Quotes not showing up in BAQ Crystal Report

Yahoo Archive
1
Another possibility is to make the quotehed-->part and the
quotehed-->quotecnt relationships an 'outer join' in the BAQ designer. If
you don't do this, any quote that doesn't have a part number in the database
will be filtered out and any quote without a quote contact will be filtered
out.

Ross

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Virginia
Sent: Monday, April 12, 2010 6:33 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Quotes not showing up in BAQ Crystal Report

Are you using the CRM Module? If so, could it be that the person running the
report is not set-up as a member of the workforce that has access to view
all territories? Therefore, the quotes for customers that are assigned to
other territories are being filtered out?

Virginia Joseph
Deep Hole Specialists, LLC



--- In vantage@yahoogroups.com, "Emily" <emverbeke@...> wrote:
>
> Good morning everyone. I've been battling this issue for quite a while but
I've come back to it in hopes that a fresh mind set will help me figure it
out this time. I have a BAQ report that is displaying info about quotes
(quote number, cust id, expected revenue, total revenue (formula) etc.) It's
not pulling anything major but for some reason some quotes will not pull
through on the BAQ and thus the report. Initially I thought I had to do with
the part number. Sometimes when we're quote parts we just type in a part
number that might not be in the part master file and I thought that was the
issue. It appears not to be the issue. I've added the part number - nothing,
part revision - nothing, BOM - nothing. Yes the quotes are marked quoted.
So any ideas why it might not be working? Do I need to force a sales order
through and invoice it before it will acknowledge the part number? I've
tried to narrow down why a quote doesn't show up or not and it seems to be
when the quoted part number is not in the part maintenance. Seems like
adding a placeholder part number and then changing the description would
allow us to quote the custom part numbers that we need to without entering a
whole bunch of part numbers for quotes we might not win. Thanks for your
help in advance.
>
> Emily
>
> Here is my BAQ
> for each QuoteHed where ( QuoteHed.EntryDate >= 05/01/2009 AND
QuoteHed.Quoted = TRUE) no-lock , each QuoteDtl where (QuoteHed.Company =
QuoteDtl.Company and QuoteHed.QuoteNum = QuoteDtl.QuoteNum) no-lock , each
Customer where (QuoteHed.Company = Customer.Company and QuoteHed.CustNum =
Customer.CustNum) no-lock , each Part where (QuoteDtl.Company = Part.Company
and QuoteDtl.PartNum = Part.PartNum) no-lock , each QuoteCnt where
(QuoteHed.Company = QuoteCnt.Company and QuoteHed.QuoteNum =
QuoteCnt.QuoteNum) no-lock .
>




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

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2
Good morning everyone. I've been battling this issue for quite a while but I've come back to it in hopes that a fresh mind set will help me figure it out this time. I have a BAQ report that is displaying info about quotes (quote number, cust id, expected revenue, total revenue (formula) etc.) It's not pulling anything major but for some reason some quotes will not pull through on the BAQ and thus the report. Initially I thought I had to do with the part number. Sometimes when we're quote parts we just type in a part number that might not be in the part master file and I thought that was the issue. It appears not to be the issue. I've added the part number - nothing, part revision - nothing, BOM - nothing. Yes the quotes are marked quoted. So any ideas why it might not be working? Do I need to force a sales order through and invoice it before it will acknowledge the part number? I've tried to narrow down why a quote doesn't show up or not and it seems to be when the quoted part number is not in the part maintenance. Seems like adding a placeholder part number and then changing the description would allow us to quote the custom part numbers that we need to without entering a whole bunch of part numbers for quotes we might not win. Thanks for your help in advance.

Emily

Here is my BAQ
for each QuoteHed where ( QuoteHed.EntryDate >= 05/01/2009 AND QuoteHed.Quoted = TRUE) no-lock , each QuoteDtl where (QuoteHed.Company = QuoteDtl.Company and QuoteHed.QuoteNum = QuoteDtl.QuoteNum) no-lock , each Customer where (QuoteHed.Company = Customer.Company and QuoteHed.CustNum = Customer.CustNum) no-lock , each Part where (QuoteDtl.Company = Part.Company and QuoteDtl.PartNum = Part.PartNum) no-lock , each QuoteCnt where (QuoteHed.Company = QuoteCnt.Company and QuoteHed.QuoteNum = QuoteCnt.QuoteNum) no-lock .
3
Try an outer join on the part table.

Terry S Ellis
Consultant
716-983-8827

Sent from my mobile device

On Apr 12, 2010, at 6:39 AM, "Emily" <emverbeke@...> wrote:

> Good morning everyone. I've been battling this issue for quite a
> while but I've come back to it in hopes that a fresh mind set will
> help me figure it out this time. I have a BAQ report that is
> displaying info about quotes (quote number, cust id, expected
> revenue, total revenue (formula) etc.) It's not pulling anything
> major but for some reason some quotes will not pull through on the
> BAQ and thus the report. Initially I thought I had to do with the
> part number. Sometimes when we're quote parts we just type in a part
> number that might not be in the part master file and I thought that
> was the issue. It appears not to be the issue. I've added the part
> number - nothing, part revision - nothing, BOM - nothing. Yes the
> quotes are marked quoted. So any ideas why it might not be working?
> Do I need to force a sales order through and invoice it before it
> will acknowledge the part number? I've tried to narrow down why a
> quote doesn't show up or not and it seems to be when the quoted part
> number is not in the part maintenance. Seems like adding a
> placeholder part number and then changing the description would
> allow us to quote the custom part numbers that we need to without
> entering a whole bunch of part numbers for quotes we might not win.
> Thanks for your help in advance.
>
> Emily
>
> Here is my BAQ
> for each QuoteHed where ( QuoteHed.EntryDate >= 05/01/2009 AND
> QuoteHed.Quoted = TRUE) no-lock , each QuoteDtl where
> (QuoteHed.Company = QuoteDtl.Company and QuoteHed.QuoteNum =
> QuoteDtl.QuoteNum) no-lock , each Customer where (QuoteHed.Company =
> Customer.Company and QuoteHed.CustNum = Customer.CustNum) no-lock ,
> each Part where (QuoteDtl.Company = Part.Company and
> QuoteDtl.PartNum = Part.PartNum) no-lock , each QuoteCnt where
> (QuoteHed.Company = QuoteCnt.Company and QuoteHed.QuoteNum =
> QuoteCnt.QuoteNum) no-lock .
>
>


[Non-text portions of this message have been removed]
4
And an outer join on QuoteCnt




________________________________
From: Terry S. Ellis <tse@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Mon, April 12, 2010 6:58:12 AM
Subject: Re: [Vantage] Quotes not showing up in BAQ Crystal Report

Â
Try an outer join on the part table.

Terry S Ellis
Consultant
716-983-8827

Sent from my mobile device

On Apr 12, 2010, at 6:39 AM, "Emily" <emverbeke@gmail. com> wrote:

> Good morning everyone. I've been battling this issue for quite a
> while but I've come back to it in hopes that a fresh mind set will
> help me figure it out this time. I have a BAQ report that is
> displaying info about quotes (quote number, cust id, expected
> revenue, total revenue (formula) etc.) It's not pulling anything
> major but for some reason some quotes will not pull through on the
> BAQ and thus the report. Initially I thought I had to do with the
> part number. Sometimes when we're quote parts we just type in a part
> number that might not be in the part master file and I thought that
> was the issue. It appears not to be the issue. I've added the part
> number - nothing, part revision - nothing, BOM - nothing. Yes the
> quotes are marked quoted. So any ideas why it might not be working?
> Do I need to force a sales order through and invoice it before it
> will acknowledge the part number? I've tried to narrow down why a
> quote doesn't show up or not and it seems to be when the quoted part
> number is not in the part maintenance. Seems like adding a
> placeholder part number and then changing the description would
> allow us to quote the custom part numbers that we need to without
> entering a whole bunch of part numbers for quotes we might not win.
> Thanks for your help in advance.
>
> Emily
>
> Here is my BAQ
> for each QuoteHed where ( QuoteHed.EntryDate >= 05/01/2009 AND
> QuoteHed.Quoted = TRUE) no-lock , each QuoteDtl where
> (QuoteHed.Company = QuoteDtl.Company and QuoteHed.QuoteNum =
> QuoteDtl.QuoteNum) no-lock , each Customer where (QuoteHed.Company =
> Customer.Company and QuoteHed.CustNum = Customer.CustNum) no-lock ,
> each Part where (QuoteDtl.Company = Part.Company and
> QuoteDtl.PartNum = Part.PartNum) no-lock , each QuoteCnt where
> (QuoteHed.Company = QuoteCnt.Company and QuoteHed.QuoteNum =
> QuoteCnt.QuoteNum) no-lock .
>
>

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







[Non-text portions of this message have been removed]
5
Are you using the CRM Module? If so, could it be that the person running the report is not set-up as a member of the workforce that has access to view all territories? Therefore, the quotes for customers that are assigned to other territories are being filtered out?

Virginia Joseph
Deep Hole Specialists, LLC



--- In vantage@yahoogroups.com, "Emily" <emverbeke@...> wrote:
>
> Good morning everyone. I've been battling this issue for quite a while but I've come back to it in hopes that a fresh mind set will help me figure it out this time. I have a BAQ report that is displaying info about quotes (quote number, cust id, expected revenue, total revenue (formula) etc.) It's not pulling anything major but for some reason some quotes will not pull through on the BAQ and thus the report. Initially I thought I had to do with the part number. Sometimes when we're quote parts we just type in a part number that might not be in the part master file and I thought that was the issue. It appears not to be the issue. I've added the part number - nothing, part revision - nothing, BOM - nothing. Yes the quotes are marked quoted. So any ideas why it might not be working? Do I need to force a sales order through and invoice it before it will acknowledge the part number? I've tried to narrow down why a quote doesn't show up or not and it seems to be when the quoted part number is not in the part maintenance. Seems like adding a placeholder part number and then changing the description would allow us to quote the custom part numbers that we need to without entering a whole bunch of part numbers for quotes we might not win. Thanks for your help in advance.
>
> Emily
>
> Here is my BAQ
> for each QuoteHed where ( QuoteHed.EntryDate >= 05/01/2009 AND QuoteHed.Quoted = TRUE) no-lock , each QuoteDtl where (QuoteHed.Company = QuoteDtl.Company and QuoteHed.QuoteNum = QuoteDtl.QuoteNum) no-lock , each Customer where (QuoteHed.Company = Customer.Company and QuoteHed.CustNum = Customer.CustNum) no-lock , each Part where (QuoteDtl.Company = Part.Company and QuoteDtl.PartNum = Part.PartNum) no-lock , each QuoteCnt where (QuoteHed.Company = QuoteCnt.Company and QuoteHed.QuoteNum = QuoteCnt.QuoteNum) no-lock .
>