[Marcelo Lemcoff]

Is there a way to export a dashboard into Power BI desktop?

[Marcelo Lemcoff]

Has Component Control added warnings to modules? We’d like to have a pop-up with instructions (e.g. review customer ship date) when entering a Sales Order.

[Marcelo Lemcoff]

Foxit has been fine for us. The updates have caused issues from time to time.

We use Nitro for desktops though. Is there a way to lock Nitro down or limit the internet-based features?

Do you have a link for simplyPDF? I can’t find it.

Also, is a dedicated standalone PDF reader required? Would MS Edge or Chrome work as substitutes for document imaging and Crystal Reports PDFs?

[Marcelo Lemcoff]

Mike,

Our Default Stock Cost Multiplier was set to 1. Testing it with 0 fixed the issue. Thank you!

[Marcelo Lemcoff]

We don’t use price lines and it’d be cumbersome to add them for all purchases. Is there another way to get around this issue? Here’s screenshot of the PO detail. There’s no list price here or in the parts master fields.

[Marcelo Lemcoff]

They are POs inventory or sales orders received through normal receiving.

I went through the inventory module and receiving settings but couldn’t find anything. What should I look for?

[Marcelo Lemcoff]

Support for 4k and high DPI displays. Some of the issues we’ve experienced:

– Search windows are too small and cannot be resized. Examples:

– Global Search (!)

– Modules -> Customer Quotations -> Search CQ Headers

– Speed Bar icon too small

– Toolbar text size does not scale with Windows display text size settings and can’t be changed in Quantum

[Marcelo Lemcoff]

Mike,

Thanks for the feedback. Anyone have an idea if it was fixed with Quantum 12 or CR 2016? We could upgrade Crystal Reports if necessary.

The report is a pared down version of a more complicated version with multiple subreports. I was testing out the new version with two parameters on the simpler report first.

When I create a report with the SQL parameters, I need a SQL command for the data and another to retrieve the parameter values, which causes Quantum to bring up the credentials prompt once more. In the end, I think solving the multiple command issue would help us tremendously.

[Marcelo Lemcoff]

Mike,

Thanks for the feedback. Anyone have an idea if it was fixed with Quantum 12 or CR 2016? We could upgrade Crystal Reports if necessary.

The report is a pared down version of a more complicated version with multiple subreports. I was testing out the new version with two parameters on the simpler report first.

When I create a report using SQL parameters, I need a SQL command for the data and another to retrieve the parameter values, which causes Quantum to bring up the credentials prompt.

[Marcelo Lemcoff]

Thanks for the feedback. I’ve mailed you the .rpt file and am getting some help with the SQL as well.

We’re running Quantum 10.11.12.35 and Crystal Reports 2013 SP12.

[Marcelo Lemcoff]

We’ve considered upgrading to 12 but held back due to the document imaging changes. I’m surprised there’s a cloud element involved as well. Is that documented and explained somewhere?

Are there major considerations or pitfalls when upgrading from version 10 to 11?

[Marcelo Lemcoff]

Hi Jason,

Thanks for the suggestion – that should work for us.

[Marcelo Lemcoff]

How have people dealt with customers that have different “Sold to” and “Bill to” company names?

Thanks – Marcelo

[Marcelo Lemcoff]

Thanks, that works!

[Marcelo Lemcoff]

Thanks for the advice. All quantities share the same traceability documentation so that worked for us.

[Marcelo Lemcoff]

Great – thank you!

[Marcelo Lemcoff]

After working with CC on the issue they will have QA/Dev look at it and hopefully offer a fix for 4k screens. It’s not clear if 1440p screens are well supported for our configuration either (RDP into server 2019).

Marcelo

[Marcelo Lemcoff]

Thanks for the suggestions. The computer connects with DisplayPort, DVI isn’t an option. I tried overriding the High DPI scaling but it did not fix it in our case.

I’ve submitted a ticket with CC to find a solution.

[Marcelo Lemcoff]

Has anyone found a way to receive a kit as individual P/Ns?

Also, how do you list kit components and quantities on invoices and packing slips?

Thanks

[Marcelo Lemcoff]

Thanks.

I modified the invoice form to prioritize a new Sales Order UDF (so_header.udf_soh_001) for manually enter VAT #s or the Sales Order customer site VAT #.

If neither are set it will use the default value from INVC_HEADER[‘CUSTOMER_VAT_NUMBER’].

[Marcelo Lemcoff]

This statement will work with Memo and Edit fields:

select

cmp.company_code,

cmp.company_name,

uda_cmp0.cmp_memo

from

companies cmp

left outer join (

select

cmp.cmp_auto_key, udc.attribute_value as cmp_memo

from

companies cmp

left outer join uda_checked udc on ( cmp.cmp_auto_key = udc.auto_key )

left outer join user_defined_attributes uda on ( udc.uda_auto_key = uda.uda_auto_key)

where uda.auto_key_prefix = ‘CMP’ and uda.uda_code = ‘UDA_CODE’

) uda_cmp0 on ( cmp.cmp_auto_key = uda_cmp0.cmp_auto_key )

order by

cmp.company_name_upper

[Marcelo Lemcoff]

Is the Crystal Report in the library? I couldn’t find it in the QueSources.

Thanks

[Marcelo Lemcoff]

You can use the Oracle UTL_MATCH package to help you find company record duplicates or near misses.

Here’s an example using the JARO_WINKLER_SIMILARITY function comparing company names and billing street addresses. Change the function arguments to add or remove fields from the records you want to compare. This sample filters matches with a similarity of 90 or greater.

Oracle documentation about this function is at: https://docs.oracle.com/cd/E18283_01/appdev.112/e16760/u_match.htm

select

cmp1.company_code, cmp1.company_name, cmp1.city, cmp1.state, cmp2.company_code as match_company_code,

cmp2.company_name as match_company_name, cmp2.city as match_city, cmp2.state as match_state,

UTL_MATCH.jaro_winkler_similarity(trim(cmp1.company_name) || ‘ ‘ || decode(trim(cmp1.address1), NULL, NULL, trim(cmp1.address1) || ‘ ‘) || decode(trim(cmp1.address2), NULL, NULL, trim(cmp1.address2) || ‘ ‘) || decode(trim(cmp1.address3), NULL, NULL, trim(cmp1.address3) || ‘ ‘),trim(cmp2.company_name) || ‘ ‘ || decode(trim(cmp2.address1), NULL, NULL, trim(cmp2.address1) || ‘ ‘) || decode(trim(cmp2.address2), NULL, NULL, trim(cmp2.address2) || ‘ ‘) || decode(trim(cmp2.address3), NULL, NULL, trim(cmp2.address3) || ‘ ‘)) as jws

from

companies cmp1

inner join companies cmp2 on cmp1.cmp_auto_key > cmp2.cmp_auto_key

where

UTL_MATCH.jaro_winkler_similarity(trim(cmp1.company_name) || ‘ ‘ || decode(trim(cmp1.address1), NULL, NULL, trim(cmp1.address1) || ‘ ‘) || decode(trim(cmp1.address2), NULL, NULL, trim(cmp1.address2) || ‘ ‘) || decode(trim(cmp1.address3), NULL, NULL, trim(cmp1.address3) || ‘ ‘),trim(cmp2.company_name) || ‘ ‘ || decode(trim(cmp2.address1), NULL, NULL, trim(cmp2.address1) || ‘ ‘) || decode(trim(cmp2.address2), NULL, NULL, trim(cmp2.address2) || ‘ ‘) || decode(trim(cmp2.address3), NULL, NULL, trim(cmp2.address3) || ‘ ‘)) >= 90

order by

cmp1.cmp_auto_key

;

[Marcelo Lemcoff]

We have the following label printer setup:

Quantum client on Remote Desktop

Local network label printer, shows up as “printer name (redirected xx)”. The printer name is not fixed. It will change depending on the client that is printing.

We have to select the printer and paper type preferences every time we print. Is there a Crystal Report / Quantum setting that can save the printer and its preferences or an alternate way to print labels?

Thanks

[Marcelo Lemcoff]

Thanks for the responses. I may try matching by email and name if it’s reliable. Otherwise we’ll add this information manually per invoice.

[Marcelo Lemcoff]

Thanks for the great suggestions and feedback.

[Marcelo Lemcoff]

Great, thank you!

[Marcelo Lemcoff]

No. I renamed the unused clauses to start with a ‘z’ (you can also use the ‘|’ or ‘~’ characters) so they’ll be at the end of the clause listing when sorted by description. It’s not a great solution but it works for now.

[Marcelo Lemcoff]

Hello Jason,

I’m sure it is 209.242.148.200.

If I go to https://www.stockmarket.aero, the login page is secure and has a valid certificate. Once I’ve logged in, I’m redirected to a non-secure http connection.

Port 443 is open. I can securely connect to other SSL/TLS sites, such as google.com.

If I go to https://209.242.148.200 or https://ws.componentcontrol.com, the site Quantum connects to for StockMarket information, there’s a certificate error. It expired on 10/27/2004. Is this typical of all Quantum installations?

Thanks,

Marcelo

[Marcelo Lemcoff]

We want to invoice separately for each condition type, so we’ll split the items on the RO/SO and relink them afterwards.

Thanks