Product Configurator in Order Entry (Ver 8.03.403D)

Before the get details step a method of manufacturing doesn't effectively exist on the Quote. The main intent of the configurator session is to get all the answers for the configurator method rules to process in building the MOM during the get details step.

In theory you can do anything you want via Business Objects so you could use the add operation and add material and the like business objects to add a MOM to the quote via progress code run in the configurator (or via embedded upon return from the configurator). This would in effect be duplicating the get details step.

Without knowing what you are trying to accomplish, can't see a reason to do it though.

Jim Kinneman

--- In vantage@yahoogroups.com, "to.crds" <ckrusen@...> wrote:
>
> Thanks Jim, that works well.
>
> Is it possible to update the Methods of Manufacturing for a quote without having to wait for the Get Details step?
>
> Calvin
>
> --- In vantage@yahoogroups.com, "jckinneman" <jckinneman@> wrote:
> >
> > To update an order (or the quote) without waiting for the get details step, put code on the page on leave of the last page of the configurator. You will need to retrieve the sales order record you want to update. There are several get current quote/order/job functions that will provide the information needed to use the "find" to retrieve the record. Then use the updatetablebuffer procedure that Epicor provides to change the value on the sales order.
> >
> > Jim Kinneman
> > Senior Consultant
> > Encompass Solutions
> > --- In vantage@yahoogroups.com, "to.crds" <ckrusen@> wrote:
> > >
> > > Thanks Mark -
> > >
> > > I see that starting right in a Order captures the details of the configured part, for later use in creating a job. But what I want is for the configured part to set some of the line fields of the Order.
> > >
> > > When I configure a part in Quote entry, I do the following:
> > > 1. Enter the Configurable P/N & Rev
> > > 2. Click the 'Configure' button
> > > 3. Run through the Configurator and save
> > > 4. Back in Quote Entry, run Actions\Quote Line\Mfg Details\Get Details...
> > > 5. The P/N and Description are updated in my quote
> > >
> > > However, in Order entry, there is no "Get Details..." action. I can pull in a line from a quote that was configured, but the point is to not have to go back and make a quote just to make the configured part show up properly in the Order.
> > >
> > > Just to re-iterate, we're running 8.03.403D (which was an upgrade from Vista, not Vantage) So maybe it's a rev level or Vista/Vantage difference.
> > >
> > >
> > > --- In vantage@yahoogroups.com, Mark Wonsil <mark_wonsil@> wrote:
> > > >
> > > > > It's been afew years since I've used the Product Configurator, but seem to recall that you
> > > > > MUST start it in a quote, and NOT in a sales order. Otherwise nothing really happens
> > > > > (no P/N update, no Part Description, etc....)
> > > > >
> > > > > Is this correct (for ver 8.03.403D)??
> > > >
> > > > No, you can Start in Quote, Job, or Order. But Order does not have
> > > > Details to work with. Your rules will fire when you do a Get Details
> > > > on the Job later on. If you want to update Sales Order Line
> > > > information, it happens during Get Details usually via
> > > > updateTableBuffer.
> > > >
> > > > In E9, you can manipulate the Sales Order Header/Line (and Purchase
> > > > Order Header/Lines for direct purchases) during the Configuration
> > > > process and not during Get Details.
> > > >
> > > > Mark W.
> > > >
> > >
> >
>
It's been afew years since I've used the Product Configurator, but seem to recall that you MUST start it in a quote, and NOT in a sales order. Otherwise nothing really happens (no P/N update, no Part Description, etc....)

Is this correct (for ver 8.03.403D)??

Thanks,
Incorrect.... we have a few configurators that you can start in Sales
Order.



Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of to.crds
Sent: Tuesday, December 14, 2010 4:37 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Product Configurator in Order Entry (Ver 8.03.403D)





It's been afew years since I've used the Product Configurator, but seem
to recall that you MUST start it in a quote, and NOT in a sales order.
Otherwise nothing really happens (no P/N update, no Part Description,
etc....)

Is this correct (for ver 8.03.403D)??

Thanks,





[Non-text portions of this message have been removed]
No. The product configurator behaves the same regardless if it was launched
from a Quote or Sales Order. At least that has been true since 8.03.404.




________________________________
From: to.crds <ckrusen@...>
To: vantage@yahoogroups.com
Sent: Tue, December 14, 2010 4:36:35 PM
Subject: [Vantage] Product Configurator in Order Entry (Ver 8.03.403D)

Â
It's been afew years since I've used the Product Configurator, but seem to
recall that you MUST start it in a quote, and NOT in a sales order. Otherwise
nothing really happens (no P/N update, no Part Description, etc....)

Is this correct (for ver 8.03.403D)??

Thanks,







[Non-text portions of this message have been removed]
Ok then, this is promising.

When I enter a configurable part on a Sales Order line, I have the option to 'configure' it. The Configurator runs as expected, however, none of the fields (New P/N, Dynamically built Part Desc., etc...) in the S/O line are updated. Everything is ok in quote entry.

Do you have similar issues?

Thanks,

Calvin

--- In vantage@yahoogroups.com, "Blake Clemens" <blake.clemens@...> wrote:
>
> Incorrect.... we have a few configurators that you can start in Sales
> Order.
>
>
>
> Thanks,
>
> Blake Clemens
>
> IT Systems Engineer
>
> Delmarva Millwork Corporation
>
> (800) 360-2364 x132
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of to.crds
> Sent: Tuesday, December 14, 2010 4:37 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Product Configurator in Order Entry (Ver 8.03.403D)
>
>
>
>
>
> It's been afew years since I've used the Product Configurator, but seem
> to recall that you MUST start it in a quote, and NOT in a sales order.
> Otherwise nothing really happens (no P/N update, no Part Description,
> etc....)
>
> Is this correct (for ver 8.03.403D)??
>
> Thanks,
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Could it be you have rules set up to work in Quotes but don't have the
equivelent rules set up to work in Sales Order (JobOpr)?




________________________________
From: to.crds <ckrusen@...>
To: vantage@yahoogroups.com
Sent: Tue, December 14, 2010 4:44:45 PM
Subject: [Vantage] Re: Product Configurator in Order Entry (Ver 8.03.403D)

Â
Ok then, this is promising.

When I enter a configurable part on a Sales Order line, I have the option to
'configure' it. The Configurator runs as expected, however, none of the fields
(New P/N, Dynamically built Part Desc., etc...) in the S/O line are updated.
Everything is ok in quote entry.

Do you have similar issues?

Thanks,

Calvin

--- In vantage@yahoogroups.com, "Blake Clemens" <blake.clemens@...> wrote:
>
> Incorrect.... we have a few configurators that you can start in Sales
> Order.
>
>
>
> Thanks,
>
> Blake Clemens
>
> IT Systems Engineer
>
> Delmarva Millwork Corporation
>
> (800) 360-2364 x132
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of to.crds
> Sent: Tuesday, December 14, 2010 4:37 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Product Configurator in Order Entry (Ver 8.03.403D)
>
>
>
>
>
> It's been afew years since I've used the Product Configurator, but seem
> to recall that you MUST start it in a quote, and NOT in a sales order.
> Otherwise nothing really happens (no P/N update, no Part Description,
> etc....)
>
> Is this correct (for ver 8.03.403D)??
>
> Thanks,
>
>
>
>
>
> [Non-text portions of this message have been removed]
>







[Non-text portions of this message have been removed]
You need to add programming in the configurator to set those fields in
Sales Order. There is probably programming in your configurator that
specifically sets those fields in QuoteHed.Description... just an
example.



Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of to.crds
Sent: Tuesday, December 14, 2010 4:45 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Product Configurator in Order Entry (Ver
8.03.403D)





Ok then, this is promising.

When I enter a configurable part on a Sales Order line, I have the
option to 'configure' it. The Configurator runs as expected, however,
none of the fields (New P/N, Dynamically built Part Desc., etc...) in
the S/O line are updated. Everything is ok in quote entry.

Do you have similar issues?

Thanks,

Calvin

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Blake Clemens" <blake.clemens@...> wrote:
>
> Incorrect.... we have a few configurators that you can start in Sales
> Order.
>
>
>
> Thanks,
>
> Blake Clemens
>
> IT Systems Engineer
>
> Delmarva Millwork Corporation
>
> (800) 360-2364 x132
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of to.crds
> Sent: Tuesday, December 14, 2010 4:37 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Product Configurator in Order Entry (Ver 8.03.403D)
>
>
>
>
>
> It's been afew years since I've used the Product Configurator, but
seem
> to recall that you MUST start it in a quote, and NOT in a sales order.
> Otherwise nothing really happens (no P/N update, no Part Description,
> etc....)
>
> Is this correct (for ver 8.03.403D)??
>
> Thanks,
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
> It's been afew years since I've used the Product Configurator, but seem to recall that you
> MUST start it in a quote, and NOT in a sales order. Otherwise nothing really happens
> (no P/N update, no Part Description, etc....)
>
> Is this correct (for ver 8.03.403D)??

No, you can Start in Quote, Job, or Order. But Order does not have
Details to work with. Your rules will fire when you do a Get Details
on the Job later on. If you want to update Sales Order Line
information, it happens during Get Details usually via
updateTableBuffer.

In E9, you can manipulate the Sales Order Header/Line (and Purchase
Order Header/Lines for direct purchases) during the Configuration
process and not during Get Details.

Mark W.
Thanks Mark -

I see that starting right in a Order captures the details of the configured part, for later use in creating a job. But what I want is for the configured part to set some of the line fields of the Order.

When I configure a part in Quote entry, I do the following:
1. Enter the Configurable P/N & Rev
2. Click the 'Configure' button
3. Run through the Configurator and save
4. Back in Quote Entry, run Actions\Quote Line\Mfg Details\Get Details...
5. The P/N and Description are updated in my quote

However, in Order entry, there is no "Get Details..." action. I can pull in a line from a quote that was configured, but the point is to not have to go back and make a quote just to make the configured part show up properly in the Order.

Just to re-iterate, we're running 8.03.403D (which was an upgrade from Vista, not Vantage) So maybe it's a rev level or Vista/Vantage difference.


--- In vantage@yahoogroups.com, Mark Wonsil <mark_wonsil@...> wrote:
>
> > It's been afew years since I've used the Product Configurator, but seem to recall that you
> > MUST start it in a quote, and NOT in a sales order. Otherwise nothing really happens
> > (no P/N update, no Part Description, etc....)
> >
> > Is this correct (for ver 8.03.403D)??
>
> No, you can Start in Quote, Job, or Order. But Order does not have
> Details to work with. Your rules will fire when you do a Get Details
> on the Job later on. If you want to update Sales Order Line
> information, it happens during Get Details usually via
> updateTableBuffer.
>
> In E9, you can manipulate the Sales Order Header/Line (and Purchase
> Order Header/Lines for direct purchases) during the Configuration
> process and not during Get Details.
>
> Mark W.
>
To update an order (or the quote) without waiting for the get details step, put code on the page on leave of the last page of the configurator. You will need to retrieve the sales order record you want to update. There are several get current quote/order/job functions that will provide the information needed to use the "find" to retrieve the record. Then use the updatetablebuffer procedure that Epicor provides to change the value on the sales order.

Jim Kinneman
Senior Consultant
Encompass Solutions
--- In vantage@yahoogroups.com, "to.crds" <ckrusen@...> wrote:
>
> Thanks Mark -
>
> I see that starting right in a Order captures the details of the configured part, for later use in creating a job. But what I want is for the configured part to set some of the line fields of the Order.
>
> When I configure a part in Quote entry, I do the following:
> 1. Enter the Configurable P/N & Rev
> 2. Click the 'Configure' button
> 3. Run through the Configurator and save
> 4. Back in Quote Entry, run Actions\Quote Line\Mfg Details\Get Details...
> 5. The P/N and Description are updated in my quote
>
> However, in Order entry, there is no "Get Details..." action. I can pull in a line from a quote that was configured, but the point is to not have to go back and make a quote just to make the configured part show up properly in the Order.
>
> Just to re-iterate, we're running 8.03.403D (which was an upgrade from Vista, not Vantage) So maybe it's a rev level or Vista/Vantage difference.
>
>
> --- In vantage@yahoogroups.com, Mark Wonsil <mark_wonsil@> wrote:
> >
> > > It's been afew years since I've used the Product Configurator, but seem to recall that you
> > > MUST start it in a quote, and NOT in a sales order. Otherwise nothing really happens
> > > (no P/N update, no Part Description, etc....)
> > >
> > > Is this correct (for ver 8.03.403D)??
> >
> > No, you can Start in Quote, Job, or Order. But Order does not have
> > Details to work with. Your rules will fire when you do a Get Details
> > on the Job later on. If you want to update Sales Order Line
> > information, it happens during Get Details usually via
> > updateTableBuffer.
> >
> > In E9, you can manipulate the Sales Order Header/Line (and Purchase
> > Order Header/Lines for direct purchases) during the Configuration
> > process and not during Get Details.
> >
> > Mark W.
> >
>
Thanks Jim, that works well.

Is it possible to update the Methods of Manufacturing for a quote without having to wait for the Get Details step?

Calvin

--- In vantage@yahoogroups.com, "jckinneman" <jckinneman@...> wrote:
>
> To update an order (or the quote) without waiting for the get details step, put code on the page on leave of the last page of the configurator. You will need to retrieve the sales order record you want to update. There are several get current quote/order/job functions that will provide the information needed to use the "find" to retrieve the record. Then use the updatetablebuffer procedure that Epicor provides to change the value on the sales order.
>
> Jim Kinneman
> Senior Consultant
> Encompass Solutions
> --- In vantage@yahoogroups.com, "to.crds" <ckrusen@> wrote:
> >
> > Thanks Mark -
> >
> > I see that starting right in a Order captures the details of the configured part, for later use in creating a job. But what I want is for the configured part to set some of the line fields of the Order.
> >
> > When I configure a part in Quote entry, I do the following:
> > 1. Enter the Configurable P/N & Rev
> > 2. Click the 'Configure' button
> > 3. Run through the Configurator and save
> > 4. Back in Quote Entry, run Actions\Quote Line\Mfg Details\Get Details...
> > 5. The P/N and Description are updated in my quote
> >
> > However, in Order entry, there is no "Get Details..." action. I can pull in a line from a quote that was configured, but the point is to not have to go back and make a quote just to make the configured part show up properly in the Order.
> >
> > Just to re-iterate, we're running 8.03.403D (which was an upgrade from Vista, not Vantage) So maybe it's a rev level or Vista/Vantage difference.
> >
> >
> > --- In vantage@yahoogroups.com, Mark Wonsil <mark_wonsil@> wrote:
> > >
> > > > It's been afew years since I've used the Product Configurator, but seem to recall that you
> > > > MUST start it in a quote, and NOT in a sales order. Otherwise nothing really happens
> > > > (no P/N update, no Part Description, etc....)
> > > >
> > > > Is this correct (for ver 8.03.403D)??
> > >
> > > No, you can Start in Quote, Job, or Order. But Order does not have
> > > Details to work with. Your rules will fire when you do a Get Details
> > > on the Job later on. If you want to update Sales Order Line
> > > information, it happens during Get Details usually via
> > > updateTableBuffer.
> > >
> > > In E9, you can manipulate the Sales Order Header/Line (and Purchase
> > > Order Header/Lines for direct purchases) during the Configuration
> > > process and not during Get Details.
> > >
> > > Mark W.
> > >
> >
>