What is the best method to auto populate a field from existing v

Yahoo Archive
1
Thanks all for your insight:)

The choice of path (s) is now much clearer.

Our specific problem occurs on the Invoice Entry and would probably not be a global kind of thing so a screen customization is probably more in order than a BPM. The screen customizations is more capable than first thought.

Matt Sweny
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Dale Schuerman
Sent: Wednesday, October 06, 2010 10:19 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: What is the best method to auto populate a field from existing vantage data?



I have not had a lot of problem upgrading either one.

The main determining faction for me is the scope of the change. (For ex. Part Maintenance Update BO)

If I want all the customization to effect part.update everywhere in the system then it is a BPM. I do not know how many time Part.Update BO is called in Epicor. You can make a BPM change that works where you are testing but breaks something elsewhere.

If I want the customization to only effect the Part Maintenance Entry screen then it is a VB.

Hope this helps

Dale Schuerman
RAM Software Systems

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> on behalf of k99ja04
Sent: Wed 10/6/2010 8:34 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: What is the best method to auto populate a field from existing vantage data?

+1 on Kevin's thoughts. The inevitable IT answer is usually, 'it depends'. At least we're not as polarizing as the Apple versus PC crowd.
Cheers,
Jared

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> , "Kevin Simon" <ksimon8fw@...> wrote:
>
> Matt,
>
>
>
> The other nice thing about this group, is that you'll get competing
> opinions. I would tend to fall on the opposite end of Jared. In my
> experience, I don't believe the BPM's or Screen Customizations are
> necessarily more prone to "break" during upgrade. The upgrade to 9.05 was
> hard on BPM's, but that was a result of the tool itself, not a result of
> schema changes.
>
>
>
> If I'm given a choice of BPM versus coding within the customization, I'll
> usually take the BPM route for a variety of reasons. One of the nicest
> features of the BPM's is they run no matter where the method is called. If
> I have a BPM on the part master, it gets kicked off whether I'm in part
> entry, or if I'm importing parts using Service Connect. The screen
> customizations are local to that program only.
>
>
>
>
>
> Kevin Simon
>
> SimsTrak Consulting

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


________________________________


Disclaimer:
This email transmission and any attachments to it are intended solely for the use of the individual or entity to whom it is addressed and may contain confidential and privileged information. If you are not the intended recipient, your use, forwarding, printing, storing, disseminating, distribution, or copying of this communication is prohibited. If you received this communication in error, please notify the sender immediately by replying to this message and delete it from your computer.


[Non-text portions of this message have been removed]
2
803.305L

There are fields thoughout vantage that do not self populate when another field is entered/picked etc.

What would be the best method to "turn on" the autopopulation of a field for which the data already exists someware else?

Are there basic built in tools to do this? or is something like a BPM or service connect event required? Can this autopopulate be turned on without adding a UD field?

Thanks,

Matt Sweny
3
My question below does not have anything to do with the previous topic of "Vantage - Auto Fill"

At least I think it does not.

The specific vantage functionality we are looking at is Invoice Entry / Debit Memo / Lines / Details

When a new Debit memo line is created and we enter a valid part number, vantage "Auto-Populates" the description field.

However, the Supplier Part Number and Unit Price is not populated. So is there a way to turn this functionality on and pull that data from say the PO or the supplier price list?

We are trying to decrease our data entry, believe it or not we have thousands of debit memo lines per year.

I have another question on this form and how to turn on something (related to above). But will wait to see if anyone has some easy solution other than BPM to make this happen.

Thanks for your help:)

Matt Sweny
In-house ERP Customization Advocate


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Matt
Sent: Wednesday, September 29, 2010 3:07 PM
To: vantage@yahoogroups.com
Subject: [Vantage] What is the best method to auto populate a field from existing vantage data?



803.305L

There are fields thoughout vantage that do not self populate when another field is entered/picked etc.

What would be the best method to "turn on" the autopopulation of a field for which the data already exists someware else?

Are there basic built in tools to do this? or is something like a BPM or service connect event required? Can this autopopulate be turned on without adding a UD field?

Thanks,

Matt Sweny


________________________________


Disclaimer:
This email transmission and any attachments to it are intended solely for the use of the individual or entity to whom it is addressed and may contain confidential and privileged information. If you are not the intended recipient, your use, forwarding, printing, storing, disseminating, distribution, or copying of this communication is prohibited. If you received this communication in error, please notify the sender immediately by replying to this message and delete it from your computer.


[Non-text portions of this message have been removed]
4
Matt,
You can do a customization

That when a Notify is triggered on the dataset if the value of the part is
different than before you go and get the information you need for the PO
adapter
or wherever it is, I don't have time at the moment to go into details,
how comfortable are you with customizations? I can give you some pointers if
you think you
can figure it out


Sincerely
Jose C Gomez

http://www.josecgomez.com


On Thu, Sep 30, 2010 at 12:25 PM, Sweny, Matt <matts@...> wrote:

>
>
> My question below does not have anything to do with the previous topic of
> "Vantage - Auto Fill"
>
> At least I think it does not.
>
> The specific vantage functionality we are looking at is Invoice Entry /
> Debit Memo / Lines / Details
>
> When a new Debit memo line is created and we enter a valid part number,
> vantage "Auto-Populates" the description field.
>
> However, the Supplier Part Number and Unit Price is not populated. So is
> there a way to turn this functionality on and pull that data from say the PO
> or the supplier price list?
>
> We are trying to decrease our data entry, believe it or not we have
> thousands of debit memo lines per year.
>
> I have another question on this form and how to turn on something (related
> to above). But will wait to see if anyone has some easy solution other than
> BPM to make this happen.
>
> Thanks for your help:)
>
> Matt Sweny
> In-house ERP Customization Advocate
>
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf Of Matt
> Sent: Wednesday, September 29, 2010 3:07 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: [Vantage] What is the best method to auto populate a field from
> existing vantage data?
>
>
> 803.305L
>
> There are fields thoughout vantage that do not self populate when another
> field is entered/picked etc.
>
> What would be the best method to "turn on" the autopopulation of a field
> for which the data already exists someware else?
>
> Are there basic built in tools to do this? or is something like a BPM or
> service connect event required? Can this autopopulate be turned on without
> adding a UD field?
>
> Thanks,
>
> Matt Sweny
>
> ________________________________
>
> Disclaimer:
> This email transmission and any attachments to it are intended solely for
> the use of the individual or entity to whom it is addressed and may contain
> confidential and privileged information. If you are not the intended
> recipient, your use, forwarding, printing, storing, disseminating,
> distribution, or copying of this communication is prohibited. If you
> received this communication in error, please notify the sender immediately
> by replying to this message and delete it from your computer.
>
> [Non-text portions of this message have been removed]
>
>
>


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

Honestly, I am a newbie on most of the customizations. I do pass on to our IT folks higher level ideas and solutions.

If you could just point me in the right direction that would be great.

By direction I mean what methods to use like some sort of built in vantage tool set that can accomplish this say within the customization functionality or maybe a BPM or database trigger etc.

I see a lot of BPM solutions in the yahoo postings, our IT dept. is reluctant to do them because of the issues that arise with upgrades. If BPM is the only / best option then so be it we will do what we must.

PS: we are progress on 803.305L

Regards,


Matt Sweny
In-House ERP Customization Advocate
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jose Gomez
Sent: Thursday, September 30, 2010 2:06 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] What is the best method to auto populate a field from existing vantage data?

Matt,
You can do a customization

That when a Notify is triggered on the dataset if the value of the part is
different than before you go and get the information you need for the PO
adapter
or wherever it is, I don't have time at the moment to go into details,
how comfortable are you with customizations? I can give you some pointers if
you think you
can figure it out


Sincerely
Jose C Gomez

http://www.josecgomez.com


On Thu, Sep 30, 2010 at 12:25 PM, Sweny, Matt <matts@...> wrote:

>
>
> My question below does not have anything to do with the previous topic of
> "Vantage - Auto Fill"
>
> At least I think it does not.
>
> The specific vantage functionality we are looking at is Invoice Entry /
> Debit Memo / Lines / Details
>
> When a new Debit memo line is created and we enter a valid part number,
> vantage "Auto-Populates" the description field.
>
> However, the Supplier Part Number and Unit Price is not populated. So is
> there a way to turn this functionality on and pull that data from say the PO
> or the supplier price list?
>
> We are trying to decrease our data entry, believe it or not we have
> thousands of debit memo lines per year.
>
> I have another question on this form and how to turn on something (related
> to above). But will wait to see if anyone has some easy solution other than
> BPM to make this happen.
>
> Thanks for your help:)
>
> Matt Sweny
> In-house ERP Customization Advocate
>
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf Of Matt
> Sent: Wednesday, September 29, 2010 3:07 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: [Vantage] What is the best method to auto populate a field from
> existing vantage data?
>
>
> 803.305L
>
> There are fields thoughout vantage that do not self populate when another
> field is entered/picked etc.
>
> What would be the best method to "turn on" the autopopulation of a field
> for which the data already exists someware else?
>
> Are there basic built in tools to do this? or is something like a BPM or
> service connect event required? Can this autopopulate be turned on without
> adding a UD field?
>
> Thanks,
>
> Matt Sweny
>
> ________________________________
>
> Disclaimer:
> This email transmission and any attachments to it are intended solely for
> the use of the individual or entity to whom it is addressed and may contain
> confidential and privileged information. If you are not the intended
> recipient, your use, forwarding, printing, storing, disseminating,
> distribution, or copying of this communication is prohibited. If you
> received this communication in error, please notify the sender immediately
> by replying to this message and delete it from your computer.
>
> [Non-text portions of this message have been removed]
>
>
>


[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/linksYahoo! Groups Links






Disclaimer:
This email transmission and any attachments to it are intended solely for the use of the individual or entity to whom it is addressed and may contain confidential and privileged information. If you are not the intended recipient, your use, forwarding, printing, storing, disseminating, distribution, or copying of this communication is prohibited. If you received this communication in error, please notify the sender immediately by replying to this message and delete it from your computer.
6
BPMs tend to be fairly safely carried along in upgrades. Epicor
doesn't seem to muck too heavily with database schema changes to
existing tables (i.e. they don't change the meaning of a field, or
remove it, etc. very often). I know it happens, but I don't think very
often within a major release. Apparently moving from .405 to .408B
added a field to ResourceGroups that impacted the way our scheduling
move times work though, so changes do happen, but they're usually
additive.

As part of the upgrade process your BPMs are checked to see if the
base business objects they refer to have changed, the methods are no
longer valid, etc and will flag those for you. Of course it is up to
you to test to see if your BPMs still work/do what you expect after the
upgrade, so testing prior to inflicting the upgrade on your production
environment is important, but then you already knew that given the
regular complaining folks do here about the low quality and apparent
lack of regression testing in Vantage service packs.

Given that you're on 8.03.305L I'm not sure what your IT folks are so
worried about. You're about 3 years or so out of sync with the release
cycle at least, so clearly that's not a priority for your organization
(if you have a version that works for you, that's great!).

I would treat BPMs as something between a pure 'configuration setting'
and a whole-hog 'customization'. Its not like you're modifying the base
code of the system (although for some strange reason Epicor does give
you the ability to replace the base code of a given BPM method with your
own if you wanted to do so...has anyone ever done this I wonder?).

-bws

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sweny, Matt
Sent: Thursday, September 30, 2010 6:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] What is the best method to auto populate a field
from existing vantage data?

Jose,

Honestly, I am a newbie on most of the customizations. I do pass on to
our IT folks higher level ideas and solutions.

If you could just point me in the right direction that would be great.

By direction I mean what methods to use like some sort of built in
vantage tool set that can accomplish this say within the customization
functionality or maybe a BPM or database trigger etc.

I see a lot of BPM solutions in the yahoo postings, our IT dept. is
reluctant to do them because of the issues that arise with upgrades. If
BPM is the only / best option then so be it we will do what we must.

PS: we are progress on 803.305L

Regards,


Matt Sweny
In-House ERP Customization Advocate
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jose Gomez
Sent: Thursday, September 30, 2010 2:06 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] What is the best method to auto populate a field
from existing vantage data?

Matt,
You can do a customization

That when a Notify is triggered on the dataset if the value of the part
is
different than before you go and get the information you need for the PO
adapter
or wherever it is, I don't have time at the moment to go into details,
how comfortable are you with customizations? I can give you some
pointers if
you think you
can figure it out


Sincerely
Jose C Gomez

http://www.josecgomez.com


On Thu, Sep 30, 2010 at 12:25 PM, Sweny, Matt <matts@...>
wrote:

>
>
> My question below does not have anything to do with the previous topic
of
> "Vantage - Auto Fill"
>
> At least I think it does not.
>
> The specific vantage functionality we are looking at is Invoice Entry
/
> Debit Memo / Lines / Details
>
> When a new Debit memo line is created and we enter a valid part
number,
> vantage "Auto-Populates" the description field.
>
> However, the Supplier Part Number and Unit Price is not populated. So
is
> there a way to turn this functionality on and pull that data from say
the PO
> or the supplier price list?
>
> We are trying to decrease our data entry, believe it or not we have
> thousands of debit memo lines per year.
>
> I have another question on this form and how to turn on something
(related
> to above). But will wait to see if anyone has some easy solution other
than
> BPM to make this happen.
>
> Thanks for your help:)
>
> Matt Sweny
> In-house ERP Customization Advocate
>
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf Of Matt
> Sent: Wednesday, September 29, 2010 3:07 PM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: [Vantage] What is the best method to auto populate a field
from
> existing vantage data?
>
>
> 803.305L
>
> There are fields thoughout vantage that do not self populate when
another
> field is entered/picked etc.
>
> What would be the best method to "turn on" the autopopulation of a
field
> for which the data already exists someware else?
>
> Are there basic built in tools to do this? or is something like a BPM
or
> service connect event required? Can this autopopulate be turned on
without
> adding a UD field?
>
> Thanks,
>
> Matt Sweny
>
> ________________________________
>
> Disclaimer:
> This email transmission and any attachments to it are intended solely
for
> the use of the individual or entity to whom it is addressed and may
contain
> confidential and privileged information. If you are not the intended
> recipient, your use, forwarding, printing, storing, disseminating,
> distribution, or copying of this communication is prohibited. If you
> received this communication in error, please notify the sender
immediately
> by replying to this message and delete it from your computer.
>
> [Non-text portions of this message have been removed]
>
>
>


[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/linksYahoo! Groups Links






Disclaimer:
This email transmission and any attachments to it are intended solely
for the use of the individual or entity to whom it is addressed and may
contain confidential and privileged information. If you are not the
intended recipient, your use, forwarding, printing, storing,
disseminating, distribution, or copying of this communication is
prohibited. If you received this communication in error, please notify
the sender immediately by replying to this message and delete it from
your computer.


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

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/linksYahoo! Groups Links
7
OK, I did some poking around in developer mode customization, (which is what I think Jose was getting at). With my ignorant eye it looks like there are functions in there to do what we need, like creating methods, directives, 4GL coding etc.

So it sounds like most of the folks here, if they are concerned about issues when upgrading, tend to go with a BPM instead of a developer mode customization because the BMP kind of sits outside of that.

All your folks comments and insight are useful as I can take them to our management and try to convince them that it is better to make this product perform like a sweet Wynton Marsalis Trumpet instead of an "out of the box" kazoo.

It really bothers me that we have not been able (so far) to be a "giver" participant in this wonderful group. I do not want to be one of those "lurkers" ......

When we are done working on this project, I am going to see that we post to yahoo a really nice crystal we have been working on for AP Invoice / Debit printing, along with any customizations that will enhance the functionality of the AP Invoice/Debit.

Matt Sweny
In-House ERP Customization "Wannabie"
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian W. Spolarich
Sent: Friday, October 01, 2010 8:40 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] What is the best method to auto populate a field from existing vantage data?



BPMs tend to be fairly safely carried along in upgrades. Epicor
doesn't seem to muck too heavily with database schema changes to
existing tables (i.e. they don't change the meaning of a field, or
remove it, etc. very often). I know it happens, but I don't think very
often within a major release. Apparently moving from .405 to .408B
added a field to ResourceGroups that impacted the way our scheduling
move times work though, so changes do happen, but they're usually
additive.

As part of the upgrade process your BPMs are checked to see if the
base business objects they refer to have changed, the methods are no
longer valid, etc and will flag those for you. Of course it is up to
you to test to see if your BPMs still work/do what you expect after the
upgrade, so testing prior to inflicting the upgrade on your production
environment is important, but then you already knew that given the
regular complaining folks do here about the low quality and apparent
lack of regression testing in Vantage service packs.

Given that you're on 8.03.305L I'm not sure what your IT folks are so
worried about. You're about 3 years or so out of sync with the release
cycle at least, so clearly that's not a priority for your organization
(if you have a version that works for you, that's great!).

I would treat BPMs as something between a pure 'configuration setting'
and a whole-hog 'customization'. Its not like you're modifying the base
code of the system (although for some strange reason Epicor does give
you the ability to replace the base code of a given BPM method with your
own if you wanted to do so...has anyone ever done this I wonder?).

-bws

-----Original Message-----
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Sweny, Matt
Sent: Thursday, September 30, 2010 6:05 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] What is the best method to auto populate a field
from existing vantage data?

Jose,

Honestly, I am a newbie on most of the customizations. I do pass on to
our IT folks higher level ideas and solutions.

If you could just point me in the right direction that would be great.

By direction I mean what methods to use like some sort of built in
vantage tool set that can accomplish this say within the customization
functionality or maybe a BPM or database trigger etc.

I see a lot of BPM solutions in the yahoo postings, our IT dept. is
reluctant to do them because of the issues that arise with upgrades. If
BPM is the only / best option then so be it we will do what we must.

PS: we are progress on 803.305L

Regards,

Matt Sweny
In-House ERP Customization Advocate
-----Original Message-----
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Jose Gomez
Sent: Thursday, September 30, 2010 2:06 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] What is the best method to auto populate a field
from existing vantage data?

Matt,
You can do a customization

That when a Notify is triggered on the dataset if the value of the part
is
different than before you go and get the information you need for the PO
adapter
or wherever it is, I don't have time at the moment to go into details,
how comfortable are you with customizations? I can give you some
pointers if
you think you
can figure it out

Sincerely
Jose C Gomez

http://www.josecgomez.com

On Thu, Sep 30, 2010 at 12:25 PM, Sweny, Matt <matts@...<mailto:matts%40modernind.com>>
wrote:

>
>
> My question below does not have anything to do with the previous topic
of
> "Vantage - Auto Fill"
>
> At least I think it does not.
>
> The specific vantage functionality we are looking at is Invoice Entry
/
> Debit Memo / Lines / Details
>
> When a new Debit memo line is created and we enter a valid part
number,
> vantage "Auto-Populates" the description field.
>
> However, the Supplier Part Number and Unit Price is not populated. So
is
> there a way to turn this functionality on and pull that data from say
the PO
> or the supplier price list?
>
> We are trying to decrease our data entry, believe it or not we have
> thousands of debit memo lines per year.
>
> I have another question on this form and how to turn on something
(related
> to above). But will wait to see if anyone has some easy solution other
than
> BPM to make this happen.
>
> Thanks for your help:)
>
> Matt Sweny
> In-house ERP Customization Advocate
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <vantage%40yahoogroups.com>] On Behalf Of Matt
> Sent: Wednesday, September 29, 2010 3:07 PM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <vantage%40yahoogroups.com>
> Subject: [Vantage] What is the best method to auto populate a field
from
> existing vantage data?
>
>
> 803.305L
>
> There are fields thoughout vantage that do not self populate when
another
> field is entered/picked etc.
>
> What would be the best method to "turn on" the autopopulation of a
field
> for which the data already exists someware else?
>
> Are there basic built in tools to do this? or is something like a BPM
or
> service connect event required? Can this autopopulate be turned on
without
> adding a UD field?
>
> Thanks,
>
> Matt Sweny
>
> ________________________________
>
> Disclaimer:
> This email transmission and any attachments to it are intended solely
for
> the use of the individual or entity to whom it is addressed and may
contain
> confidential and privileged information. If you are not the intended
> recipient, your use, forwarding, printing, storing, disseminating,
> distribution, or copying of this communication is prohibited. If you
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immediately
> by replying to this message and delete it from your computer.
>
> [Non-text portions of this message have been removed]
>
>
>

[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:
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(2) To search through old msg's goto:
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Disclaimer:
This email transmission and any attachments to it are intended solely
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intended recipient, your use, forwarding, printing, storing,
disseminating, distribution, or copying of this communication is
prohibited. If you received this communication in error, please notify
the sender immediately by replying to this message and delete it from
your computer.

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

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/.<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/linksYahoo! Groups Links


________________________________


Disclaimer:
This email transmission and any attachments to it are intended solely for the use of the individual or entity to whom it is addressed and may contain confidential and privileged information. If you are not the intended recipient, your use, forwarding, printing, storing, disseminating, distribution, or copying of this communication is prohibited. If you received this communication in error, please notify the sender immediately by replying to this message and delete it from your computer.


[Non-text portions of this message have been removed]
8
Matt,

Actually just the opposite for upgrades. BPMs are more likely to break during upgrades as the schema usually changes. Screen customizations are .NET 2.0 code and will likely make the transition. As always your mileage will vary, but screen customizations are less likely to break in my experience.

That being said, ERP is a huge investment. Your company has to be ready with its people and processes in place, and also willing to invest the time, money, and training to make it work for them. ERP packages are by there nature generic, and unless you contract a software company to one-off you a package, whatever you buy will never be perfect "out-of-the-box". The software vendor wrote this package for people that sell "widgets". There's two ways to get there: either you customize your process to fit the software, or you modify the software to fit your process. Vantage is highly customizable, and meant to be so. You have BPMs, screen customizations, Progess code, SQL access (maybe), and if you want to get your developer pants on you can wrap the business object .DLLs into custom apps.

I've been with company's that have sweet ERP implementations, but it takes a lot of effort to get there. But the payoff is that information flows effortlessly.

Don't feel too bad about lurking. Ask questions and I think you'll find people are more than willing to offer guidance. Eventually I'm sure you'll contribute.
Cheer,
Jared


--- In vantage@yahoogroups.com, "Sweny, Matt" <matts@...> wrote:
>
> OK, I did some poking around in developer mode customization, (which is what I think Jose was getting at). With my ignorant eye it looks like there are functions in there to do what we need, like creating methods, directives, 4GL coding etc.
>
> So it sounds like most of the folks here, if they are concerned about issues when upgrading, tend to go with a BPM instead of a developer mode customization because the BMP kind of sits outside of that.
>
> All your folks comments and insight are useful as I can take them to our management and try to convince them that it is better to make this product perform like a sweet Wynton Marsalis Trumpet instead of an "out of the box" kazoo.
>
> It really bothers me that we have not been able (so far) to be a "giver" participant in this wonderful group. I do not want to be one of those "lurkers" ......
>
> When we are done working on this project, I am going to see that we post to yahoo a really nice crystal we have been working on for AP Invoice / Debit printing, along with any customizations that will enhance the functionality of the AP Invoice/Debit.
>
> Matt Sweny
> In-House ERP Customization "Wannabie"
9
Matt,



The other nice thing about this group, is that you'll get competing
opinions. I would tend to fall on the opposite end of Jared. In my
experience, I don't believe the BPM's or Screen Customizations are
necessarily more prone to "break" during upgrade. The upgrade to 9.05 was
hard on BPM's, but that was a result of the tool itself, not a result of
schema changes.



If I'm given a choice of BPM versus coding within the customization, I'll
usually take the BPM route for a variety of reasons. One of the nicest
features of the BPM's is they run no matter where the method is called. If
I have a BPM on the part master, it gets kicked off whether I'm in part
entry, or if I'm importing parts using Service Connect. The screen
customizations are local to that program only.





Kevin Simon

SimsTrak Consulting



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
k99ja04
Sent: Tuesday, October 05, 2010 12:47 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: What is the best method to auto populate a field from
existing vantage data?





Matt,

Actually just the opposite for upgrades. BPMs are more likely to break
during upgrades as the schema usually changes. Screen customizations are
.NET 2.0 code and will likely make the transition. As always your mileage
will vary, but screen customizations are less likely to break in my
experience.

That being said, ERP is a huge investment. Your company has to be ready with
its people and processes in place, and also willing to invest the time,
money, and training to make it work for them. ERP packages are by there
nature generic, and unless you contract a software company to one-off you a
package, whatever you buy will never be perfect "out-of-the-box". The
software vendor wrote this package for people that sell "widgets". There's
two ways to get there: either you customize your process to fit the
software, or you modify the software to fit your process. Vantage is highly
customizable, and meant to be so. You have BPMs, screen customizations,
Progess code, SQL access (maybe), and if you want to get your developer
pants on you can wrap the business object .DLLs into custom apps.

I've been with company's that have sweet ERP implementations, but it takes a
lot of effort to get there. But the payoff is that information flows
effortlessly.

Don't feel too bad about lurking. Ask questions and I think you'll find
people are more than willing to offer guidance. Eventually I'm sure you'll
contribute.
Cheer,
Jared

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Sweny,
Matt" <matts@...> wrote:
>
> OK, I did some poking around in developer mode customization, (which is
what I think Jose was getting at). With my ignorant eye it looks like there
are functions in there to do what we need, like creating methods,
directives, 4GL coding etc.
>
> So it sounds like most of the folks here, if they are concerned about
issues when upgrading, tend to go with a BPM instead of a developer mode
customization because the BMP kind of sits outside of that.
>
> All your folks comments and insight are useful as I can take them to our
management and try to convince them that it is better to make this product
perform like a sweet Wynton Marsalis Trumpet instead of an "out of the box"
kazoo.
>
> It really bothers me that we have not been able (so far) to be a "giver"
participant in this wonderful group. I do not want to be one of those
"lurkers" ......
>
> When we are done working on this project, I am going to see that we post
to yahoo a really nice crystal we have been working on for AP Invoice /
Debit printing, along with any customizations that will enhance the
functionality of the AP Invoice/Debit.
>
> Matt Sweny
> In-House ERP Customization "Wannabie"





[Non-text portions of this message have been removed]
10
+1 on Kevin's thoughts. The inevitable IT answer is usually, 'it depends'. At least we're not as polarizing as the Apple versus PC crowd.
Cheers,
Jared

--- In vantage@yahoogroups.com, "Kevin Simon" <ksimon8fw@...> wrote:
>
> Matt,
>
>
>
> The other nice thing about this group, is that you'll get competing
> opinions. I would tend to fall on the opposite end of Jared. In my
> experience, I don't believe the BPM's or Screen Customizations are
> necessarily more prone to "break" during upgrade. The upgrade to 9.05 was
> hard on BPM's, but that was a result of the tool itself, not a result of
> schema changes.
>
>
>
> If I'm given a choice of BPM versus coding within the customization, I'll
> usually take the BPM route for a variety of reasons. One of the nicest
> features of the BPM's is they run no matter where the method is called. If
> I have a BPM on the part master, it gets kicked off whether I'm in part
> entry, or if I'm importing parts using Service Connect. The screen
> customizations are local to that program only.
>
>
>
>
>
> Kevin Simon
>
> SimsTrak Consulting
11
I have not had a lot of problem upgrading either one.

The main determining faction for me is the scope of the change. (For ex. Part Maintenance Update BO)

If I want all the customization to effect part.update everywhere in the system then it is a BPM. I do not know how many time Part.Update BO is called in Epicor. You can make a BPM change that works where you are testing but breaks something elsewhere.

If I want the customization to only effect the Part Maintenance Entry screen then it is a VB.

Hope this helps

Dale Schuerman
RAM Software Systems

________________________________

From: vantage@yahoogroups.com on behalf of k99ja04
Sent: Wed 10/6/2010 8:34 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: What is the best method to auto populate a field from existing vantage data?




+1 on Kevin's thoughts. The inevitable IT answer is usually, 'it depends'. At least we're not as polarizing as the Apple versus PC crowd.
Cheers,
Jared

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Kevin Simon" <ksimon8fw@...> wrote:
>
> Matt,
>
>
>
> The other nice thing about this group, is that you'll get competing
> opinions. I would tend to fall on the opposite end of Jared. In my
> experience, I don't believe the BPM's or Screen Customizations are
> necessarily more prone to "break" during upgrade. The upgrade to 9.05 was
> hard on BPM's, but that was a result of the tool itself, not a result of
> schema changes.
>
>
>
> If I'm given a choice of BPM versus coding within the customization, I'll
> usually take the BPM route for a variety of reasons. One of the nicest
> features of the BPM's is they run no matter where the method is called. If
> I have a BPM on the part master, it gets kicked off whether I'm in part
> entry, or if I'm importing parts using Service Connect. The screen
> customizations are local to that program only.
>
>
>
>
>
> Kevin Simon
>
> SimsTrak Consulting






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