[Anthony Romano]

Thanks Paul – I’ve been messing with this again today. This should be a simple report. I took out the Excel portion completly since it seems to mess up the data (causes duplication for some reason – not clue why). Now the data seems OK – but I noticed one record missing. This report is for quotes within the last 7 days for parts that we have are in consignments (we use consignments to track our surplus package purchases). I set the report up and checked a part on the report. In Quantum the part was quoted twice on the same day to two different companies. Only one shows up for some reason. I’m concerned that other records may be excluded and I don’t want to give the owner bad information. Below is the SQL code from Crystal – figured it’s easier than attaching the report. Am I missing something? This seems like it should be pretty straight forward.

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

FROM (((((“QCTL”.”CONSIGNMENT_CODES” “CONSIGNMENT_CODES” INNER JOIN “QCTL”.”STOCK” “STOCK” ON “CONSIGNMENT_CODES”.”CNC_AUTO_KEY”=”STOCK”.”CNC_AUTO_KEY”) INNER JOIN “QCTL”.”CQ_DETAIL” “CQ_DETAIL” ON “STOCK”.”STM_AUTO_KEY”=”CQ_DETAIL”.”STM_AUTO_KEY”) INNER 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”) 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 (’30-07-2014 00:00:00′, ‘DD-MM-YYYY HH24:MI:SS’) AND “CQ_HEADER”.”ENTRY_DATE”
ORDER BY “CONSIGNMENT_CODES”.”CONSIGNMENT_CODE”, “PARTS_MASTER”.”PN”

[Anthony Romano]

When we first got Quantum they told us to add the user to the admistrator group. For me – it was fine. We only have 40 people and I can keep an eye on things. Our policy is pretty lax also on what they can and can’t install. I remember at the round table that someone recommended granting admin rights to the Quantum direcotry and also the seciton of the registry that it writes to. The other one that I remember was to have a ‘secret’ admin group that everyone was put into just for the upgrade and then remove everyone after the upgrade was complete. I can see that being an issue if someone is out of the office, etc though. Keep us posted with what you find.

Tony

[Anthony Romano]

I was showing this same user the dashboard a few days ago. There is a lot of info contained there. Always good to learn some new tips and tricks here!

[Anthony Romano]

Paul –

Nice. Why we didn’t know this before is crazy. 7 years we’ve had this and did not know to process a core return this way. Quantum just told us to use the return item to vendor option when we got this and off we went. I added a core return shipping status and selected what I think to be the right options and… it worked. Crazy. Thanks for the heads up!

Tony

[Anthony Romano]

Thanks Paul –

We’ve thought about using the contact management module but no body has approved the cost of the module yet and it never seems to be one of their featured discount modules.

As for the cert – this is for the PO Core Return – just found that out I thought it was for the SO since the user was talking first about that. I know this isn’t the right forum – but with the PO Core Return this just prints the return order sheet but doesn’t allow you to put any airwaybill, etc. Is there a better procedure to create some sort of shipment? It looks like it just vanishes out of the system without any trace. This is also where the user needs a cert to be created. Does this make sense?

[Anthony Romano]

Thanks Henrik! That’s exactly what was going on. It’s good to know that it’s not a Quantum issue. Now to try to explain that to my user, and then listen to them ask me why I still can’t fix it. 🙂

[Anthony Romano]

Hi Paul – the form should be exactly the same. I created a new form, then loaded from file. The block is in the design view same as in the test, visible is checked, etc. All the coding is the same and the selections in the print options in the module I’m using. I’ll keep checking it tomorrow. Just a bit strange.

[Anthony Romano]

Thanks Nick! Yeah, I know I we can add the signature manually like that. We’re wondering why it doesn’t automatically add it similar to when you create a new email and the default signature is added to the email. This really only pertains to one user so if it’s an issue I’ll just tell them to deal with it. They want their picture on their email. That’s not part of our standard signature that populates from our server so I told them to create a default signature in Outlook so that it’ll populate the Outlook signature above our standard signature from the server. I was never sure why Something emailed from Quantum wouldn’t even select the normal formatting – from Quantum it’s always Times New Roman.

[Anthony Romano]

The reason I said to use the Customer Quote was because Bob had mentioned not having the parts onhand. I thought with the SO Ack the stock had to be allocated and he wouldn’t have any to allocate (to show serial numbers etc on the pro-forma). We use the SO pro-forma normally too when we send those out but we usually have the parts I believe.

I could be wrong – I haven’t logged into Quantum yet this morning to double check though!

Tony

[Anthony Romano]

Morning Bob – I know you can print a pro-forma from the Customer Quote module. This might solve your issue pretty quick if you’ve already quoted the parts out. Just go to the CQ module, then in the print settings check the pro-forma check box.

Hope that helps!

Tony

[Anthony Romano]

Thanks Cameron – I forwarded your response and our template to our design guys. I’ll see what they can figure out. I don’t have the time right now to figure this out on my own and the cost they’re charging is minimal in the overall picture.

[Anthony Romano]

Just was looking over the 10.4.x release notes and CC did change it it looks. Good job CC!

The 8130 form has been updated to meet 2014 FAA guidelines. T1973 T2103 10.4

[Anthony Romano]

Bob – did you ever get this resolved? You can go into the event to see what trigger it’s using. Not sure about the multiple emails. I’d check your event to see if you can see something wrong there.

Tony

[Anthony Romano]

Thanks Paul! I guess I never log out!

[Anthony Romano]

Even if you didn’t have forms designer for the built in forms it should be a pushed update as it’s a built in form. It’s nice that they put out a release that mentioned it as part of an upgrade – but not everyone wants to upgrade to the latest revision (for their own reasons – I’m fine with upgrading to the latest versions). But when something is government mandated (from what I hear from my QA guy) then it should be pushed out from CC as best they can so that the software – and their clients – are in compliance right? I know it would be a big project, and resources there are limited, but I’d view that as a big plus instead of having to chase CC for the fix.

Just my two cents of course… Not trying to be negative!

Thanks for listening to my little rant!

[Anthony Romano]

Thanks Paul – I would agree – but you’d think you’d see similar issues coming through from other customers of ours with their checks also right (those that have Quantum which seems like everyone now-a-days). I’ll open a ticket with CC and post back what they tell me. Thanks Paul!

[Anthony Romano]

Thanks guys- I’ve found it’s easy to just move the lines down and play with them a little to get the alignment right. I’m working on overall formatting right now and will try to get things close to perfect soon.

Now I have a new odd problem – I’m working on a form and when I preview it or print through the module it shows 3 columns all off to the side though on the design they’re right where they need to be. It’s driving me crazy! Any ideas?

Here’s a link to what I’m working on if it allows me: http://www.mitchellair.com/files/CQ-redisgn.zip

[Anthony Romano]

Thanks guys. I was able to make it work with a combo of using the use a combo idea. The side by side did not work for me – thanks though. The logo would not size correctly for what we needed. I ended up loading the logo into the global settings and then changed the form code to allow the system address and the logo both appear at the same time. Then I added our individual company names to line 1 of the company addy and the rest below as normal. Works well for what I need now. Thanks for the help with this issue! I’ll be posting on another one soon.

[Anthony Romano]

Thanks guys! I have an hour of phone training with Mike next week too so I’ll post up what we end up talking about. Have a good weekend guys!

[Anthony Romano]

If it works like the SOs, Invoices, etc you can go and uncheck the auto number selection for Customer Quotes in Global Settings and then add a new quote. You’ll be asked for a Quote number and you can enter in whatever you want then. We use this when an invoice is messed up after shipping (we post after it ships and sometimes the part is deleted, etc) and we find a zero invoice that needs to show the right amount the customer received. We just recreate a new invoice and put a space at the end so when we get payment, the customer calls, etc we have the correct number to reference. Just remember to re-check the auto number on your machine before quoting again!

[Anthony Romano]

Hi Andrew,

Thanks again for the help so far. I’ve tried playing around with this a bit and haven’t made really any progress. I’ve tried to change the Type in the script from CC to reflect both the data field (in this case IC_UDN_001) and also I also tried the new control I made from the same field that had a name UUUDDDFFF1. I didn’t know if I had to put my options also in that script?

I also don’t understand how the radio values work really. When I left the radio options set up, exited the screen designer and then selected a radio option I could not close OK or close out of the window – I would get a (valuename) is not a floating point value for field IC_UDN_001.

It sounds like it’s not as easy as we were led to believe – but I’m sure it’s still possible to be done.

Thanks again all!

Tony

[Anthony Romano]

Hi Mark –

We do a lot of business overseas and yes, the fields can be short – but we haven’t noticed a huge problem with it. Normally we can fit most info into the fields with some creative adjustments or abbreviations. The city and state fields hold a good amount of info too. What specific issues are you having?

Tony

[Anthony Romano]

Thanks Andrew – I believe we have that module. Where I can go through ctrl-F7 right? I thought we bought the module awhile back because I know we wanted to change a lot of stuff on various screens. Is there a certain area I need to get to? Thanks for the help!

[Anthony Romano]

So I called Quantum today and this what they sent – but this doesn’t look at all how we did it before and I don’t even know where to put that kind of information! Does this make any sense to anyone else? If not I’ll have to figure out a way to make the more awkward vertical option work in how we want the screen to look.

“I spoke with one of the developers about how to make the radio buttons vertical, instead of horizontal. He said it is done by setting the number of columns for the radio button to 1. Below is the code he gave me to set the WO Header -> Type field to vertical and the general code for any variable.

Specific for the WO Header -> Type

rgType.columns := 1;

In general:

VarName.Columns := 1;

I haven’t figured out exactly how this is used within Screen Scripter. I think he showed this to me through the Delphi user interface setup. The only way I was able to get the radio buttons vertical was to create individual radio buttons and place them vertically. ”

[Anthony Romano]

Hi guys – I’m doing this from. This is what Pietro was showing us to do:

1.) In designer double click on the field to edit

2.) Click on new Control

3.) Select RadioGroup for control type

4.) In the Data options – but your selections with the ‘&’ sign in front – one line for each radio button.

I’ve tried adding values to the Data Values – no go. Changing the height just shrinks it. I’m going to try and email Pietro again and see if he remembers – I recall him having an issue with it also – but I thought we had it figured out – apparently not! Thanks so far guys!

Tony

[Anthony Romano]

I’m going to have to start paying my support fees to the Que Group and not CC soon! Thanks guys – this is great and helps out a lot and gives me a better understanding of how to work with these kind of reports.

[Anthony Romano]

Thanks – that’s exactly what I was looking for. Worked perfectly!

[Anthony Romano]

Thanks Paul – that does make it easier to read for sure! I’ll try that. I had a bit of an argument with our CFO about it this morning – fun to get blamed for what should have been more of a test but the accountant using this didn’t compare it first before running with it. Hopefully this will help us out! Thanks!

[Anthony Romano]

Wesley –

If you’re using the built in Print Statement report from Quantum – I believe you would just set the event to run the last day for the last day of the month and it will pull all data to that date for each statement. In the event you will select to send to a list or to predefined field like the Invoice Email in the company header records. As the event runs it will look at each company with AR data and send out the email to the correct recipient based for that company only and will move on to the next and the next and so on. No need to build an event for each company.

This is from what I understand from when Pietro was showing me how to do this. Paul or Nick will probably give a better explanation…

Good luck!

Tony

[Anthony Romano]

I’m very much NOT a Crystal expert, and don’t really know the extent of your reports but would it be possible to create one main report and then add your additional reports as sub reports and then save that one main file as your style to send? I’m not sure of the complexities or again, if it could even work – just a suggestion!

I would also like grouped emails now that we’re starting to send more daily reports out.

Tony

[Anthony Romano]

If the XML integration would eliminate our transaction overages each month – it would probably be worth it. We average about $1,200 a month in transaction overages. If we could search directly through a system that would save salespeople time and a couple thousand a year in overage – it might be worth investigating more.

[Anthony Romano]

I was hoping there’d be an easy way. The report was pretty small so I just had two crystal windows open and copied the fields from one to the other since all the field names still stay the same. Took about 15 minutes probably to recreate the report. Also gave me a chance to clean it up a bit!

[Anthony Romano]

Thanks guys – Nick it was an ODBC connection. I recreated the report and used the Oracle server connection this time. It sent through perfectly this time. Thanks for the help! Appreciated as always!

[Anthony Romano]

Has anyone had any success trying to use any of the ILS Web Services options offered by ILS?

http://www.ilsmart.com/Products/ILSmart/Web-Services

According to their page: Web Services provides computer-to-computer interaction between your internal systems and ILSmart. Though I bet it’s not all it’s cracked up to be.

Just figured I’d see if anyone had any input on this.

Tony

[Anthony Romano]

Maybe this should just be put up on the site? Thanks Paul! Looking forward to seeing everyone at the Que Group this year also!

[Anthony Romano]

Hey Paul – I’d be interested in the report. I’m in the beginning process of updating our ILS query (we use Access right now) so this might help speed things along.

Thanks!

[Anthony Romano]

We use the Fujitsu fi-5110c and fi-5120c scanners. The have duplex scanning abilities if needed. They’re top fed, can handle up to 50 pages and have the ultrasonic feature to help with multiple pages being scanned. They’re nice and compact which helps in our warehouse! We’ve had these in our warehouse for years without any problems. Once in a while you’ll have to restart the WIA service if you also have a camera attached and they system gets confused but overall we’ve had good luck with them. Consumables aren’t all that much and we only replace pads and rollers at the most 2 times a year. We have 10 of them with the oldest being almost 6 years old.

[Anthony Romano]

Thanks guys! Nick that looks promising – I’m going to look into that and see how I can maybe tweak that. Paul as always – thanks for the help.

Building on all of this a bit – with the print feature that allows you to print and save directly to a part/order, etc – how would you handle security? We require each clerk to sign the receiving doc. Granted if we allow them to print a completed form to just sign – this eliminates that problem and they’d scan it in with the trace – but if we want to avoid the whole printing, signing completely – what would you use to ensure security? There is no digital signatures like Adobe provides. I would assume keeping a PC locked at all time would be enough since the user would have to be logged on so then the sys user stamp would be enough – but my QA guy wasn’t sold on that for some reason. Maybe I just need to work on him a bit more with that.

I’m excited to see that creating this process could be a reality! Thanks guys!

Tony

[Anthony Romano]

Just to add some follow up – I did try to edit the SO Pick Ticket form as that prints automatically and includes 95% of our ‘yellow’ header information. I thought that I could maybe edit that form to add our questions and eliminate most of the hand writing. – Just an idea that gets a step in the right direction. One big issue with this method though is parts that are received in for stock and not associated with an SO.

[Anthony Romano]

Not to gripe again – but man – the response time seems to be getting worse! Today I received a call from Erika (spelling?) from a support e-mail I sent an hour or two earlier – which was nice – but she was calling to see if she could schedule out the return to call not next Monday. Excuse was there was a meeting from 12-2 there today and all. Also they’re hiring more techs, which takes away techs to train, blah blah blah. I know they promote people to be outside tech/trainers and I know CC makes more money sending people out as they’re always pushing to have someone out now – but we shouldn’t suffer due to that! Sorry – I just seem to wait more and more lately.

[Anthony Romano]

Thanks guys – that worked! Much appreciated!

Tony

[Anthony Romano]

Hi Billy,

That’s pretty much how we do it here. We also make sure to have the paperwork sent to us to enter/scan in the system and then we run the part’s paperwork through our quality process as if the part were here.

Aside from that you seem to be on the right track!

Tony

[Anthony Romano]

The after hours calling is something I forgot to mention and will add to the list. They know our business hours and normally I even tell them I need a call by X time since I’m leaving by a certain time.

I’d honestly just like an email to answer my question. Very often I don’t really need to talk to someone – I just need a question answered. Sometimes I’ll just skip the system and email a tech direct if I have a good enough rapport with them.

I’m glad to hear I’m not the only one with these issues. I know that it is a difficult juggling act and the more and more customers they get the harder it is to handle the volume. Hopefully they’ll get a better process/solution going over there.

Have a good day all!

[Anthony Romano]

Hi Lisa – I’m not sure why you need to use Excel – the file that Quantum creates is all you need to send to ILS. In the Params options you select where the file should go. Then you use the Export button and it’ll create your file. It usually dumps it as an *.fle file which ILS knows how to process. There is a message that pops up with more info when you export.

I actually use an Access set of queries to build our ILS file and then send that in (formatted at a text file). We do this because there are limitations in Quantum’s selections to exclude certain items. There are other reasons also – but that’s the main reason we do that.

But to answer your original question – if you’re just using the right click and export and creating the cSV file – ensure that your column formatting is correct. I’d suggest Text for the formatting which normally keeps all your leading zeros, etc also.

Hope that helps a bit.

[Anthony Romano]

Thanks for the responses. The report does sound like a good idea as we can easily see which invoice needs to be checked versus checking as we go. I’ll have to look into this more. Thanks for the great ideas!

[Anthony Romano]

Hey guys – our QA guy here is interested in entering signatures on certain documents but wanted to use the Adobe digital signature – is there something similar to this that would make it more ‘legal’/secure? For instance – our recv’ng checklist needs to be signed per our QA manual and he says that just a digital signature that’s being discussed here won’t suffice.

Thanks!

[Anthony Romano]

Hi Bill – I have an Access query that I’ve used in the past. I’ll try to dig the code out to maybe help you figure out the Crystal report you’re trying to create.

Tony

[Anthony Romano]

Thanks Paul! I’ll have to dig into this a little more soon. I’ll keep you updated with our progress. Thanks!

[Anthony Romano]

Thanks for the help Nick! Why I couldn’t figure that out is beyond me. It worked great and saved me the time running each statement separately. I emailed Stephen at CC about scheduling this and he said we’d have to create a stored procedure and then run that. I’ve just skimmed through a few things online about it – but seems just like loading the script into the DB via SQLPlus – I guess the next thing would be figuring out how to schedule that. I’ll post what I find out next.

Thanks again!

[Anthony Romano]

Spencer – we do the same as Paul and use the CM followed by the original invoice number. Easy to track back to the original. Good luck!