Quote BPM Blank Title 98664

Yahoo Archive
1
I don't have that example, but this one is a similar concept. It is an advanced email example I was sent from Epicor support that I have used for a few email projects.

I uploaded it to the file BPM section under Advanced Email Example.

Greg

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of epicoruser11
Sent: Saturday, December 17, 2011 12:59 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Quote BPM



Does anyone have a BPM to send an auto email upon the quoted box being checked they would be willing to share?


________________________________
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2
Has anyone created a BPM in the quoting module that does the following:



When the quote has been converted to a sales order the Sales order
number is displayed. We would like to have it open up the new sales
order. It would save a step.



I can create a BPM, but if someone has it done already would you mind
sharing?



Thanks,



Travis Late

IT/ERP Manager

M-B Companies, Inc

1200 Park Street

Chilton, WI 53014

Phone: 920-898-1560 Ext. 264

Cell: 920-960-0062

Email: tlate@... <mailto:tlate@...>








M-B Companies Confidentiality Notice:
This message is being sent by M-B Companies. It is intended exclusively for
the individuals and entities to which it is addressed. This communication,
including any attachments, may contain information that is proprietary,
privileged and confidential if you are not the named addressee; you are not
authorized to read,print,retain copy or disseminate this message or any part
of it.If you have received this message in error, please notify the sender
immediately by email.

[Non-text portions of this message have been removed]
3
Travis,

I don't think a BPM is a very good solution for this requirement. Quote Lines can have a one-to-many relationship with Order Lines and any BPM you would write would need to either update a next available UD field (e.g. if QuoteDtl.Number01 <> 0 then update QuoteDtl.Number02, etc.) or build a delimited list in a single character field to ensure you were able to see all order lines created from a quote line (e.g. QuoteDtl.Character01 = QuoteDtl.Character01 + '~~' + string(OrderDtl.OrderNum) + '-' + string(OrderDtl.OrderLine), etc.).

I would recomend adding a custom sheet to the quote line, create a dashboard based on a BAQ joining QuoteDtl to OrderDtl on OrderDtl.QuoteNum and OrderDtl.QuoteLine using the Custom Sheet Wizard tools to embed this dashboard and subscribe it to QuoteNum and QuoteLine (you'll need a tracker view for these fields on your dashboard before starting the sheet wiz).

If this sounds like fun and you'd like a little help (whole thing should take no more than 45 min start to finish), give me a call - this would make a lunch hour so much more enjoyable.

Nathan Bonner
cell: 616.717.1613
bonner.nathan@
gmail.com

--- In vantage@yahoogroups.com, "Late, Travis" <tlate@...> wrote:
>
> Has anyone created a BPM in the quoting module that does the following:
>
>
>
> When the quote has been converted to a sales order the Sales order
> number is displayed. We would like to have it open up the new sales
> order. It would save a step.
>
>
>
> I can create a BPM, but if someone has it done already would you mind
> sharing?
>
>
>
> Thanks,
>
>
>
> Travis Late
>
> IT/ERP Manager
>
> M-B Companies, Inc
>
> 1200 Park Street
>
> Chilton, WI 53014
>
> Phone: 920-898-1560 Ext. 264
>
> Cell: 920-960-0062
>
> Email: tlate@... <mailto:tlate@...>
>
>
>
>
>
>
>
>
> M-B Companies Confidentiality Notice:
> This message is being sent by M-B Companies. It is intended exclusively for
> the individuals and entities to which it is addressed. This communication,
> including any attachments, may contain information that is proprietary,
> privileged and confidential if you are not the named addressee; you are not
> authorized to read,print,retain copy or disseminate this message or any part
> of it.If you have received this message in error, please notify the sender
> immediately by email.
>
> [Non-text portions of this message have been removed]
>
4
Thanks Nathan! I actually added a sheet and called Linked Orders and all
is good now.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Nathan
Sent: Tuesday, March 15, 2011 3:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Quote BPM





Travis,

I don't think a BPM is a very good solution for this requirement. Quote
Lines can have a one-to-many relationship with Order Lines and any BPM
you would write would need to either update a next available UD field
(e.g. if QuoteDtl.Number01 <> 0 then update QuoteDtl.Number02, etc.) or
build a delimited list in a single character field to ensure you were
able to see all order lines created from a quote line (e.g.
QuoteDtl.Character01 = QuoteDtl.Character01 + '~~' +
string(OrderDtl.OrderNum) + '-' + string(OrderDtl.OrderLine), etc.).

I would recomend adding a custom sheet to the quote line, create a
dashboard based on a BAQ joining QuoteDtl to OrderDtl on
OrderDtl.QuoteNum and OrderDtl.QuoteLine using the Custom Sheet Wizard
tools to embed this dashboard and subscribe it to QuoteNum and QuoteLine
(you'll need a tracker view for these fields on your dashboard before
starting the sheet wiz).

If this sounds like fun and you'd like a little help (whole thing should
take no more than 45 min start to finish), give me a call - this would
make a lunch hour so much more enjoyable.

Nathan Bonner
cell: 616.717.1613
bonner.nathan@
gmail.com

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Late, Travis" <tlate@...> wrote:
>
> Has anyone created a BPM in the quoting module that does the
following:
>
>
>
> When the quote has been converted to a sales order the Sales order
> number is displayed. We would like to have it open up the new sales
> order. It would save a step.
>
>
>
> I can create a BPM, but if someone has it done already would you mind
> sharing?
>
>
>
> Thanks,
>
>
>
> Travis Late
>
> IT/ERP Manager
>
> M-B Companies, Inc
>
> 1200 Park Street
>
> Chilton, WI 53014
>
> Phone: 920-898-1560 Ext. 264
>
> Cell: 920-960-0062
>
> Email: tlate@... <mailto:tlate@...>
>
>
>
>
>
>
>
>
> M-B Companies Confidentiality Notice:
> This message is being sent by M-B Companies. It is intended
exclusively for
> the individuals and entities to which it is addressed. This
communication,
> including any attachments, may contain information that is
proprietary,
> privileged and confidential if you are not the named addressee; you
are not
> authorized to read,print,retain copy or disseminate this message or
any part
> of it.If you have received this message in error, please notify the
sender
> immediately by email.
>
> [Non-text portions of this message have been removed]
>








M-B Companies Confidentiality Notice:
This message is being sent by M-B Companies. It is intended exclusively for
the individuals and entities to which it is addressed. This communication,
including any attachments, may contain information that is proprietary,
privileged and confidential if you are not the named addressee; you are not
authorized to read,print,retain copy or disseminate this message or any part
of it.If you have received this message in error, please notify the sender
immediately by email.

[Non-text portions of this message have been removed]
5
Travis,

Thanks for the follow up; I hadn't see that data view before - learned something new today.

NB

--- In vantage@yahoogroups.com, "Late, Travis" <tlate@...> wrote:
>
> Thanks Nathan! I actually added a sheet and called Linked Orders and all
> is good now.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Nathan
> Sent: Tuesday, March 15, 2011 3:36 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Quote BPM
>
>
>
>
>
> Travis,
>
> I don't think a BPM is a very good solution for this requirement. Quote
> Lines can have a one-to-many relationship with Order Lines and any BPM
> you would write would need to either update a next available UD field
> (e.g. if QuoteDtl.Number01 <> 0 then update QuoteDtl.Number02, etc.) or
> build a delimited list in a single character field to ensure you were
> able to see all order lines created from a quote line (e.g.
> QuoteDtl.Character01 = QuoteDtl.Character01 + '~~' +
> string(OrderDtl.OrderNum) + '-' + string(OrderDtl.OrderLine), etc.).
>
> I would recomend adding a custom sheet to the quote line, create a
> dashboard based on a BAQ joining QuoteDtl to OrderDtl on
> OrderDtl.QuoteNum and OrderDtl.QuoteLine using the Custom Sheet Wizard
> tools to embed this dashboard and subscribe it to QuoteNum and QuoteLine
> (you'll need a tracker view for these fields on your dashboard before
> starting the sheet wiz).
>
> If this sounds like fun and you'd like a little help (whole thing should
> take no more than 45 min start to finish), give me a call - this would
> make a lunch hour so much more enjoyable.
>
> Nathan Bonner
> cell: 616.717.1613
> bonner.nathan@
> gmail.com
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Late, Travis" <tlate@> wrote:
> >
> > Has anyone created a BPM in the quoting module that does the
> following:
> >
> >
> >
> > When the quote has been converted to a sales order the Sales order
> > number is displayed. We would like to have it open up the new sales
> > order. It would save a step.
> >
> >
> >
> > I can create a BPM, but if someone has it done already would you mind
> > sharing?
> >
> >
> >
> > Thanks,
> >
> >
> >
> > Travis Late
> >
> > IT/ERP Manager
> >
> > M-B Companies, Inc
> >
> > 1200 Park Street
> >
> > Chilton, WI 53014
> >
> > Phone: 920-898-1560 Ext. 264
> >
> > Cell: 920-960-0062
> >
> > Email: tlate@ <mailto:tlate@>
> >
> >
> >
> >
> >
> >
> >
> >
> > M-B Companies Confidentiality Notice:
> > This message is being sent by M-B Companies. It is intended
> exclusively for
> > the individuals and entities to which it is addressed. This
> communication,
> > including any attachments, may contain information that is
> proprietary,
> > privileged and confidential if you are not the named addressee; you
> are not
> > authorized to read,print,retain copy or disseminate this message or
> any part
> > of it.If you have received this message in error, please notify the
> sender
> > immediately by email.
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
>
>
>
> M-B Companies Confidentiality Notice:
> This message is being sent by M-B Companies. It is intended exclusively for
> the individuals and entities to which it is addressed. This communication,
> including any attachments, may contain information that is proprietary,
> privileged and confidential if you are not the named addressee; you are not
> authorized to read,print,retain copy or disseminate this message or any part
> of it.If you have received this message in error, please notify the sender
> immediately by email.
>
> [Non-text portions of this message have been removed]
>
6
Hi, I am trying to create a report from a BAQ for Purchase Price Variance. I am looking at the costs in the RCVDET file but they all seem to contain the Supplier's price, not our Std Cost. Am I looking in the wrong place? Thanks Bob JessopIT DirectorMisonix Inc.

[Non-text portions of this message have been removed]
7
Your current standard cost is stored in PartCost.

Your history of standard costs is stored in CostPart, so if you wanted
to look at standard costs at the time the PO was received or issued you
could find it there.

-bws

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert Jessop
Sent: Wednesday, March 16, 2011 3:37 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 9 - Standard Cost at Purchase Receipt

Hi, I am trying to create a report from a BAQ for Purchase Price
Variance. I am looking at the costs in the RCVDET file but they all seem
to contain the Supplier's price, not our Std Cost. Am I looking in the
wrong place? Thanks Bob JessopIT DirectorMisonix Inc.

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



------------------------------------

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and Crystal Reports and other 'goodies', please goto:
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8
I'm not sure how Epicor 9 stores data in parttran, but if it still works like 8, I would think it would be much easier to use. The ADJ-PUR type is the variance from the Supplier Invoice. The ADJ-CST type is the variance from the Receipt.

--- In vantage@yahoogroups.com, "Brian W. Spolarich" <bspolarich@...> wrote:
>
> Your current standard cost is stored in PartCost.
>
> Your history of standard costs is stored in CostPart, so if you wanted
> to look at standard costs at the time the PO was received or issued you
> could find it there.
>
> -bws
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Robert Jessop
> Sent: Wednesday, March 16, 2011 3:37 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Epicor 9 - Standard Cost at Purchase Receipt
>
> Hi, I am trying to create a report from a BAQ for Purchase Price
> Variance. I am looking at the costs in the RCVDET file but they all seem
> to contain the Supplier's price, not our Std Cost. Am I looking in the
> wrong place? Thanks Bob JessopIT DirectorMisonix Inc.
>
> [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/linksYahoo! Groups Links
>
9
Thanks, I will check it out.


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Kirstin Brandt
Sent: Thursday, March 17, 2011 11:34 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Epicor 9 - Standard Cost at Purchase Receipt

I'm not sure how Epicor 9 stores data in parttran, but if it still works like 8, I would think it would be much easier to use. The ADJ-PUR type is the variance from the Supplier Invoice. The ADJ-CST type is the variance from the Receipt.

--- In vantage@yahoogroups.com, "Brian W. Spolarich" <bspolarich@...> wrote:
>
> Your current standard cost is stored in PartCost.
>
> Your history of standard costs is stored in CostPart, so if you wanted
> to look at standard costs at the time the PO was received or issued you
> could find it there.
>
> -bws
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Robert Jessop
> Sent: Wednesday, March 16, 2011 3:37 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Epicor 9 - Standard Cost at Purchase Receipt
>
> Hi, I am trying to create a report from a BAQ for Purchase Price
> Variance. I am looking at the costs in the RCVDET file but they all seem
> to contain the Supplier's price, not our Std Cost. Am I looking in the
> wrong place? Thanks Bob JessopIT DirectorMisonix Inc.
>
> [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/linksYahoo! Groups Links
>




[Non-text portions of this message have been removed]
10
That might have made my PPV report much easier to write. ;-)

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kirstin Brandt
Sent: Thursday, March 17, 2011 11:34 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Epicor 9 - Standard Cost at Purchase Receipt

I'm not sure how Epicor 9 stores data in parttran, but if it still works
like 8, I would think it would be much easier to use. The ADJ-PUR type
is the variance from the Supplier Invoice. The ADJ-CST type is the
variance from the Receipt.

--- In vantage@yahoogroups.com, "Brian W. Spolarich" <bspolarich@...>
wrote:
>
> Your current standard cost is stored in PartCost.
>
> Your history of standard costs is stored in CostPart, so if you
wanted
> to look at standard costs at the time the PO was received or issued
you
> could find it there.
>
> -bws
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Robert Jessop
> Sent: Wednesday, March 16, 2011 3:37 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Epicor 9 - Standard Cost at Purchase Receipt
>
> Hi, I am trying to create a report from a BAQ for Purchase Price
> Variance. I am looking at the costs in the RCVDET file but they all
seem
> to contain the Supplier's price, not our Std Cost. Am I looking in the
> wrong place? Thanks Bob JessopIT DirectorMisonix Inc.
>
> [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/linksYahoo! Groups Links
>




------------------------------------

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/linksYahoo! Groups Links
11
Does anyone have a BPM to send an auto email upon the quoted box being checked they would be willing to share?
12
You could just create a method directive for method code Quote.Update and use pre processing. Check if the quoted checkbox is checked in conditions. If it is checked then send the email. There is an email template in actions.

Ted


________________________________
From: epicoruser11 <epicorusereleven@...>
To: vantage@yahoogroups.com
Sent: Saturday, December 17, 2011 12:59 PM
Subject: [Vantage] Quote BPM

Does anyone have a BPM to send an auto email upon the quoted box being checked they would be willing to share?



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note:Â 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/.%c2%a0
(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/linksYahoo! Groups Links



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