Sage 100

 View Only

  • 1.  JC - copy customer address into new jobs

    Posted 07-20-2023 14:00

    Customer upgraded from v2018 to v2023, and complained the customer address wasn't showing up in new jobs.  I checked their old v2018, and it did work there... no scripts or enhancements (that I could find)... but on my local v2018 the address does not copy to new jobs.

    I wrote a script to do the field copy (so the customer is happy), but I'm curious if there is a hidden option / checkbox somewhere that might have changed during the upgrade (and is off by default in EEC)?



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------


  • 2.  RE: JC - copy customer address into new jobs

    Posted 07-20-2023 14:17

    Whoa, this may be a reason for me to stick with 2022 for a huge JC upgrade I'm working on right now.  When we started this back in April (LOTS of complicated Crystal Reports done by someone else - sometimes it's really hard to follow someone else's logic) I told them it would be 2022 until 2023.1 was out before they went live (Aug 21).  But...  I do see that my 2023 EEC has addresses, but it would have just upgraded for 2022.



    ------------------------------
    Beth Bowers
    (269) 358-0989
    ------------------------------



  • 3.  RE: JC - copy customer address into new jobs

    Posted 07-20-2023 14:36
    Edited by David Overholt 07-21-2023 06:11

    I tested in out of the box version 2016, 2018, 2019, 2022, and 2023 with EEC company. The only version where the address came over when I added the customer was 2018.  I wonder if the change to business logic in 2018 pulled the address in automatically Maybe someone complained and Sage took it out? I think 2018 is where Sales order to job cost integration was added also, maybe that is related somehow. I don't see any setting that might control it one way or the other.

     

     

     

    David Overholt

    DWD Technology Group, Inc.

    9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

    260.423.2414 main

    260.399.8655 Direct

    800.232.8913 toll free

    sagesupport@dwdtechgroup.com

    www.dwdtechgroup.com

     

     




    Original Message


  • 4.  RE: JC - copy customer address into new jobs

    Posted 07-20-2023 18:31

    Thanks for testing.  It's inconsistent then... good to know.

    The script is pretty simple, in case anyone needs it.



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


Related Content