Multiple Sales Reps on Acknowledgements (Crystal)

Yahoo Archive
1
I can explain the process that I used in the POForm to link an ODBC table
that had a numeric field to a .dbf field that was a STRING. Let me know
when you get to that point.

Troy Funte
Liberty Electronics

----- Original Message -----
From: "Todd Caughey" <caugheyt@...>
To: <vantage@yahoogroups.com>
Sent: Thursday, September 06, 2001 2:43 PM
Subject: RE: [Vantage] RE: Multiple Sales Reps on Acknowledgements (Crystal)


> I think I read here one time you need to create a function field and use
> ToNumber() and then use that to link. If you get this working I would be
> very interested in the steps you took to do it.
>
> -Todd Caughey
> Harvey Vogel Mfg. Co.
>
> -----Original Message-----
> From: Babette Welch [mailto:bwelch@...]
> Sent: Thursday, September 06, 2001 12:48 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] RE: Multiple Sales Reps on Acknowledgements (Crystal)
>
>
>
> The standard Crystal SOform (Sales Order) does not include the
SalesRepList
> field
>
> I tried to ad a link for the OrderHead table by linking
> OrderNum to the OrderHead table used by Crystal.
>
> The problem: OrderNum is changed to a CHARACTER field in Crystal
> and is a NUMERIC field in the Progress table.
> How can I link these two?
> Am I missing something?
>
> BW
> =============================================
> Babette Welch
> MIS Director
> Argonics
> 1110 Wright
> Marquette MI 49855
> 906.226.9747 ext 235
> 906.228.0951 fax
>
>
>
> 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/.
> (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
>
> Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
>
>
>
> 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/.
> (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
>
> Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
>
>
2
Once again I seem to be backed into a corner by the lack of fields available
for Crystal Reports. The sales order acknowledgement prints the default
sales person (based on customer master) and appears to have no way to print
multiple reps. Which is odd because the ability to have multiple reps and
split commissions is pretty easy on the order header/detail and invoice
lines. By contract we must send the reps a copy of every order
acknowledgement (and invoice) and it would be very handy to see who gets the
copies as well as let reps know the order is theirs. Plus the default rep
is often not one of them to get a copy at all.

My options seem limited to:
1. ODBC to Order Header
2. VB Form user field on Header
3. Comments on Order Header

Anyone out there have a different way to get all the right reps on
acknowledgements (and invoices) ?

Thanks,
-Todd Caughey
Harvey Vogel Mfg. Co.


[Non-text portions of this message have been removed]
3
You can also do this with report builder using the
"ENTRY(1,SalesRepList,Tilde)" function someone on the list came up with a
couple of weeks ago. Tilde=CHR(126)
I use it do reacknowledge customer orders but I don't show MISC charges, I'm
also working on a Packing Slip Summary to get around the fact each line item
on a packing slip is the lowest denominator of part,lot,bin so we ship a lot
of lots from a lot of bins and it adds a ton of extra lines to the packing
slip leaving wondering how many did I actually ship? Getting back to your
problem with multiple reps, we watch this manually and run different Report
Builder Reports for either rep1 or rep2. Not a pretty fix but welcome to
Vantage.

Poor database design concatenating the split reps in one field leads to
sucky crystal & report builder reports.

Patrick

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Tuesday, September 04, 2001 1:37 PM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] Multiple Sales Reps on Acknowledgements (Crystal)


Once again I seem to be backed into a corner by the lack of fields available
for Crystal Reports. The sales order acknowledgement prints the default
sales person (based on customer master) and appears to have no way to print
multiple reps. Which is odd because the ability to have multiple reps and
split commissions is pretty easy on the order header/detail and invoice
lines. By contract we must send the reps a copy of every order
acknowledgement (and invoice) and it would be very handy to see who gets the
copies as well as let reps know the order is theirs. Plus the default rep
is often not one of them to get a copy at all.

My options seem limited to:
1. ODBC to Order Header
2. VB Form user field on Header
3. Comments on Order Header

Anyone out there have a different way to get all the right reps on
acknowledgements (and invoices) ?

Thanks,
-Todd Caughey
Harvey Vogel Mfg. Co.


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



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/.
(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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
4
Thanks. Actually it was me that posted the Tilde thing and it works OK for
reports (unless grouped by rep as you have found too) but SaleRepList isn't
even available to split up in Crystal using the standard .dbf files created
in Vantage. So far I have avoided having to use ODBC to link to the "real"
tables and want to keep it that way. I was mostly hoping I had missed
SalesRepList under a different name in the .dbf files. I think I will be
stuck with the users entering rep number in a VB form field on ther order
header. Something like "04/56" and then printing this as Salesperson
whenever non-blank. Oh well. :(
-Todd C.

-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: Tuesday, September 04, 2001 2:38 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Multiple Sales Reps on Acknowledgements (Crystal)


You can also do this with report builder using the
"ENTRY(1,SalesRepList,Tilde)" function someone on the list came up with a
couple of weeks ago. Tilde=CHR(126)
I use it do reacknowledge customer orders but I don't show MISC charges, I'm
also working on a Packing Slip Summary to get around the fact each line item
on a packing slip is the lowest denominator of part,lot,bin so we ship a lot
of lots from a lot of bins and it adds a ton of extra lines to the packing
slip leaving wondering how many did I actually ship? Getting back to your
problem with multiple reps, we watch this manually and run different Report
Builder Reports for either rep1 or rep2. Not a pretty fix but welcome to
Vantage.

Poor database design concatenating the split reps in one field leads to
sucky crystal & report builder reports.

Patrick

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Tuesday, September 04, 2001 1:37 PM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] Multiple Sales Reps on Acknowledgements (Crystal)


Once again I seem to be backed into a corner by the lack of fields available
for Crystal Reports. The sales order acknowledgement prints the default
sales person (based on customer master) and appears to have no way to print
multiple reps. Which is odd because the ability to have multiple reps and
split commissions is pretty easy on the order header/detail and invoice
lines. By contract we must send the reps a copy of every order
acknowledgement (and invoice) and it would be very handy to see who gets the
copies as well as let reps know the order is theirs. Plus the default rep
is often not one of them to get a copy at all.

My options seem limited to:
1. ODBC to Order Header
2. VB Form user field on Header
3. Comments on Order Header

Anyone out there have a different way to get all the right reps on
acknowledgements (and invoices) ?

Thanks,
-Todd Caughey
Harvey Vogel Mfg. Co.


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



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
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
<http://docs.yahoo.com/info/terms/>



Yahoo! Groups Sponsor

ADVERTISEMENT



<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/4.gif>
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/1.jpg>
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/darkblue.gif> You
can, too! Start here...
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/clear.gif>
Height:
3 4 5 6 7 8 ft 0 1 2 3 4 5 6 7 8 9 10 11in
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/clear.gif>
Weight:
lbs. kg.

<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/clear.gif>
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/3.gif>


<http://us.adserver.yahoo.com/l?M=210544.1579876.3135161.1261774/D=egroupmai
l/S=1705007183:HM/A=776685/rand=773441653>

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
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




[Non-text portions of this message have been removed]
5
I am not sure why you have resisted using ODBC to link to real tables, but
it is very simple and works great. It gives you so much more flexibility
when writing reports and allows you to continue using the software as it was
intended. I know I keep mentioning this, but when you start creating fields
to hold data that the system already has fields for you are creating all
types of future problems. As you know every release Epicor makes some kind
of change to the database structure and this will always continue to be the
case. Enough of my personal soap box.

Cameron A. Janish
Misha1
866-464-7421
cameron@...
-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Tuesday, September 04, 2001 03:26 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Multiple Sales Reps on Acknowledgements (Crystal)


Thanks. Actually it was me that posted the Tilde thing and it works OK
for
reports (unless grouped by rep as you have found too) but SaleRepList
isn't
even available to split up in Crystal using the standard .dbf files
created
in Vantage. So far I have avoided having to use ODBC to link to the "real"
tables and want to keep it that way. I was mostly hoping I had missed
SalesRepList under a different name in the .dbf files. I think I will be
stuck with the users entering rep number in a VB form field on ther order
header. Something like "04/56" and then printing this as Salesperson
whenever non-blank. Oh well. :(
-Todd C.

-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: Tuesday, September 04, 2001 2:38 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Multiple Sales Reps on Acknowledgements (Crystal)


You can also do this with report builder using the
"ENTRY(1,SalesRepList,Tilde)" function someone on the list came up with a
couple of weeks ago. Tilde=CHR(126)
I use it do reacknowledge customer orders but I don't show MISC charges,
I'm
also working on a Packing Slip Summary to get around the fact each line
item
on a packing slip is the lowest denominator of part,lot,bin so we ship a
lot
of lots from a lot of bins and it adds a ton of extra lines to the packing
slip leaving wondering how many did I actually ship? Getting back to your
problem with multiple reps, we watch this manually and run different
Report
Builder Reports for either rep1 or rep2. Not a pretty fix but welcome to
Vantage.

Poor database design concatenating the split reps in one field leads to
sucky crystal & report builder reports.

Patrick

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Tuesday, September 04, 2001 1:37 PM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] Multiple Sales Reps on Acknowledgements (Crystal)


Once again I seem to be backed into a corner by the lack of fields
available
for Crystal Reports. The sales order acknowledgement prints the default
sales person (based on customer master) and appears to have no way to
print
multiple reps. Which is odd because the ability to have multiple reps and
split commissions is pretty easy on the order header/detail and invoice
lines. By contract we must send the reps a copy of every order
acknowledgement (and invoice) and it would be very handy to see who gets
the
copies as well as let reps know the order is theirs. Plus the default rep
is often not one of them to get a copy at all.

My options seem limited to:
1. ODBC to Order Header
2. VB Form user field on Header
3. Comments on Order Header

Anyone out there have a different way to get all the right reps on
acknowledgements (and invoices) ?

Thanks,
-Todd Caughey
Harvey Vogel Mfg. Co.


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



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
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
<http://docs.yahoo.com/info/terms/>



Yahoo! Groups Sponsor

ADVERTISEMENT



<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/4.gif>
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/1.jpg>
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/darkblue.gif>
You
can, too! Start here...
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/clear.gif>
Height:
3 4 5 6 7 8 ft 0 1 2 3 4 5 6 7 8 9 10 11in
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/clear.gif>
Weight:
lbs. kg.

<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/clear.gif>
<http://us.a1.yimg.com/us.yimg.com/a/di/dietsmart/3.gif>



<http://us.adserver.yahoo.com/l?M=210544.1579876.3135161.1261774/D=egroupmai
l/S=1705007183:HM/A=776685/rand=773441653>

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
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




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


Yahoo! Groups Sponsor
ADVERTISEMENT




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/.
(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

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.



[Non-text portions of this message have been removed]
6
The standard Crystal SOform (Sales Order) does not include the SalesRepList
field

I tried to ad a link for the OrderHead table by linking
OrderNum to the OrderHead table used by Crystal.

The problem: OrderNum is changed to a CHARACTER field in Crystal
and is a NUMERIC field in the Progress table.
How can I link these two?
Am I missing something?

BW
=============================================
Babette Welch
MIS Director
Argonics
1110 Wright
Marquette MI 49855
906.226.9747 ext 235
906.228.0951 fax