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  • 1.  WO - PM Budget conversion to WT Template

    Posted 12-19-2024 17:39

    Does anyone know where PM pulls the Budget Hours from during the WT Template conversion? It looks like it took the correct hours for the Enhanced Scheduling, but I can't see where it pulled the Budget hours.



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    Russell Berman
    SAGE 100 Reseller
    Business Solutions Providers
    Hackensack
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  • 2.  RE: WO - PM Budget conversion to WT Template

    Posted 12-20-2024 07:28

    I am not sure where it is pulling from, but I can confirm that it is incorrect. We reported this to Sage about a month ago. You might call them and see if they have a fix or utility. We wrote a ProvideX script that we ran after conversion to read through all template steps and copy the value from "SchedulingHours" to the field "BudgetHours". It skips step 000000.

    That worked for the client that we converted. I think that you could accomplish the same with a VI job, or I would be happy to email that to you with a "be sure to test the results thoroughly": and "use at your own risk" disclaimer.  I don't see your email address in your signature, so if you want that, just send me an email at doverholt@dwdtechgroup.com. I'm out of the office today, but I'll check email periodically and send it back to you. 



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    David Overholt
    DWD Technology Group
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  • 3.  RE: WO - PM Budget conversion to WT Template

    Posted 12-20-2024 14:17

    It looks like it took any Enhanced Scheduling fixed time that was .25 it made it 4, .50 it made it 2, .75 made it 1.33, 1.00 made it 1. If it was not fixed time, it just made it 1. I believe if it wasn't fixed time, it should have populated the scaling section, which it did not. It populated with a 1. The Open WTs all came through correctly. 

    I figured I'll just import the Enhanced Sched for any fixed time into the budget field and if no fixed time, import the Enhanced Sched to the Scaling field and make the budget 1.



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    Russell Berman
    SAGE 100 Reseller
    Business Solutions Providers
    Hackensack
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    Original Message


  • 4.  RE: WO - PM Budget conversion to WT Template

    Posted 12-20-2024 08:18

    Honestly, I have not taken the time to figure out or report the conversion issues for the Routings-to-Templates since there are so many other issues with PM that I have had to report over the last year or so. For instance, just recently, I learned that the "Enhanced Scheduling" Hours field is designed to work the same way as the "Parent/Operation" or "Operation/Parent" field in Routing Maintenance, so for me, having anything other than "1" in the field was causing issues with the "Extended Time" calculation in Work Ticket Entry and the forward/backward scheduling. I have had to create a translation Crystal report and corresponding import job(s) to correct conversion issues, since the Scaling Method also converts incorrectly and causes a huge issue with labor scaling.



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    Amber Prayfrock, Blytheco
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  • 5.  RE: WO - PM Budget conversion to WT Template

    Posted 12-20-2024 14:27

    I feel your pain. I had similar issues with another WO - PM upgrade a while back. I'm checking everything very carefully this time. I'm surprised the conversion would be this inaccurate. I feel like I'm missing something.



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    Russell Berman
    SAGE 100 Reseller
    Business Solutions Providers
    Hackensack
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    Original Message


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