Mike
Forum Replies Created
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Ian- that is to bad the shipper isn’t actually created, i wonder if that is a bug ? We don’t have that module, so i can’t help with that at all. But if that works out, then after doing the shipping, you can just issue all the parts that were reserved and then you can close the WO.
Have you looked at using piece parts to make this work ? each part would be received as a piece part, and then returned to the customer at the end of the job.
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Vicky- are you looking to have the manual page(s) print with the travelers or to have them lookup-able via part number ?
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For an external work order, you could add the items to BOM as Replace. Do the turn in to create a stock line. Then process the disposition and reserve the stock line that was turned in. Then you can do the Parts Mgmt shipping to send it to customer.
We don’t do this, but I tested on training system and it looks like it would work. We currently use a manual, outside of Quantum, process to do this for our “Tear down and tag” work orders, but I am looking at ways to do inside of Quantum and have the physical tag printed by Quantum instead of Excel and Word merge. We don’t use the shipping module, so it is a little easier.
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May not be quite what you are asking for…
We usually use Flydocs for technical records. We have also started to research some automated functionality between Flydocs and Quantum. Some work has been done on that in the past, but is incomplete.
However, there is API/URL functionality for FlyDocs so I am guessing the possibilities are good.
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@Nadim- yes- brilliant investigation and explanation. I have worked on some forms designer reports that use the hide display of detail lines that are truly hard to figure out. It works, but very hard to debug and understand sometimes.
@Craig- good question as to why your forms dated older- worth checking into your upgrade processes for sure.
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I am very interested in this as well. I have developed a proof of concept how this can work, but have not had time yet to work it to completion.
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Craig- we are on an older version than you (10.9.38) and my version of STD Work Order Traveler A4 is dated Nov 13, 2013. Not sure why yours is older and also has a “~” at the end of the name. I would look into why that is the case.
Also- your screen shots show printing to PDF- does it print the extra page when printing to a printer ? (wondering if print to PDF page sizes are not the same as the document).
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Not aware of any. It would be nice to know what bugs / issues have been found before a release, which is very often too late.
For example, early release of 12.X has a bug in the new Quantum Worker. With 3 instances , this makes the CPU usage on the Oracle server go up to 95% + all the time.
This has been fixed in the latest releases. However, it would have been nice to see this was an outstanding issue. Possibly even a technical awareness email sent out to customers to make them aware.
It would have saved us a lot of time researching an issue ourselves, then having to contact tech support, to the get feedback that it is a known bug with a tracker. Hours have been lost investigating this issue and that it just one example.
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Craig- not able to reproduce this with the STD A4 traveler and using your task selection on 10.9.38.
Can you send a screen shot of the print parameters window? You are saying that this is happening with the STD A4 form or your own customized form ?
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Craig.. If you want to email me your rtm file, I can take a look at it for you.
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Dana- this code is entered on the OnGetText procedure in the Calc section of the Forms Designer for the varSerialNumber field. This form has multiple sub reports, and the stock items are in the SubReport Stock area. You select these on the bottom of the window.
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Dana- you can do this with Forms Designer. Set the serial number variable with this code:
begin
if STOCK[‘SERIAL_NUMBER’]<>” then
Text := STOCK[‘SERIAL_NUMBER’]
else
Text:=’N/A’;
end;
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We use the 7100, so not the Wifi model. They are very reliable. We have maybe 10 + of them, have had them for many years.
Only issue is after 4 or 5 years the crystal sometimes needs replacing in the units, they offer a service for that.
I can 100% recommend the 7100 series (Non-Wifi) as fit for purpose.
Only issue is the range extenders they do are really slow and its easier to setup additional base units sometimes. This is only an issue on a large site though. They can cope with a 100,000 sq ft with the base station in the middle, depending on your warehouse layout and anything that could disrupt the wireless band it uses.
I.e. if the warehouse is completely full and stacked to the ceiling, you will get dead spots, which is a bit annoying.
We are also using our own mobile app, which will eventually replace these units completely. This gets around the range issues and provides access from anywhere without a base station.
I believe CC are releasing their own mobile app to help replace these. That might be worth looking into, before you spend $$$$ on those 7100 models – they are not cheap !
I can’t comment on the Wifi model you have, I can imagine that might cause issues, which is why we have always avoided it.
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Hi John- yes, this is what i have in mind. It is my “roll your own” event manager.
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Thank you Nadim and Thiago for your help- we don’t have Event Mgr, but I can look for errors in the that table other ways automatically and notify me via email.
I will convert my command SQL into a package that has an exception handler to write to this table and see how that works… Maybe the exception handler could return an error flag in the cursor that the Crystal could look for and display on the report, so that the user knows what happened.
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that table only contains errors from being out of licenses and some dataversion unique key errors.. maybe because we are on 10.9.38 ?
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i don’t see a SYS_USER_ERROR table- is it in a different schema ?
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Nadim makes an excellent point about using views. Also, view can change with upgrades / release changes, which could impact your report. I like to take the code from a view or package and extract the components from it that I need to make the query for my report. This way, I am protected from changes by CC, and also have a better performing query.
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Craig- check the quantity on the WO Header ? You can receive up to that quantity.
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Lee- did Nadim’s answer on this post (https://quegroup.org/f_crystal/9024099#9024809)answer your question ?
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Krista- i wrote 2 reports do this. See attached. the v3 one looks at payments made in a date range in the past, and the v2 one is the average of all payments in between today and that date range in the past.
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Thank you for the update on this John. It indeed is a big project to make this change. I would also like to see the inconsistencies between module windows, how menu items are different, ordered differently and different names for same function (Find, Stock Issue for example) cleaned up as well.
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It is not a finished feature yet, as far as I know.
I use the limited window feature on my personal desktop as I was doing some testing on it. I can’t share that as it is development and under CC control.
There are some bugs, actually quite a lot to consider. The navigation cache did not work. You also lose the functionality of having the open windows listed in the bottom on the main Quantum window. To be fair this was strictly POC.
At the moment, unless something has changed in the last 6 months, it is not ready for release.
Looks like every single part of Quantum where you want this to work as a window would need to be programmed and checked. That is a lot work… The idea sounds simple but the detail is a huge task…
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We don’t have this in production yet, but this is the SQL that our test report is using in Crystal Reports (ExpDays is a user input parameter at runtime):
SELECT stm.PN, stm.DESCRIPTION, (select loc.location_code from qctl.location loc where stm.LOC_AUTO_KEY = loc.loc_auto_key) as “Location”,
stm.QTY_OH, stm.QTY_AVAILABLE, stm.REC_DATE, stm.EXP_DATE, stm.STOCK_LINE, stm.CTRL_NUMBER, stm.CTRL_ID,
stm.RECEIVER_NUMBER , to_char(sysdate, ‘MM/dd/YYYY’) as DateFrom, to_char((sysdate +42), ‘MM/dd/YYYY’) as DateTo
FROM stock stm
WHERE stm.EXP_DATE IS NOT NULL
and stm.QTY_AVAILABLE != 0
and stm.EXP_DATE <= sysdate +{?ExpDays} ORDER BY stm.exp_date
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If its not there now, then there is no easy way to add it.
You could request custom programming to add it from Component Control.
Depending on why you need it and how up to date you need it, you could run an SQL statement to copy the contents of the those fields into custom field on each SL, that is already available to see in the browse window (that you are not using)
As a guess, one update statement would do that for you at any point in time.
Long term, it would probably be best to CP it if you really need it.
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I’m not aware of any intelligence in Quantum for the picking of stock. The Shipment module is what we probably use to manage the picking/packing/shipment of stock.
I would be interested to know if there is anything else hidden that we have not seen yet….
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Yes, great info Nadim, thank you. Qualifying the tables with QCTL would mean that you could not run that report on the TRAIN scheme without changing the SQL, right ?
I wonder why CC doesn’t run this function to rebuild the synonyms when they upgrade.
I ran that command (sqlplus crystal/report@maxqprod) from command prompt to start SQLPlus and then ran the statement exec adm_pkg.bind_to_quantum_schema(‘QCTL’); to rebuild the synonyms.
So i always use QCTL when i am working in Crystal Reports (or TRAIN if accessing the training database where i can manipulate test data). Is there an advantage to using CRYSTAL instead? Is there a similar schema to access for the TRAIN schema ?
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John- i don’t know why that error appears.. i copied your code into CR and it ran fine for me. double check the spelling on each table in the FROM on your select.
Also- you have
roh.rst_auto_key = ‘2’ and
rst.status_type = ‘Closed’
You don’t need both- the status_type=’Closed” is the better way than the rst_auto_key, as this can change and then your report won’t work. In the example I posted above, the pst_auto_key was commented out with —
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Hi John- just to further improve this- instead of hard-coding the PST auto_key for the closed status (this can possibly change or new types of closed status codes can be created), I would suggest changing the where clause like this: (note that i posted my example with PST_auto_key=7, instead of 1 from your example)
SELECT max(psh.entry_datetime), poh.po_number, poh.poh_udf_001, pst.pst_auto_key, pst.status_code
FROM po_header poh, po_status pst, po_status_history psh
WHERE
poh.poh_auto_key(+) = psh.poh_auto_key and
poh.pst_auto_key = pst.pst_auto_key and
—poh.pst_auto_key = 7
pst.status_type = ‘Closed’
group by poh.po_number, poh.poh_udf_001, pst.pst_auto_key, pst.status_code
order by po_number
In our case, we added an additional status of Cancelled, which is also a closed status. Plus we deleted and add status, so that our current Closed status has a pst_auto_key = 7
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If you want to reproduce the data that the stock search / browse shows, that query is in FUNCTION STOCK_BROWSE, in the QC_IC_PKG. You can grab the SQL out of the dynamic SQL, edit and adjust it to replace the parameter variables with your own values. Let me know if you need help doing that.
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John- you were correct to think about using MAX. This is a grouping function, so you need a group by in the select, like this.
SELECT max(psh.entry_datetime), poh.po_number, poh.poh_udf_001, pst.pst_auto_key, pst.status_code
FROM po_header poh, po_status pst, po_status_history psh
WHERE
poh.poh_auto_key(+) = psh.poh_auto_key and
poh.pst_auto_key = pst.pst_auto_key and
poh.pst_auto_key = 7
group by poh.po_number, poh.poh_udf_001, pst.pst_auto_key, pst.status_code
order by po_number
Hope this helps !
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Pietro- i wanted to print the signature of a user selected from a drop down list. I can get the sysur info for currently logged in user, but sometimes we wanted to print this for someone else who is not in the office for example.
This is a crystal report Sales Order C of C that i created and it wanted to use the CRI_auto_key to query the Crystal reports security to see who is allowed to run the report and only allow those signatures to be applied. The thinking was that anybody on the list could print it with another signature from the list.
But we decided that printing the signature on a C of C was not correct, only the name can be filled in. This relates to my other forum topic of how to get the CRI_auto_key from within the report.
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Thank you Nadim- that works. Having the report name hard coded to match the name in Quantum isn’t ideal, but this will work.
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Nadim- yes i meant CRI not RPI auto_key…
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Thank you Nadim.. this worked and i was able to insert the signature image for the user who runs the report.
Do you know how to get the rpi_auto_key for the current report inside of Crystal Reports ?
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Pietro. Thank you, I have the query to grab the user info but don’t know how to reference the current cri_auto_key for the report being run.
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Yes, that is a good idea. I was hoping to grab them from the database, like in Forms Designer forms…
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Pietro – on 10.9.38, there are no color schemes that are actually dark mode. There are still large areas of bright white. Maybe in new versions there are better options ?
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Hi Rob- take a look at the “Shift Relative to” when you right click the item in the design window- this tells how to position and “push down” sections as other sections grow. I would look at all the memos, regions etc and see what the shift relative to settings are.
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If you have the PN list in the excel, you could query the parts_master for all PN matching those and having the max pnm_auto_key (the most recently added). That should give you the pnm_auto_keys to archive, after you do a select and review them, and maybe also select and review any stock lines for that list of pnm_auto_key.
The “where PN in(xxx,xxx,xxx,xxx)” and “where pnm_auto_key in(xxx,xxx,xxx)” is your friend here !
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That’s correct- but that only will work for WO that are currently open and Main component is reserved (received and NOT on repair order). The view will work for completed WO, open WO and open WO with Main Component out on repair.
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select * from view_spb_wo_maincomponent
where woo_auto_key=379
will return lots of info, including serial_number, from a WO using it’s woo_auto_key. If you look at the code behind the view, you will learn how it works and how the tables are connected.
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From the Help file search for “unallowable”: This is in the Global, GL Utilities menu
Toggle Unallowable
Toggles the current value of the “Unallowable” true/false flag. The “Unallowable” flag was implemented as a part of custom programming. When the “Unallowable” flag is true, an error will occur when creating a quote or billing for the work order. Access to this option is controlled with security rights.
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Srini- your query is from the audit_trail table, which is where Quantum stores changes made to fields. Which fields are audited and stored here are completely up the developers at CC. They can add and remove fields from here with different versions of the software. I suspect that you upgraded from a earlier release of Quantum on Jan 13 of 2017. The version you upgraded FROM was auditing changes for more fields than your current version of Quantum is doing. Your current version only audits the mkt_price and unit_price field changes.
What Nadim is referring to with the “Activate Stock Line in Accounting Audit Trail” setting is that having this turned on, will allow you do the search “stock audit” function. This is one of the searches on the drop down arrow next to the Parts Management icon. Having the option checked tells Quantum to populate the data used in this search. You should be able to run that search with no parameters and see all stock changes that impacted the GL.
Hope this helps !
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Perfect- thank you Nadim !!
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Jake- try removing the theme for that user and see if that field shows up. Or perhaps you have a theme / screen scripter set up to display that field on the other schema, but not on this. We don’t have any screen scripter /theme and it does not show on WO add, so maybe you have added that field to the WO Add panel with screen scripter ?
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On our system (10.9.38), the modify pn is not displayed when adding a WO either. To set this, we edit the header after creating the WO. Do all of your schema’s work this way as well ? Are they different versions of Quantum maybe ?
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Nate- I believe that Clinton is referring to the ShowMessage command in a Forms Designer form. This creates a pop up with text that you can populate. The popup has an Okay button that user must click to proceed. There is another forms designer popup that
Example
if someflagisset = ” then ShowMessage(‘Check for xxx document’);
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Jake Anderson wrote:
We scan in all our paperwork into Quantum and we use image codes for document types. (RO/PO/WO/MO ECT…) I have created reports from the image lists to get the image file linked and if there is no file or a file without the code we are looking for we flag it in the report and whom ever is responsible for those records needs to go back and fix the records. I have also created a crystal report that you can click on the hyperlink and i have the hyperlink calculated to the file name on the image server. The user does need to have access to view the image folder on the server you would need to be careful on how you deploy that.
In Summary you can create reports that you can tell what files are linked to each module (SO/PO/WO/RC/RO ECT..) easily and just need to create what criteria you are looking for. What has helped us with our paper work is doing Audits on the required paperwork not only if there is a file but also looking at the file its self to make sure it is the correct document. If you have not liked the Image list in crystal before it is alittle tricky and if you need help let me know.
Jake, you may lose some functionality when attempting to get any information from the new imaging servers in 12.X.
The old servers become read only and you will be forced to use the new version for new files – which is not ‘open’ and I suspect you will not be able to directly connect to an image on a new server.
I used to run reports in crystal to directly bring up a picture and file information for quarantime items, with a hyperlink.
Keep this in mind if you consider the 12.X upgrade – you may get something working ….
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Lee- That works for BOM repairs. For WO Main Component repairs, you join the WOO_AUTO_KEY in RO_Detail to the WO_Operations to get the SI_Number.