Vantage - Inserting Line on Sales Order or Quote

Yahoo Archive
1
Hi Linda,

Do you have access to EpicWeb?

Basically I have been told that you just need to submit it to support like you would with any support issue and say that you would like to log it as an enhancement request.

They have told me that unless people do raise issues as enhancement requests they will not look at them.

The more enhancement requests they receive means the higher up the queue it goes.

It is worth a try I think.

Thanks.




________________________________
From: Linda Lowney <llowney@...>
To: vantage@yahoogroups.com
Sent: Wednesday, 19 August, 2009 14:20:22
Subject: RE: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Â
Hi Chris,

No. I don't know how and I doubt Epicor would do anything about it
anyway.

Linda

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Chris Thompson
Sent: Wednesday, August 19, 2009 3:55 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi Linda,

Have you logged it as an enhancement request before?

Thanks.

____________ _________ _________ __
From: Linda Lowney <llowney@pridesigns. com
<mailto:llowney% 40pridesigns. com> >
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Sent: Tuesday, 18 August, 2009 18:22:09
Subject: RE: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi Chris,

Our estimating department complains about that one too. Our workaround
is to add the line to the end of the quote, then copy all the quote
lines into Excel, renumber and resort the lines and then paste update
back into Vantage. It seems to work ok as long as the line is added
into Vantage before exporting to Excel.

Regards,

Linda

From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
Behalf
Of Chris Thompson
Sent: Tuesday, August 18, 2009 12:27 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi,

Have any of you ever had the request from your sales people for the
ability to ADD a quote line / order line in the middle of a quote or
order?

For example, if you have an order with 10 lines, but realise that when
following the customer's PS you have missed out line 5. Our legacy
system will allow us to INSERT a line at Line 5, and then it will
re-number the original 5-10 to 6-11.

I have raised this as an enhancement request as I am suprised Epicor 9
or Vantage dont do it as standard.

Thanks.

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

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

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

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







[Non-text portions of this message have been removed]
2
Hi,

Have any of you ever had the request from your sales people for the ability to ADD a quote line / order line in the middle of a quote or order?

For example, if you have an order with 10 lines, but realise that when following the customer's PS you have missed out line 5. Our legacy system will allow us to INSERT a line at Line 5, and then it will re-number the original 5-10 to 6-11.

I have raised this as an enhancement request as I am suprised Epicor 9 or Vantage dont do it as standard.

Thanks.




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



Our estimating department complains about that one too. Our workaround
is to add the line to the end of the quote, then copy all the quote
lines into Excel, renumber and resort the lines and then paste update
back into Vantage. It seems to work ok as long as the line is added
into Vantage before exporting to Excel.



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Chris Thompson
Sent: Tuesday, August 18, 2009 12:27 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Vantage - Inserting Line on Sales Order or Quote





Hi,

Have any of you ever had the request from your sales people for the
ability to ADD a quote line / order line in the middle of a quote or
order?

For example, if you have an order with 10 lines, but realise that when
following the customer's PS you have missed out line 5. Our legacy
system will allow us to INSERT a line at Line 5, and then it will
re-number the original 5-10 to 6-11.

I have raised this as an enhancement request as I am suprised Epicor 9
or Vantage dont do it as standard.

Thanks.

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





[Non-text portions of this message have been removed]
4
I would jump in on this enhancement as well. My sales guy asks me for this
at least once a month!



Thank you,

Dina Hieber

Vamco International, Inc.

555 Epsilon Drive, Pittsburgh, PA 15238

Tel: (412) 963-7100

Fax: (412) 963-9511



email: dhieber@...

Website; www.vamcointernational.com <http://www.vamcointernational.com/>

**********

This e-mail message and any files transmitted with it are confidential and
are intended for the sole use of the intended recipient(s). Any unauthorized
use or disclosure is prohibited. Any opinions expressed in the email are
those of the individual and not necessarily the company. If you are not the
intended recipient, please contact the sender by reply email and destroy all
copies of the original message.

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Linda Lowney
Sent: Tuesday, August 18, 2009 1:22 PM
To: vantage@yahoogroups.com
Subject: {Disarmed} RE: [Vantage] Vantage - Inserting Line on Sales Order or
Quote





Hi Chris,

Our estimating department complains about that one too. Our workaround
is to add the line to the end of the quote, then copy all the quote
lines into Excel, renumber and resort the lines and then paste update
back into Vantage. It seems to work ok as long as the line is added
into Vantage before exporting to Excel.

Regards,

Linda

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Chris Thompson
Sent: Tuesday, August 18, 2009 12:27 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi,

Have any of you ever had the request from your sales people for the
ability to ADD a quote line / order line in the middle of a quote or
order?

For example, if you have an order with 10 lines, but realise that when
following the customer's PS you have missed out line 5. Our legacy
system will allow us to INSERT a line at Line 5, and then it will
re-number the original 5-10 to 6-11.

I have raised this as an enhancement request as I am suprised Epicor 9
or Vantage dont do it as standard.

Thanks.

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

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





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

Have you logged it as an enhancement request before?

Thanks.




________________________________
From: Linda Lowney <llowney@...>
To: vantage@yahoogroups.com
Sent: Tuesday, 18 August, 2009 18:22:09
Subject: RE: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Â
Hi Chris,

Our estimating department complains about that one too. Our workaround
is to add the line to the end of the quote, then copy all the quote
lines into Excel, renumber and resort the lines and then paste update
back into Vantage. It seems to work ok as long as the line is added
into Vantage before exporting to Excel.

Regards,

Linda

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Chris Thompson
Sent: Tuesday, August 18, 2009 12:27 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi,

Have any of you ever had the request from your sales people for the
ability to ADD a quote line / order line in the middle of a quote or
order?

For example, if you have an order with 10 lines, but realise that when
following the customer's PS you have missed out line 5. Our legacy
system will allow us to INSERT a line at Line 5, and then it will
re-number the original 5-10 to 6-11.

I have raised this as an enhancement request as I am suprised Epicor 9
or Vantage dont do it as standard.

Thanks.

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

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







[Non-text portions of this message have been removed]
6
Hi Chris,



No. I don't know how and I doubt Epicor would do anything about it
anyway.



Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Chris Thompson
Sent: Wednesday, August 19, 2009 3:55 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Vantage - Inserting Line on Sales Order or Quote





Hi Linda,

Have you logged it as an enhancement request before?

Thanks.

________________________________
From: Linda Lowney <llowney@...
<mailto:llowney%40pridesigns.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tuesday, 18 August, 2009 18:22:09
Subject: RE: [Vantage] Vantage - Inserting Line on Sales Order or Quote


Hi Chris,

Our estimating department complains about that one too. Our workaround
is to add the line to the end of the quote, then copy all the quote
lines into Excel, renumber and resort the lines and then paste update
back into Vantage. It seems to work ok as long as the line is added
into Vantage before exporting to Excel.

Regards,

Linda

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Chris Thompson
Sent: Tuesday, August 18, 2009 12:27 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi,

Have any of you ever had the request from your sales people for the
ability to ADD a quote line / order line in the middle of a quote or
order?

For example, if you have an order with 10 lines, but realise that when
following the customer's PS you have missed out line 5. Our legacy
system will allow us to INSERT a line at Line 5, and then it will
re-number the original 5-10 to 6-11.

I have raised this as an enhancement request as I am suprised Epicor 9
or Vantage dont do it as standard.

Thanks.

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

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

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





[Non-text portions of this message have been removed]
7
Couldn't you customize the form like the PO? Add in a "Customer Line #"
field that you would populate and then have the quote order by that instead
of the Epicor line #?



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Linda Lowney
Sent: Wednesday, August 19, 2009 9:20 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage - Inserting Line on Sales Order or Quote





Hi Chris,

No. I don't know how and I doubt Epicor would do anything about it
anyway.

Linda

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Chris Thompson
Sent: Wednesday, August 19, 2009 3:55 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi Linda,

Have you logged it as an enhancement request before?

Thanks.

________________________________
From: Linda Lowney <llowney@... <mailto:llowney%40pridesigns.com>

<mailto:llowney%40pridesigns.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Tuesday, 18 August, 2009 18:22:09
Subject: RE: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi Chris,

Our estimating department complains about that one too. Our workaround
is to add the line to the end of the quote, then copy all the quote
lines into Excel, renumber and resort the lines and then paste update
back into Vantage. It seems to work ok as long as the line is added
into Vantage before exporting to Excel.

Regards,

Linda

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Chris Thompson
Sent: Tuesday, August 18, 2009 12:27 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi,

Have any of you ever had the request from your sales people for the
ability to ADD a quote line / order line in the middle of a quote or
order?

For example, if you have an order with 10 lines, but realise that when
following the customer's PS you have missed out line 5. Our legacy
system will allow us to INSERT a line at Line 5, and then it will
re-number the original 5-10 to 6-11.

I have raised this as an enhancement request as I am suprised Epicor 9
or Vantage dont do it as standard.

Thanks.

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

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

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

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





[Non-text portions of this message have been removed]
8
You 'Could' but every other system I have used has it as a standard feature.

It also means that you would have to make sure you got all of your numbering correct then change the sort order your Crystal reports sort on etc.

It is a work-arou8nd but not as easy as a simple 'insert line' button. It would mean the operator had to be 100% accurate when entering the order as the new field wouldn't auto populate etc.

(well with my knowledge anyway!)




________________________________
From: Sean McDaniel <smcdanie@...>
To: vantage@yahoogroups.com
Sent: Wednesday, 19 August, 2009 14:32:52
Subject: RE: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Â
Couldn't you customize the form like the PO? Add in a "Customer Line #"
field that you would populate and then have the quote order by that instead
of the Epicor line #?

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of
Linda Lowney
Sent: Wednesday, August 19, 2009 9:20 AM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi Chris,

No. I don't know how and I doubt Epicor would do anything about it
anyway.

Linda

From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ] On
Behalf
Of Chris Thompson
Sent: Wednesday, August 19, 2009 3:55 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: Re: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi Linda,

Have you logged it as an enhancement request before?

Thanks.

____________ _________ _________ __
From: Linda Lowney <llowney@pridesigns. com <mailto:llowney% 40pridesigns. com>

<mailto:llowney% 40pridesigns. com> >
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com>
Sent: Tuesday, 18 August, 2009 18:22:09
Subject: RE: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi Chris,

Our estimating department complains about that one too. Our workaround
is to add the line to the end of the quote, then copy all the quote
lines into Excel, renumber and resort the lines and then paste update
back into Vantage. It seems to work ok as long as the line is added
into Vantage before exporting to Excel.

Regards,

Linda

From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
Behalf
Of Chris Thompson
Sent: Tuesday, August 18, 2009 12:27 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Inserting Line on Sales Order or Quote

Hi,

Have any of you ever had the request from your sales people for the
ability to ADD a quote line / order line in the middle of a quote or
order?

For example, if you have an order with 10 lines, but realise that when
following the customer's PS you have missed out line 5. Our legacy
system will allow us to INSERT a line at Line 5, and then it will
re-number the original 5-10 to 6-11.

I have raised this as an enhancement request as I am suprised Epicor 9
or Vantage dont do it as standard.

Thanks.

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

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

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

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

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







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