Forum Replies Created

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  • Mike Carey

    Administrator
    04/23/2021 at 11:24 AM in reply to: PARAMETERS CANNOT BE EDITED WHEN VIEWING IN QUANTUM

    I am still having this issue with another report now. There are several parameters defined in the report, one of the is the pnm_auto_key, which is passed to the report using custom crystal and rpt_custom_crystal. Passing the pnm_auto_key works great, but the other parameters (not optional) are never prompted for and the parameter panel on the left of the report cannot be changed (clicking with mouse does nothing).

    any ideas ?

  • Mike Carey

    Administrator
    04/22/2021 at 9:03 AM in reply to: PERSPECTIVE CUSTOMER TRACKING

    You could create an unverified company for them and be able to send out quotes. You can see the quotes in the company browse for customer quotes. Because they are unverified, you are restricted in what you can create for that customer until they are verified and become a regular company.

  • Mike Carey

    Administrator
    04/14/2021 at 7:45 PM in reply to: OCDIA

    I get errors trying to import a table in 12.1.15. Same error when i try to just add a table.

    I got around this by restoring the old OCDIA from before upgrade (10.9 in our case) and use it to import the table. Then close it and finish the rest of the setup and import with the new version of OCDIA.

  • Mike Carey

    Administrator
    04/14/2021 at 9:06 AM in reply to: KIT PRICING

    Maybe you’re not getting the right costs summed up is due to multiple kit build quantity (and you don’t know which stock line went to which kit and each stock line as different costs), or the bottom window of the stock issue window only shows a couple lines and there were issues and un-issues and re-issues, etc. Resize that bottom stock_activity part of the window to see all the transactions and sort them by date to make it more clear what is going on.

    Assuming that your kit build quantity is 1: run this query in Interactive SQL- change the MSI2072 to your SI number. it sums up all the stock issue stock line costs for that SI. That number should match the cost that you see when you go to the Global, Kit options, browse assembled kits and then inspect the built stock line.

    If your kit build is for more than 1, this won’t work.

    with bom as (select wob.woo_auto_key, wob.wob_auto_key

    from wo_bom wob, wo_operation woo

    where woo.si_number = ‘MSI2072’

    and woo.woo_auto_key = wob.woo_auto_key)

    select sum(stm.unit_cost * sti.qty)

    from stock stm, bom bom, stock_ti sti

    where bom.wob_auto_key = sti.wob_auto_key

    and sti.stm_auto_key = stm.stm_auto_key

  • Mike Carey

    Administrator
    04/07/2021 at 11:07 AM in reply to: OPEN RO ON PART MASTER SCREEN

    Anthony- if you have 10.11 or higher, you can use the Colored Grid / Color Management to create your own customized colors/fonts for various browse windows. The one to use for the IC Repair Order history is QQ,IC,REPAIR-SHORT. You should be able to provide a condition to meet your needs and set the color as needed.

  • Mike Carey

    Administrator
    04/07/2021 at 6:58 AM in reply to: SHARED MAILBOX/SMTP AUTHENTICATION

    As far as I know, the authentication is not enabled for a shared mailbox, using the configuration options you have available in Quantum for setting up SMTP. There are some messy work arounds using authentication from another mailbox for applications, although I have never tried them as it seems too messy for supporting properly.

    A standard mailbox with a license is required in general.

    If you want to be sure it works properly now and can be relied upon in the future, I would suggest using a licensed mailbox.

    Good practice to ensure your 365/network/firewall etc. is locked down only to allow SMTP from specific users/sources/targets too. Which you likely will do anyway, but … just in case anyone else reads this and opens up their systems to malware just for Quantum emails…. 🙂

  • Mike Carey

    Administrator
    04/01/2021 at 7:25 AM in reply to: WO/WP COST ANALYSIS

    Take a look at this post- Jason supplied the query for WO Cost analysis..

    https://quegroup.org/f_crystal/10033943?rid=10041043%23#10041043#10041043

  • Mike Carey

    Administrator
    03/29/2021 at 1:56 PM in reply to: MEMO FIELD NOT WORD-WRAPPING

    2 things to look at- what is the code that loads the memo field or is it a DB field ? And if you select the data from isql directly, does it appear as a long text string ? there might be carriage returns in the data..

  • Mike Carey

    Administrator
    03/29/2021 at 8:49 AM in reply to: MEMO FIELD NOT WORD-WRAPPING

    Craig- if you uncheck the Char Wrap on the right click properties, does it display properly ?

  • Mike Carey

    Administrator
    03/26/2021 at 1:42 PM in reply to: BROWSE HISTORICAL COMPANIES

    Can you send a screen shot of what you are seeing ? i have noticed that some display monitors that have flatter aspect ratios (wide but not very tall) will cut off Quantum windows, not showing items at the bottom of the window.

  • Mike Carey

    Administrator
    03/26/2021 at 1:36 PM in reply to: MEMO FIELD NOT WORD-WRAPPING

    Craig- is the memo field not expanding to as the text grows to multiple lines ? can you share a screen shot of what you are seeing and a screen shot of when you right click the memo field in the design view?

  • Mike Carey

    Administrator
    03/25/2021 at 8:32 AM in reply to: FORMS DESIGNER QUESTIONS

    You can change the select statement to get the sequence and the text column. Then on the line where you add the rows to the memo field (memo.lines.add), you would put the sequence field like now and add

    + ‘ ‘ + q.FieldByName[‘text field name’].AsString

    before the closing right parenthesis. So basically concatenating the sequence with the text on each line.

    This will make the report print faster (each time it has to stop and get data from the database takes time).. Plus if the text spans multiple lines, i don’t think it will line up with the sequence number in your current report.

  • Mike Carey

    Administrator
    03/24/2021 at 1:38 PM in reply to: SQL AND DATES

    Gabrielle- group by and count are the answer here. This is a simple query to count the number of sales orders created each date. You can modify it to your query as needed.

    SELECT entry_date, COUNT(*)

    FROM so_header

    GROUP BY entry_date

    ORDER BY entry_date

  • Mike Carey

    Administrator
    03/24/2021 at 8:42 AM in reply to: FORMS DESIGNER QUESTIONS

    Sarah- if you add “order by wti.sequence” to the end of your sql text in the code, it will sort the data returned in the proper order.

    It looks like you are pulling 4 memo fields to display the info- just make sure they are all sorted by the same column. You could possibly combine the sequence number and text into a single memo field so that they line up when the text is longer than a single line.

  • Mike Carey

    Administrator
    03/24/2021 at 7:47 AM in reply to: MOBILE IMAGING

    How does Mobile Imaging compare with ImagePro in terms of price and functionality ?

  • Mike Carey

    Administrator
    03/11/2021 at 12:27 PM in reply to: USER DEFINED ATTRIBUTES

    Brandon- take a look at the QueSources in the members area, in the Forms Designer section. There is an entry there for querying the attributes.

    Home/ Members-only /QUEsources/ Forms Designer

  • Mike Carey

    Administrator
    03/11/2021 at 7:04 AM in reply to: AR IMPORT

    DIA is way more powerful, not quite as user friendly though. PL/SQL is pretty basic language. You can figure it out looking at other DIA scripts provided.

  • Mike Carey

    Administrator
    03/09/2021 at 8:43 AM in reply to: WO BILLING INVOICE

    We just use the invoice that gets created from the WO Billing to send to customer. I created a modified WO Invoice form of the standard invoice that only prints the first line on the invoice and any charges that were added to billing or invoice. They load this as a style when printing. (invoicing a sales order, they use the regular invoice form). This prevents all the lines from every WO transaction from appearing on the invoice.

  • Mike Carey

    Administrator
    03/09/2021 at 4:12 AM in reply to: RECEIVING MODULE

    The short cut quick receiver doesn’t have as much functionality and ability to audit anywhere.

    Whenever we come across a problem with auditing or reporting on a process, we can spend a lot of time trying to report on something someone has done ‘quickly’.

    Quite frustrating when researching a problem and you look for that UR and… it doesn’t exist.

    The full receiving module is designed to do just that properly.

    Whenever possible just don’t use a quick receiver, if I could enforce that I would… one day maybe….

  • Mike Carey

    Administrator
    03/08/2021 at 10:20 AM in reply to: OPEN SO REPORT

    Another trick that i use is to aggregate the results into a single text field. In this case, the sub select is returning multiple rows, so there must be more than 1 Po for each SO. Maybe that is legit or maybe there is a cancelled PO that was recreated, so 2 exist.

    There are many other scenarios where there might be one or more items that match in the sub select. You can try this listagg function and you will see the all the matching PO for that SO.

    (

    SELECT LISTAGG(POH.PO_NUMBER, ‘ | ‘)

    WITHIN GROUP (ORDER BY POH.PO_NUMBER) “PO_NUMBER”

    FROM PO_HEADER POH,

    PO_DETAIL POD,

    PURCHASE_SALES PUS

    WHERE POH.POH_AUTO_KEY=POD.POH_AUTO_KEY

    AND SOD.SOD_AUTO_KEY =PUS.SOD_AUTO_KEY

    AND PUS.POD_AUTO_KEY =POD.POD_AUTO_KEY) PO_NUMBER

    i have not tested this but have used something like this many times in other reports.

  • Mike Carey

    Administrator
    03/04/2021 at 8:22 AM in reply to: CRYSTAL REPORT WO STATUS REPORT

    Josh on our Quantum, the WOS_auto_key can be null, which indicates a Pending status. So that join will not include those work orders. That may be your issue. Also, not sure what the p= is after the 2nd date comparison ?

  • Mike Carey

    Administrator
    03/04/2021 at 6:57 AM in reply to: OPEN SO REPORT

    single row sub query errors are generally produced by this type of statement- try removing it and see if the error occurs still- if not, then dig into this sub select and see what is causing it to return more than 1 row).

    (SELECT DISTINCT POH.PO_NUMBER

    FROM PO_HEADER POH,

    PO_DETAIL POD,

    PURCHASE_SALES PUS

    WHERE POH.POH_AUTO_KEY=POD.POH_AUTO_KEY

    AND SOD.SOD_AUTO_KEY =PUS.SOD_AUTO_KEY

    AND PUS.POD_AUTO_KEY =POD.POD_AUTO_KEY

    ) PO_NUMBER

  • Mike Carey

    Administrator
    03/03/2021 at 3:21 PM in reply to: NEED THE CRI_AUTO_KEY FOR REPORT BEING PRINTED

    Figured it out with help from Jake Anderson. In a Formula Field, the Crystal Report function called FileName returns the file name of the report. When running the report in the Crystal Report editor, it shows the file path and name where the document lives on your local workstation.

    But when the report is run within Quantum, some other magic happens. Apparently, Quantum creates a temporary file in the users temp folder, named like this:

    C:UsersITADMI~1AppDataLocalTempqCRI_234_6c6b9368-5cb2-3e37-d500-e1781caab5c3_tmp.rpt

    As you can see, the filename here appears to contain the cri_auto_key from the report. A little checking by hovering the mouse over the report name in Crystal Reports Manager confirms it to be correct.

    So a little string magic and you have the cri_auto_key for the currently running report. Here is a formula that extracts cri_auto_key from the FileName function return.

    Local Stringvar string1;

    Local Numbervar loc1;

    Local Numbervar loc2;

    loc1 := InStr(Filename,”TempqCRI_”) + 10;

    string1 := mid(FileName,loc1, 20);

    loc2 := InStr(string1,”_”) – 1;

    left(string1, loc2);

    The reason for wanting the cri_auto_key is for a Sale Order C of C report i created. I wanted a drop down box for the signature name that only contained user names authorized to run this report. That makes it easier to maintain that dropdown when personnel change- changing the security of who can run the report changes the drop down list.

    I am sure there are other uses for the cri_auto_key- like displaying the actual name of the report and date modified, as shown in Crystal Reports Manager, in the footer.

  • Mike Carey

    Administrator
    03/03/2021 at 1:37 PM in reply to: NEED THE CRI_AUTO_KEY FOR REPORT BEING PRINTED

    how to get the cri_auto_key, inside the report, for the report being printed is what i need to figure out.

  • Mike Carey

    Administrator
    03/03/2021 at 9:12 AM in reply to: WO STATUS REPORT IN SHOP CONTROL

    awesome- glad it worked for you !

    Learning RAP (the code for forms designer) is not easy, but once you look at existing code examples and learn to decipher the error messages, etc, it gets much easier. Browsing this forum is also a great way to learn it.

  • Mike Carey

    Administrator
    03/03/2021 at 9:07 AM in reply to: INSERT SIGNATURE INTO A REPORT

    Thank Ian… i think we have the signature part figured out.. Now i am trying to figure out the CRI_auto_key for the Crystal Report being printed.

  • Mike Carey

    Administrator
    03/02/2021 at 2:01 PM in reply to: WO STATUS REPORT IN SHOP CONTROL

    Sarah- look closely at the code in the message above. the Var statement and the next qc statement come BEFORE the begin statement. In yours, you have begin, then var, then qc.. then the actual begin statement.

  • Mike Carey

    Administrator
    03/02/2021 at 7:52 AM in reply to: CRYSTAL REPORT WO STATUS REPORT

    Josh- can you post your SQL query here ?

  • Mike Carey

    Administrator
    02/25/2021 at 10:48 AM in reply to: INSERT SIGNATURE INTO A REPORT

    Hi Jim.. i played around with your idea… cleaver idea- so you need to select the report from the list in the first query, right ? I was hoping I could do this without user intervention somehow..

  • Mike Carey

    Administrator
    02/24/2021 at 1:26 PM in reply to: WO STATUS REPORT IN SHOP CONTROL

    The changes i made are subtle- changed ( and ) to [ and ], and “” to ”.

    You just need to replace all the text below procedure varDescrOnGetText(var Text: String);

    with the code above. so the first line after the procedure will be the “var” line.

    Take a look at other code in other modules to get the hang of the language and syntax…

  • Mike Carey

    Administrator
    02/24/2021 at 9:30 AM in reply to: WO STATUS REPORT IN SHOP CONTROL

    The error messages on the compile (you should right click and select compile when adding or changing code, so that you can identify the errors) are not super helpful but if you look at the line number and what it says is wrong, you can usually figure it out. You need to put cursor on first line of code and use the down arrow to move 1 line at a time downward and count the number of times you press it to determine what the line numbers are.

    I had not checked the code that I pasted above, but i just did and made corrections to it to remove the syntax errors. It should work now.

  • Mike Carey

    Administrator
    02/24/2021 at 7:12 AM in reply to: WO STATUS REPORT IN SHOP CONTROL

    Sarah- if the data item is not in the data feed provided to the report, you need to extract it from the database for each record. THe code that is above your statement assigning the PN description to the text field (and is commented out) does this in the old method.

    This is the newer way to add data fields to your report

    var

    qc : TOracleDataset;

    begin

    if (wo_operation[‘pnm_auto_key’] > 0) then

    begin

    qc := TOracleDataset.Create(nil);

    qc.SetSession;

    qc.Sql.text :=’Select description from parts_master where PNM_AUTO_KEY = ‘+ WO_OPERATION[‘PNM_AUTO_KEY’];

    qc.Open;

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

    qc.Free;

    end

    else

    Text := ”;

    end;

  • Mike Carey

    Administrator
    02/24/2021 at 6:59 AM in reply to: CRYSTAL REPORT WO STATUS REPORT

    Josh- make sure that your join on the shipping data is a left join, not a regular join. That will return rows where there is not shipping data (open WO)

  • Carli- we had something similar, but more of a consignment arrangement. We don’t have Lot module either, so we turn in parts from a Work Order on an engine (which is like your lot). We add a consignment code to each part and some tear down costs at the turn in. Then we add them to individual work orders to make them sellable and add more costs. Then they are sold or used on other customer WO. I wrote some reports to look for invoices for SO or WO where any of those consignment parts were issued and report of profit / consignment costs.

    In your case, your PO would list all the parts and their cost (you can import PO line items from an Excel sheet). Then receive all the parts and assign a consignment code during receiving. You can then report on SO/ WO usage for those stocklines.

    Maybe this helps your situation

  • Mike Carey

    Administrator
    02/23/2021 at 2:27 PM in reply to: INSERT SIGNATURE INTO A REPORT

    Hi Jim.. i never was able to figure out how to get the CRI_auto_key for the currently running report. Maybe someone will share the answer for that.

    This is how you can get the sysur info the person running the report:

    Select SYSUR from SPS_SYSUR

    This returns the sysur_auto_key for current user. You can join this with the sys_users table to get what ever user info you want to display.

  • Mike Carey

    Administrator
    02/22/2021 at 1:52 PM in reply to: STREAM READ ERROR

    Craig- this was a forum post from 2012 that may help. Things may have changed a lot since then, so use caution with the SQL update.

    https://quegroup.org/f_system_admin/836797?rid=836797%23#836797#836797

  • Mike Carey

    Administrator
    02/18/2021 at 6:58 AM in reply to: STOCKLINE LOCATION CHANGE

    Writing your own script isn’t too difficult.. If you learn some PL/SQL and read some existing scripts that are provided in Quantum, you can get the hang of it. I have written a few and find them quite useful

  • Mike Carey

    Administrator
    02/16/2021 at 8:56 AM in reply to: REPORT SHOWS NO DATA FOR SOME USERS.

    I would run the query without including the sys_companies join and column (in case it is a security issue with that setup), if you have not already. And use the View User Security Profile (not the Manage user security profile) to compare all the settings between the user having the issue and one that is not having the issue. I like to save that to excel and create a column that puts an X in a column if the two user columns are not the same. Tthen filter on the X in new column spot the differences.

    Is there a field blocked in the security profile for the user / template that is included in the query ? Maybe try stripping down the query to show just 1 field from the sql of the query.

    We have an issue from the recent 12.1 upgrade where 2 views pull data from the test schema instead of the live schema. CC has no idea why, so perhaps as you said there is a permissions issue on the view or tables involved.

  • Mike Carey

    Administrator
    02/16/2021 at 12:59 AM in reply to: MAPI SUBSYSTEM ERROR WHEN EMAILING QUOTE

    Our Office on the RDS server is 365 MSO 16.0.13628.20128 32-Bit.

    Do CC officially fully support 64 bit Office?

    The last time I checked it was not officially supported for email integration.

  • Mike Carey

    Administrator
    02/14/2021 at 10:50 AM in reply to: MAPI SUBSYSTEM ERROR WHEN EMAILING QUOTE

    We are on 12.2.8 and do not have these issues.

    Although there was an issue with email that was sorted about after upgrade. Something to do with resetting Email config on the user setting, for each user it affected, in Quantum if I am remembering correctly.

    We use Windows 7 and Windows 10 without an issue.

    Also have around 70 staff on RDP 2012 and 2019 servers with Office 365.

    Are you using 365? If you are, which build are you using?

    There are so many possibly variations with versions of OS, Office and Security apps now, it must be must be impossible for CC to test these things now.

  • Mike Carey

    Administrator
    02/12/2021 at 7:36 AM in reply to: REPORT SHOWS NO DATA FOR SOME USERS.

    Hi Henrik … If you remove the sys companies column and join, does he see data? What if he runs the query in isql on his quantum login?

  • Mike Carey

    Administrator
    02/11/2021 at 7:07 AM in reply to: MAPI SUBSYSTEM ERROR WHEN EMAILING QUOTE

    Tino- this may be a long shot, but we had this happen intermittently as well when emailing quotes from Quantum. Some of our quotes require attachments with specs and details about a part to be built. It sometimes took several minutes to locate the documents on the server and attach all of them. Or sometimes they got interrupted by a phone call or visitor.

    There is a time-out that occurs between Quantum and Outlook, so if you take too long to send the quote, you will get an error.

  • Mike Carey

    Administrator
    02/10/2021 at 10:42 AM in reply to: MAPI SUBSYSTEM ERROR WHEN EMAILING QUOTE

    Is the Office / Outlook 32 bit or 64 ? 64 bit doesn’t play well with Quantum.

  • Mike Carey

    Administrator
    02/10/2021 at 10:40 AM in reply to: QUANTUM FREEZING WHEN SENDING QUOTES VIA TERMINAL SERVER

    Jae- have you tried using 32 bit Office ? or if using 64 bit, then using the rweasymapi32/rweasymapi64 to unregister and register the mapi dll ?

  • Mike Carey

    Administrator
    02/10/2021 at 1:27 AM in reply to: UI ENHANCEMENT

    I would be surprised if this was ever done, other than in another version/GUI of Quantum in the future. Just due to the amount of work and possibility of creating problems where there aren’t any now. The risks seem to great.

  • Mike Carey

    Administrator
    02/10/2021 at 1:17 AM in reply to: DG SAFETY DATA SHEETS

    I am not aware of any way to do it, if anyone knows of a digital source that could be automated ….. that would be very useful.

  • Mike Carey

    Administrator
    02/02/2021 at 7:42 AM in reply to: T AND A – IS IT WORTH IT?

    yes, the extra clock out and in are what seem to be the main problem.. Can you create a admin WO for non-pay that they can clock in and out of ? You would need to modify the extracts or create your own for payroll purposes. THis is what i am looking do here – thoughts on that ?

  • Mike Carey

    Administrator
    02/02/2021 at 7:17 AM in reply to: CRM

    It really depends on your intended use / scope.

    If you simply intend to use it for Sales Contact Management on Companies etc. then yes there probably is a better tool out there.

    The strength of Quantum Contact Manager is that you attach it to almost anything in Quantum that you would want to.

    You can create work flows, easy reporting, traceability and automation.

    We’ve added a lot of functionality over the years as have others. It is a very powerful tool.

    It might be that you have one use in mind when actually there are so many more you haven’t considered… yet …

  • Mike Carey

    Administrator
    01/27/2021 at 1:17 PM in reply to: COC WITHIN SHOP CONTROL-WORK ORDERS

    Kristen- what i did was to modify the 8130 form to be our CofC form. I set the document name to the new CofC form, and created / use a CofC number log as well. The only downside to this is that some could create a cert for an actual 8130 for that part. But you could add attribute to parts that specify CofC only and check for that in forms designer when printing..

    i will email you our CofC. Note- we are on V12 now, so the forms designer has been converted to new format and may not work on older version of Quantum

    Let me know if you need any help with this.

  • Mike Carey

    Administrator
    01/21/2021 at 2:23 PM in reply to: T AND A – IS IT WORTH IT?

    It looks like the feedback here is that the module is not good and doesn’t work in the real world. What is everybody using instead ? Home grown like in Paul Stewart’s QUE Conference presentations or some other product ?

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