[Anthony Romano]

Hi Sally – we’re just using a local workstation right now as we only have 1 scanner. However the PC rebooted after installing updates and the scanner is having issues connecting again. So I’m looking into that today actually.

[Anthony Romano]

Nadim,

I’m happy to report back that uninstalling and reinstalling worked! I launched rf.exe and then Quantum and after selecting login on the scanner I was presented with 8 options for Quantum.

Thank you both for all the help! Now to figure out how to use it with our process…

[Anthony Romano]

Thanks Paul and Nadim,

So I ran through the suggestions and still a no go. I’m only using one scanner and one base unit and those talk to each other using the Worth Data program.

I’m using the USB connection on the base to a USB on the PC. I did change it to COM1.

When I try the ActiveX I get an RF class not registered though I can’t find a dll to register. I have ran the Active X install from Worth with no luck there either.

I also changed the scanner to Legacy and the base was already set to USB on the jumper.

When I run rf.exe I just get a blank screen.

I might have to setup an hour or so of time with Quantum and that’s fine I was just seeing if I could knock it out with the group first!

Thanks for the help so far!

Tony

[Anthony Romano]

Thanks Paul – I will look into that. We are using the USB so I’ll run through your suggestions. Not sure about the Active X portion – but I’ll try to figure that out. Thanks again!

[Anthony Romano]

Hi – Was there an answer for this? I’m in the exact same boat. Thanks!

[Anthony Romano]

I’ve called CC several times regarding this (as I always forgot how to restore/reset this). They just said it happens and there was nothing they could do. It’s annoying – but at least a simple fix when it happens. Only thing I really don’t like is when their custom menu is gone and that has to be rebuilt.

[Anthony Romano]

We just signed on for the bridge from Aeroxchange. CC is setting the EDI side up with us now. We don’t use Aerorepair unfortunately so I’m not sure what the setup is with that. I can follow up when I get more info from Aeroxchange if you’d like as we continue setting this up.

Tony

[Anthony Romano]

Paul – is the license tool something you can add to the resource area? We’ve had 10.7 for a little while now and haven’t had the license issue yet and that’s with accounting keeping multiple sessions up too. I’m interested to see how we’ll stack up once we start using the barcoding more too.

[Anthony Romano]

Sorry – finally found the event was looking at the wrong spot. Found the GL Periods, Set Current event. Will test it out next month.

[Anthony Romano]

So I was trying to get a color for each company (we have 2) so that the bar charts will show correctly. I tried (unsuccessfully) to do this using what I could from your script and still doesn’t work. I asked Patsy and she said to use the CASE statement – that still didn’t work. I have tried using the line where I think it needs to go – but I get errors constantly. Any suggestions on how to fix this? Here is my code. Thanks!

select extract(month from inh.post_date) mo, sycm.company_name, extract(year from inh.post_date) yr, sum (inh.total_price) CASE when syscm_auto_key=1 then ‘#ffff00’ when syscm_auto_key=2 then ‘#00ff00’ END row_color from invc_header inh, sys_companies sycm

where

inh.syscm_auto_key = sycm.syscm_auto_key and

–inh.syscm_auto_key={0} and

inh.post_date > sysdate-180 group by extract(month from inh.post_date), extract(year from inh.post_date), sycm.company_name order by yr, mo

[Anthony Romano]

I remember something being discussed about being able to do this in the new versions of Quantum and EM – is there any info on how to do this? I’d like to get this setup for our Accounting department so they can stop remoting in the last day of the month to change the period! Thanks!

Tony

[Anthony Romano]

I could be wrong but I believe some of the events pull data using stored procedures in Quantum and this is what may need to be edited/reviewed. Hope it helps!

Tony

[Anthony Romano]

Hey Paul – is RemoteScan now owned by Dell? Wanted to make sure I’m looking at the correct software. Thanks!

[Anthony Romano]

Thanks Henrik!

Worked perfect! Don’t know why I didn’t think to just link another table there – figured I had to add it another way. Thanks again for the help!

[Anthony Romano]

Thanks Henrik,

It’s the date that doesn’t show in detail that I need. I’ll have to see – I had tried the maxqprod but still didn’t see the tables. I’ll keep poking around. Thanks!

Tony

[Anthony Romano]

Thanks Paul – so you’re saying that you import everything into stock from the LOT import function and then do you edit each stockline after that? I’m not sure if that would work or not for us as we wouldn’t be able to use our receiving checklist function from the receiving module then. I like the idea though of adding the parts to a specific location for sure.

I think in general to clean up what I have now I’ll probably log in after hours and turn off the unique PN/SN feature, receive everything in and then turn it back on when I’m done with the project.

Hopefully that’ll work out!

Thanks!

[Anthony Romano]

Hi Abigail!

I asked our shipping department and they said that we just use our standard invoice for this. What are you looking for the form to have? I can try to point you in the right direction maybe.

Tony

[Anthony Romano]

Did anything come of this? I don’t remember hearing anyone bring it up at conference. It does sound like a great idea!

[Anthony Romano]

I was looking into this again too. I know there is the new ability in Q to link to UPS and FedEx which seems to be a few views and it looks like there is a new tab in the ship method for you to setup new options (Export Setup tab). I have tested a few shipments but nothing seems to populate in the view. I can set the link up in FedEx (we’ve been working with them for a few years off an on to set it up I just drop the ball on it normally) and with UPS. Is there more that needs to be activate?

[Anthony Romano]

That’s good to hear. We’re waiting for 10.7 to be released before we upgrade again. Hopefully won’t be too much longer – I’m thinking Octoberish from what it sounded like at the conference.

[Anthony Romano]

Hi Henrick! What answer did you get at the round table? I don’t remember off hand.

[Anthony Romano]

Thanks Henrik! Expanding the body portion was what I was missing. Yes – my plan is to copy everything and try to make new procedures, etc. If I can figure it out… figure it’s worth a try for now! Thanks again!

[Anthony Romano]

John/Henrik,

Sorry to post on this late (I posted on Henrik’s other post too about getting things done finally) – but can either of you tell me how I can go about seeing the actual procedure being used in EM? In SQL Developer I only see the procedures I create (just the one so far) under the procedure section. I can see the package with all the procedures in it – but no clue where they are actually stored. I would like to work a procedure from the receiver finalized event to try and edit it to work with a different status and save it as our own procedure so we don’t mess anything up! Is this something we even have access to? Thanks!

Tony

[Anthony Romano]

Henrik,

Sorry I never got back with an update. Truthfully this was right before I went on vacation and since then had several other things on my plate. I ran this today and all seems to have worked – we’ll see tonight. I set it up in EM and have it set to email when it runs. So thanks for the instructions!

Tony

[Anthony Romano]

Hi Tony,

I think there is a presentation from Paul under the presentation link that has examples of what he is doing. I think it’s the 8:45 session for the 2014 conference.

[Anthony Romano]

Hi Henrik,

It’s in the Event Manager Script section. I’m not sure where it pulls anything from – it’s one of the standard ones – doesn’t use Crystal.

[Anthony Romano]

I need/would like to have a script run every day that updates the parts_master to change the lead days to 0 from 30 days. CC just ‘fixed’ the system so that the lead days now work correctly. Now anytime a PO is entered it shows that we need the parts in 30 days. We ran a script in SQL to change the DB a few months ago and also a couple a days ago. I can’t rely on sales to remember to change the lead days when they enter a new part. So is a stored procedure what I need to setup to get this to run automagically in EM or the SQL way I saw here? I’ve never setup a stored procedure and have no clue how to do it. I really wish there was a way to eliminate the lead days from auto populating with 30 days but CC said that’s by design – which I thought was odd…

[Anthony Romano]

Did you find a script that allowed you to do this? Thanks!

[Anthony Romano]

Thanks John – I’m going to break this down into much smaller chunks and go from there. I moved on to updating prices from catalogs which are anywhere from a few hundred to a few thousand lines per file to import. We use the same dia import script and I know it works fine with what I’m doing so I’ll just break the big file down and go from there. Thanks again!

[Anthony Romano]

Hello again Jeff – we upgraded to 10.5 in January when Pietro was out. It was relatively painless – we had a few issues for sure but they were resolved pretty quick since we coordinated this with an onsite visit for other issues. We’re on 10.5.20 and since Late January things have been pretty quiet. Our biggest issue is accounting reports when using the Crystal Reports feature. So we have that turned of for now as those get resolved. You can still schedule the Crystal Reports though even if you don’t have that feature activated.

[Anthony Romano]

We view it as a cost of doing business. Frustrating at times yes, but rather than getting nickel and dimed for every call and update it makes it things easier on me and accounting. There are times when I might only call in a couple of times a month – but then there are far more where I’m calling/emailing several times a week it seems. So for us at least it seems worth it. Your mileage may vary depending on how well you understand the system, scripting, etc of Quantum. I don’t have nearly as good of an understanding as say Paul or Nick of how to make things work in Quantum so for me paying the fee makes sense.

Hope that helps a little. Have a good one.

Tony

[Anthony Romano]

I know this is old – but I figured it’s better than starting up a new thread.

We’ve started using an excel spreadsheet that we create from an ILS export. We had a kid create a user entry screen (nice pop up that makes life easier) and some macros to enable our sales support to enter in the VQ info more efficiently. This allows us to quickly enter in price, condition, alternate parts and notes (last two can’t be done easily – alt sort of but…), etc. Anyway – we’ve been running this as a test for a little while and we’d like to start importing this data into Quantum for better visibility to others. We can have people search the directory that these ILS quote spreadsheets are kept – but that takes people out of the system and adds steps.

So my question is – does anyone have a good solution to import these files into Quantum? And more specifically – maybe make it so that it can be scheduled. I submitted an RFQ to CC to see about a DIA script – but automating it with event manager or something I’m not too sure about.

It would be nice if CC could enhance the VQ module a bit more to give it some more flexibility. Like entering in multiple answers from the Vendor in one screen, etc.

Thanks for any insight!

Tony

[Anthony Romano]

So just to post up the solution. Thanks to Patsy and Henrik!

The field has to be defined as a global variable – which I had no clue how to do. Henrik pointed me in the right direction. So since this was a stock line field we had to do make a change in teh subreport for Stock_Reservations. Per Henrik:

1.) While having the “Calc”-tab active, click on “View” in the menu and click “Module”

2.) In the Event Handlers you have to declare your variable as such

PARTCERT:= STOCK_RESERVATIONS[‘PART_CERT_NUMBER’];

3.) Next click on the Declarations at the top and add your variable to the list:

PARTCERT: string;

4.) I then corrected my original scrip to read:

begin

If PARTCERT = ” then

Text := ”

else

Text := ‘FORM NUMBER: ‘ + PARTCERT;

end;

And that seemed to work. I hope this helps someone else out too! Thanks again guys!

Tony

[Anthony Romano]

Thanks Henrik – that’s the way that it’s setup right now actually. I’m a little confused as to why it’s not working correctly. I’ll have to send this off to Quantum I think and have it looked at. I’ll post back what the response is. Thanks for the help!

[Anthony Romano]

No – I have the field shows in box 13C of the Material Cert so I have to keep it in the detail. The odd thing is that the Obtained from field words as well does the fields we have in the remarks field for trace. This is a copy of our form if it helps any: http://www.mitchellair.com/forms/ the form is PM_F.rtm.

[Anthony Romano]

Thanks Henrik! I tried the code- however I have the same problem where it is not pulling the cert for each stockline. It only puts the first one on the shipment reservation when there are multiple parts on a ship order. Not sure why it won’t pull each line.

[Anthony Romano]

Thanks all for the help so far – much appreciated! I’ll run through that today and report back.

[Anthony Romano]

Quantum called back and it seems it’s a bug in the report. The Crystal Report worked fine in 10.4.x. They assigned it tracker T4291.

[Anthony Romano]

Maybe then a Crystal Reports class? The only classes I can ever find are just intro classes around here.

[Anthony Romano]

Hey Nick – yes all parts have been issued.

[Anthony Romano]

Thanks Henrik! I’ll have to figure out how to work with Stored Procedures then. Haven’t ever played around with them.

On a long shot – does anyone have any info on setting up stored procedures? Anything that can maybe be added to the resource section?

[Anthony Romano]

Just to follow up – I ended up loading a report for each person and set a style for each salesperson. We only had 7 people that needed the report so easy enough I guess.

[Anthony Romano]

Hello again,

My accounting manager had a few issues she wanted to deal with before we finalized this – below are her concerns and what I think can be done with some – and the others I’m looking for suggestions. The main issue is that we micro-manage a bit too much… Thanks!

1.) How do we keep an invoice from sending automatically? We would need this for an internal correction.

2.) We need to be able to identify Invoices for repair bills, exchange fees, late charges, etc that are billed out after the initial sale. These invoices only have charges on them so I was wondering if we could use anything with a $0 in the subtotal or something along these lines These invoices need to have a style that has the sales order item notes print. We normally do not show item notes on our invoices. While I see it being easier to just keep all item notes printing – the powers that be see it as too much of a risk that a salesperson might enter in internal notes that we don’t want a customer to see (our ‘procedures’ state these should be in the header notes however it’s not always remembered…).

3.) Certain customers need certain words in the subject – this I’m not worried about since I should just be able to set up an event for each customer that needs it.

4.) Certain customers need the buyers copied in – this should be just setting up another separate event with the buyer added to the To or CC field and creating a separate marketing list correct (ex – EMINV-With Buyer)?

[Anthony Romano]

Hey Paul,

When I talked to CC yesterday they initially said that we had to use the invoice email in the company master – which I said no that’s not right (it is, but not for this exercise). Ryan finally came over and said that once I had them to the list (example here: Rolodex EX.) Then in the Forms Designer we just add the list to send to in the To field using . Haven’t tried it yet – but I’ll post back with any issues.

Tony

[Anthony Romano]

Hey Paul – wanted to thank you for the help and let you know my outcome. Looks like I have the report running now. I had to change the link the consignment table to a regular join and not the left outer and that seemed to make things work. I did not use the grouping because at first it wasn’t working at all after I set it up – I realized on the last attempt that the join was causing that issue most likely – but regardless we only needed to sort on Consignment Code. Still it’s a good thing to know how to use – hopefully I’ll use it soon on another report!

Thanks again!

Tony

[Anthony Romano]

Thanks Henrik! I’m putting that in tonight and will post back the results on Tuesday after the holiday. Thanks for the help so far!

[Anthony Romano]

CC can create the reports for you and may be the best bet to ensure they’re done right. Not to put Kevn down – I know I heard people talking about him at Que group last year and said there had been some complaints about some of the work/reports he did. Kevin is a nice guy – don’t get me wrong. Just wanted to pass on what I had heard. I’m not sure how his rate would compare to CC’s.

Tony

[Anthony Romano]

Any one know who advanceqc is anyway? I know there are a couple ex CC people that were doing something like this – would this be who I think it is?

[Anthony Romano]

Thanks for the suggestions Paul. I spoke to our Inventory manager and he’s going to adjust the main lot components (we use lots to track packages we purchase – not as a consignment tool.) since these are really what we are adjusting anyway. He’s going over this with our CFO today. Thanks again – I always appreciate the help!

Tony

[Anthony Romano]

Hi Paul,

Thanks for the advice – that helped me, but also seemed to create another issue. I reworked the report and linked the CQ_Detail pnm_auto_key to the Stock pnm_auto_key with an outer join and that worked great to pull items that didn’t have a stock line quoted. what happens though now is that the items are repeated for as many stock lines that we have in stock. So for a part that was quoted twice and I have 4 stock lines I’ll have a total of 8 lines on my report. I looked to sum the stock qty_oh but that wasn’t realy an option. I ended up adding a quote number group and then summed the qty_oh within that group and then hid the header (moving the detail down into the main report detail). This seemed to work like I wanted so now each entry has the total onhand qty per line. So now I have two main group – first is the main group I need – consignment codes and the second is the quote number – which is hidden. The final (I hope ) issue is that I can’t sort the detail by PN as it’s grouped on Quote number. Is there a better, perhaps more logical way to set this up? Grouping the way I did was the only way I could figure to sum the total qty_oh per pn.

Sorry for all the questions. I’m also going back and forth with google answers and examples and trying to keep the questions here minimal!

I have to tell the boss that getting his data from the excel table won’t happen. I’m looking to see if there’s maybe a table I can populate in Quantum that we don’t use for anything else – but so far I havent’t found a free table.

My latest SQL if it makes a difference is:

SELECT “CONSIGNMENT_CODES”.”CONSIGNMENT_CODE”, “CONSIGNMENT_CODES”.”DESCRIPTION”, “STOCK”.”QTY_OH”, “PARTS_MASTER”.”PN”, “CQ_DETAIL”.”QTY_QUOTED”, “CQ_DETAIL”.”UNIT_PRICE”, “CQ_HEADER”.”ENTRY_DATE”, “STOCK”.”HISTORICAL_FLAG”, “CQ_HEADER”.”CQ_NUMBER”, “PARTS_MASTER”.”DESCRIPTION”, “COMPANIES”.”COMPANY_NAME”, “COMPANIES”.”COMPANY_CODE”, “SALESPERSON”.”SALESPERSON_CODE”

FROM (((((“QCTL”.”CQ_DETAIL” “CQ_DETAIL” FULL OUTER JOIN “QCTL”.”PARTS_MASTER” “PARTS_MASTER” ON “CQ_DETAIL”.”PNM_AUTO_KEY”=”PARTS_MASTER”.”PNM_AUTO_KEY”) INNER JOIN “QCTL”.”CQ_HEADER” “CQ_HEADER” ON “CQ_DETAIL”.”CQH_AUTO_KEY”=”CQ_HEADER”.”CQH_AUTO_KEY”) FULL OUTER JOIN “QCTL”.”STOCK” “STOCK” ON “PARTS_MASTER”.”PNM_AUTO_KEY”=”STOCK”.”PNM_AUTO_KEY”) INNER JOIN “QCTL”.”CONSIGNMENT_CODES” “CONSIGNMENT_CODES” ON “STOCK”.”CNC_AUTO_KEY”=”CONSIGNMENT_CODES”.”CNC_AUTO_KEY”) INNER JOIN “QCTL”.”COMPANIES” “COMPANIES” ON “CQ_HEADER”.”CMP_AUTO_KEY”=”COMPANIES”.”CMP_AUTO_KEY”) INNER JOIN “QCTL”.”SALESPERSON” “SALESPERSON” ON “CQ_HEADER”.”SPN_AUTO_KEY”=”SALESPERSON”.”SPN_AUTO_KEY”

WHERE NOT (“CONSIGNMENT_CODES”.”CONSIGNMENT_CODE” LIKE ‘MAS%’ OR “CONSIGNMENT_CODES”.”CONSIGNMENT_CODE” LIKE ‘OEM%’ OR “CONSIGNMENT_CODES”.”CONSIGNMENT_CODE” LIKE ‘PMA%’ OR “CONSIGNMENT_CODES”.”CONSIGNMENT_CODE” LIKE ‘R%’ OR “CONSIGNMENT_CODES”.”CONSIGNMENT_CODE” LIKE ‘X%’) AND (“CQ_HEADER”.”ENTRY_DATE”>=TO_DATE (’31-07-2014 00:00:00′, ‘DD-MM-YYYY HH24:MI:SS’) AND “CQ_HEADER”.”ENTRY_DATE”
ORDER BY “CONSIGNMENT_CODES”.”CONSIGNMENT_CODE”, “CQ_HEADER”.”CQ_NUMBER”, “PARTS_MASTER”.”PN”

Thanks!

Tony