VISUAL Did You Know?

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Thursday, April 23, 2009

An employee can put the work order number on the customer order line even with read-only access

Did you know that an employee can put the work order number on the customer order line, even with read-only access in customer order entry?

You can’t do this in the CO Entry window, but you can in the Manufacturing window.

1. Open the work order

2. Go to the edit menu Assign demand to this work order

3. Click insert

4. TYPE: CO

5. Click on the “line item” browse header, and choose the customer order line. (Or enter the CO and line manually)

6. Enter an allocated Qty.

7. Click Save

Presto! The work order is now on the CO line item.


This edition of VISUAL Did You Know™ was provided by BizTech VISUAL Consultant Paul Turnberg.

Edit VMBrowse.ini file to open lists with latest entry on top

Are you tired of having to scroll to the bottom of browse lists every time you click on a search button in VISUAL applications?

Did you know you can edit the VMBrowse.ini file and cause specific lists to always open with the latest entry on top?

First, find the section that is for the browse window you are interested in changing.

Now change this line:
order=1
to
order=-1

Presto! The browse list is now in descending order when you search.

BizTech VISUAL Consultant Paul Turnberg provided this edition of VISUAL Did You Know?

Tuesday, April 21, 2009

Use CDO in VISUAL Macros to Send Emails

Did you know that you can easily use CDO in VISUAL macros to send emails?

In the code below, items in red are fields from the current order:

Const cdoSendUsingPickup = 1 'Send message using the local SMTP service pickup directory.
Const cdoSendUsingPort = 2 'Send the message using the network (SMTP over the network).

Const cdoAnonymous = 0 'Do not authenticate
Const cdoBasic = 1 'basic (clear-text) authentication
Const cdoNTLM = 2 'NTLM

'==This section builds the email.

Set objMessage = CreateObject("CDO.Message")
objMessage.Subject = "Order Number " & ORDER_ID
objMessage.From = "Your Company Name <
company@yourdomain.com>"
objMessage.To = CONTACT_FIRSTNAME & " " & CONTACT_LASTNAME & " <" & CONTACT_EMAIL & ">"
objMessage.TextBody = "This is some sample message text.." & vbCRLF & "It was sent using SMTP authentication."

'==This section provides the configuration information for the remote SMTP server.

objMessage.Configuration.Fields.Item _
("
http://schemas.microsoft.com/cdo/configuration/sendusing") = 2

'Name or IP of Remote SMTP Server
objMessage.Configuration.Fields.Item _
("
http://schemas.microsoft.com/cdo/configuration/smtpserver") = "smtp.yourdomain.com"

'Type of authentication, NONE, Basic (Base64 encoded), NTLM
objMessage.Configuration.Fields.Item _
("
http://schemas.microsoft.com/cdo/configuration/smtpauthenticate") = cdoBasic

'Your UserID on the SMTP server
objMessage.Configuration.Fields.Item _
("
http://schemas.microsoft.com/cdo/configuration/sendusername") = "yourusername"

'Your password on the SMTP server
objMessage.Configuration.Fields.Item _
("
http://schemas.microsoft.com/cdo/configuration/sendpassword") = "yourpassword"

'Server port (typically 25)
objMessage.Configuration.Fields.Item _
("
http://schemas.microsoft.com/cdo/configuration/smtpserverport") = 25

'Use SSL for the connection (False or True)
objMessage.Configuration.Fields.Item _
("
http://schemas.microsoft.com/cdo/configuration/smtpusessl") = False

'Connection Timeout in seconds (the maximum time CDO will try to establish a connection to the SMTP server)
objMessage.Configuration.Fields.Item _
("
http://schemas.microsoft.com/cdo/configuration/smtpconnectiontimeout") = 60

objMessage.Configuration.Fields.Update

'==End remote SMTP server configuration section==

objMessage.Send

You can simply put the above code into a new macro to send an email to the contact on the current sales order. The code would need to be modified to use your email server, and it would need to be developed to include a summary of the current order.

BizTech VISUAL Consultant Darren Farmer provided this edition of VISUAL Did You Know™

Friday, April 17, 2009

Restrict Items Shown in VISUAL Browse Windows

Did you know you can restrict what items are shown in your Visual browse windows?

The key lies in a simple edit to your VMBrowse.ini file.

The steps are:

1. Find the section for the type of browse you wish to limit. For example, to modify what
you see when you search on the PART number, find the [PART] section.
2. Find the line that says where=
3. Enter the restriction, using standard SQL language. This is, in effect, the “where” clause of a query.

For example, to remove all OBSOLETE parts from your part browse window, change the line to: Where=STATUS IS NULL

Presto!
Since obsolete parts contain the value ‘O’ in that field, they do not match the search criteria, and will be excluded! (Note: there is also a VFBrowse.ini file for the financial search windows)

This edition of VISUAL Did You Know™ was provided by BizTech VISUAL Consultant Paul Turnberg.

Imbed Linked Images Into Reports using Crystal 11

Did you know that Crystal 11 can imbed linked images into reports, based on a database field?

You can place an image path in a specific field in VISUAL ERP- including document maintenance, and Crystal can place that image in the report at run time.

Step 1. Add a picture to the report
Step 2. Right Click and choose format graphic
Step 3. Choose the picture tab
Step 4. Click on the familiar conditional formatting button next to the “Graphic location”






Presto! Now you can use the formula editor to specify the image path name. Use database fields, text strings, or even a combination of the two!

This edition of VISUAL Did You Know™ was provided by BizTech VISUAL Consultant Paul Turnberg.