How to Bring Custom Fields when Qtuote Line get converts into O

system · September 21, 2007, 2:08pm

I'm not storing any custom data in the quote detail table, so my
customization didn't have to look there. I assume you could create
a dataview of the quantities, cycle through the results and transmit
the custom data from the appropriate quantity break.

--- In vantage@yahoogroups.com, "Michael McWilliams"
<mmcwilliams22@...> wrote:

>
> I had to write a customization to get this accomplished, but one
> problem I had run into was quantity breaks. The custom fields

would

> be different for each quantity from the quote. Right now I have a
> grid and they select from the list of quanitities and then it

pulls

> over. It works but I would like to tweak it a bit so it is more
> streamlined. If you dealt with this, now did you handle it?
>
>
> --- In vantage@yahoogroups.com, "Steven Pybus" <steven@> wrote:
> >
> > This is almost identical to the post I left back on May 9th.
> > "Copying User-Defined Fields between Quote/Order/Job/Parts"
> >
> > We paid a consultant to write a customization to get the quote
> info
> > into the sales order. He handled both the push and the pull by
> > replacing the pulldown menu item with his own so he could track
> when
> > it was pushed. He also modified the quote-to-order wizard in

the

> > same way. This customization is working well. Additionally,

any

> > time we decide that another custom field needs to go with the
> quote,
> > I just have to add one line to his code to perform the copy.
> >
> > I've been waiting on a quote from Vantage since 8/23 to take the
> > sales order data into jobs. This one's going to be complicated
> > since we make a significant number of assemblies where the

custom

> > data is located in the part database and not the sales order.
> > Additionally, we make lots of one time only parts that won't be

in

> > the database. We also use job parts, so data will have to be
> copied
> > there too.
> >
> > As I wrote in my orginal post, this ought to be built in. We
> > shouldn't have to pay to get this done. Any time Vantage

copyies

> > data from one area to the other, it ought to check a table that
> > says 'also copy these custom fields'.
> >
> > Regards,
> > Steve P.
> >
> >
> > --- In vantage@yahoogroups.com, Muhammad Sarfaraz
> > <advancegrindingvista@> wrote:
> > >
> > > Hi,
> > > As a Standard functionality of Vista / Vantage to Convert
> Quotes
> > into an Order, this can be acheived 2 ways either pushing that
> > quote to order OR Pulling a Quote in order entry with get Quotes
> > function.
> > > Above function copyQuotetoOrder / getQuotes Function only
> copies
> > predefine fields from Quotedtl to OrderDtl, How we can take

custom

> > fields from quotedtl to OrderDtl.
> > > e.g.
> > > QuoteDtl. Number01 I want this to copy Orderdtl. Number01

when

> > this quote converts into an order.
> > > As per discussion with Epicor Custom group there is no tool

or

> > Function available at this time but it is possible with vb.net

or

> > Progress code (As they says too).
> > > anyone have any idea about those vb.net code.
> > >
> > > Thanks
> > > Muhammad Sarfaraz
> > > Advance Grinding Services.
> > >
> > >
> > >
> > > ---------------------------------
> > > Boardwalk for $500? In 2007? Ha!
> > > Play Monopoly Here and Now (it's updated for today's economy)

at

> > Yahoo! Games.
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
>

system · August 31, 2007, 12:47pm

Hi,
As a Standard functionality of Vista / Vantage to Convert Quotes into an Order, this can be acheived 2 ways either pushing that quote to order OR Pulling a Quote in order entry with get Quotes function.
Above function copyQuotetoOrder / getQuotes Function only copies predefine fields from Quotedtl to OrderDtl, How we can take custom fields from quotedtl to OrderDtl.
e.g.
QuoteDtl. Number01 I want this to copy Orderdtl. Number01 when this quote converts into an order.
As per discussion with Epicor Custom group there is no tool or Function available at this time but it is possible with vb.net or Progress code (As they says too).
anyone have any idea about those vb.net code.

Thanks
Muhammad Sarfaraz
Advance Grinding Services.

---------------------------------
Boardwalk for $500? In 2007? Ha!
Play Monopoly Here and Now (it's updated for today's economy) at Yahoo! Games.

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

system · August 31, 2007, 1:00pm

Depending on your process, it could be very easy. Do you pull
quotes into orders? Once they pull the quote in does the user do
anything to each line?

--- In vantage@yahoogroups.com, Muhammad Sarfaraz
<advancegrindingvista@...> wrote:

>
> Hi,
> As a Standard functionality of Vista / Vantage to Convert Quotes

into an Order, this can be acheived 2 ways either pushing that
quote to order OR Pulling a Quote in order entry with get Quotes
function.

> Above function copyQuotetoOrder / getQuotes Function only copies

predefine fields from Quotedtl to OrderDtl, How we can take custom
fields from quotedtl to OrderDtl.

> e.g.
> QuoteDtl. Number01 I want this to copy Orderdtl. Number01 when

this quote converts into an order.

> As per discussion with Epicor Custom group there is no tool or

Function available at this time but it is possible with vb.net or
Progress code (As they says too).

> anyone have any idea about those vb.net code.
>
> Thanks
> Muhammad Sarfaraz
> Advance Grinding Services.
>
>
>
> ---------------------------------
> Boardwalk for $500? In 2007? Ha!
> Play Monopoly Here and Now (it's updated for today's economy) at

Yahoo! Games.

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

system · September 4, 2007, 4:11pm

Muhammad,

It is very possible by writing a progress program that performs a
Business Object Override for each the push and the pull direction (Two
programs).

Depending on the purpose of your user-defined fields you may also need
to copy them to the Job from the Sales Order.

Hope this helps,

Dale Schuerman
Sr. Consultant

RAM Software Systems, Inc.
1701 N. Collins Blvd. - Suite 200
Richardson,TX 75080
(972) 669-0763

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Muhammad Sarfaraz
Sent: Friday, August 31, 2007 11:20 AM
To: vantage@yahoogroups.com
Subject: [Vantage] How to Bring Custom Fields when Qtuote Line get
converts into Order dtl

Hi,
As a Standard functionality of Vista / Vantage to Convert Quotes into an
Order, this can be acheived 2 ways either pushing that quote to order OR
Pulling a Quote in order entry with get Quotes function.
Above function copyQuotetoOrder / getQuotes Function only copies
predefine fields from Quotedtl to OrderDtl, How we can take custom
fields from quotedtl to OrderDtl.
e.g.
QuoteDtl. Number01 I want this to copy Orderdtl. Number01 when this
quote converts into an order.
As per discussion with Epicor Custom group there is no tool or Function
available at this time but it is possible with vb.net or Progress code
(As they says too).
anyone have any idea about those vb.net code.

Thanks
Muhammad Sarfaraz
Advance Grinding Services.

---------------------------------
Boardwalk for $500? In 2007? Ha!
Play Monopoly Here and Now (it's updated for today's economy) at Yahoo!
Games.

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

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

system · September 20, 2007, 7:12pm

This is almost identical to the post I left back on May 9th.
"Copying User-Defined Fields between Quote/Order/Job/Parts"

We paid a consultant to write a customization to get the quote info
into the sales order. He handled both the push and the pull by
replacing the pulldown menu item with his own so he could track when
it was pushed. He also modified the quote-to-order wizard in the
same way. This customization is working well. Additionally, any
time we decide that another custom field needs to go with the quote,
I just have to add one line to his code to perform the copy.

I've been waiting on a quote from Vantage since 8/23 to take the
sales order data into jobs. This one's going to be complicated
since we make a significant number of assemblies where the custom
data is located in the part database and not the sales order.
Additionally, we make lots of one time only parts that won't be in
the database. We also use job parts, so data will have to be copied
there too.

As I wrote in my orginal post, this ought to be built in. We
shouldn't have to pay to get this done. Any time Vantage copyies
data from one area to the other, it ought to check a table that
says 'also copy these custom fields'.

Regards,
Steve P.

--- In vantage@yahoogroups.com, Muhammad Sarfaraz
<advancegrindingvista@...> wrote: