Quote to Sales Order Number01 field

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1
Somewhere in the trace you will see lines and lines of CDATA<field>change <value> info.
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Before that you should see the business object that was called and the method used.
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That is your path to triggering a BPM.

--- On Fri, 7/11/08, ofcwiz <DavidH@...> wrote:

From: ofcwiz <DavidH@...>
Subject: [Vantage] Re: Quote to Sales Order Number01 field
To: vantage@yahoogroups.com
Date: Friday, July 11, 2008, 1:47 PM






Kunal,

Here is what I get from the Trace.
CDATA[Key2 = 'App.QuoteEntry. CreateOrderWizar dForm']]> </parameter>

I don't see a way that this points to a BPM , BAM or Customization
solution.

DaveH

--- In vantage@yahoogroups .com, Kunal Ganguly <kunal_vantage@ ...> wrote:
>
> Use tracing options to see which function is called for the events
you trigger while in a form. Let me know if you don't know where this
is or have never used it.
>
> Thanks,
> Kunal
>
>
>
> ----- Original Message ----
> From: ofcwiz <DavidH@...>
> To: vantage@yahoogroups .com
> Sent: Thursday, July 10, 2008 9:43:15 AM
> Subject: [Vantage] Quote to Sales Order Number01 field
>
>
> Can anyone point me to the location of the code that is activated when
> the "Opportunity/ Quote Entry - Actions - Quote - Create Sales Order"
> menu item is clicked?
> Still having difficulty with moving the value of the 'Number01' Quote
> field to the 'Number01' Order field when converting Quote to SO.
> I would think this would have a simple solution. I have tried
> Customized field mapping, BPM, BAM. I have all these tools and no
> solutions.
>
> Thank you for any assistance,
>
> Dave
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
2
Can anyone point me to the location of the code that is activated when
the "Opportunity/Quote Entry - Actions - Quote - Create Sales Order"
menu item is clicked?
Still having difficulty with moving the value of the 'Number01' Quote
field to the 'Number01' Order field when converting Quote to SO.
I would think this would have a simple solution. I have tried
Customized field mapping, BPM, BAM. I have all these tools and no
solutions.

Thank you for any assistance,

Dave
3
Use tracing options to see which function is called for the events you trigger while in a form. Let me know if you don't know where this is or have never used it.

Thanks,
Kunal



----- Original Message ----
From: ofcwiz <DavidH@...>
To: vantage@yahoogroups.com
Sent: Thursday, July 10, 2008 9:43:15 AM
Subject: [Vantage] Quote to Sales Order Number01 field


Can anyone point me to the location of the code that is activated when
the "Opportunity/ Quote Entry - Actions - Quote - Create Sales Order"
menu item is clicked?
Still having difficulty with moving the value of the 'Number01' Quote
field to the 'Number01' Order field when converting Quote to SO.
I would think this would have a simple solution. I have tried
Customized field mapping, BPM, BAM. I have all these tools and no
solutions.

Thank you for any assistance,

Dave






[Non-text portions of this message have been removed]
4
Kunal,

Here is what I get from the Trace.
CDATA[Key2 = 'App.QuoteEntry.CreateOrderWizardForm']]></parameter>

I don't see a way that this points to a BPM , BAM or Customization
solution.

DaveH

--- In vantage@yahoogroups.com, Kunal Ganguly <kunal_vantage@...> wrote:
>
> Use tracing options to see which function is called for the events
you trigger while in a form. Let me know if you don't know where this
is or have never used it.
>
> Thanks,
> Kunal
>
>
>
> ----- Original Message ----
> From: ofcwiz <DavidH@...>
> To: vantage@yahoogroups.com
> Sent: Thursday, July 10, 2008 9:43:15 AM
> Subject: [Vantage] Quote to Sales Order Number01 field
>
>
> Can anyone point me to the location of the code that is activated when
> the "Opportunity/ Quote Entry - Actions - Quote - Create Sales Order"
> menu item is clicked?
> Still having difficulty with moving the value of the 'Number01' Quote
> field to the 'Number01' Order field when converting Quote to SO.
> I would think this would have a simple solution. I have tried
> Customized field mapping, BPM, BAM. I have all these tools and no
> solutions.
>
> Thank you for any assistance,
>
> Dave
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
5
I ran the tracing again the steps you are following and got this result:
<methodName>CreateOrder</methodName>

I am guessing, but that would appear to be method you have to "capture" in your VB code, some testing would be needed. Try using beforeadapter or afteradapter to do your copying. Experiment with both, as vantage as a weird way of executing different commands on the stack - one or both of them might return an object reference error (which would imply that the SO "object" (row) has not been created yet at the time that the VB code executes). If this happens then store the value you want to copy in a variable, and then write that variable to the SO object (row) once you have made sure that the SO has been created.

eg (replace *ADAPTER* with the quote adapter, dont know what it is):
Private Sub oTrans_*ADAPTER*_AfterAdapterMethod(ByVal sender As object, ByVal args As AfterAdapterMethodArgs) Handles oTrans_*ADAPTER*.AfterAdapterMethod

Select Case args.MethodName
Case "CreateOrder"
... do your copying here


Case Else
End Select
End Sub

Thanks,
Kunal



----- Original Message ----
From: ofcwiz <DavidH@...>
To: vantage@yahoogroups.com
Sent: Friday, July 11, 2008 12:47:13 PM
Subject: [Vantage] Re: Quote to Sales Order Number01 field


Kunal,

Here is what I get from the Trace.
CDATA[Key2 = 'App.QuoteEntry. CreateOrderWizar dForm']]> </parameter>

I don't see a way that this points to a BPM , BAM or Customization
solution.

DaveH

--- In vantage@yahoogroups .com, Kunal Ganguly <kunal_vantage@ ...> wrote:
>
> Use tracing options to see which function is called for the events
you trigger while in a form. Let me know if you don't know where this
is or have never used it.
>
> Thanks,
> Kunal
>
>
>
> ----- Original Message ----
> From: ofcwiz <DavidH@...>
> To: vantage@yahoogroups .com
> Sent: Thursday, July 10, 2008 9:43:15 AM
> Subject: [Vantage] Quote to Sales Order Number01 field
>
>
> Can anyone point me to the location of the code that is activated when
> the "Opportunity/ Quote Entry - Actions - Quote - Create Sales Order"
> menu item is clicked?
> Still having difficulty with moving the value of the 'Number01' Quote
> field to the 'Number01' Order field when converting Quote to SO.
> I would think this would have a simple solution. I have tried
> Customized field mapping, BPM, BAM. I have all these tools and no
> solutions.
>
> Thank you for any assistance,
>
> Dave
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>






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