tonyr
Forum Replies Created
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Paul – not to bring up this subject again – but if I want to use a crystal report for Event Manager I need to have it in Quantum then correct? This would be to e-mail to vendors, customers, etc. If so – when I try to edit the report out of Quantum it’s using some ccd01 service – should I change this to maxqprod to work with while editing? Thanks!
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Hi Andrew – are you referring to the Stock button in the SO or RO to select stock? There’s a consignment column there I’m sure you could us to sort the results. I’m not sure if that’s really what you’re looking for though.
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Thanks for that info – it’s a good tool to have in my toolkit!
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Paul – Nick – thank you both for the help! I forgot to subscribe to the forum so I didn’t see this until now. Paul – I think that’ll do it. I’ve been out and then busy with other projects so I’m hoping to get to this today or Tuesday. I’ll post my results. Thanks guys!
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Hi Paul,
So I ran a query and found that aside from one order – anything still open did not have any partial quantity received. I ended up denying anything that was open and set a disp code of NOT RECV’D so that we’d know what happened. After finalizing, the part was out of inspection and we could still see what should have been received. Looks to have worked out the way we wanted.
Thanks!
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Thanks Paul,
First – thanks for the suggestion. I read through all the material and I will keep this for sure as a method for other projects. For what I need to do now – I think this will take a long time. The number of parts per receiver can be close to 100 or more that we never received, multiply this by a about 15 receivers and this could be a very cumbersome project.
I might have to have CC write a script for me to get this done. I’ll keep fiddling with it for a little while longer and post anything that I find as a resolution.
Tony
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Hi all – I had posted this in the Forms Designer topic but hadn’t heard back from anyone yet. Hoping I could be seen here. Thanks!
Hi guys- I know that this was started in another forum. I’m looking for what the correct fields/setup are to place the terms code on the Sales Order Acknowledgment.
Right now if I setup a variable I know I have to have the following (from what I found on the other thread). But I can’t figure out what to replace the line that starts with memo1.
var
q : TOracleDataset;
begin
q := TOracleDataset.Create(nil);
q.SetSession;
q.Sql.Text := ‘Select TERM_CODE from TERM_CODES where ‘ +
‘TMC_AUTO_KEY = ‘ + SO_HEADER[‘TMC_AUTO_KEY’];
q.Open;
==>memo1.Lines.Text :=q.FieldByName[‘TERM_CODE’].AsString ;<== q.Free; end; What do I need to put in that line to have this compile correctly and have this show on my form? Thanks for the help! Tony
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Just wanted to give you the solution in case any one needs it:
Triggers should prevent you from doing this. I recommend you set up a consignment called “to be removed†or something like that, look up the cnc_auto_key for it, then:
update stock set cnc_auto_key=XX where whs_auto_key=28
After that, you can relieve the consignment through the global -> utility functions -> consignment tools in the inventory control module (doesn’t matter what part number you inspect, you just need to view a part to access that menu option).
Worked great for me!
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Thanks Paul! That’s great news with a small glimmer of hope. I won’t get my hopes up specifically- but it’s nice to know there are some talks about this going on. I’ll follow up with you, or the board, more at the conference this year.
Looking forward to your presentations as always – they’re always very well put together.
Thanks again for all the help/answers on the boards – I know it’s appreciated by everyone!
Tony
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Now that we have all these nice new forum topics – can we sort through the threads and move ones like these to the proper forum? I’m very excited that most of the areas in Quantum have their own topic now!
I’d still like to see an “OTHER” topic for the items that don’t fit anywhere- but the new additions are great!
Thanks!
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Not to dredge this up again – but I am.
Paul – in response to what you had said last – yes we know the ILS import system – but that system is rather clunky. The worst part is that our company names, etc in Quantum rarely match exactly how ILS shows them. So now when Quantum tries to import the ILS response you have to sit there and manually check all the errors and select the proper company to use. Big pain.
The number of steps is also just too long. Our old system, AIRPAX, while not the greatest at least allowed us the automatic ability to query ILS and have it imported into the system right away. It used the old CompuServe accounts though which ILS took out several years ago. It wouldn’t store the data against a specific quote but the information was available for the part.
My goals is to get as much info into Quantum as possible without making more work for the users. Like I said earlier – all of the information now is printed out of ILS then people write all over the ILS report and make their decisions there – nothing is put back into Quantum due to how much time it would take up/waste. On the other side of this – we’d need to be able to purge old Vendor data after X amount of time to keep the data relevant.
For those people that aren’t brokers/resellers I can see where this isn’t a big issue. Distributors, manufacturers, etc probably don’t need this. But for companies like us who run ILS constantly – all day long – probably 200+ requests sent a day – I need to make this work efficiently. Trying to add this info manually – or having to double check the imports would take a long time and not be a smart use of time.
I’m not sure where your e-mail went with Todd and everyone – I know we didn’t really talk about it last year at the convention. This has come up again as we’re trying to get our quoting process streamlined. This step is always the step that is the most time consuming so it’s the one that I’m always trying to work on.
As always I appreciate everyone’s comments and feedback!
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I second Paul. We had a script to update pricing created by CC. It’s usually a small charge. In the presentations I have a small guide on running the import if you want to look at it. The only issues that we have are when there are multiple parts. It’d be best to run a query out of Quantum for the parts you want updated and make sure you use the pnm_auto_key in the script.
Good luck!
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We’re getting ready to upgrade from 9.1.5 to 9.5.x so that’s good to know that there are few issues. I’ll let our accounting know about the GL issue you saw. Thanks for the info!
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Keep us posted Paul. I’ve been waiting on this update for a fix we’ve been looking for. Haven’t pulled the trigger to install it yet as they said Event Manager wasn’t working right with this one yet. That may have been fixed though – it’s been a few weeks since I’ve talked to them last.
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Thanks Paul!
Will this though close POs that actually should be open? My aim is to clear up all old POs like this but we still have active POs that we are receiving against or still have open waiting on quantities for orders.
Tony
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Leo – this may be me being dumb (I’m not in the sales/accounting side of the company) but have you thought about just offering your larger companies a volume rebate at the end of the year – thus eliminating the need for special pricing?
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Hi Andrew – If you take an hour one day and just go through each option and set it the way you like you can just save it as the template. I just go back and alter the template when new options are added. I do agree that it would be easier to copy a user – but it is what it is. You’ll probably spend more money in DIA programming than you will just clicking through it a few times. Just my two cents!
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It’s funny that you bring this up. We just went through a similar issue when we upgraded to SBS2011 last month.
Our problem was that it looked like things were going – but in all reality they were going no where. Our solution was to add a new Receive connector in the Hub Transport window to allow the Quantum server to connect to Exchange correctly. This allowed everything to work.
Not sure if that will help – but it’s what solved our issue.
Tony
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All –
I just wanted to send an update with some other ‘discoveries’. We found that unchecking the shared MAPI box helped for the most part. We also stumbled on another issue though that was similar to the Outlook hanging. Our new experience was then the user emailed another document (a PO this time) Outlook hung where we could click the send button it’d never send or close the window. I could close this window by ‘X’ing out of it just fine though – I could not do this in my earlier issue. We found this most recent example was due to iTunes running. He had just plugged in his phone to charge- so maybe this is a syncing issue blocking something – but again figured this info might help someone else.
Thanks guys!
Tony
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Just an update guys – that still didn’t fix the issue. Strange. I’m trying to work with Steve at CC too so if they have any other ideas I’ll let you know. For now they told me to check the DEP settings again (their old stand by answer for a lot).
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So the issue happened right after I posted my last message. Here are the results:
Billy – I tried your option and the e-mail window just kept flashing (when I clicked on Quantum)
So I finally killed Outlook again.
Paul – My e-mail settings were set to use Mapi and Use HTML for E0mail but shared Mapi was not checked so I checked that and then selected Outlook under the profile. We’ll see how that goes.
Thanks!
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Thanks guys!
I’ll test this out today and post back results.
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Paul Stewart wrote:
Andrew,
Thanks for the update. We, here, have not used the export for quite some time. We use a crystal report. If you want a copy of this to modify for yourself, you can easily filter out the on hold stock lines.
Let me know.
Paul
Paul,
I’d be interested in looking at that if you don’t mind. We use an Access report right now since there are many things the Export cant’ do that we’d like it to do.
Thanks!
Tony
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Dave – sorry I didn’t see you had XI – I run XI on Windows 7 32 bit also without any problem or XP mode. You do have to install Quantum first and then Crystal though to keep Quantum happy and keep those reports going.
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Dave VanderSchuur wrote:
I have an old copy of crystal reports (Business Objects crystal reports XI) and it installed with out erro on Windows 7 32bit, but will not run. The windows event log does not give any useful information and other forums seem to be geared to current versions.
Has anyone had any luck with running old versions of Crystal Reports in Win 7?
Windows compatability mode does not seem to make a difference.
Thanks.
Hi Dave,
I remember seeing somewhere that Windows 7 and old Crystal Reports do not mix. I’m pretty sure you have to have XI to run properly in windows 7. You could try XP mode which I believe is a little different than compatibility mode. Otherwise you could always try to install a VM session running XP and then install Crystal 7 in that. Crystal XI is a pretty decent version though and if you’re going to use it for many reports it’ll be worth the investment.
Tony
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Hi guys –
If you’re going to updates several parts (hundred really) – it would probably be worth your time and money to have CC create a DIA script where you can use a spreadsheet to update everything. It’ll take minutes versus what could be hours of tedious update scripts! I never like giving more money to CC – but sometimes it’s well worth it in the end. Just my 2 cents! Have a good labor day!
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I agree- the way CC handles forms can be very frustrating! We found this with the Material Certs – same form is pulled from two different places. One form pulls from the invoice in the invoice module and the other from the stock line in the shipping module. We found this out when trying to have a form modified and then found that it only worked in one place.
You can modify these to pull from other areas -but can be a pain. A lot of the forms we use are in the shipping module and are geared more towards manufacturers and not the surplus market like us. I just got done modifying (for the most part) the 8130 in the shipping module for us to pull info from other modules to give us what we needed. Paul helped me out – which was very nice – too.
Good luck in your adventure!
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Thanks guys – this is what they came back to me with:
“the distribution codes are set up properly the only GL created is on the sales side not the cost side.”
Does this make sense?
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Thanks Paul. Yep – I remember these two from your presentations and talking to you – but I was trying to keep everything in Quantum and keep the workload and costs down (not that it’s really expensive). I have a viewer I can already use for the report I need – just didn’t want to install it everywhere. Ok – back to the drawing board! Thanks!
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Hi – when you search for parts using the Search Master Parts option from the Inventory drop down menu and search for a part – there’s a box at the bottom of the browse window. As you scroll down the list any main notes will show there. These are only the master notes – not stock line notes.
Hope this helps!
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Hi Chris,
Coming from AIRPAX that was a big issue with us too. Quantum tells us that you can use the control and up or down arrows to scroll through parts – though this proves to be pretty slow on our system – for some reason it takes longer to load a part like this rather than just searching for it.
Aside from that I would say to try a search with partial match and see the parts around it. The browse window shows qty on hand and the notes – at least a little bit of help.
Don’t forget about using the Xref feature and enable AVREF if you have that module – that will show you other alternatives that are available too – just another bit of help we have found.
Hope this helped a little!
Tony
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LEO DRUKEN wrote:
We have the accounting module and we do exchanges from Lots. I was wondering how does everyone else handle exchanges from lots. Currently if you do an exchange from lots it treats it as an outright sale and sends the cost to Cost of Goods instead of outstanding cores. Then when it returns it goes back to inventory at zero value. We do an enormous number of exchanges so this has become a very big issue for us that the system does not do the account correctly. (we do manual adjustments for this right now in the ledger). Am I the only one who has noticed this issue? I keep trying to work this issue through CC but for some reason they think its ok to have different accounting methodologies for cores in and out of lots and its really not getting the attention it needs.
Open for suggestions here…..
Leo Druken
3 Points Aviation
Hi Leo,
I believe we end up first transferring the part out of the lot, doing the exchange and then we transfer the part back in. This keeps the costs correct in the lot.
Tony
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Since we’re on the Adobe subject – has anyone had an issue with W7 and imaging where if you go into imaging and click an image link you get an Adobe error window with now words just a blue circle with a question mark? I have a user who gets this all the time. If he just keeps trying eventually he gets the image to pop up. Figured I’d ask since we’re on the subject.
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Felix Tutuianu wrote:
Cannot see preview of pdf in the Documents/Images on some computers with Win7 64bit. CC does not have a solution other than installing Adobe Acrobat 6.
If anyone found a solution Please post. Thank you.
Hi Felix,
Yeah, CC is very set on that archaic version of Adobe. I’ve had to re-install Adobe 6 on our new machines. I think you can upgrade to 8 or 9 without messing things up. Once you hit Adobe 10 you lose the Adobe Toolbar in the image preview mode. Other than that make sure that all the web extensions are installed for Adobe as it’s opening the images in kind of a mini browser. Hope this helps a bit!
Tony
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Paul Stewart wrote:
Issue 3
You need to pull the item number from the linked order. Of course, this doesnt apply to WHS to WHS transfers, or RMI shipments. For those, use an auto number.
Here is an example of how to pull the item number.
var
q : TOracleDataset; begin Text:=”;
q := TOracleDataset.Create(nil);
q.SetSession;
begin
If SM_DETAIL[‘SOD_AUTO_KEY’]>0 then
begin
q.SQL.Text := ‘Select ITEM_NUMBER from SO_DETAIL ‘ +
‘where SOD_AUTO_KEY = ‘+ SM_DETAIL[‘SOD_AUTO_KEY’];
q.Open;
Text := q.FieldByName[‘ITEM_NUMBER’].AsString;
q.Free;
end
else if SM_DETAIL[‘POD_AUTO_KEY’]>0 then
begin
q.SQL.Text := ‘Select ITEM_NUMBER from PO_DETAIL ‘ +
‘where POD_AUTO_KEY = ‘+ SM_DETAIL[‘POD_AUTO_KEY’];
q.Open;
Text := q.FieldByName[‘ITEM_NUMBER’].AsString;
q.Free;
end
else
Text := ‘0’;
end;
Just repeat the the if then else for each order type. You might need to tweak the syntax a little bit. I wrote this quickly without testing it verifying field names.
If you want to get real fancy, you can create a global variable and just increment the global variable for each line item which would mimic a line item field. Basically it would be just a counter.
Paul – you are the best! With a little tweaking I got the description to work and after fumbling around a bit I figured out the formatting on the date. That is great! The only thing that I still need is actually to set an auto number for the item number on this form and not pull the item number from the SO or PO – is that a hard code?
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Hello again –
OK – I’ve got the 8130 form pretty much complete to what I need it to do with the exception of 2 things. While not to side step CC – they quoted me 3 hours to do complete a list of items. I cleared up most of them by myself aside from the issues below. The quote of course did not change. Does anyone know what I am doing wrong before I hand over $360 to CC?
Issue 1
I need to pull the description for the condition rather than the code. In the coding below I changed the field name condition_code to description as per the parts_condition_codes table. However this pulls nothing.
***********************************
{var
q: TQuery;}
begin
{ q := TQuery.Create(nil);
q.DatabaseName := ‘DBQQDATA’;
q.SQL.Text := ‘Select CONDITION_CODE from PART_CONDITION_CODES ‘ +
‘where PCC_AUTO_KEY = ‘ + STOCK_RESERVATIONS[‘PCC_AUTO_KEY’];
q.Open;
Text := q.FieldByName[‘CONDITION_CODE’].AsString;
q.Free;}
Text := STOCK_RESERVATIONS[‘CONDITION_CODE’];
end;
***************************
Issue 2
Next I also need to format the date to show MMM/YY/DDDD. The code for this does not seem to allow for formatting. I’ve done some Google searches for this and the one option I found did not work. The DateToStr seems to not have any formatting options – am I wrong? Will the be a definite go to CC issue?
Issue 3
The Item Number shows pulling the item_number from the SM_Detail – but there doesn’t seem to be a field in that table for an item number. I stated that this should be a fix – but again my quote still reflects this change being made at my expense.
Thoughts – suggestions – assistance – all are welcome!
Tony
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Paul Stewart wrote:
Tony, i mention the datalink tool is many of my presentations and I have provided a link to it on the 2011 conference presentations portion of the website.
If you write crystal reports, you need datalink.
As a side note, I am completely self taught on Crystal. There are a lot of really good books out there and forums to help you through just about all levels of report writing.
Thanks – I thought I remembered it from somewhere but couldn’t remember where. I don’t use datalink now for my reports just the ODBC connection. We did alter the ATA106 form yesterday as we found a process that would get us what we wanted. As the 8130 can be landscape or portrait it was easy to alter that form. I need Quantum’s assistance with a couple things but the hour or two help will be well worth getting this finished up! Thanks again!
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Paul Stewart wrote:
Tony,
We can add a new forum for the forms designer, that is no problem.
With regards to your 8130 issue, there are two options, in my opinion.
1. Get the forms designer module. You must convince the powers that be that the investment is worth it. You will get a lot of benefit from it if you deploy it properly.
Then, you can create an 8130 in the shipping order module out of the ATA 106 form.
This would allow your people to print the 8130 at the time they ship.
If you do not have the shipping order module, you should also consider that.
2. A simpler and cheaper solution is to just create the 8130 in Crystal Reports. Then, assuming your users have the Datalink tool on their desktops, they just run that report and select the sales order or shipping order that the cert will be for. You can create the report to filter on that input parameter and print one part per page. You could even have an input parameter that would allow them to specify the ITEM number on the order that they want to print the cert for.
I consider that Crystal Report a fairly simple form to produce. If you do not know Crystal, or consider that approach too difficutl in Crystal, then you should either get addtional training, or engage someone to create the report for you.
Hi Paul –
Thanks – in addition to a Forms designer forum – probably an ‘Other’ would be good too! On to the 8130. I do have the forms designer – didn’t think to use the 106 form to manipulate that to do what we wanted – I’ll have to dig into that.
I don’t know what the Datalink tool is – we do use Crystal and that was an option I had considered as it would give us some flexibility to add additional text such as entering in a final destination country for the special requirements statement we have. I had thought of adding the crystal report into Quantum as a print custom option too – not sure if that would work as easy.
I’ll have to play around with Crystal more this week if I can find some time. Finding training is nice – but classes are hard to find here and harder to get approval for funding and time from my company and it doesn’t fit in my personal budget. We have a meeting today about this so maybe I can hammer out a better solution today.
Thanks!
Tony
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Ok – so I was was talking this out more with our QA guys and we have some options that are available to us I think. The whole printing from the Invoice probably can work for us as we don’t post invoices right away to begin with so that might not be an issue with the credits, etc.
Still interested in how others address this though!
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Sharon Geanakoplos wrote:
Anthony Romano wrote:
Sharon Geanakoplos wrote: I am new to using Crystal Reports and I am having trouble finding what information is in what tables and linking them together properly to pull the data I need. I am on Firebird. Does anyone have a cheat sheet (so to speak) on the database tables and how to link them? Any help or clues would be greatly appreciated!
Hi Sharon –
I know that there is a program that CC has that does what you are looking for. It will tell you what tables a field is contained in and so on. I can’t remember the name of it right now – we’re on Oracle and there is another program we use to do what you’re looking for. Aside from that you should have a basic understanding of databases and primary keys. You will need to link the correct auto key from one table to another. That is just the most basic thing.
Crystal Reports is a whole other beast after that. I am by no means any expert on it – it’s pretty easy to setup a simple report with a few tables, but then it gets tricky. The power of Google can aid you in your report creations. Just put in what you’re trying to do and you’ll be treated to several forums that discuss the proper (in most cases) procedure to do what were looking for.
Good luck!
Tony
Hi Tony,
Are you talking about the IBX ServFile? CC sent that to me recently and I have tried to use that as a tool. It is confusing however because I fear I am lacking in the basic understanding of databases and primary keys.
I am able to run basic reports on Crystal where I don’t have to link too many tables.
Thanks Tony!
Hi Sharron,
Yes, it is IBX – that sounds right. It might benefit you to look in to taking a local Microsoft Access course that shows you how to create reports and link them to data sources. This will give you a good overview of what you need to know. There are also classes for Crystal online and in a classroom setting – but finding the class room settings are harder to find. Las time I found one that sounded to be of some value it was more for a 3 day course than an entire semester of courses at a very nice university! If you are attending the Que convention next week I’d be more than happy to answer some more questions then.
Have a nice day!
Tony
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Sharon Geanakoplos wrote: I am new to using Crystal Reports and I am having trouble finding what information is in what tables and linking them together properly to pull the data I need. I am on Firebird. Does anyone have a cheat sheet (so to speak) on the database tables and how to link them? Any help or clues would be greatly appreciated!
Hi Sharon –
I know that there is a program that CC has that does what you are looking for. It will tell you what tables a field is contained in and so on. I can’t remember the name of it right now – we’re on Oracle and there is another program we use to do what you’re looking for. Aside from that you should have a basic understanding of databases and primary keys. You will need to link the correct auto key from one table to another. That is just the most basic thing.
Crystal Reports is a whole other beast after that. I am by no means any expert on it – it’s pretty easy to setup a simple report with a few tables, but then it gets tricky. The power of Google can aid you in your report creations. Just put in what you’re trying to do and you’ll be treated to several forums that discuss the proper (in most cases) procedure to do what were looking for.
Good luck!
Tony
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Sue Barkwill wrote:
Hello,
We are looking at the Orcale upgrade. We are currently using Firebird.
Was hoping for some feedback as to whether your like Orcale. Do you like it. What do you like about it.
Thanks
Sue Barkwill
Shey Systems, Inc
Hi Sue!
We started with Oracle and have used it for close to 4 years. In general Oracle will do more for you in terms of features from Component Controls than Firebird. Certain reports and things like Event Manager aren’t really designed for Firebird. I’ve been told that Firebird requires some monthly maintenance which Oracle does not require. CC has said in the past that they are trying to move to an Oracle only platform – but I don’t know if that will ever really happen considering the number of companies still using Firebird. If your company is of decent size – or are anticipating growth – than Oracle is probably the right answer as it can handle the larger sized databases and users.
That’s just my two cents. Hope it helps!
Tony
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Dave VanderSchuur wrote:
Que-
We are entertaining the idea of consolidating multiple lots into fewer lots 99 – 4). Simple concepts can spawn major projects. Some of the concerns we have are maintaining uinique part information such as the Location, Control Number, Contol ID and the link to documents and tags.
Has anyone attmpted or done this?
Hi Dave –
That just seems to be opening a big can of worms! Maybe CC could write a script to do this that could address the linkage? Sorry – I know not much help – but would be interested to hear what you find for a solution.
Good luck!
Tony
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SHARON MAGILL wrote: I would like the option to print the stock line number on the labels. It would be extremely useful when pulling parts for invoicing, physical inventory counts, etc.
Hi Sharon,
I know that there is a control number that prints out. Without having to change anything this would probably be the most simple solution. The control number prints on the pick tickets if you needed that. Unfortunately it doesn’t print on the physical inventory sheets – but if you are using Crystal Report or even Access – a physical inventory count report is relatively easy to re-create and you could then add that control number to that report. I’m just trying to think of the easiest and most cost effective way to help you out. Let me know if any of that will work for you! Have a nice day!
Tony
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Paul Stewart wrote:
ILS contacted me and requested that I talk with Component Control about integration.
Component Control seemed skeptical because they said last time ILS wanted a bunch of money for the integration. And, make no mistake about it, we the users will most certainly feel the pain in our pocket books if this were to come to reality. Component Control would charge for the integration module, and ILS would charge for the data feed to the module.
Both companies are not cheap. From my perspective, knowing what kind of money they would likely charge, I dout it would be worth it for us. Non-the-less, I have sent the message to Todd, Guy and Tanya. It is up to them.
I will also bring it up to them again at the QUE Conference. I wouldnt raise hopes, though. Even if they do integrate, are you willing to pay 5k for the module, 5% of that annually for the SMA, then whatever ILS would charge for it (which surely would be more) just so you users dont have to use a web browser?
We wouldnt.
Paul – I hear all of what you’re saying. My primary goal is to make it easier to get the date FROM ils INTO Quantum. Having the vendor quotes from ILS would save a lot of time versus manually adding each vendor you are getting a quote from. Currently sales prints off their ILS lists and work off of a group of papers which is then stapled to a quote and stored in a drawer for a while. That information is not available to any other salespeople here now unless they go ask for that ‘homework’. The only other alternative would be to scan that whole list into the system against the quote being worked on – but that seems to be a waste of space in the imaging system. Do you see what I’m getting at? I’m just trying to find a more efficient way to do enter research which then also helps us to not call the same companies over and over for information we already have in house. This is just one of the issues I had brought up a I know.
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Chris Burt wrote:
Hi Tony
Whilst ILS is great for bigger players Partsbase is a another good option. Links in Quantum would be great as lots of the larger companies list on both, plus loads more list just on Partsbase.
Chris – Defence Aero Ltd (UK
Chris – that is true. Our results from Partsbase have been mixed. The exporting procedure setup for inventory from Quantum for ILS would transfer to Partsbase as they can use the same file so that would be a single solution – integrating to the point where queries can be passed between the two systems I have a feeling will be a big issue. Maybe this should be brought up at the Que group for whoever will be there.
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Does anyone have an interest in item 1 from my first quote – while not integrating still something to get the data In/Out of Quantum and In/Out of ILS faster? I know there is little hope of an ILS Quantum friendship but still would be nice to have better solution than what is available now. …
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Paul Stewart wrote:
link the following tables.
audit_trail to parts_master
audit_trail to sys_users
In your report, add the following fields
PN
Description
audittrail_descr
audittrail_stamptime
Set your record filter to be as such.
{AUDIT_TRAIL.SOURCE_TABLE}=”PNM”
and
Left({AUDIT_TRAIL.DESCR},14)=’Added New Part’
and
{AUDIT_TRAIL.STAMPTIME} = Today
and
{PARTS_MASTER.ACTIVE_PART}=”T”
and
{PARTS_MASTER.MASTER_FLAG}=”T”
Run the report at the end of every day and it will show you what part numbers
were added for the day.
Hey Paul – that’s pretty much what I have – I just went about it a slightly different way. Same tables, but I used there record select fields. This is the first part of what I am trying to accomplish. What I can’t figure out how to is my next task. What I next need to try and accomplish is to get a count of the PN in the Parts Master tables using the PN_stripped field. I may be trying to do something that can’t be done with Crystal but I would think that this program could do it.
We have people adding parts all the time (why I’m looking at this report) and often they’ll add a part that is already there but with a different dash sequence, etc. Sometimes this is needed and is correct – often times we just have several parts with no manufacturer and a cluttered DB with multiple part numbers all over the place. My goal this year is to clean up the entire Quantum DB and starting with our duplicate part numbers is the first part of this goal.
I have a stripped field in my report – but it seems there is no way to a lookup on the Parts Master table to get a count of how many instances there are of this in this table. I have an access query that has this information – but I hesitant to link to that. Is there a way to do perform a look up based on a value in a report?
Also Paul – one more question do you have any recommendations for sites/books/classes to learn more about Crystal Reports? I’ve taken a basic 1 day class but there’s not much else around us. There are some 5 day classes but they’re in the thousands and I don’t have the cash to take classes like that.
Thanks for the assistance!
Tony
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Paul Stewart wrote:
Tony,
This already exists. If you open a part number record and click your XRef button you will see a check box in the top left corner that says Avref. Click that and it will pull down all alternates that match either the PN or the NSN values in the part master record.
Additionally, you can click the Price Lines button and see an even broader match by clicking the avref check box.
Lastly, if you want to import the avref data, that functionality is available through the Data Services module.
I recommend you review the help files to learn the details of the Avref integration.
Thanks Paul! How we’ve had this module for so long and I never knew about this is beyond me. I guess I have to read up on these things a bit more! That’s pretty close to what I wanted so I’ll pass this on to the rest of the office and see what they think about that. Thanks!
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Billy Sell wrote:
We’re considering purchasing the CRM module and was wondering if we could get some feedback from current users. Right now we’re not using any CRM at all so anything will be an improvement.
If you have time, please include how long you’ve been using it, how you’d rate it on a scale of 1-10 and if you had it to do over…would you buy it again? Also, any particular problems you’ve encountered with the module.
Thanks,
Billy
Hey Billy,
We’ve looked into this a bit – but have yet to purchase it. If you haven’t seen a demo I would schedule one with CC. That helped us out. The CRM is what CC uses to track calls etc too so if you can always ask tech support what they think about it. I remember it having some nice useful features when we last looked into this. The only other information I can say is that if you don’t have any special pricing with CC I would wait until this module goes on the 40-50% off monthly special. No sense in paying full price for something right?
Good luck!
Tony