I'm trying to merge two customers and getting the error:
The merge of the entity <merging customer name> was blocked for the following reasons: The selected customers have different pricing levels for the same item. Change the price levels to match.
Where do I find these pricing levels? I've no idea where to even look.
Since the error mentions items, I suspect that the two customers have item-level pricing and there's a mismatch between the two. On the Standard Customer Form (on your custom form it may be somewhere else), go to the Financial -> Item Pricing sublist and cross check the item pricing for each customer. One of them has an item where the Pricing Level column is different between the two customers.
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We've come across a number of issues with our Azure DevOps projects and are trying to surface relevant information to the management team with queries and dashboards on projects. Mainly it's just been counting the number of results for particular queries, e.g. when a status hasn't changed in 30 days, number of blocked items, total items in current sprint etc.
What we've been asked for though is to be able to rollup the original estimate total for all work items, and also roll up the completed work as another value. The queries and other things I've seen only seem to be able to count, rather than sum up, but some of the widgets I've seen do appear to sum things for graphs (but I'm just looking for the values).
Can anyone suggest anything?
I imagine that you have two different options here. The first being is that you could leverage the new roll-up columns and aggregate some of this information on the backlog view. Some of this makes assumptions about how you are grouping and the hierarchy of your work items.
Add a rollup column
In the Column options dialog, choose Add a rollup column, select From quick list, and then choose from one of the options listed.
Choose from the menu provided.
Progress bar displays progress bars based on the percentage of associated descendant work items which have been completed or closed.
Total number displays the sum of descendant items or the associated fields of descendant items. Totals provide a measure of the
size of a Feature or Epic based on the number of its child items. For
example, Count of Tasks shows the sum of all tasks that are linked
to parent items. The active or closed state is ignored. Rollup column
menu
Remaining Work of Tasks shows the sum of Remaining Work of tasks that are linked to the parent item.
If you wanted to instead see the summarized details on a dashboard, I'd recommend downloading the Query Tile PRO marketplace extension. Let's say you had a query already defined:
The options support sums based on query fields:
And so you have the tile with the summation value you are wanting. Just replace with other fields that you might need.
I wanna know how to make an ERD OR Relationship Scheme out of this. I've been practicing ERD's but this one is really confusing the hell out of me.
This is what I could make out of the narrative currently but not exactly sure how correct I am.
The owner/manager of SCBD, gives you the following information: SCBD conduct a number of
different tours to known microbrewery regions around Victoria. Each Daytrip has an ID, and a
description, and may run many times in a year (such as the West Daytrip). Frequency depends
on the season and the specific daytrip.. Each time it is run it is called an ‘Event’. Each event has
a fee. Fees have usually increased by around 10% each year. SCBD have a number of
customers. Each customer has a name, ID and gender. SCBD customers make bookings for
daytrip events. Payment is made by credit card. (you do not have to worry about recording
credit card details etc.). The date that a booking is made is also recorded.
I have here a Websphere commerce 7 Fp 5 Aurora B2B which is using Orgs, contracts and price lists maximum order quantity that we limit each "Store" Org to buy 3 each so that there is enough to go around. We have 3 sets of entitlements to that most guys Max is 3, better stores max is 5 and a few really good ones max qty is 10.
So we don't have to worry about allocation, these rules let every store buy based on their entitlement. When they try to put more in the cart then they should, they get a message "You are requesting to order more than your allocation limit. Please change your requested quantity." I don't know where this comes from.
Some users buy for 5 or more stores which is selected at checkout during payment. This keeps those store owners from having to have a bunch of log ins to keep track of.
We recently openned up Order Management, we call it multi-cart because this enables a store owner to create more than 1 cart by going to order management and create a new order. This makes it much easier for our store owners to manage what they are buying and paying and receiving with out having to call and email our CSR teams.
But now we noticed that some stores are taking advantage of the Multi-cart to buy more that the MAX qty they are allowed. It wouldn't be so bad, but they are buying all the 1 per customer stuff and all the other stores are calling and complaining because they didn't get their share. It really isn't fair.
I was thinking of all the different places to add a SQL check of order history and pending orders. Here is what I cam up with.
ATP - Inventory check
Pro- best place since customer, sku, entitlement, and everything else pretty much happens here. It is right up front.
Con- It doens't have ship-to, so the guys with more than 1 store need to be added as an exception leading sloppy business logic that could change regularly
OrderItemAddCmdImpl and overloading ExtendOrderItemProcessCmd
Pro - Bring ship-to selection up to the front and control everything here.
Con - Not certain overhead will like it.
At checkout
Pro - this also will have everything
Con - I kind of want to reserve this for all payment handling. It is a little dirty to read throught the order lines and to kick back error with SKU.
Have the ERP handle the exception-
Con - I realized we are setup that all Orders ship complete, we would have to change this and don't really want to because there are additional credit card penalties for charges less then amount held on credit.
So, the questions are what are your thoughts on additional pros and cons?
Are there other places that I'm missing that would make more sense?
We might need to create a new CommandTask and then append it to all existing flows.
OR
As the WebSphere Commerce team to build this new logic into the next release of WebSphere Commerce.
So, for this scenario the answer was creating a JDBC Query that will be called when items are added to cart that sums the Qty by sku of pending orders.
When orderitems are added to the cart, the query will return the item in error if exceeded and not add item.
The query will again run at checkout if all orderitems being paid for exceed total qty max by SKU by shipping address on payment page allowing chance for customer to change billing address if we are limiting item max qty by shipping address.
I'm been using FM for the first time and have a need to use Get Summary on a financial information table. This generates various summaries of different income by customer, year and type. The layout generated from this table is good. The use of Get Summary allows me to do math with the various results, whereas sub summary totals by income type (as far as I know) cannot be added and divided by each other.
The problem I'm facing is that I wish now to create a layout based on customers and include some of the Get Summary detail from the financial table. Because my new layout is based on customers, I understand I cannot use Get Summary from financial as either a related field or in a portal.
The end game is simply to scroll through customer records, one after the other, and have key financial information show on their 'home' screen if you will, for years and type.
Any help gratefully appreciated. Thanks
I understand I cannot use Get Summary from financial as either a
related field or in a portal.
No, that's not quite correct. The GetSummary() function returns the sub-summary value by breakfield - if records are sorted by breakfield. Thus if the portal (or the underlying relationship) sorts the related records by type, you will see sub-summary values in the portal. However, you won't be able to see only sub-summary values, since a portal has no sub-summary parts.
There are other ways to show summarized related data. If you don't have (and don't expect to have) a large amount of records, considering filtering a (one-row) portal to show only a specific type of related records, then place the summary field inside it. Of course, this assumes the types are known in advance and unchanging.
I must design dynamically created table from offer to the client. In the offers a variable number of products so the my table must dynamically create rows with products.
For example:
When the offer include 3 products then the table must have 3 rows with this products.
When the offer include 2 products then the table must have 2 rows with this products.
I can do only a table with static number of rows. When I create table with 2 rows I must add only two products because more than two will not be visible.
Can I do something like that in Word and use as template in CRM Online? Can do this without programming? Or I must use some custom solution and add to CRM?
Best regards.
Correct me if I'm wrong but, it sounds like you have:
Two entities - Offer and Product
An Offer can be many Products - linked via a relationship, probably Many-to-Many.
I don't think you will be able to use the Templates because they wont allow you to get data from relationships as you have them, as far as I know.
I think in this case the most workable solution will be a Fetch-Xml (because of Crm Online) Based SSRS Report (so you can have a custom layout) as described here: http://msdn.microsoft.com/en-us/library/gg328302.aspx
Then users just have to run the report against a particular offer, save, print and send.