it), SQL (live 7/1/2010)

We started training on E9 today.

It seems to me that there are not very many reports, and the few I
have seen are your typical "All fields, three-sub-totals, 5 lines per
part# ( inventory report), etc."

Maybe there are some hiding somewhere.

E9 users: Did you find that to be true?
Did you have to write a lot of reports?
Did you edit theirs, or just go from scratch?
Using BAQ and Crystal mostly?


Well, back to class.


len.hartka@...
<BLOCKED::mailto:len.hartka@...>


**************************************************************

Sun Automation Group

Celebrating

25 Years of Service

to the Corrugated Industry

**************************************************************




This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.


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

What sort of reports are you looking for?

Generally if we needed a report we just wrote a BAQ then either incoporated it into a Dashboard OR did a BAQ Report.

Thanks,

CHRIS




________________________________
From: Len Hartka <len.hartka@...>
To: Vantage-Yahoo <vantage@yahoogroups.com>
Sent: Tue, 19 January, 2010 17:41:11
Subject: [Vantage] E9 report - too few

Â
Good Day:

Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( they said it would be E9.05 but installer
did not have it), SQL (live 7/1/2010)

We started training on E9 today.

It seems to me that there are not very many reports, and the few I
have seen are your typical "All fields, three-sub-totals, 5 lines per
part# ( inventory report), etc."

Maybe there are some hiding somewhere.

E9 users: Did you find that to be true?
Did you have to write a lot of reports?
Did you edit theirs, or just go from scratch?
Using BAQ and Crystal mostly?


Well, back to class.


len.hartka@sunautom ation.com
<BLOCKED::mailto:len.hartka@sunautom ation.com>


************ ********* ********* ********* ********* ********* *****

Sun Automation Group

Celebrating

25 Years of Service

to the Corrugated Industry

************ ********* ********* ********* ********* ********* *****

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

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







[Non-text portions of this message have been removed]
Good Day Chris:

You said you ran BAQ reports. I thought BAQ did not generate
reports. I thought you had to use Crystal to actually do the report. I
don't mean to be picky, but I am finding that many things are not
predictable in the package; or what I think is true, often is not true
-in some circumstances- sort of - maybe- depending.

Type of reports I want:

1. Quote to customer that gives a delivery date, or at least ( N
days-after-order).
2. QOH report that has one line per Part# and can select Part# range or
other.
3. Aged inventory report
4. Stock-Out report - what orders taken today were not in stock - half
of Sun's business is parts ( distribution) the other half is Machinery
for the corrugated box industry.
5. Shortage report that gives needed PO\WO's without linking - that is,
calculation is based on dates.
6. Probably a receiver ticket.

So, some are from scratch, other are modification to their reports.


Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( was suppose to be 9.05), SQL (live
7/1/2010- maybe 8/1/10)


len.hartka@...




________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Chris Thompson
Sent: Wednesday, January 20, 2010 5:19 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] E9 report - too few




Hi

What sort of reports are you looking for?

Generally if we needed a report we just wrote a BAQ then either
incoporated it into a Dashboard OR did a BAQ Report.

Thanks,

CHRIS

________________________________
From: Len Hartka <len.hartka@...
<mailto:len.hartka%40sunautomation.com> >
To: Vantage-Yahoo <vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> >
Sent: Tue, 19 January, 2010 17:41:11
Subject: [Vantage] E9 report - too few


Good Day:

Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( they said it would be E9.05 but installer
did not have it), SQL (live 7/1/2010)

We started training on E9 today.

It seems to me that there are not very many reports, and the few I
have seen are your typical "All fields, three-sub-totals, 5 lines per
part# ( inventory report), etc."

Maybe there are some hiding somewhere.

E9 users: Did you find that to be true?
Did you have to write a lot of reports?
Did you edit theirs, or just go from scratch?
Using BAQ and Crystal mostly?

Well, back to class.

len.hartka@sunautom ation.com
<BLOCKED::mailto:len.hartka@sunautom ation.com>

************ ********* ********* ********* ********* ********* *****

Sun Automation Group

Celebrating

25 Years of Service

to the Corrugated Industry

************ ********* ********* ********* ********* ********* *****

This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.

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

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






This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.


[Non-text portions of this message have been removed]
My 3 cents...



From as far back as the DCD days, a common observation was a lack of
canned reports. There are a handful of standard reports, and the
argument can be made that if you run these reports on a regular basis
and TAKE ACTION on the data seen on these reports, you can run your
business successfully...and your implementation will be cleaner too.
For reports, Vantage/Epicor 9, has some of the basics covered. For your
unique business needs, you have tools (Crystal, BAQ, etc.) to help you
get the data out in any format you desire.



Mike



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Len Hartka
Sent: Wednesday, January 20, 2010 9:34 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] E9 report - too few





Good Day Chris:

You said you ran BAQ reports. I thought BAQ did not generate
reports. I thought you had to use Crystal to actually do the report. I
don't mean to be picky, but I am finding that many things are not
predictable in the package; or what I think is true, often is not true
-in some circumstances- sort of - maybe- depending.

Type of reports I want:

1. Quote to customer that gives a delivery date, or at least ( N
days-after-order).
2. QOH report that has one line per Part# and can select Part# range or
other.
3. Aged inventory report
4. Stock-Out report - what orders taken today were not in stock - half
of Sun's business is parts ( distribution) the other half is Machinery
for the corrugated box industry.
5. Shortage report that gives needed PO\WO's without linking - that is,
calculation is based on dates.
6. Probably a receiver ticket.

So, some are from scratch, other are modification to their reports.


Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( was suppose to be 9.05), SQL (live
7/1/2010- maybe 8/1/10)


len.hartka@... <mailto:len.hartka%40sunautomation.com>




________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Chris Thompson
Sent: Wednesday, January 20, 2010 5:19 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] E9 report - too few

Hi

What sort of reports are you looking for?

Generally if we needed a report we just wrote a BAQ then either
incoporated it into a Dashboard OR did a BAQ Report.

Thanks,

CHRIS

________________________________
From: Len Hartka <len.hartka@...
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com> >
To: Vantage-Yahoo <vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> >
Sent: Tue, 19 January, 2010 17:41:11
Subject: [Vantage] E9 report - too few

Good Day:

Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( they said it would be E9.05 but installer
did not have it), SQL (live 7/1/2010)

We started training on E9 today.

It seems to me that there are not very many reports, and the few I
have seen are your typical "All fields, three-sub-totals, 5 lines per
part# ( inventory report), etc."

Maybe there are some hiding somewhere.

E9 users: Did you find that to be true?
Did you have to write a lot of reports?
Did you edit theirs, or just go from scratch?
Using BAQ and Crystal mostly?

Well, back to class.

len.hartka@sunautom ation.com
<BLOCKED::mailto:len.hartka@sunautom ation.com>

************ ********* ********* ********* ********* ********* *****

Sun Automation Group

Celebrating

25 Years of Service

to the Corrugated Industry

************ ********* ********* ********* ********* ********* *****

This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.

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

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

This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.

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




______________________________________________________________________
This email has been scanned by the MessageLabs Email Security System.
For more information please visit http://www.messagelabs.com/email
______________________________________________________________________



[Non-text portions of this message have been removed]
My less than 2 cents and in referring to ERP packages in general. Working with several ERP packages in my career the two complaints are "not enough reports" or "the reports don't do what we need". I have seen a tendency to give less reports in newer systems but try to beef up the tools to build reports or even replace need for report. Sense is why spend a lot of time building reports no one will run or that need a lot of customizing to do what the client wants. It also gives you an opportunity to see if that report that Joe Supervisor has been getting for years from the old system he really needs or even uses.

Also Epicor makes use of Trackers and Dashboards in place of many reports. Instead of several part reports you have the part tracker. The data in a report starts to spoil as soon as you run it. For a tracker a click of the refresh button brings everything back to the minute.

Jim K.
En>compass Solutions Inc.
Tel 336.298.1296 (Google Voice)
Fax 336.217.7983
E-mail jimki@...
www.encompass-inc.com


--- In vantage@yahoogroups.com, "Mike Lowe" <MLowe@...> wrote:
>
> My 3 cents...
>
>
>
> From as far back as the DCD days, a common observation was a lack of
> canned reports. There are a handful of standard reports, and the
> argument can be made that if you run these reports on a regular basis
> and TAKE ACTION on the data seen on these reports, you can run your
> business successfully...and your implementation will be cleaner too.
> For reports, Vantage/Epicor 9, has some of the basics covered. For your
> unique business needs, you have tools (Crystal, BAQ, etc.) to help you
> get the data out in any format you desire.
>
>
>
> Mike
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Len Hartka
> Sent: Wednesday, January 20, 2010 9:34 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] E9 report - too few
>
>
>
>
>
> Good Day Chris:
>
> You said you ran BAQ reports. I thought BAQ did not generate
> reports. I thought you had to use Crystal to actually do the report. I
> don't mean to be picky, but I am finding that many things are not
> predictable in the package; or what I think is true, often is not true
> -in some circumstances- sort of - maybe- depending.
>
> Type of reports I want:
>
> 1. Quote to customer that gives a delivery date, or at least ( N
> days-after-order).
> 2. QOH report that has one line per Part# and can select Part# range or
> other.
> 3. Aged inventory report
> 4. Stock-Out report - what orders taken today were not in stock - half
> of Sun's business is parts ( distribution) the other half is Machinery
> for the corrugated box industry.
> 5. Shortage report that gives needed PO\WO's without linking - that is,
> calculation is based on dates.
> 6. Probably a receiver ticket.
>
> So, some are from scratch, other are modification to their reports.
>
>
> Sun Is on:
> M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
> Going to: Epicor 9, 9.04 ( was suppose to be 9.05), SQL (live
> 7/1/2010- maybe 8/1/10)
>
>
> len.hartka@... <mailto:len.hartka%40sunautomation.com>
>
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of Chris Thompson
> Sent: Wednesday, January 20, 2010 5:19 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] E9 report - too few
>
> Hi
>
> What sort of reports are you looking for?
>
> Generally if we needed a report we just wrote a BAQ then either
> incoporated it into a Dashboard OR did a BAQ Report.
>
> Thanks,
>
> CHRIS
>
> ________________________________
> From: Len Hartka <len.hartka@...
> <mailto:len.hartka%40sunautomation.com>
> <mailto:len.hartka%40sunautomation.com> >
> To: Vantage-Yahoo <vantage@yahoogroups.com
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> >
> Sent: Tue, 19 January, 2010 17:41:11
> Subject: [Vantage] E9 report - too few
>
> Good Day:
>
> Sun Is on:
> M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
> Going to: Epicor 9, 9.04 ( they said it would be E9.05 but installer
> did not have it), SQL (live 7/1/2010)
>
> We started training on E9 today.
>
> It seems to me that there are not very many reports, and the few I
> have seen are your typical "All fields, three-sub-totals, 5 lines per
> part# ( inventory report), etc."
>
> Maybe there are some hiding somewhere.
>
> E9 users: Did you find that to be true?
> Did you have to write a lot of reports?
> Did you edit theirs, or just go from scratch?
> Using BAQ and Crystal mostly?
>
> Well, back to class.
>
> len.hartka@sunautom ation.com
> <BLOCKED::mailto:len.hartka@sunautom ation.com>
>
> ************ ********* ********* ********* ********* ********* *****
>
> Sun Automation Group
>
> Celebrating
>
> 25 Years of Service
>
> to the Corrugated Industry
>
> ************ ********* ********* ********* ********* ********* *****
>
> This e-mail and any attachments may contain proprietary and/or
> confidential information. If you are not the intended recipient, please
> notify the sender immediately by reply e-mail or at 410-472-2900 and
> then delete the message without using, disseminating, or copying this
> message or any portion thereof. With e-mail communications you are urged
> to protect against viruses.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> This e-mail and any attachments may contain proprietary and/or
> confidential information. If you are not the intended recipient, please
> notify the sender immediately by reply e-mail or at 410-472-2900 and
> then delete the message without using, disseminating, or copying this
> message or any portion thereof. With e-mail communications you are urged
> to protect against viruses.
>
> [Non-text portions of this message have been removed]
>
>
>
>
> ______________________________________________________________________
> This email has been scanned by the MessageLabs Email Security System.
> For more information please visit http://www.messagelabs.com/email
> ______________________________________________________________________
>
>
>
> [Non-text portions of this message have been removed]
>
Agreed,

But it sure would be nice if Epicor would spearhead an effort to put on their customer website a place all customers could share their crystals, dashboards, BPM, customizations etc.

Why recreate the wheel 100% every time, if someone has done 80% then just tweak what you need. I have seen other ERP companies really promote this. Of course it would cut down on Epicor billable services or even services from Epicor partners (sorry about that to the folks on yahoo who are implementers etc. but it more and more an "open source" kind of world out there).

Honestly the yahoo site hear is great for this kind of feedback but cumbersome to share things mentioned above. I know the EUG started a share section of their web site, but you have to be a member...... the last time I looked there was not much sharing going on.

Matt Sweny
Purchasing Manager
Modern Industries Inc.
814-455-8061
matts@...<mailto:matts@...>


________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jckinneman
Sent: Wednesday, January 20, 2010 5:48 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E9 report - too few




My less than 2 cents and in referring to ERP packages in general. Working with several ERP packages in my career the two complaints are "not enough reports" or "the reports don't do what we need". I have seen a tendency to give less reports in newer systems but try to beef up the tools to build reports or even replace need for report. Sense is why spend a lot of time building reports no one will run or that need a lot of customizing to do what the client wants. It also gives you an opportunity to see if that report that Joe Supervisor has been getting for years from the old system he really needs or even uses.

Also Epicor makes use of Trackers and Dashboards in place of many reports. Instead of several part reports you have the part tracker. The data in a report starts to spoil as soon as you run it. For a tracker a click of the refresh button brings everything back to the minute.

Jim K.
En>compass Solutions Inc.
Tel 336.298.1296 (Google Voice)
Fax 336.217.7983
E-mail jimki@...<mailto:jimki%40encompass-inc.com>
www.encompass-inc.com

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Mike Lowe" <MLowe@...> wrote:
>
> My 3 cents...
>
>
>
> From as far back as the DCD days, a common observation was a lack of
> canned reports. There are a handful of standard reports, and the
> argument can be made that if you run these reports on a regular basis
> and TAKE ACTION on the data seen on these reports, you can run your
> business successfully...and your implementation will be cleaner too.
> For reports, Vantage/Epicor 9, has some of the basics covered. For your
> unique business needs, you have tools (Crystal, BAQ, etc.) to help you
> get the data out in any format you desire.
>
>
>
> Mike
>
>
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
> Of Len Hartka
> Sent: Wednesday, January 20, 2010 9:34 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] E9 report - too few
>
>
>
>
>
> Good Day Chris:
>
> You said you ran BAQ reports. I thought BAQ did not generate
> reports. I thought you had to use Crystal to actually do the report. I
> don't mean to be picky, but I am finding that many things are not
> predictable in the package; or what I think is true, often is not true
> -in some circumstances- sort of - maybe- depending.
>
> Type of reports I want:
>
> 1. Quote to customer that gives a delivery date, or at least ( N
> days-after-order).
> 2. QOH report that has one line per Part# and can select Part# range or
> other.
> 3. Aged inventory report
> 4. Stock-Out report - what orders taken today were not in stock - half
> of Sun's business is parts ( distribution) the other half is Machinery
> for the corrugated box industry.
> 5. Shortage report that gives needed PO\WO's without linking - that is,
> calculation is based on dates.
> 6. Probably a receiver ticket.
>
> So, some are from scratch, other are modification to their reports.
>
>
> Sun Is on:
> M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
> Going to: Epicor 9, 9.04 ( was suppose to be 9.05), SQL (live
> 7/1/2010- maybe 8/1/10)
>
>
> len.hartka@... <mailto:len.hartka%40sunautomation.com>
>
>
>
>
> ________________________________
>
> 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 Chris Thompson
> Sent: Wednesday, January 20, 2010 5:19 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] E9 report - too few
>
> Hi
>
> What sort of reports are you looking for?
>
> Generally if we needed a report we just wrote a BAQ then either
> incoporated it into a Dashboard OR did a BAQ Report.
>
> Thanks,
>
> CHRIS
>
> ________________________________
> From: Len Hartka <len.hartka@...
> <mailto:len.hartka%40sunautomation.com>
> <mailto:len.hartka%40sunautomation.com> >
> To: Vantage-Yahoo <vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> >
> Sent: Tue, 19 January, 2010 17:41:11
> Subject: [Vantage] E9 report - too few
>
> Good Day:
>
> Sun Is on:
> M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
> Going to: Epicor 9, 9.04 ( they said it would be E9.05 but installer
> did not have it), SQL (live 7/1/2010)
>
> We started training on E9 today.
>
> It seems to me that there are not very many reports, and the few I
> have seen are your typical "All fields, three-sub-totals, 5 lines per
> part# ( inventory report), etc."
>
> Maybe there are some hiding somewhere.
>
> E9 users: Did you find that to be true?
> Did you have to write a lot of reports?
> Did you edit theirs, or just go from scratch?
> Using BAQ and Crystal mostly?
>
> Well, back to class.
>
> len.hartka@sunautom ation.com
> <BLOCKED::mailto:len.hartka@sunautom ation.com>
>
> ************ ********* ********* ********* ********* ********* *****
>
> Sun Automation Group
>
> Celebrating
>
> 25 Years of Service
>
> to the Corrugated Industry
>
> ************ ********* ********* ********* ********* ********* *****
>
> This e-mail and any attachments may contain proprietary and/or
> confidential information. If you are not the intended recipient, please
> notify the sender immediately by reply e-mail or at 410-472-2900 and
> then delete the message without using, disseminating, or copying this
> message or any portion thereof. With e-mail communications you are urged
> to protect against viruses.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> This e-mail and any attachments may contain proprietary and/or
> confidential information. If you are not the intended recipient, please
> notify the sender immediately by reply e-mail or at 410-472-2900 and
> then delete the message without using, disseminating, or copying this
> message or any portion thereof. With e-mail communications you are urged
> to protect against viruses.
>
> [Non-text portions of this message have been removed]
>
>
>
>
> __________________________________________________________
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>





[Non-text portions of this message have been removed]
You can do BAQs and import them into dashboards which can also be printed in a spreadsheet fashion. You can also add report links to dashboards so you can export the data to Crystal and modify the report to look good. You can also create a BAQ Report using a BAQ and design the layout in Crystal.

The way I look at it is 'if the information is there, you can report on it', it's just sometimes trial and error until you achieve the right results.

Why are you going to 9.04? Is 9.05 not going to be available by the time you go live.

IF 9.05 is available when you go live I would strongly recommend going live with it. We made the mistake (in my eyes) of going live with 503B when 504 was due to be released. If we had waited we would have had less support calls.

That said, how long do you really wait? All I would recommend is if a newer version is available before you go live, test it and go with it as it will help you and will help support.




________________________________
From: Len Hartka <len.hartka@...>
To: vantage@yahoogroups.com
Sent: Wed, 20 January, 2010 17:34:06
Subject: RE: [Vantage] E9 report - too few

Â
Good Day Chris:

You said you ran BAQ reports. I thought BAQ did not generate
reports. I thought you had to use Crystal to actually do the report. I
don't mean to be picky, but I am finding that many things are not
predictable in the package; or what I think is true, often is not true
-in some circumstances- sort of - maybe- depending.

Type of reports I want:

1. Quote to customer that gives a delivery date, or at least ( N
days-after-order) .
2. QOH report that has one line per Part# and can select Part# range or
other.
3. Aged inventory report
4. Stock-Out report - what orders taken today were not in stock - half
of Sun's business is parts ( distribution) the other half is Machinery
for the corrugated box industry.
5. Shortage report that gives needed PO\WO's without linking - that is,
calculation is based on dates.
6. Probably a receiver ticket.

So, some are from scratch, other are modification to their reports.


Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( was suppose to be 9.05), SQL (live
7/1/2010- maybe 8/1/10)


len.hartka@sunautom ation.com




____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Chris Thompson
Sent: Wednesday, January 20, 2010 5:19 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] E9 report - too few

Hi

What sort of reports are you looking for?

Generally if we needed a report we just wrote a BAQ then either
incoporated it into a Dashboard OR did a BAQ Report.

Thanks,

CHRIS

____________ _________ _________ __
From: Len Hartka <len.hartka@sunautom ation.com
<mailto:len. hartka%40sunauto mation.com> >
To: Vantage-Yahoo <vantage@yahoogroups .com
<mailto:vantage% 40yahoogroups. com> >
Sent: Tue, 19 January, 2010 17:41:11
Subject: [Vantage] E9 report - too few

Good Day:

Sun Is on:
M2K, 7.0 SP7, Informix ( not Unix) (Currently using).
Going to: Epicor 9, 9.04 ( they said it would be E9.05 but installer
did not have it), SQL (live 7/1/2010)

We started training on E9 today.

It seems to me that there are not very many reports, and the few I
have seen are your typical "All fields, three-sub-totals, 5 lines per
part# ( inventory report), etc."

Maybe there are some hiding somewhere.

E9 users: Did you find that to be true?
Did you have to write a lot of reports?
Did you edit theirs, or just go from scratch?
Using BAQ and Crystal mostly?

Well, back to class.

len.hartka@sunautom ation.com
<BLOCKED::mailto: len.hartka@ sunautom ation.com>

************ ********* ********* ********* ********* ********* *****

Sun Automation Group

Celebrating

25 Years of Service

to the Corrugated Industry

************ ********* ********* ********* ********* ********* *****

This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.

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

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

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

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







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