Why doesn't my filter work in my BAQ report?

Yahoo Archive
1
Hi all,

Filtering on custID worked a treat. Thank you !

I suspect it maybe because custID appears in the search list when you
use the filter but custNum does not ?

kind regards

Debbie Stokes
Vantage Administrator
Hilo-PSS Group
01793 647136

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

We are on vantage 8.03.305L.
I have written a lot of BAQ reports but never managed to get a filter
(set in the BAQ report menu) to work correctly.
This rep has customer (parent) linked to invchead on custnum. I have
set up a filter on custnum.
If I print the report for all recs it's fine but if I select a
customer (that I know I have records for as i have seen them on the
full report) I get a 'no records selected' error.
Is there something else I need to do that is not in the help file ?

many thanks

debbie
3
Hey Debbie,

We're in the process of upgrading to 8.03.40X and I'm training some of
our users to create BAQs/Dashboards/BAQ Reports so this was a good
example to practice on.

I created an easy BAQ joining your 2 tables. Then I created the BAQ
Report definition, added a filter for CustNum, created the crystal
report, then deployed the report. When testing the Report Form,
actions -> test report form, it worked as expected.

Are there any other details for your BAQ Report Definition that I'm
missing such as report Options/sorts/etc?

-Matt

Systems Administrator
Fleetwood Fixtures

--- In vantage@yahoogroups.com, "das_nappies" <debbie.stokes@...> wrote:
>
> Hi all,
>
> We are on vantage 8.03.305L.
> I have written a lot of BAQ reports but never managed to get a filter
> (set in the BAQ report menu) to work correctly.
> This rep has customer (parent) linked to invchead on custnum. I have
> set up a filter on custnum.
> If I print the report for all recs it's fine but if I select a
> customer (that I know I have records for as i have seen them on the
> full report) I get a 'no records selected' error.
> Is there something else I need to do that is not in the help file ?
>
> many thanks
>
> debbie
>
4
I recently had the same problem with the same table link (InvHead to
Customer).

You should be using custnum to establish the link, but include CustID as
a field in your BAQ and filter off of that.



Doesn't make sense but it works.



Joe Rojas

Information Technology Manager

Symmetry Medical New Bedford

P: 508.998.4575

C:508.838.4717

F:508.995.9597

joe.rojas@... <mailto:joe.rojas@...>



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of das_nappies
Sent: Friday, May 16, 2008 5:40 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Why doesn't my filter work in my BAQ report ?



Hi all,

We are on vantage 8.03.305L.
I have written a lot of BAQ reports but never managed to get a filter
(set in the BAQ report menu) to work correctly.
This rep has customer (parent) linked to invchead on custnum. I have
set up a filter on custnum.
If I print the report for all recs it's fine but if I select a
customer (that I know I have records for as i have seen them on the
full report) I get a 'no records selected' error.
Is there something else I need to do that is not in the help file ?

many thanks

debbie





[Non-text portions of this message have been removed]
5
CustNum is an internally assigned number done by Vista. This is a sequential number and number only that will never change for your customer.

CustID however can change and can also be characters. CustID is what you assign the customer on creation.

Thus why there are two different fields, one for Vista to use, one for you to use.

Ken

________________________________

From: vantage@yahoogroups.com on behalf of Rojas, Joe
Sent: Fri 5/16/2008 8:02 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Why doesn't my filter work in my BAQ report ?



I recently had the same problem with the same table link (InvHead to
Customer).

You should be using custnum to establish the link, but include CustID as
a field in your BAQ and filter off of that.

Doesn't make sense but it works.

Joe Rojas

Information Technology Manager

Symmetry Medical New Bedford

P: 508.998.4575

C:508.838.4717

F:508.995.9597

joe.rojas@... <mailto:joe.rojas%40symmetrynb.com> <mailto:joe.rojas@... <mailto:joe.rojas%40symmetrynb.com> >

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf
Of das_nappies
Sent: Friday, May 16, 2008 5:40 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Why doesn't my filter work in my BAQ report ?

Hi all,

We are on vantage 8.03.305L.
I have written a lot of BAQ reports but never managed to get a filter
(set in the BAQ report menu) to work correctly.
This rep has customer (parent) linked to invchead on custnum. I have
set up a filter on custnum.
If I print the report for all recs it's fine but if I select a
customer (that I know I have records for as i have seen them on the
full report) I get a 'no records selected' error.
Is there something else I need to do that is not in the help file ?

many thanks

debbie

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






[Non-text portions of this message have been removed]
6
I understand what it is, I just don't know why the filter doesn't work
on custnum but it does on custID.



Joe Rojas

Information Technology Manager

Symmetry Medical New Bedford

P: 508.998.4575

C:508.838.4717

F:508.995.9597

joe.rojas@... <mailto:joe.rojas@...>



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ken Williams
Sent: Friday, May 16, 2008 10:12 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Why doesn't my filter work in my BAQ report ?



CustNum is an internally assigned number done by Vista. This is a
sequential number and number only that will never change for your
customer.

CustID however can change and can also be characters. CustID is what you
assign the customer on creation.

Thus why there are two different fields, one for Vista to use, one for
you to use.

Ken

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> on
behalf of Rojas, Joe
Sent: Fri 5/16/2008 8:02 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Why doesn't my filter work in my BAQ report ?

I recently had the same problem with the same table link (InvHead to
Customer).

You should be using custnum to establish the link, but include CustID as
a field in your BAQ and filter off of that.

Doesn't make sense but it works.

Joe Rojas

Information Technology Manager

Symmetry Medical New Bedford

P: 508.998.4575

C:508.838.4717

F:508.995.9597

joe.rojas@... <mailto:joe.rojas%40symmetrynb.com>
<mailto:joe.rojas%40symmetrynb.com> <mailto:joe.rojas@...
<mailto:joe.rojas%40symmetrynb.com> <mailto:joe.rojas%40symmetrynb.com>
>

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 das_nappies
Sent: Friday, May 16, 2008 5:40 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Why doesn't my filter work in my BAQ report ?

Hi all,

We are on vantage 8.03.305L.
I have written a lot of BAQ reports but never managed to get a filter
(set in the BAQ report menu) to work correctly.
This rep has customer (parent) linked to invchead on custnum. I have
set up a filter on custnum.
If I print the report for all recs it's fine but if I select a
customer (that I know I have records for as i have seen them on the
full report) I get a 'no records selected' error.
Is there something else I need to do that is not in the help file ?

many thanks

debbie

[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]