Vantage 8 Dashboard/Queries

We're just playing around and haven't written all the hooks yet. But it
generated several incidents for V8.

Using custom indexes takes the risk that Epicor code might process
information differently. But Epicor has the same problem when they add
another index. So code relying on an index should explicitly state it with
the "use-index" option. We haven't yet decided to take the risk.

----- Original Message -----
From: "Becky Venneman" <beckyv@...>
To: <vantage@yahoogroups.com>
Sent: Tuesday, October 25, 2005 3:47 PM
Subject: RE: [Vantage] Vantage 8 Dashboard/Queries


> Chris -
>
> As another ETO shop -- Are you willing to share any of these creations
> with
> others? Please advise if willing to post to the yahoo file folder, or, if
> just share with myself, I can advise you of a location via direct email to
> possibly upload the files to.
>
> Any Guidance would be appreciated.
>
> - Becky S. Venneman, CMA, SPHR
> Finance/Human Resource Coordinator
> Technical Services, Inc.
> 57006 241st Street
> Ames, IA 50010
> Phone: 515-232-3188
> Fax: 515-232-2953
> E-mail: beckyv@...
> www.tsiames.com <http://www.tsiames.com/>
> www.razorgage.com <http://www.razorgage.com/>
>
>
> _____
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of
> Chris Robisch
> Sent: Tuesday, October 25, 2005 10:38 AM
> To: Vantage Yahoo
> Subject: [Vantage] Vantage 8 Dashboard/Queries
>
>
> We've been playing around with Dashboards and Business Activity Queries
> and
> discovered some interesting stuff. Since we're an ETO shop, we want all
> engineers as productive as possible because Vantage is their necessary
> evil
> to order stuff. So we created a dashboard called MyDashboard they can put
> in
> their Favorites. In it are four queries: MyJobs, MyPOs, MySpares and
> MySuppliers, all tailored to get only their own based on CurrentUserId.
>
> MyJobs looks at the last 180 days of the employee's labor entry using
> PayrollDate. MyPOs shows the buyer's open POs and closed POs of last 90
> days
> using OrderDate. MySpares shows their own Spares SOs using
> OrderHed.Character01 with the Engineer's name mapped to UserFile.Name.
> MySuppliers looks at the last 360 days of the buyer's POs using OrderDate.
>
> To make this work, we set the EmpId in UserFile which is the same as
> BuyerId. So each query starts with the UserFile then goes to Company. Why
> Company? Because Epicor in their infinite wisdom doesn't allow expressions
> on dates in queries so we can't use "today - 180", for example. So we set
> company.date## fields to those calculations and update every day. It also
> would be nice to use expressions in these queries, like the "can-find"
> function. But Epicor says they're structured more heavily than 6.x to
> accomodate field security. Well, what if we don't care about field
> security?
> At our shop, we only use menu-level security.
>
> Next interesting thing was to speed up these queries by using OpenEdge to
> create our own indexes. These work fine although I suspect we'll have to
> reenter them on a Dump & Load. For example, MyJobs went from 11 seconds to
> 1
> with our custom index.
>
>
> [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/links
>
>
>
> _____
>
> YAHOO! GROUPS LINKS
>
>
>
> * Visit your group "vantage <http://groups.yahoo.com/group/vantage> "
> on the web.
>
>
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> * Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
> <http://docs.yahoo.com/info/terms/> .
>
>
> _____
>
>
>
>
> [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/links
> Yahoo! Groups Links
>
>
>
>
>
>
We've been playing around with Dashboards and Business Activity Queries and discovered some interesting stuff. Since we're an ETO shop, we want all engineers as productive as possible because Vantage is their necessary evil to order stuff. So we created a dashboard called MyDashboard they can put in their Favorites. In it are four queries: MyJobs, MyPOs, MySpares and MySuppliers, all tailored to get only their own based on CurrentUserId.

MyJobs looks at the last 180 days of the employee's labor entry using PayrollDate. MyPOs shows the buyer's open POs and closed POs of last 90 days using OrderDate. MySpares shows their own Spares SOs using OrderHed.Character01 with the Engineer's name mapped to UserFile.Name. MySuppliers looks at the last 360 days of the buyer's POs using OrderDate.

To make this work, we set the EmpId in UserFile which is the same as BuyerId. So each query starts with the UserFile then goes to Company. Why Company? Because Epicor in their infinite wisdom doesn't allow expressions on dates in queries so we can't use "today - 180", for example. So we set company.date## fields to those calculations and update every day. It also would be nice to use expressions in these queries, like the "can-find" function. But Epicor says they're structured more heavily than 6.x to accomodate field security. Well, what if we don't care about field security? At our shop, we only use menu-level security.

Next interesting thing was to speed up these queries by using OpenEdge to create our own indexes. These work fine although I suspect we'll have to reenter them on a Dump & Load. For example, MyJobs went from 11 seconds to 1 with our custom index.


[Non-text portions of this message have been removed]
Forgot to mention you can right-click from the queries to PO Entry, Job Entry and Trackers etc. So it's a nice entry point for the engineers. They don't have to bother with the standard mechanism to get somewhere. Now if Epicor just fixes the bug to open PO Entry with the Form Cache on. It doesn't work for POs but works for Jobs, SOs, even PO Tracker.
----- Original Message -----
From: Chris Robisch
To: Vantage Yahoo
Sent: Tuesday, October 25, 2005 8:38 AM
Subject: Vantage 8 Dashboard/Queries


We've been playing around with Dashboards and Business Activity Queries and discovered some interesting stuff. Since we're an ETO shop, we want all engineers as productive as possible because Vantage is their necessary evil to order stuff. So we created a dashboard called MyDashboard they can put in their Favorites. In it are four queries: MyJobs, MyPOs, MySpares and MySuppliers, all tailored to get only their own based on CurrentUserId.

MyJobs looks at the last 180 days of the employee's labor entry using PayrollDate. MyPOs shows the buyer's open POs and closed POs of last 90 days using OrderDate. MySpares shows their own Spares SOs using OrderHed.Character01 with the Engineer's name mapped to UserFile.Name. MySuppliers looks at the last 360 days of the buyer's POs using OrderDate.

To make this work, we set the EmpId in UserFile which is the same as BuyerId. So each query starts with the UserFile then goes to Company. Why Company? Because Epicor in their infinite wisdom doesn't allow expressions on dates in queries so we can't use "today - 180", for example. So we set company.date## fields to those calculations and update every day. It also would be nice to use expressions in these queries, like the "can-find" function. But Epicor says they're structured more heavily than 6.x to accomodate field security. Well, what if we don't care about field security? At our shop, we only use menu-level security.

Next interesting thing was to speed up these queries by using OpenEdge to create our own indexes. These work fine although I suspect we'll have to reenter them on a Dump & Load. For example, MyJobs went from 11 seconds to 1 with our custom index.


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

As another ETO shop -- Are you willing to share any of these creations with
others? Please advise if willing to post to the yahoo file folder, or, if
just share with myself, I can advise you of a location via direct email to
possibly upload the files to.

Any Guidance would be appreciated.

- Becky S. Venneman, CMA, SPHR
Finance/Human Resource Coordinator
Technical Services, Inc.
57006 241st Street
Ames, IA 50010
Phone: 515-232-3188
Fax: 515-232-2953
E-mail: beckyv@...
www.tsiames.com <http://www.tsiames.com/>
www.razorgage.com <http://www.razorgage.com/>


_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Chris Robisch
Sent: Tuesday, October 25, 2005 10:38 AM
To: Vantage Yahoo
Subject: [Vantage] Vantage 8 Dashboard/Queries


We've been playing around with Dashboards and Business Activity Queries and
discovered some interesting stuff. Since we're an ETO shop, we want all
engineers as productive as possible because Vantage is their necessary evil
to order stuff. So we created a dashboard called MyDashboard they can put in
their Favorites. In it are four queries: MyJobs, MyPOs, MySpares and
MySuppliers, all tailored to get only their own based on CurrentUserId.

MyJobs looks at the last 180 days of the employee's labor entry using
PayrollDate. MyPOs shows the buyer's open POs and closed POs of last 90 days
using OrderDate. MySpares shows their own Spares SOs using
OrderHed.Character01 with the Engineer's name mapped to UserFile.Name.
MySuppliers looks at the last 360 days of the buyer's POs using OrderDate.

To make this work, we set the EmpId in UserFile which is the same as
BuyerId. So each query starts with the UserFile then goes to Company. Why
Company? Because Epicor in their infinite wisdom doesn't allow expressions
on dates in queries so we can't use "today - 180", for example. So we set
company.date## fields to those calculations and update every day. It also
would be nice to use expressions in these queries, like the "can-find"
function. But Epicor says they're structured more heavily than 6.x to
accomodate field security. Well, what if we don't care about field security?
At our shop, we only use menu-level security.

Next interesting thing was to speed up these queries by using OpenEdge to
create our own indexes. These work fine although I suspect we'll have to
reenter them on a Dump & Load. For example, MyJobs went from 11 seconds to 1
with our custom index.


[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/links



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