Vista 8.00.412A Dashboard/Query for Job Operations

Yahoo Archive
1
Thank you,

I did actually find an example of what I was looking for, except without
the customer info. Tried to modify that one, saved as another name of
course, but quite frankly I don't know enough about adding the Tables,
especially when it comes to the customer table....either I get
everything doubled or tripled, or nothing at all.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert Brown
Sent: Thursday, August 28, 2008 9:13 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations



You can also upload to the files section of this user group.

I suggest you peruse what is already uploaded as you may already find an
example of what you are looking for.

--- On Wed, 8/27/08, Charles Carden <ccarden@...
<mailto:ccarden%40manitex.com> > wrote:

From: Charles Carden <ccarden@... <mailto:ccarden%40manitex.com>
>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations
To: "vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> "
<vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> >
Date: Wednesday, August 27, 2008, 8:12 PM

Absolutely. The export generates a XML file. You may have to change the
extension before you email it as many companies will not allow XML files
as attachments as they can contain malicious code.

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 3:58 PM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Hi

I was wondering are we able to share BAQ's and Dashboards. Can a
dashboard be exported and emailed to someone. Is this something can be
allowed?

Ellen

____________ _________ _________ __

From: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>] On
Behalf
Of Jim Frice
Sent: Wednesday, August 27, 2008 3:26 PM
To: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Ellen,

We have a query with this information. Our join is from JobHead to
JobProd using the fields Company and Jobnum. We then joined JobProd to
OrderRel as an outerjoin(if you don't do an outer join you will not get
jobs released for stock) using the fields company, ordernum, orderline
and orderrelnum. We then did another outerjoin with OrderHed to Customer
using the fields company and ordernum. This should get you started down
the right track. Our query started with JobHead as the first table and
JobProd was the first table we joined to.

Jim

____________ _________ _________ __

From: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com> ] On
Behalf
Of Robert Brown
Sent: Wednesday, August 27, 2008 12:40 PM
To: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Ellen

Support is right: JobProd IS correct.

Join from it to the OrderHed, OrderDtl and/or OrderRel table(s) thru
Company, OrderNum, OrderLine, OrderRelNum

Join JobHead to JobProd thru Company & JobNum.

When creating the BAQ, add JobProd first before any other tables... It
will increase the odds the the Phrase Builder joins the tables properly.
It is only making an educated guess as to how you really need the tables
joined.

Rob Brown

--- On Wed, 8/27/08, Ellen Lensing <ellen.lensing@ middlewestmfg.
com<mailto:ellen. lensing%40middle westmfg.com>
<mailto:ellen. lensing%40middle westmfg.com>
<mailto:ellen. lensing%40middle westmfg.com> > wrote:

From: Ellen Lensing <ellen.lensing@ middlewestmfg. com<mailto:ellen.
lensing%40middle westmfg.com>
<mailto:ellen. lensing%40middle westmfg.com>
<mailto:ellen. lensing%40middle westmfg.com> >
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations
To: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com>
Date: Wednesday, August 27, 2008, 1:05 PM

Thank you,

I will give that a try. Support had said to try the Jobprod
table...but that didn't work.

Ellen

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
Behalf
Of Charles Carden
Sent: Wednesday, August 27, 2008 11:33 AM
To: vantage@yahoogroups .com
Subject: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Having the ability to link the Customer to a job will depend upon how
the demand for the job is generated. If the job demand comes from the
sales order then the customer link is easily obtained from the Order
Release table. If the demand it for stock then that link does not exist
directly from Vantage. We have several dashboard/reports that use that
link.

From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@ yahoogroups .com <mailto:vantage% 40yahoogroups. com> ]
On
Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 11:01 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: [Vantage] Vista 8.00.412A Dashboard/Query for Job Operations

Hi,

I am new to the group and was wondering if anyone had a dashboard or
query to share that would show the customer name along with the job
number and operations. Currently we are putting the customer name in
the comments section of the job header. Then I am pulling in that field
into the query, to show we know who the job is for. I also pull
operations and several other fields. Support says that is difficult to
link the customer name with a job in a dashboard or a query.

Thank you in advance

Ellen

MWM

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

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recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
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[Non-text portions of this message have been removed]

____________ _________ _________ __
DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
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[Non-text portions of this message have been removed]
2
Hi,

I am new to the group and was wondering if anyone had a dashboard or
query to share that would show the customer name along with the job
number and operations. Currently we are putting the customer name in
the comments section of the job header. Then I am pulling in that field
into the query, to show we know who the job is for. I also pull
operations and several other fields. Support says that is difficult to
link the customer name with a job in a dashboard or a query.

Thank you in advance

Ellen

MWM







[Non-text portions of this message have been removed]
3
Having the ability to link the Customer to a job will depend upon how the demand for the job is generated. If the job demand comes from the sales order then the customer link is easily obtained from the Order Release table. If the demand it for stock then that link does not exist directly from Vantage. We have several dashboard/reports that use that link.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 11:01 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Vista 8.00.412A Dashboard/Query for Job Operations



Hi,

I am new to the group and was wondering if anyone had a dashboard or
query to share that would show the customer name along with the job
number and operations. Currently we are putting the customer name in
the comments section of the job header. Then I am pulling in that field
into the query, to show we know who the job is for. I also pull
operations and several other fields. Support says that is difficult to
link the customer name with a job in a dashboard or a query.

Thank you in advance

Ellen

MWM

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


________________________________
DISCLAIMER:
This e-mail, including attachments, may include confidential and/or proprietary information, and may be used only by the person or entity to which it is addressed. If the reader of this e-mail is not the intended recipient or his or her authorized agent, the reader is hereby notified that any dissemination, distribution or copying of this e-mail is prohibited. If you have received this e-mail in error, please notify the sender by replying to this message and delete this e-mail immediately.


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

I will give that a try. Support had said to try the Jobprod
table...but that didn't work.

Ellen



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charles Carden
Sent: Wednesday, August 27, 2008 11:33 AM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations



Having the ability to link the Customer to a job will depend upon how
the demand for the job is generated. If the job demand comes from the
sales order then the customer link is easily obtained from the Order
Release table. If the demand it for stock then that link does not exist
directly from Vantage. We have several dashboard/reports that use that
link.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 11:01 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Vista 8.00.412A Dashboard/Query for Job Operations

Hi,

I am new to the group and was wondering if anyone had a dashboard or
query to share that would show the customer name along with the job
number and operations. Currently we are putting the customer name in
the comments section of the job header. Then I am pulling in that field
into the query, to show we know who the job is for. I also pull
operations and several other fields. Support says that is difficult to
link the customer name with a job in a dashboard or a query.

Thank you in advance

Ellen

MWM

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

________________________________
DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.

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





[Non-text portions of this message have been removed]
5
Ellen

Support is right: JobProd IS correct.

Join from it to the OrderHed, OrderDtl and/or OrderRel table(s) thru Company, OrderNum, OrderLine, OrderRelNum

Join JobHead to JobProd thru Company & JobNum.

When creating the BAQ, add JobProd first before any other tables... It will increase the odds the the Phrase Builder joins the tables properly. It is only making an educated guess as to how you really need the tables joined.

Rob Brown



--- On Wed, 8/27/08, Ellen Lensing <ellen.lensing@...> wrote:

From: Ellen Lensing <ellen.lensing@...>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job Operations
To: vantage@yahoogroups.com
Date: Wednesday, August 27, 2008, 1:05 PM






Thank you,

I will give that a try. Support had said to try the Jobprod
table...but that didn't work.

Ellen

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Charles Carden
Sent: Wednesday, August 27, 2008 11:33 AM
To: vantage@yahoogroups .com
Subject: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Having the ability to link the Customer to a job will depend upon how
the demand for the job is generated. If the job demand comes from the
sales order then the customer link is easily obtained from the Order
Release table. If the demand it for stock then that link does not exist
directly from Vantage. We have several dashboard/reports that use that
link.

From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ] On
Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 11:01 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: [Vantage] Vista 8.00.412A Dashboard/Query for Job Operations

Hi,

I am new to the group and was wondering if anyone had a dashboard or
query to share that would show the customer name along with the job
number and operations. Currently we are putting the customer name in
the comments section of the job header. Then I am pulling in that field
into the query, to show we know who the job is for. I also pull
operations and several other fields. Support says that is difficult to
link the customer name with a job in a dashboard or a query.

Thank you in advance

Ellen

MWM

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

____________ _________ _________ __
DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.

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

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

We have a query with this information. Our join is from JobHead to
JobProd using the fields Company and Jobnum. We then joined JobProd to
OrderRel as an outerjoin(if you don't do an outer join you will not get
jobs released for stock) using the fields company, ordernum, orderline
and orderrelnum. We then did another outerjoin with OrderHed to Customer
using the fields company and ordernum. This should get you started down
the right track. Our query started with JobHead as the first table and
JobProd was the first table we joined to.

Jim

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert Brown
Sent: Wednesday, August 27, 2008 12:40 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations



Ellen

Support is right: JobProd IS correct.

Join from it to the OrderHed, OrderDtl and/or OrderRel table(s) thru
Company, OrderNum, OrderLine, OrderRelNum

Join JobHead to JobProd thru Company & JobNum.

When creating the BAQ, add JobProd first before any other tables... It
will increase the odds the the Phrase Builder joins the tables properly.
It is only making an educated guess as to how you really need the tables
joined.

Rob Brown

--- On Wed, 8/27/08, Ellen Lensing <ellen.lensing@...
<mailto:ellen.lensing%40middlewestmfg.com> > wrote:

From: Ellen Lensing <ellen.lensing@...
<mailto:ellen.lensing%40middlewestmfg.com> >
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Wednesday, August 27, 2008, 1:05 PM

Thank you,

I will give that a try. Support had said to try the Jobprod
table...but that didn't work.

Ellen

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Charles Carden
Sent: Wednesday, August 27, 2008 11:33 AM
To: vantage@yahoogroups .com
Subject: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Having the ability to link the Customer to a job will depend upon how
the demand for the job is generated. If the job demand comes from the
sales order then the customer link is easily obtained from the Order
Release table. If the demand it for stock then that link does not exist
directly from Vantage. We have several dashboard/reports that use that
link.

From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ]
On
Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 11:01 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: [Vantage] Vista 8.00.412A Dashboard/Query for Job Operations

Hi,

I am new to the group and was wondering if anyone had a dashboard or
query to share that would show the customer name along with the job
number and operations. Currently we are putting the customer name in
the comments section of the job header. Then I am pulling in that field
into the query, to show we know who the job is for. I also pull
operations and several other fields. Support says that is difficult to
link the customer name with a job in a dashboard or a query.

Thank you in advance

Ellen

MWM

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

____________ _________ _________ __
DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.

[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
Hi

I was wondering are we able to share BAQ's and Dashboards. Can a
dashboard be exported and emailed to someone. Is this something can be
allowed?

Ellen



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jim Frice
Sent: Wednesday, August 27, 2008 3:26 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations



Ellen,

We have a query with this information. Our join is from JobHead to
JobProd using the fields Company and Jobnum. We then joined JobProd to
OrderRel as an outerjoin(if you don't do an outer join you will not get
jobs released for stock) using the fields company, ordernum, orderline
and orderrelnum. We then did another outerjoin with OrderHed to Customer
using the fields company and ordernum. This should get you started down
the right track. Our query started with JobHead as the first table and
JobProd was the first table we joined to.

Jim

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Robert Brown
Sent: Wednesday, August 27, 2008 12:40 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Ellen

Support is right: JobProd IS correct.

Join from it to the OrderHed, OrderDtl and/or OrderRel table(s) thru
Company, OrderNum, OrderLine, OrderRelNum

Join JobHead to JobProd thru Company & JobNum.

When creating the BAQ, add JobProd first before any other tables... It
will increase the odds the the Phrase Builder joins the tables properly.
It is only making an educated guess as to how you really need the tables
joined.

Rob Brown

--- On Wed, 8/27/08, Ellen Lensing <ellen.lensing@...
<mailto:ellen.lensing%40middlewestmfg.com>
<mailto:ellen.lensing%40middlewestmfg.com> > wrote:

From: Ellen Lensing <ellen.lensing@...
<mailto:ellen.lensing%40middlewestmfg.com>
<mailto:ellen.lensing%40middlewestmfg.com> >
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Date: Wednesday, August 27, 2008, 1:05 PM

Thank you,

I will give that a try. Support had said to try the Jobprod
table...but that didn't work.

Ellen

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Charles Carden
Sent: Wednesday, August 27, 2008 11:33 AM
To: vantage@yahoogroups .com
Subject: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Having the ability to link the Customer to a job will depend upon how
the demand for the job is generated. If the job demand comes from the
sales order then the customer link is easily obtained from the Order
Release table. If the demand it for stock then that link does not exist
directly from Vantage. We have several dashboard/reports that use that
link.

From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ]
On
Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 11:01 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: [Vantage] Vista 8.00.412A Dashboard/Query for Job Operations

Hi,

I am new to the group and was wondering if anyone had a dashboard or
query to share that would show the customer name along with the job
number and operations. Currently we are putting the customer name in
the comments section of the job header. Then I am pulling in that field
into the query, to show we know who the job is for. I also pull
operations and several other fields. Support says that is difficult to
link the customer name with a job in a dashboard or a query.

Thank you in advance

Ellen

MWM

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

____________ _________ _________ __
DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.

[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
Absolutely. The export generates a XML file. You may have to change the extension before you email it as many companies will not allow XML files as attachments as they can contain malicious code.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 3:58 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job Operations


Hi

I was wondering are we able to share BAQ's and Dashboards. Can a
dashboard be exported and emailed to someone. Is this something can be
allowed?

Ellen

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Jim Frice
Sent: Wednesday, August 27, 2008 3:26 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Ellen,

We have a query with this information. Our join is from JobHead to
JobProd using the fields Company and Jobnum. We then joined JobProd to
OrderRel as an outerjoin(if you don't do an outer join you will not get
jobs released for stock) using the fields company, ordernum, orderline
and orderrelnum. We then did another outerjoin with OrderHed to Customer
using the fields company and ordernum. This should get you started down
the right track. Our query started with JobHead as the first table and
JobProd was the first table we joined to.

Jim

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Robert Brown
Sent: Wednesday, August 27, 2008 12:40 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Ellen

Support is right: JobProd IS correct.

Join from it to the OrderHed, OrderDtl and/or OrderRel table(s) thru
Company, OrderNum, OrderLine, OrderRelNum

Join JobHead to JobProd thru Company & JobNum.

When creating the BAQ, add JobProd first before any other tables... It
will increase the odds the the Phrase Builder joins the tables properly.
It is only making an educated guess as to how you really need the tables
joined.

Rob Brown

--- On Wed, 8/27/08, Ellen Lensing <ellen.lensing@...<mailto:ellen.lensing%40middlewestmfg.com>
<mailto:ellen.lensing%40middlewestmfg.com>
<mailto:ellen.lensing%40middlewestmfg.com> > wrote:

From: Ellen Lensing <ellen.lensing@...<mailto:ellen.lensing%40middlewestmfg.com>
<mailto:ellen.lensing%40middlewestmfg.com>
<mailto:ellen.lensing%40middlewestmfg.com> >
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Date: Wednesday, August 27, 2008, 1:05 PM

Thank you,

I will give that a try. Support had said to try the Jobprod
table...but that didn't work.

Ellen

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Charles Carden
Sent: Wednesday, August 27, 2008 11:33 AM
To: vantage@yahoogroups .com
Subject: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Having the ability to link the Customer to a job will depend upon how
the demand for the job is generated. If the job demand comes from the
sales order then the customer link is easily obtained from the Order
Release table. If the demand it for stock then that link does not exist
directly from Vantage. We have several dashboard/reports that use that
link.

From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ]
On
Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 11:01 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: [Vantage] Vista 8.00.412A Dashboard/Query for Job Operations

Hi,

I am new to the group and was wondering if anyone had a dashboard or
query to share that would show the customer name along with the job
number and operations. Currently we are putting the customer name in
the comments section of the job header. Then I am pulling in that field
into the query, to show we know who the job is for. I also pull
operations and several other fields. Support says that is difficult to
link the customer name with a job in a dashboard or a query.

Thank you in advance

Ellen

MWM

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

____________ _________ _________ __
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9
You can also upload to the files section of this user group.
Â
I suggest you peruse what is already uploaded as you may already find an example of what you are looking for.

--- On Wed, 8/27/08, Charles Carden <ccarden@...> wrote:

From: Charles Carden <ccarden@...>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job Operations
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Date: Wednesday, August 27, 2008, 8:12 PM






Absolutely. The export generates a XML file. You may have to change the extension before you email it as many companies will not allow XML files as attachments as they can contain malicious code.

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 3:58 PM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job Operations

Hi

I was wondering are we able to share BAQ's and Dashboards. Can a
dashboard be exported and emailed to someone. Is this something can be
allowed?

Ellen

____________ _________ _________ __

From: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com> [mailto:vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>] On Behalf
Of Jim Frice
Sent: Wednesday, August 27, 2008 3:26 PM
To: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Ellen,

We have a query with this information. Our join is from JobHead to
JobProd using the fields Company and Jobnum. We then joined JobProd to
OrderRel as an outerjoin(if you don't do an outer join you will not get
jobs released for stock) using the fields company, ordernum, orderline
and orderrelnum. We then did another outerjoin with OrderHed to Customer
using the fields company and ordernum. This should get you started down
the right track. Our query started with JobHead as the first table and
JobProd was the first table we joined to.

Jim

____________ _________ _________ __

From: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com> <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com> <mailto:vantage% 40yahoogroups. com> ] On
Behalf
Of Robert Brown
Sent: Wednesday, August 27, 2008 12:40 PM
To: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com> <mailto:vantage% 40yahoogroups. com>
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Ellen

Support is right: JobProd IS correct.

Join from it to the OrderHed, OrderDtl and/or OrderRel table(s) thru
Company, OrderNum, OrderLine, OrderRelNum

Join JobHead to JobProd thru Company & JobNum.

When creating the BAQ, add JobProd first before any other tables... It
will increase the odds the the Phrase Builder joins the tables properly.
It is only making an educated guess as to how you really need the tables
joined.

Rob Brown

--- On Wed, 8/27/08, Ellen Lensing <ellen.lensing@ middlewestmfg. com<mailto:ellen. lensing%40middle westmfg.com>
<mailto:ellen. lensing%40middle westmfg.com>
<mailto:ellen. lensing%40middle westmfg.com> > wrote:

From: Ellen Lensing <ellen.lensing@ middlewestmfg. com<mailto:ellen. lensing%40middle westmfg.com>
<mailto:ellen. lensing%40middle westmfg.com>
<mailto:ellen. lensing%40middle westmfg.com> >
Subject: RE: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations
To: vantage@yahoogroups .com<mailto:vantage% 40yahoogroups. com> <mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com>
Date: Wednesday, August 27, 2008, 1:05 PM

Thank you,

I will give that a try. Support had said to try the Jobprod
table...but that didn't work.

Ellen

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
Behalf
Of Charles Carden
Sent: Wednesday, August 27, 2008 11:33 AM
To: vantage@yahoogroups .com
Subject: [Vantage] RE: Vista 8.00.412A Dashboard/Query for Job
Operations

Having the ability to link the Customer to a job will depend upon how
the demand for the job is generated. If the job demand comes from the
sales order then the customer link is easily obtained from the Order
Release table. If the demand it for stock then that link does not exist
directly from Vantage. We have several dashboard/reports that use that
link.

From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@ yahoogroups .com <mailto:vantage% 40yahoogroups. com> ]
On
Behalf Of Ellen Lensing
Sent: Wednesday, August 27, 2008 11:01 AM
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Subject: [Vantage] Vista 8.00.412A Dashboard/Query for Job Operations

Hi,

I am new to the group and was wondering if anyone had a dashboard or
query to share that would show the customer name along with the job
number and operations. Currently we are putting the customer name in
the comments section of the job header. Then I am pulling in that field
into the query, to show we know who the job is for. I also pull
operations and several other fields. Support says that is difficult to
link the customer name with a job in a dashboard or a query.

Thank you in advance

Ellen

MWM

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

____________ _________ _________ __
DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.

[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]

____________ _________ _________ __
DISCLAIMER:
This e-mail, including attachments, may include confidential and/or proprietary information, and may be used only by the person or entity to which it is addressed. If the reader of this e-mail is not the intended recipient or his or her authorized agent, the reader is hereby notified that any dissemination, distribution or copying of this e-mail is prohibited. If you have received this e-mail in error, please notify the sender by replying to this message and delete this e-mail immediately.

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