[Mike Carey]

i don’t know which quote you are working with( so the cq_detail will change to whatever is in the form), but it likely looks like this in the calc code- this puts the pn and description into that memo field.

begin

memoPNDesc.Lines.Text := CQ_DETAIL[‘PN’] + ‘ ‘ + CQ_DETAIL[‘DESCRIPTION’];

end;

you would just need change it to memoPNDesc.Lines.Text := CQ_DETAIL[‘PN’] ;

then add a 2nd memo field for the description (memoDesc) and set the calc code to

memoDesc.Lines.Text := CQ_DETAIL[‘DESCRIPTION’];

[Mike Carey]

Sandy

This PN and description are probably being loaded into a memo field in the calc code. You would need to have 2 fields, one for PN and one for Description and load each one individually. You can add a 2nd memo field next to the existing one. then alter the original calc code to just load the pn and not the description, then add the code to load the description into the newly added memo field. you can position the fields any want then to meet your specs.

[Mike Carey]

Hi Sandy

Have you seen this from the help file? Does it provide enough detail?

Quantum-Moving-Average-Cost.pdf 1 MB PDF - Click to view

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• Copy Download Link

[Mike Carey]

Hi Alex

When you print this- has the Work Order been reconciled? if not, it will pick up the PN, not the modified PN. Once it is reconciled, then it should print the modified PN. If you want the modified PN to print before reconciliation, then the form would need to be modified.

[Mike Carey]

Teresa

This would require a custom Crystal Report.

Or you could right click in the grid, export to Excel, open and print after rotating to landscape and scale to fit on one page.

[Mike Carey]

James- you could accomplish this with SQL, if you are comfortable doing that. It is advisable to test this on your training version of Quantum before running the SQL on production. You would need the auto_key for the “current status” and the auto_key for the closed status. Then run something like this to close ALL contacts in your “current status”

update project_header set pjs_auto_key = (your closed auto_key) where pjs_auto_key = (your current status auto_key)

[Mike Carey]

Alex

You would need to create a Custom SQL Event for this. The SQL would look for Work Order quotes in a specific status and a sent date (or status change date) that meets your date criteria. Then setup the XSLT and XML to format the email the way that you want it. The email address(es) that you send it to need to come from the SQL query as well, or use a Rolodex marketing list entry.

[Mike Carey]

Bob- if you check the Consolidate box on the Event, the emails are consolidated into 1.

Did you figure out why your email was not being sent (referring to your reply above)?

[Mike Carey]

hello Josh

Here is a sample SQL that pulls the version for a work plan for a specific work plan with the auto key of 15. If your work order has more than 1 template applied, locating the operation_master auto key(s) is a more complicated query than just using the opm_auto_key in the wo_operation

select opm.description, opm.operation_id, wrv.version_id, wrv.version_num

from operation_master opm, wo_repair_version wrv

where opm.OPM_AUTO_KEY = 15

and opm.wrv_auto_key = wrv.wrv_auto_key

[Mike Carey]

Hi Bob

You would choose the item in the templates in the Contact Management section that is called STD 26 Contact Reminder.

[Mike Carey]

Bob- the event manager item named “CM Reminder” should work well for this purpose. Here is the info and parameters on this event:

This alert will send email base on a Contact Management follow up date.

Keywords: ASSIGNEE,CONTACT

P_USE_DATE: UPDATE or FOLLOWUP (default)

P_REMINDER_DAYS: # of days before follow up, or since last update

P_CONTACT_TYPES: Limit only for types (blank=all)

P_MASTER_CODES: Limit only for master codes (blank=all)

P_PERSIST_EVENT: (T)rue – Items always get processed instead of just 1 time

P_PRIORITY: Limit only for Priority Code (blank=all)

P_STATUS_CODES: Status Codes; (blank=all)

P_STATUS_MODE: (E)xclude for provided status codes

[Mike Carey]

Hi Jonathan

Did you get this worked out in your Quantum? You can set up colors based on any field that is the price line browse. You can set condition code NE lines as Green, or have your Vendor vs Customer price lines be different colors, etc.

Let me know if you need help with this.

[Mike Carey]

Hello Pat

If you just want to total qty reserved to a BOM line, I would have it summed in the SQL like this

var

qc : TOracleDataset;

begin

qc := TOracleDataset.Create(nil);

qc.SetSession;

qc.Sql.Text := ‘select nvl(sum(qty_reserved),0) total_reserved from stock_reservations where wob_auto_key in ‘ +

‘(select woo_auto_key from wo_bom where wob_auto_key in ‘ +

‘(select wob_auto_key from stock_reservations where stm_auto_key=’ + PN[‘STM_AUTO_KEY’] + ‘))’;

qc.open;

Text := Text + qc.FieldByName[‘total_reserved’].AsString;

qc.Free;

end;

[Mike Carey]

Hello Josh

If you have a list of the part number and mfg codes to be transferred in a text file or excel file, you can generate an SQL statement updates the DPT_auto_key for those parts. Ideally, you should have the pnm_auto_key for the parts you want to transfer, but you can use the PN and mfg code to update the correct parts with the new dpt_auto_key.

If you have the pnm_auto_key for each part, you could do a statement like

update parts_master set dpt_auto_key= x where pnm_auto_key in (pnm_auto_key1, pnm_auto_key2, etc etc)

If you only have PN and MFG, you would need to do 1 updated a time to match the pn and mfg code.

[Mike Carey]

Hi Alex

The export for the Crystal Report is probably coming out as a XLS file, correct? did you set up the export settings in the Crystal Report for that format or just csv? What is the issue you are having with format of the columns, etc?

If your report is only to be exported to CSV and not viewed / printed, you can put the SQL into a Event Manager “custom SQL statement and template” type event and have it emailed automatically to you.

[Mike Carey]

Pat- you need to loop through the results and concatenate them to the Text field like this

qc.Open;

while not qc.Eof Do

Begin

Text := Text + qc.FieldByName[‘si_number’].AsString + ‘ ‘;

qc.Next;

End;

qc.Free;

or you can change your query to do a LISTAGG function, which will return all the SI_NUMBERS in a single value string.

[Mike Carey]

You need to use left outer join, not join for this query, like this. I would also add the customer and vendor flag to the result, if you use these flags. That will help you clean up and mark your vendors and customers

Select cmp.company_name, cmp.company_code, tmc.term_code as cust_terms, tmc2.term_code as vend_terms, vendor_flag, customer_flag

from companies cmp

left outer join term_codes tmc on tmc.tmc_auto_key = cmp.tmc_auto_key

left outer join term_codes tmc2 on tmc2.tmc_auto_key = cmp.tmc_vend_override

• This reply was modified 1 year, 5 months ago by  Mike.

[Mike Carey]

Teresa- for this you need to refer to a Term Code Formula in the terms code. You may already have one called AFTER_EOM that has the formula below in it. Then you create a Terms Code for EOM Plus 60, that has Due Days of 60 and refers to the Formula created for AFTER_EOM.

If you need help with this, let me know.

DECLARE

V_ENTRY_DATE DATE := :ENTRY_DATE ;

V_DUE_DAYS NUMBER := :DUE_DAYS ;

V_RETURN_DATE DATE ;

BEGIN V_RETURN_DATE := TO_DATE(’01’||TO_CHAR(ADD_MONTHS(V_ENTRY_DATE,1),’MM/YYYY’),’DD/MM/YYYY’) + V_DUE_DAYS;

:RETURN_DATE := V_RETURN_DATE ;

END ;

• This reply was modified 1 year, 5 months ago by  Mike.

[Mike Carey]

You need to link the pod and rod tables to the rcd , and link the pod to poh, rod to roh

[Mike Carey]

I worked with a customer about 4 years ago who had this issue created by old version of Quantum. I worked with CC support and here are my notes from how we resolved it. I am not sure exactly approach worked but am pretty certain it was #3 below. (I tried searching my SQL logs, but I could not find which method I used, so I probably ran it as a script so as to have an SQL for each WO with remaining WIP)

I would definitely test this on train / test Quantum. You can also contact CC support as the fix may have changed in the last 4 years.

There is also a post in the forums about this

LOTS OF CLOSED WO WITH .02 IN WIP REMAINING BALANCE – Shop Control – QUE Group

a suggested solution was

For those errors I’ve simply posted a $0 invoice on the WO. That puts wip to cogs. I also updated my emanager to not send emails for $0 invoices to avoid customer confusion.

#1 – they suggested adding a charge to the WO to clear the WIP balance. this DID NOT WORK.

#2 – run this script

BEGIN
qc_wip_pkg.build_wo_log(woo_auto_key);
END;

this worked on the test system just fine. but CC support noted the following:

The only problem I have with that statement is it removes the link between the WIP log and GL transactions. This means you won’t see the GL transactions when you click on ‘GL Trans’ in the WIP log. The reason why is because that statement rebuilds the WIP log thus the auto keys change in the WIP log.

However, you can still search for GL transactions by performing a GL details search by WO # because it doesn’t remove the link to the WO #.

#3 – update this flag on the work orders with pennies / small amounts remaining in WIP (they built this by saving the WIP report to xls, and adding formula to build this SQL)

update wo_operation set wip_val_zero_flag = ‘T’ where si_number = ‘G1510’ and wo_type = ‘Internal’

Then run the WIP Valuation report, which rebuilds WIP for a WO when it sees a wip_val_zero_flag =’T’

• This reply was modified 1 year, 7 months ago by  Mike.

quegroup.org

Join – QUE Group

Join – QUE Group

[Mike Carey]

Josh- how do you create a sub work order for the main components? Is the original WO total cost spread correctly to the reduced number of qty?

[Mike Carey]

Looking at the URL, it is a post reply in the Crystal Reports forum. It was made by Jason most likely using his old account, which was deleted, so you won’t find it under his name.

[Mike Carey]

Leo- can you post your entire SQL statement- it would be easier to debug seeing the actual tables and where clauses

[Mike Carey]

Hello Chris

I get the error message below when running this query- have you run into this?

ORA-01489: result of string concatenation is too long

01489. 00000 – “result of string concatenation is too long”

*Cause: String concatenation result is more than the maximum size.

*Action: Make sure that the result is less than the maximum size.

[Mike Carey]

Hello John

The solution that I worked out involves using the Forecast function flags. This assumes that you are NOT already using the forecast functionality in Quantum.

You would set up an Event Manager script to set the forecast flag = ‘T’ on all the bdt_source entries that point to a WO with your desired status. This event would have to run right after any time the “force retrieve” is run and finishes or right after the schedule PM retrieve is finished. Then you can use the “Forecast WO/MO Only” filter option to only show needs for your status codes.

I believe you can limit / control the usage of the “force retrieve” function in security settings.

[Mike Carey]

John

Purchase Management works in 2 steps.

The Event Manager event runs a process that looks at all parts that are needed, but not available and not on order, across all modules (inventory min, reorder, SO needs, WO needs, etc). Force Retrieve also runs this process manually.

The PM interface allows you to filter those needs for processing. This is where it would be helpful to you to filter by status of the Work Order. I have a solution that I am testing and will let you know how it works out.

[Mike Carey]

Leif

You can specify any Oracle directory in the p_directory parameter. This needs to be a directory defined to Oracle, so no mapped drives. You can create Oracle directory and set up their privileges with SQL Plus.

If you need help with setting this up, let me know.

[Mike Carey]

John- was your previous Quantum on premise? Do you still have the database on a server? You can grab the SQL for those missing views and use to create them in the cloud.

[Mike Carey]

John

If you use SQL Developer, connect to the DIA schema and use the create or replace view…. command. Or you can use SQL Plus and do the same command if you login to the dia schema. Or if you login as sys, you need to prefix the view name with “DIA.”

Feel free to reach out to me if you need help with this.

[Mike Carey]

Adrian- my apologies- i left off part of the SQL statement. it should look like this, assuming that this part of the form has access to the WO_TASK data feed.

q.Sql.Text := ‘SELECT wwc.work_center ‘ +

‘FROM wo_task wot, wo_work_center wwc ‘ +

‘WHERE wot.wot_auto_key = ’ + WO_TASK[‘WOT_AUTO_KEY’]+

‘AND wot.wwc_auto_key = wwc.wwc_auto_key’;

[Mike Carey]

Hi Gabrielle

I am not aware of this functionality, but it would be possible to add a charge with an event manager script to a SO with certain terms. This might not be ideal with the timing, as the SO might already have been sent out. This could also be done within the SO form when it is previewed/printed/emailed.

[Mike Carey]

What do ethe GL batches created show? What does your default GL account setup look like? What does the status of the WO look like? (not the WO staus, but the field next to the status – it should be be WIP or COG)

[Mike Carey]

Alex

When you billed out the initial costs, you would need to specify this is a partial billing in the header. This will leave the Work Order in the WIP status instead of COGS when you print and post the billing. It will move any costs that you put on the billing from wip to cogs. Any new costs applied to the WO will go into WIP and be processed when you bill again. Note that you can do multiple partial billings- but your last billing should be a final billing (no check box in header), so that costs get moved out of wip, etc.

[Mike Carey]

Adrian

The sql would be this

select work_center

from wo_task wot, wo_work_center wwc

where woo.woo

and woo.woo_auto_key = wot.woo_auto_key

and wot.wwc_auto_key = wwc.wwc_auto_key

[Mike Carey]

Hello Vicky

This event template sample does not show the Work Order number or Serial Number, but the data is available to use in your XSL/XML. (Not sure why CC left these fields out of the samples.)

The tricky part is that the WO # (SI_NUMBER) is a header element and the SN (SERIAL_NUMBER) is a data element. This means you have to put the SI_NUMBER in the header area of the XSL and the SERIAL_NUMBER in the data area of the XSL.

Or you can try this XSL hack that I came up with to set a variable with the SI_NUMBER before the header loop and then use that variable later on in the data loop:

This statement goes just above the loop for the header and sets a variable called “sinumber’

<xsl:variable name=”sinumber” select=”ROW/HEADER/DATA/SI_NUMBER”/>

<xsl:for-each select=”ROW/HEADER”>

Then in the data loop where you want to output the wo# and serial# in 2 columns, use this:

<td><xsl:value-of select=”$sinumber”/></td>
<td><xsl:value-of select=”SERIAL_NUMBER”/></td>

Feel free to reach out if you have any questions or want help with this.

[Mike Carey]

Warren- you could populate those URL links using Event manager script that would include the url and the parameter of the tracking number from the shipment.

[Mike Carey]

Josh

I have resolved this in Forms Designer to suppress specific lines when printing the invoice. Let me know if you need help with this.

[Mike Carey]

Roberto

I am pretty sure you would need to get the 3rd Party Imaging add on to Quantum in order to access the images. Then a program to retrieve them and combine into a PDF (this is fairly simple).

I helped a couple of customers use this tool to work with the images stored in their Quantum and it worked quite well.

[Mike Carey]

This is for a Work Package, right? It does not look like the skills are sorted in any way for this form. There is no guarantee what order they will print each time.

I have a solution to this to print the skills on the job card in a specified order, but not sure how you would specify the order that they should be printed? entry order? manually entering the UDF field as a sequence number?

[Mike Carey]

Kirsten

This does indeed sound like a Component Control issue that they should fix.

In the meantime- You could manipulate the XML file manually or write a short script/program that will do the manipulation into the correct format. (i could probably help with that).

Or you can try to create it yourself using an online tool like

Free SEPA XML File Online Generator for Bank Payments and Transactions (xaviesteve.com)

[Mike Carey]

Susan- standard rounding is no rounding at all. It is the difference in hours, minutes and seconds between labor start and labor end. Next tenth of hour rounds to a 6-minute boundary.

[Mike Carey]

Hi Alex- yes those are the steps that I have in my notes and in the CC support details for the support call that I opened on this. Try it for 1 WO on your TRAIN and closely review the wip log for that WO and the GL batch that is created. Let us know how it turns out.

[Mike Carey]

Alex. Do you see this in your test /train schema too? If not then you can copy your production to train and then test the fixes above on it. Or contact component control for support and they can resolve it for you.

[Mike Carey]

Hello Josh

For an external Work Order, how do you split the main component stock line?

[Mike Carey]

I would need to work out the code for this. It is a little complex and I am moving this week. Can you message me directly next week?

[Mike Carey]

Yes that event can execute a custom written procedure. The issue with using event manager is that the SO could be created and sent to customer before the event runs. Adding the charge when the form prints might make more sense

[Mike Carey]

Yes, it closes any open labor or labor batches. It also closes labor when clocking out for lunch or for the day.

[Mike Carey]

If you add the Time and Attendance module, workers can be automatically clocked out their shift and any open labor. this is a setting that identifies how many hours after shift end to look for workers that forgot to clock out. The labor is stopped at the time of the shift end.

[Mike Carey]

That would great, but shipping module is not being used. (I forgot to mention that)

[Mike Carey]

The company _ref_number is included as a header field. You can add this to the xsl and xml

Let me know if you would like help with this.