it
Forum Replies Created
-
Thanks for the comment. The changes in order are that the audit log is actually a view now instead of a single table. There are still tables relating to the audit logs, but they are not nearly as resource intensive as the firebird.
That being said, a 1GB dataset is tiny compared to most. Considering the Microsoft operating system requires at least this, it isnt much space to capture all activity in your DB.
Drive space is extremely cheap, and performance shouldnt be impacted by the audit trail. That data is the root intellectual property of the company. Things like audit trails (in my opinion) are essential security and historical elements.
For what its worth, I would just get a bigger hard drive and turn it back on.
-
There is a function in the work order module that allows you to convert to an internal.
Are you saying it does not allow this because it is customer owned? To the best of my knowledge, that is the pupose of this function.
Worse case, you could remove the Customer_Owner field flag on the stock line through SQL
update stock set closed_update=’T’, customer_owned=’F’ where stm_auto_key= [Enter the stock auto key here]
-
Cindy – it is trickly but it can be done. you need to format your document (I believe this will) the total height of two pages. Then, before you T&C put a page break in.
The other option is to just use the clause functions and embedd your terms and conditions with a clause.
-
Nic – eventually 32bit will go away, and all new systems are pretty much coming 64bit.
So, with this alone it is important to have that compability.
We use outlook integration, and changed the settings after having problems. We now use the Quantum email interface in order to email, not the Outlook interface.
-
This is good information and i have forwarded to our Component Control board member to look into.
Paul
-
that may be the quantum table, or control I dont know.
Paul
-
We use track changes and we are on Oracle. It is handled much differently in Oracle. Be careful deleting entire tables. You could end up with Orphaned records.
We have no siginificant issues with Oracle data footprint due to the audit logs.
-
The number is already properly formatted when you export. The export is in CSV format. When you open it in excel, it usually sees things as a date or a time because of periods or dashes in the PN. So, the core data is correct, excel is just formatted it wrong. When you save it, you are overwriting the data with the new format.
-
Kelly – you need to format the column as a general or text column and possibly also save the files as a csv file instead of excel.
Is there a reason you are not using the usertran file that QC creates?
-
I have a tool that might help you. I have a spreadsheet that is linked to Oracle which pulls all stock lines in on one tab, then on a second tab you can paste in parts you want to search for. It then tells you if it finds matches in your stock.
It could be tweaked to pull or filter different stock elements, but it is meant as a down and dirty way to take a big list of parts and see what you have in stock.
I would be happy to share if you send me an email pstewart@worthingtonav.com
-
Joyce,
Thank you for the feedback. This is a common request. The QUE Group is hosted by a service called Wild Apricot which does not have search capabilities in the forums.
However, we are trying to work with them to develop our own search capabilities. The interface they provide for the website and functionality is limited, so we hope we can accomplish this.
Hopefully you will be attending the 2013 Confernce where IF we are sucessful we will announce this, along with the unvieling of the new website, phone number and changes on the board.
Thank you again for your participation.
-
Nice – I would like to get my hands that app! Sharing is good 🙂
-
What we do is use a custom report that is run every morning by accounting that looks at the prior day’s invoices. It analyses each order to see if hazmat, AOG, handling/packing, freight or other charges need to be applied to the invoice before it is posted.
This approach is worked well for us. Before this, we used a custom pick ticket document that was printed for each shipping order. It did the same thing but was must less effecient.
-
Component control can set up a seperate schema in Oracle that is read only. They did this for us to run our Crystal Reports.
The next issue then is the fact that security policies you set in QC do not apply to the Oracle DB connections. So, to solve this issue i set up our crystal reports in shared folders on a shared drive. Then set NTFS securtiy rights to those folders. If a person, for example, does not have access to accounting data, they would not be able to run reports that pull accounting data.
Now, the down side is that if someone is tech savy enough they could connect to the Oracle DB with MS Excel using that Crystal Reports user ID and pull whatever data they want.
-
For things like training (non confidential information) we use the companies module in conjuction with the training.
You can link the company record to the user record by clever association in a UDF field. Just create a company record using the Employee name and make sure it is exactly the same name as what is in your sys_users table. Or, you could enter the company code to match the employee code. Then, in your crystal report you can link the companies table to the sys_users table through the company code or company name. As long as they match, it should work.
Then, you have all the capabilities of the company module to use for employee information (as long as it isnt confidential) such as imaging and notes. Additionally, you could pull in on sub reports things like checks to show reimbursement checks, or 1099 checks cut to contractors, etc.
… there is more than one way to polish the gold gears 🙂
-
Nick, this the way the system tracks WIP. I do not believe there is an automated way to expense those part costs. There have been many changes to the WO system, so depening on your version it may have changed.
I suggest you ask Frank Scales for confirmation on this.
-
Yes, that is the design of the RMI module.
We use the we portal to show the stock at the customer site, then they record the usage. This, in turn initiates a usage event. That event is then invoiced creating the core due record. The part arrives and is received against that exchange record.
I can provide you a detailed process flow for internal and external activities if you like.
Just send me your email address.
-
Jonathan,
The only way to change the screen size is to modify in the Screen Scripter module, if you have that. As for the email, I am unaware of any way to change that automatically.
Merry Christmas
-
Dave, this is just a shortcut to avoid importing items in the quote through the grids.
The idea is that it saves time, especially when the part numbers are not already mastered into the system.
Other than that, it doesnt offer much.
-
Vivian, to the best of my knowlege there is no such feature.
However, it could be accomplished by extracting the rolodex in a csv format through the grids, then importing them into QC. I am sure through some clever cyrstal reporting and VB scripts it could be automated.
-
We use it to track some basics about the Westwind Fleet we support.
-
We face the same issue and have brought it up to CC a few times, but they do not feel it is worth their time without getting paid.
What we do is have a PN called Over and Above. When the RO comes back in, we transfer the money to this bogus PN (a stock line) then re-open the original sales order and bill it back to the customer. This allows that money to hit COGS, keeps the secondary billing on the original SO and we use notes to tie everything together.
Our auditors are OK with this approach as the system doesnt allow for much else.
The Vendor Quote Wizard in the RO would be the perfect mechanism to solve this issue IF it allowed you to tie any stock line back to the sales order for subsequent billing. Currently, it only works with certain types of exchanges.
-
Dan,
I think this can easily be solved with a little bit of custom document changes in conjuction with using a UDF field.
You should contact component control for a customization quote, or Kevin Otto for a quote.
-
We switched to the HP Scanjet after the Fujistu models started failing prematurely.
The HP, in my opnion, is a much better, more sturdy product.
-
Spencer – you have three options.
1. You can use the discount matrix utility to assign discount levels to that customer. This would require the list price to be assigned to each part master. Then, when the item is sold it will show the list price and applicable discount based on the discount level. So, perhaps your customer gets a 10% discount on group A parts and a 15% discount on group B parts. The list price represents the price he sells it for. The discounted price represents what he is buying it from you for. The difference is his comission. You can modify your invoice document to calculate that difference and show it as a comission amount. You would need the forms designer for that.
2. You can use price lines to achieve a similar result. You would have to set up a price line for each part number with a static sell price and % discount. Then, in the SO Item you would choose the price line to be used and it pastes the results into the SO Item for you showing the list price, sell price and discount percentage.
3. You can set your customer up as a sales person and on those items select them as a second teir sales person. They would have to have the comission percentage in their SP record, or course. You could then modify your invoice document to calucate that percentage and print it on the document for the customer’s reference.
Another option would be to use the screen scriptor module. You might add code that checks the company name, then calculates a percentage of the sell price and inserts it into a user defined field. Then, just print that UDF on your invoice document. This would require screen scriptor module and forms designed.
And yet another option would be to look into the consignment code options and or the Agent table options.
QC is not designed to handle this situation out of the box. But, it can absolutely be done.
You could contact Kevin Otto for consulting on this if you do not have the in house ability to make these changes.
-
Bill – the alternate parts are held in the same table as the master parts. They are seperated by a flag. The alterantes_part_master table is the “many to one” relationship between many part master records and a single one.
So, you need two instances of the parts_master table and the alternate type codes.
-
no custom procedures. The computer login is nothing but windows settings.
The key is a registry key
I am finishing up an upgrade to v10 as I type this. Had a lot of code to change
in my customized screens, but all else seems pretty good. Performance is improved quite a bit
-
This key is very useful in shop environments where you have kiosk machines that used for basic lookups, or recording of labor.
We tweaked the machines to automatically log into the network upon startup, then launch QC. Having the save password key turned on, all the user has to do is hit enter. We dont have to worry about issueing a bunch of logins for contractors, etc.
Works nicely.
-
🙂 You found it!
-
James – there is a hidden, or unknown, registry key that you can set to be the same as the user’s password. When QC starts, the password in the password field defaults to “pass” – however if you have this registry key set it will default to whatever the registry key value is.
Now, this doesnt solve your problem. However, knowing this key exists, you might be able to write a VB script to accomplish what you are looking to do.
Just a thought.
-
Dan – we use the 1099 forms all the time. Can you ellaborate on what you mean by having two boxes checked?
-
If you are trying to report on stock that has been invoiced – and invoiced NOT directly through the invoice – then you must link back to the SO_DETAIL then to the STOCK_RESERVATIONS table, and then to the STOCK table.
invc_detail ->sod_auto_key to so_detail sod_auto_key (I think, or ind_auto_key)
then so_detail -> sod_auto_key to stock_resevations sod_auto_key
then stock_reservations stm_auto_key to stock stm_auto_key
-
Billy, CC has been martketing a virtual QC using the Amazon cloud.
Pietro Race spearheaded this effort to the best of my knowledge. You should contact him for more details. The one thing to ponder is how the document imaging will work and wireless barcoding. I know how to make all of that work via a terminal server, but I dont know enough about the cloud configuration to make any conclusions.
-
Billy – they have flip flopped back and forth on this. I would contact Todd Lewis directly and see what he says.
-
QCTL is the name of the schema (or Database user) within the Oracle database “maxqprod” which defines attributes of the database, such as tables (like companies, parts_master, etc.). For example, if you have “test” connection setup you would not want to use QCTL . You would use your test Schema connection, but you would still use maxqprod ((stands for Max Q production database)) as your database because it is duplicate of the QCTL schema. If you have a crystal reports schema setup (read only) then when you connect, you would define the DB as maxqprod and user Crystal.
The password for QCTL is quantum – the password for cyrstal is report for example.
There are also schemas set up for data imports (DIA) and many other elements of Quantum.
If you want to learn more about the Oracle setup, you get a lot of info by googling it.
This structure is not Quantum specific, it is relating to Oracle.
-
Chas,
First, you want to start at the CQ_DETAIL and move out from there. Second, you should use outter joins on the stock, consignment and salesperson tables to capture records that might not be linked to stock or sales person tables, or stock that might not have a consignment code. Lastly, you should link the sales person table to the cq_detail. The link at the header could result in back records because QC allows you to merge quotes, which could have multiple salespeople and also, the sales person code is not required, therefore records could exist without a sales person code assigned.
Here is the querry to get these results.
SELECT “CQ_HEADER”.”CQ_NUMBER”, “CQ_HEADER”.”ENTRY_DATE”, “CQ_HEADER”.”PHONE_NUMBER”, “COMPANIES”.”COMPANY_NAME”, “CQ_DETAIL”.”ITEM_NUMBER”, “PARTS_MASTER”.”PN”, “PARTS_MASTER”.”DESCRIPTION”, “CQ_DETAIL”.”UNIT_PRICE”, “CQ_DETAIL”.”UNIT_COST”, “SALESPERSON”.”SALESPERSON_CODE”, “CONSIGNMENT_CODES”.”CONSIGNMENT_CODE”
FROM (((((“QCTL”.”CQ_DETAIL” “CQ_DETAIL” LEFT OUTER JOIN “QCTL”.”STOCK” “STOCK” ON “CQ_DETAIL”.”STM_AUTO_KEY”=”STOCK”.”STM_AUTO_KEY”) INNER JOIN “QCTL”.”CQ_HEADER” “CQ_HEADER” ON “CQ_DETAIL”.”CQH_AUTO_KEY”=”CQ_HEADER”.”CQH_AUTO_KEY”) INNER JOIN “QCTL”.”PARTS_MASTER” “PARTS_MASTER” ON “CQ_DETAIL”.”PNM_AUTO_KEY”=”PARTS_MASTER”.”PNM_AUTO_KEY”) LEFT OUTER JOIN “QCTL”.”SALESPERSON” “SALESPERSON” ON “CQ_DETAIL”.”SPN_AUTO_KEY”=”SALESPERSON”.”SPN_AUTO_KEY”) INNER JOIN “QCTL”.”COMPANIES” “COMPANIES” ON “CQ_HEADER”.”CMP_AUTO_KEY”=”COMPANIES”.”CMP_AUTO_KEY”) LEFT OUTER JOIN “QCTL”.”CONSIGNMENT_CODES” “CONSIGNMENT_CODES” ON “STOCK”.”CNC_AUTO_KEY”=”CONSIGNMENT_CODES”.”CNC_AUTO_KEY”
-
Cory – you can do quite a bit with screen script module. I developed a completely automated PO approval system, RO approval system, Stock transfer approval system and RMA approval system.
All of the code I used to do this has been posted in this forum as samples.
-
Dan – I’ve havent seen this problem before. Make sure your file associations are correct for the .qcc files.
Does this happen on all of your computers, or only select ones?
-
James, review my presentation called Creative Exchanges. It may help you in your situation.
-
No. Once the stock line is created you will have to either manually adjust your stock qty or do a return, then re-receive the part.
-
Good morning. We use the module extensively. I worked with Guy Richie for two weeks developing much of its functionality.
What would you like to know?
-
Tony – we havent done this with barcoding, but it can be done. We hook into the DLLs and pass parameters to them to envoke functions tha the DLL controls. This is how our shipping bridge works (it is where CC initially got the idea to try and integrate with Star Ship I believe)
Basically, you need to figured out what the dll is that opens the PO or the SO. Then, figure out what the calls are for that DLL.
Once you know this, you can write a program that calls the DLL with the appropriate parameters. Quantum must be running in order to do this. It works both in Firebird and Oracle.
Here is a snippit of code that calls the shipping order DLL and passes the parameters to print the pickticket.
So you can see how a stand along program could be created to capture the barcode scan, then pass the results to a QC dll to open the order. It is possible!
Sorry – thats all I am given away 🙂
************************************************************
Function Print_Docs(lcCustid)
************************************************************
Qintf=Createobject(‘Quantum.sysMod’)
If Type(“qIntf”) <> “O”
Messagebox(“Failed to create quantum object – Make sure Quantum is running on this machine before running this program”,48,”Quantum.Object”)
Return
Endif
lcPrintDocCmd = “‘QQSMRPT.TQQSMRPT’,'”+ Alltrim(lcCustid) + “‘,’PICKTICKET’,”,”,””
** Messagebox(lcPrintDocCmd)
Qintf.PrintDocument(&lcPrintDocCmd)
Qintf=””
-
Chris – we have many, many reports. I may be able share a report with you depending on what it you are looking for. Or, pehaps provide a simple example of a report for you to work from.
-
James, we have used them in the past. They work well, however our email provider does not allow more than 200 emails every 15 minutes. If they detect a pattern, they will block the emails. So, using this tool is great, but the challenge is having a provider that will allow for the email blasts and not consider it spam.
-
Nick, thanks for the comment. So, you are taking pictures on the outbound side for each shipment? If so, how many shipments a day to you process and how many people do you have in your warehouse to handle the load?
Pictures on outbound side have been an area we are trying to address.
-
Sandy – we are working on getting the rest of the presentations from Component Control and will post them as soon as possible
-
Patrick – we photograph all parts, and take pictures from different angles. It is done with only one camera though. It is not possible to use multiple cameras seemlessly. You would have to switch to each camera manually, then each photo would be a seperate attachment.
If use a twain compliant camera you can just snap pictures of the different angles and each photo will be a seperate page within the same attachment. If you cannot find a twain compliant camera – particularly one with a snap picture button on it, you can use RemoteScan and install both the client and server on the same machine. RemoteScan will turn any imaging device into a twain device.
-
Spencer, the reason this doesnt work is because there is no link back to the original invoice. If you are using hte RMA features, you may be able to pull it in through the RMA table.
What we do is all credit memos require a manual number to be input. Then, the policy within the company is that the credit memo number will be the same as the original invoice preceded with a CMI. For example.. if the original invoice was I67890 then the credit memo will be CMI67890
If there is more than one, then it will be A, B, C etc.
Sometimes its easier to just institute a policy instead of programming your way out of it.
-
Tony, yes if you want to use event manager then the report has to be in QC. However, if you want automate reports you can also use the Visual Cut software tool, the sister product to Datalink.
-
You can use distribution codes tied to charges, or you can assign gl account directly to part numbers if you are using bogus part numbers for your over and above charges.