PO Line Due Date Customization

Yahoo Archive
1
Another thing you could do, since the first release is created by the
method, is do a post-processing message. Granted, the update would already
have occurred, so it would be more informational than stopping the action.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
NigelK
Sent: Thursday, May 06, 2010 7:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: PO Line Due Date Customization





Hi Sean,

Once you get your BPM installation sorted....

We have a BPM for this in place. Like Sean suggested, I had problems with
the first PO Release being created automatically so I took a slightly
different route.

I created a Pre-Processing directive on the PO.ChangeApproveSwitch BO.

The condition is: "number of rows in the <query> is not less than 1".

The query is: for each ttPOHeader where (ttPOHeader.RowMod='A' or
ttPOHeader.RowMod='U') and ttPOHeader.ApprovalStatus = 'U' , each PORel
where PORel.Company = ttPOHeader.Company and PORel.PONum = ttPOHeader.PONum
and PORel.DueDate = ?"

The Action is: raise an Exception.

Now, when the user finishes entering a new PO and tries to click the
Approval tickbox, the BPM won't let it if any line is missing the DueDate.

HTH,

Nigel.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Sean
McDaniel" <smcdaniel@...> wrote:
>
> This might be a bit tricky with the first release as it doesn't follow
> the creation methods for the 2nd through n releases. The first release
> is created when you save the line for the first time so my guess is that
> you can require the due date be populated pre-save on an add of a po
> line and then require the due date on the update of a release from there
> on.
>
> Open to other ideas :o)
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Sean Toler
> Sent: Thursday, May 06, 2010 12:20 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] PO Line Due Date Customization
>
>
>
>
>
> Hello.
> I would like to make it so that the "Due Date" field in the PO Entry
> Line Item tab is a required field. We have an employee who is having a
> hard time remembering to give our vendors a due date, so I am hoping
> that I can remove human error from the equation.
>
> Does anyone know how or if this can be done?
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
2
Hello.
I would like to make it so that the "Due Date" field in the PO Entry Line Item tab is a required field. We have an employee who is having a hard time remembering to give our vendors a due date, so I am hoping that I can remove human error from the equation.

Does anyone know how or if this can be done?
3
You want a customized personal performance improvement plan or a
customized vantage form?



Rob Bucek

Manufacturing Engineer

PH: (715) 284-5376 ext 3111

Mobile: (715)896-0590

FAX: (715)284-4084

<http://www.dsmfg.com/>

(Click the logo to view our site) <http://www.dsmfg.com/>





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean Toler
Sent: Thursday, May 06, 2010 11:20 AM
To: vantage@yahoogroups.com
Subject: [Vantage] PO Line Due Date Customization





Hello.
I would like to make it so that the "Due Date" field in the PO Entry
Line Item tab is a required field. We have an employee who is having a
hard time remembering to give our vendors a due date, so I am hoping
that I can remove human error from the equation.

Does anyone know how or if this can be done?





[Non-text portions of this message have been removed]
4
This might be a bit tricky with the first release as it doesn't follow
the creation methods for the 2nd through n releases. The first release
is created when you save the line for the first time so my guess is that
you can require the due date be populated pre-save on an add of a po
line and then require the due date on the update of a release from there
on.

Open to other ideas :o)



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean Toler
Sent: Thursday, May 06, 2010 12:20 PM
To: vantage@yahoogroups.com
Subject: [Vantage] PO Line Due Date Customization





Hello.
I would like to make it so that the "Due Date" field in the PO Entry
Line Item tab is a required field. We have an employee who is having a
hard time remembering to give our vendors a due date, so I am hoping
that I can remove human error from the equation.

Does anyone know how or if this can be done?





[Non-text portions of this message have been removed]
5
Ok,
That sounds good. My question would be what would be the process to make that happen? Through scripting?

--- In vantage@yahoogroups.com, "Sean McDaniel" <smcdaniel@...> wrote:
>
> This might be a bit tricky with the first release as it doesn't follow
> the creation methods for the 2nd through n releases. The first release
> is created when you save the line for the first time so my guess is that
> you can require the due date be populated pre-save on an add of a po
> line and then require the due date on the update of a release from there
> on.
>
> Open to other ideas :o)
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Sean Toler
> Sent: Thursday, May 06, 2010 12:20 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] PO Line Due Date Customization
>
>
>
>
>
> Hello.
> I would like to make it so that the "Due Date" field in the PO Entry
> Line Item tab is a required field. We have an employee who is having a
> hard time remembering to give our vendors a due date, so I am hoping
> that I can remove human error from the equation.
>
> Does anyone know how or if this can be done?
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
6
Through bpm's



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean Toler
Sent: Thursday, May 06, 2010 1:19 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: PO Line Due Date Customization





Ok,
That sounds good. My question would be what would be the process to make
that happen? Through scripting?

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Sean McDaniel" <smcdaniel@...> wrote:
>
> This might be a bit tricky with the first release as it doesn't follow
> the creation methods for the 2nd through n releases. The first release
> is created when you save the line for the first time so my guess is
that
> you can require the due date be populated pre-save on an add of a po
> line and then require the due date on the update of a release from
there
> on.
>
> Open to other ideas :o)
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Sean Toler
> Sent: Thursday, May 06, 2010 12:20 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] PO Line Due Date Customization
>
>
>
>
>
> Hello.
> I would like to make it so that the "Due Date" field in the PO Entry
> Line Item tab is a required field. We have an employee who is having a
> hard time remembering to give our vendors a due date, so I am hoping
> that I can remove human error from the equation.
>
> Does anyone know how or if this can be done?
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
7
That sucks. It appears that we don't have the BPM module.

--- In vantage@yahoogroups.com, "Sean McDaniel" <smcdaniel@...> wrote:
>
> Through bpm's
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Sean Toler
> Sent: Thursday, May 06, 2010 1:19 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: PO Line Due Date Customization
>
>
>
>
>
> Ok,
> That sounds good. My question would be what would be the process to make
> that happen? Through scripting?
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Sean McDaniel" <smcdaniel@> wrote:
> >
> > This might be a bit tricky with the first release as it doesn't follow
> > the creation methods for the 2nd through n releases. The first release
> > is created when you save the line for the first time so my guess is
> that
> > you can require the due date be populated pre-save on an add of a po
> > line and then require the due date on the update of a release from
> there
> > on.
> >
> > Open to other ideas :o)
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of Sean Toler
> > Sent: Thursday, May 06, 2010 12:20 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] PO Line Due Date Customization
> >
> >
> >
> >
> >
> > Hello.
> > I would like to make it so that the "Due Date" field in the PO Entry
> > Line Item tab is a required field. We have an employee who is having a
> > hard time remembering to give our vendors a due date, so I am hoping
> > that I can remove human error from the equation.
> >
> > Does anyone know how or if this can be done?
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
8
Someone correct me if I'm wrong here but it's my understanding that BPM is
part of the system, not a separate module.



Dale Dalton





_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Sean Toler
Sent: Thursday, May 06, 2010 1:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: PO Line Due Date Customization





That sucks. It appears that we don't have the BPM module.

--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com, "Sean
McDaniel" <smcdaniel@...> wrote:
>
> Through bpm's
>
>
>
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
> Of Sean Toler
> Sent: Thursday, May 06, 2010 1:19 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: [Vantage] Re: PO Line Due Date Customization
>
>
>
>
>
> Ok,
> That sounds good. My question would be what would be the process to make
> that happen? Through scripting?
>
> --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ,
> "Sean McDaniel" <smcdaniel@> wrote:
> >
> > This might be a bit tricky with the first release as it doesn't follow
> > the creation methods for the 2nd through n releases. The first release
> > is created when you save the line for the first time so my guess is
> that
> > you can require the due date be populated pre-save on an add of a po
> > line and then require the due date on the update of a release from
> there
> > on.
> >
> > Open to other ideas :o)
> >
> >
> >
> > From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of Sean Toler
> > Sent: Thursday, May 06, 2010 12:20 PM
> > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] PO Line Due Date Customization
> >
> >
> >
> >
> >
> > Hello.
> > I would like to make it so that the "Due Date" field in the PO Entry
> > Line Item tab is a required field. We have an employee who is having a
> > hard time remembering to give our vendors a due date, so I am hoping
> > that I can remove human error from the equation.
> >
> > Does anyone know how or if this can be done?
> >
> >
> >
> >
> >
> > [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
Only available from 8.03.3xx and up
Requires a license key code to be input

--- In vantage@yahoogroups.com, "Dale Dalton" <daled@...> wrote:
>
> Someone correct me if I'm wrong here but it's my understanding that BPM is
> part of the system, not a separate module.
>
>
>
> Dale Dalton
>
>
>
>
>
> _____
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> Sean Toler
> Sent: Thursday, May 06, 2010 1:26 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: PO Line Due Date Customization
>
>
>
>
>
> That sucks. It appears that we don't have the BPM module.
>
> --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com, "Sean
> McDaniel" <smcdaniel@> wrote:
> >
> > Through bpm's
> >
> >
> >
> > From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
> Behalf
> > Of Sean Toler
> > Sent: Thursday, May 06, 2010 1:19 PM
> > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > Subject: [Vantage] Re: PO Line Due Date Customization
> >
> >
> >
> >
> >
> > Ok,
> > That sounds good. My question would be what would be the process to make
> > that happen? Through scripting?
> >
> > --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> <mailto:vantage%40yahoogroups.com> ,
> > "Sean McDaniel" <smcdaniel@> wrote:
> > >
> > > This might be a bit tricky with the first release as it doesn't follow
> > > the creation methods for the 2nd through n releases. The first release
> > > is created when you save the line for the first time so my guess is
> > that
> > > you can require the due date be populated pre-save on an add of a po
> > > line and then require the due date on the update of a release from
> > there
> > > on.
> > >
> > > Open to other ideas :o)
> > >
> > >
> > >
> > > From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > > Of Sean Toler
> > > Sent: Thursday, May 06, 2010 12:20 PM
> > > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> <mailto:vantage%40yahoogroups.com>
> > > Subject: [Vantage] PO Line Due Date Customization
> > >
> > >
> > >
> > >
> > >
> > > Hello.
> > > I would like to make it so that the "Due Date" field in the PO Entry
> > > Line Item tab is a required field. We have an employee who is having a
> > > hard time remembering to give our vendors a due date, so I am hoping
> > > that I can remove human error from the equation.
> > >
> > > Does anyone know how or if this can be done?
> > >
> > >
> > >
> > >
> > >
> > > [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]
>
10
So it might be that the codes just weren't entered. You can enter them
at any time.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bw2868bond
Sent: Thursday, May 06, 2010 2:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: PO Line Due Date Customization





Only available from 8.03.3xx and up
Requires a license key code to be input

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Dale Dalton" <daled@...> wrote:
>
> Someone correct me if I'm wrong here but it's my understanding that
BPM is
> part of the system, not a separate module.
>
>
>
> Dale Dalton
>
>
>
>
>
> _____
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
> Sean Toler
> Sent: Thursday, May 06, 2010 1:26 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: PO Line Due Date Customization
>
>
>
>
>
> That sucks. It appears that we don't have the BPM module.
>
> --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,
"Sean
> McDaniel" <smcdaniel@> wrote:
> >
> > Through bpm's
> >
> >
> >
> > From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com]
On
> Behalf
> > Of Sean Toler
> > Sent: Thursday, May 06, 2010 1:19 PM
> > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > Subject: [Vantage] Re: PO Line Due Date Customization
> >
> >
> >
> >
> >
> > Ok,
> > That sounds good. My question would be what would be the process to
make
> > that happen? Through scripting?
> >
> > --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> <mailto:vantage%40yahoogroups.com> ,
> > "Sean McDaniel" <smcdaniel@> wrote:
> > >
> > > This might be a bit tricky with the first release as it doesn't
follow
> > > the creation methods for the 2nd through n releases. The first
release
> > > is created when you save the line for the first time so my guess
is
> > that
> > > you can require the due date be populated pre-save on an add of a
po
> > > line and then require the due date on the update of a release from
> > there
> > > on.
> > >
> > > Open to other ideas :o)
> > >
> > >
> > >
> > > From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > > Of Sean Toler
> > > Sent: Thursday, May 06, 2010 12:20 PM
> > > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> <mailto:vantage%40yahoogroups.com>
> > > Subject: [Vantage] PO Line Due Date Customization
> > >
> > >
> > >
> > >
> > >
> > > Hello.
> > > I would like to make it so that the "Due Date" field in the PO
Entry
> > > Line Item tab is a required field. We have an employee who is
having a
> > > hard time remembering to give our vendors a due date, so I am
hoping
> > > that I can remove human error from the equation.
> > >
> > > Does anyone know how or if this can be done?
> > >
> > >
> > >
> > >
> > >
> > > [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]
11
OK, we're on 8.03.404B so apparantly we should have it.

How and where does one enter the codes? (If you can't tell, I am not the one who installed Vantage on our system. That particular person works for an outside vendor who charges us $130 an hour for his time, so it'll be up to me to get BPM working I'm sure).

--- In vantage@yahoogroups.com, "Sean McDaniel" <smcdaniel@...> wrote:
>
> So it might be that the codes just weren't entered. You can enter them
> at any time.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of bw2868bond
> Sent: Thursday, May 06, 2010 2:52 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: PO Line Due Date Customization
>
>
>
>
>
> Only available from 8.03.3xx and up
> Requires a license key code to be input
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Dale Dalton" <daled@> wrote:
> >
> > Someone correct me if I'm wrong here but it's my understanding that
> BPM is
> > part of the system, not a separate module.
> >
> >
> >
> > Dale Dalton
> >
> >
> >
> >
> >
> > _____
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf Of
> > Sean Toler
> > Sent: Thursday, May 06, 2010 1:26 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: PO Line Due Date Customization
> >
> >
> >
> >
> >
> > That sucks. It appears that we don't have the BPM module.
> >
> > --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,
> "Sean
> > McDaniel" <smcdaniel@> wrote:
> > >
> > > Through bpm's
> > >
> > >
> > >
> > > From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com]
> On
> > Behalf
> > > Of Sean Toler
> > > Sent: Thursday, May 06, 2010 1:19 PM
> > > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > > Subject: [Vantage] Re: PO Line Due Date Customization
> > >
> > >
> > >
> > >
> > >
> > > Ok,
> > > That sounds good. My question would be what would be the process to
> make
> > > that happen? Through scripting?
> > >
> > > --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > <mailto:vantage%40yahoogroups.com> ,
> > > "Sean McDaniel" <smcdaniel@> wrote:
> > > >
> > > > This might be a bit tricky with the first release as it doesn't
> follow
> > > > the creation methods for the 2nd through n releases. The first
> release
> > > > is created when you save the line for the first time so my guess
> is
> > > that
> > > > you can require the due date be populated pre-save on an add of a
> po
> > > > line and then require the due date on the update of a release from
> > > there
> > > > on.
> > > >
> > > > Open to other ideas :o)
> > > >
> > > >
> > > >
> > > > From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > <mailto:vantage%40yahoogroups.com>
> > > [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > <mailto:vantage%40yahoogroups.com> ] On
> > > Behalf
> > > > Of Sean Toler
> > > > Sent: Thursday, May 06, 2010 12:20 PM
> > > > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > <mailto:vantage%40yahoogroups.com>
> > > > Subject: [Vantage] PO Line Due Date Customization
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > Hello.
> > > > I would like to make it so that the "Due Date" field in the PO
> Entry
> > > > Line Item tab is a required field. We have an employee who is
> having a
> > > > hard time remembering to give our vendors a due date, so I am
> hoping
> > > > that I can remove human error from the equation.
> > > >
> > > > Does anyone know how or if this can be done?
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > [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]
>
12
Vantage 8.03 Admin Tools

There should be a link on the server and/or desktop



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean Toler
Sent: Thursday, May 06, 2010 3:06 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: PO Line Due Date Customization





OK, we're on 8.03.404B so apparantly we should have it.

How and where does one enter the codes? (If you can't tell, I am not the
one who installed Vantage on our system. That particular person works
for an outside vendor who charges us $130 an hour for his time, so it'll
be up to me to get BPM working I'm sure).

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Sean McDaniel" <smcdaniel@...> wrote:
>
> So it might be that the codes just weren't entered. You can enter them
> at any time.
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of bw2868bond
> Sent: Thursday, May 06, 2010 2:52 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: PO Line Due Date Customization
>
>
>
>
>
> Only available from 8.03.3xx and up
> Requires a license key code to be input
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
> "Dale Dalton" <daled@> wrote:
> >
> > Someone correct me if I'm wrong here but it's my understanding that
> BPM is
> > part of the system, not a separate module.
> >
> >
> >
> > Dale Dalton
> >
> >
> >
> >
> >
> > _____
> >
> > 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
> > Sean Toler
> > Sent: Thursday, May 06, 2010 1:26 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: PO Line Due Date Customization
> >
> >
> >
> >
> >
> > That sucks. It appears that we don't have the BPM module.
> >
> > --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,
> "Sean
> > McDaniel" <smcdaniel@> wrote:
> > >
> > > Through bpm's
> > >
> > >
> > >
> > > From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com]
> On
> > Behalf
> > > Of Sean Toler
> > > Sent: Thursday, May 06, 2010 1:19 PM
> > > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > > Subject: [Vantage] Re: PO Line Due Date Customization
> > >
> > >
> > >
> > >
> > >
> > > Ok,
> > > That sounds good. My question would be what would be the process
to
> make
> > > that happen? Through scripting?
> > >
> > > --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > <mailto:vantage%40yahoogroups.com> ,
> > > "Sean McDaniel" <smcdaniel@> wrote:
> > > >
> > > > This might be a bit tricky with the first release as it doesn't
> follow
> > > > the creation methods for the 2nd through n releases. The first
> release
> > > > is created when you save the line for the first time so my guess
> is
> > > that
> > > > you can require the due date be populated pre-save on an add of
a
> po
> > > > line and then require the due date on the update of a release
from
> > > there
> > > > on.
> > > >
> > > > Open to other ideas :o)
> > > >
> > > >
> > > >
> > > > From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com>
.com
> > <mailto:vantage%40yahoogroups.com>
> > > [mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com>
.com
> > <mailto:vantage%40yahoogroups.com> ] On
> > > Behalf
> > > > Of Sean Toler
> > > > Sent: Thursday, May 06, 2010 12:20 PM
> > > > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > <mailto:vantage%40yahoogroups.com>
> > > > Subject: [Vantage] PO Line Due Date Customization
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > Hello.
> > > > I would like to make it so that the "Due Date" field in the PO
> Entry
> > > > Line Item tab is a required field. We have an employee who is
> having a
> > > > hard time remembering to give our vendors a due date, so I am
> hoping
> > > > that I can remove human error from the equation.
> > > >
> > > > Does anyone know how or if this can be done?
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > [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]
>





[Non-text portions of this message have been removed]
13
Hi Sean,

Once you get your BPM installation sorted....

We have a BPM for this in place. Like Sean suggested, I had problems with the first PO Release being created automatically so I took a slightly different route.

I created a Pre-Processing directive on the PO.ChangeApproveSwitch BO.

The condition is: "number of rows in the <query> is not less than 1".

The query is: for each ttPOHeader where (ttPOHeader.RowMod='A' or ttPOHeader.RowMod='U') and ttPOHeader.ApprovalStatus = 'U' , each PORel where PORel.Company = ttPOHeader.Company and PORel.PONum = ttPOHeader.PONum and PORel.DueDate = ?"

The Action is: raise an Exception.

Now, when the user finishes entering a new PO and tries to click the Approval tickbox, the BPM won't let it if any line is missing the DueDate.


HTH,

Nigel.

--- In vantage@yahoogroups.com, "Sean McDaniel" <smcdaniel@...> wrote:
>
> This might be a bit tricky with the first release as it doesn't follow
> the creation methods for the 2nd through n releases. The first release
> is created when you save the line for the first time so my guess is that
> you can require the due date be populated pre-save on an add of a po
> line and then require the due date on the update of a release from there
> on.
>
> Open to other ideas :o)
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Sean Toler
> Sent: Thursday, May 06, 2010 12:20 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] PO Line Due Date Customization
>
>
>
>
>
> Hello.
> I would like to make it so that the "Due Date" field in the PO Entry
> Line Item tab is a required field. We have an employee who is having a
> hard time remembering to give our vendors a due date, so I am hoping
> that I can remove human error from the equation.
>
> Does anyone know how or if this can be done?
>
>
>
>
>
> [Non-text portions of this message have been removed]
>