Re: Adding new Personal Ledger to Customer

Eric,

It works for me when I test it. I'll send print screens offline.

Best regards,
Vanessa
 
PLEASE NOTE MY NEW EMAIL ADDRESS IS:
VanessaKing@xxxxxxxxx
 
Vanessa King
Wildrye Corp.
cell 910-409-0551
 
-----Original Message-----
From: mapics-l-bounces@xxxxxxxxxxxx [mailto:mapics-l-bounces@xxxxxxxxxxxx]
On Behalf Of Eric Wolf
Sent: Thursday, December 21, 2006 6:50 PM
To: MAPICS ERP System Discussion
Subject: Re: [MAPICS-L] Adding new Personal Ledger to Customer

I also noticed that the Date/Timestamp in the MBALREP did get changed...but 
not the Contact/Phone/Fax fields...

Eric

----- Original Message ----- 
From: "Eric Wolf" <eric_a_wolf@xxxxxxxxxxx>
To: "MAPICS ERP System Discussion" <mapics-l@xxxxxxxxxxxx>
Sent: Thursday, December 21, 2006 3:32 PM
Subject: Re: [MAPICS-L] Adding new Personal Ledger to Customer

Vanessa,
I see the data for the original ledger.  Now, I need to see what happens
when the field is maintained...I'll keep you posted.

Thanks...
Eric

P.S.  Doesn't look like you are going to be on the golf course very
soon...:)


----- Original Message ----- 
From: "Vanessa King" <wildrye@xxxxxxxxxxxxx>
To: "'MAPICS ERP System Discussion'" <mapics-l@xxxxxxxxxxxx>
Sent: Thursday, December 21, 2006 3:10 PM
Subject: Re: [MAPICS-L] Adding new Personal Ledger to Customer

Eric,

It would only retrieve the entity CONTACT phone number if that contact is
entered in the personal account data file. That doesn't default - you
would
have to enter the contact ID in the personal account data (personal
account
data page 1 of 3 has a field called contact). You can have many entity
contacts for an entity - you have to specify the contact ID to use for
that
specific ledger. Don't do this in the personal ledger, do it in the 
entity
personal account data file.

I thought the phone number would default from the entity data record if
there was no entity contact, but after doing some testing that doesn't
seem
to be the case.

Best regards,
Vanessa

PLEASE NOTE MY NEW EMAIL ADDRESS IS:
VanessaKing@xxxxxxxxx

Vanessa King
Wildrye Corp.
cell 910-409-0551

-----Original Message-----
From: mapics-l-bounces@xxxxxxxxxxxx 
[mailto:mapics-l-bounces@xxxxxxxxxxxx]
On Behalf Of Eric Wolf
Sent: Thursday, December 21, 2006 5:24 PM
To: mapics
Subject: [MAPICS-L] Adding new Personal Ledger to Customer

To the list,
When adding a new (not the initial ledger) Personal Ledger to IFM and
linking that Ledger to a Customer, IFM then creates the new Customer in
COM.
The IFM Entity has records in the Entity Contact file and, according to
the
website and the program YAFQDFR, is supposed to retrieve the Contact 
Name,
Telephone Number and Fax Number and pass them over to the COM file
MBALREP.

Has anyone experienced that the new Ledger (not the initial Ledger) is 
not
getting any of these 3 fields?

Thanks...
Eric
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_______________________________________________
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