Vantage 6.1x - can you turn parts on quote into parts on parts M

Yahoo Archive
1
Create the part in the Part Master and then engineer the revision. Get
the method from the quote and you can then approve the revision and
check it back in.

V6.1 is capable of that. One thing you may be required to do is mark the
quote detail line as a template so that you can get the method from that
detail line.



Charlie Smith

2W Technologies LLC / Smith Business Services





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Bill Jackson
Sent: Thursday, February 21, 2008 4:26 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Vantage 6.1x - can you turn parts on quote into
parts on parts Master?



To my knowledge there is not any automatic function to turn 'quote
parts' into 'part master' parts. Customization would be required, as
there are several tables being 'added-to' and updated when a part is put
into part master.

richter_clements <richter_clements@...
<mailto:richter_clements%40yahoo.com> > wrote: Whenever we enter orders
we add line items from quotes (including
expired). We don't have many parts set up in the parts master - I
understand because they would have to re-enter all information from
quote into parts master. Is there anything to turn the part quoted
into a part in the parts master once the quote has been accepted?
Also, is there a way to update price lists with an Excel spreadsheet
somehow - I though I heard/read that somewhere?

We manually look up current pricing in a price book and type in for
every order - seems archaic to me....

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2
Whenever we enter orders we add line items from quotes (including
expired). We don't have many parts set up in the parts master - I
understand because they would have to re-enter all information from
quote into parts master. Is there anything to turn the part quoted
into a part in the parts master once the quote has been accepted?
Also, is there a way to update price lists with an Excel spreadsheet
somehow - I though I heard/read that somewhere?

We manually look up current pricing in a price book and type in for
every order - seems archaic to me....
3
To my knowledge there is not any automatic function to turn 'quote parts' into 'part master' parts. Customization would be required, as there are several tables being 'added-to' and updated when a part is put into part master.

richter_clements <richter_clements@...> wrote: Whenever we enter orders we add line items from quotes (including
expired). We don't have many parts set up in the parts master - I
understand because they would have to re-enter all information from
quote into parts master. Is there anything to turn the part quoted
into a part in the parts master once the quote has been accepted?
Also, is there a way to update price lists with an Excel spreadsheet
somehow - I though I heard/read that somewhere?

We manually look up current pricing in a price book and type in for
every order - seems archaic to me....






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