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News from the Kore  

September 2002 Issue


Tech Tip: Cool wIntegrate Query Builder Techniques

Let’s say that you want to use the wIntegrate Query Builder to create a new query.  Building a query is simple enough, but what you really want to do to allow users of the query to specify the records to be included in the report based on criteria they enter when they run the report.  Easy!

We’ll illustrate the technique by describing the process of selecting records by Date Range, i.e. when you run the Query it will prompt for the Beginning and Ending Dates, which will then be used to limit the records being reported.  Our approach will be to modify an existing report that has a hard-coded date range in its definition.

First, bring up your Query report and click the <Items> button to bring up the “Selection of Items” window.  Then do the following:

  1. In the bottom of this window Double-Click the beginning date Criteria (right now it looks something like “DATE >= “01-01-2002”)
  2. In the top of this Window, you should see the DATE Field highlighted, the >= Operator highlighted, and the Value 01-01-2002 highlighted.
  3. Change the Value from the actual beginning date to <<Begin Date>> (should be surrounded by quotes when report is run).  It is the double greater than and less than symbols that cause wIntegrate to prompt the user for data and the Literal contained within those symbols to be the prompt field name.
  4. Make the same change for the ending date Criteria (which right now looks something like “AND DATE <= “12-31-2002”).  I’d change that 12-31-2002 to something like <<End Date>>.
  5. Now run the Query.  It will immediately bring up 2 prompts, one for Begin Date and one for End Date.  Enter the date range and the report will run.

(Note: There is no error checking on data entered.)

Now, let’s add a wIntegrate Queries pull down menu to the menu bar at the top of your wIntegrate Window.  It’s simple to set up, and so much better than choosing the <Run> menu, clicking the Query Builder choice, and Opening your Query report.

Get going by starting up your wIntegrate session and logging on.  Then, do the following:

  1. Click on the <Setup> pull down menu.
  2. Click on the “Preferences” choice.
    This brings up the “Preferences” window.
  3. Click on the ‘Toolbars’ tab.
    You should see that “queries” is one of the choices.
  4. Click on it to place a check-mark beside it.
  5. Click <OK> and you will see some new choices on your toolbar:  A pull-down list of Queries, a “Run Selected Query” button, a “Run the Query Builder” button, and a “Batch Queries” button.

To execute a Query Report, simply find it in the list, click on it, and click the Run Selected Query button.


 
In This Issue:
Tech Tip: Cool wIntegrate Query Builder Techniques
Kore Moves into its New Digs in Record
SBS Technologies uses Siebel and Kore to Consoilidate Systems and Present a Single Face to the Customer
Are you in Close Enought Contact with Your Customers?
Product and Service News

Paul's Corner

Upcoming Events


Kore Moves into its New Digs in Record Time!

Well, last month we told you Kore was moving, and now it has happened: we are now in our new offices.

Kore Technologies

Although there was a lot of prep work done before the move, in keeping with our company policy of doing the right things fast we started the move on Friday, and finished on Friday!  Of course, there are a few odds and ends left, but it is great to be in the new offices.  One of the key improvements that have come with the move is an improved phone system that will make it faster to talk to the person you are interested in talking to, and easier to leave a message.  We also managed to give Paul his own office with a great view of the local Mountains!

Our new address is 9323 Chesapeake Dr Suite D, San Diego, CA 92123.  We are keeping our existing phone number, 858-678-0030, so feel free to call or stop in and say hi!  Incidentally, if you are moving your computer room, or your whole office, and would like some help, let us know.



SBS Technologies uses Siebel and Kore to Consolidate Systems and Present a Single Face to the Customer

Albuquerque, NM — September 12, 2002 — When SBS Technologies looked at how to increase their market share in the highly competitive embedded computer products industry, they started looking for ways to better serve their customers.  This decision resulted in the acquisition of the leading Customer Relationship Management (CRM) application from Siebel Systems.  SBS Technologies recognized early in the project that getting the full benefit from their CRM investment would require integrating the CRM package with its ERP systems

“Before we started the Siebel/DataFlo integration project, SBS was running as seven independent divisions running on seven different copies of DataFlo”, commented Danny Marsh, Chief Information Officer of SBS Technologies.   “The mandate from Executive Management was to consolidate these systems and look like one SBS Company to each of our customers”.   As with many enterprise application installations, the integration between the ERP system and any CRM package is a significant and challenging undertaking in its own right, let alone doing this on seven different copies of the ERP system.  

“Although the complexity of this integration was the most significant we had ever undertaken, we had confidence that we had the right vendor involved in the project,”

- Danny Marsh, Chief Information Officer for SBS Technologies

“Our Kourier technology was developed precisely to meet this type of demanding integration requirement,” noted Mark Dobransky, Managing Partner of Kore Technologies.  “We have yet to see an application, either in complexity or in volume, that overstresses Kourier.  With our technology and the clear direction set by SBS Technologies, we knew we would be able to deliver the integration cost-effectively.”

SBS Technologies is now working hard to take advantage of the substantial new capabilities offered by their CRM system, a task made easier by their knowledge that anything that needs to flow from CRM to ERP or back will happen automatically.

SBS Technologies, Inc. , (NASDAQ: SBSE) founded in 1986, designs and builds open architecture embedded computer products that enable original equipment manufacturers to serve the commercial, communication, enterprise and government markets. SBS products are integrated into a variety of applications including communication networking, medical imaging, industrial automation, and military systems. The portfolio includes an extensive line of CPU boards, computer interconnections, avionics, telemetry, and fully integrated systems and enclosures. Headquartered in Albuquerque, New Mexico, SBS maintains eight primary operating locations, has regional sales offices throughout the United States and has international sales offices in five countries. More information on SBS is available at
www.sbs.com.

About Siebel Systems: Siebel Systems, Inc. (NASDAQ: SEBL) is the world's leading provider of eBusiness applications software. Siebel Systems provides an integrated family of eBusiness applications software enabling multichannel sales, marketing, and customer service systems to be deployed over the Web, call centers, field, reseller channels, retail, and dealer networks. Siebel Systems' sales and service facilities are located in more than 37 countries. For more information, please visit Siebel Systems' Web site at www.Siebel.com.



Are You in Close Enough Contact with Your Customers?

As we almost all know, keeping in close contact with customers can be challenging.  Unless you only have a couple of customers, the process of keeping in frequent communications with all of them can seem overwhelming given the terrific demands on your company’s time that are a fact of life in today’s hypercompetitive economy.  We at Kore Technologies share your experience with this very problem!

As you know from receiving these Newsletters, we are trying hard to bring information to our customers on a frequent and timely basis, and are committed to making it work.  How does one accomplish the task without creating a hole the size of a meteor crater in the marketing budget?  We would like to share with you our experience, and the technologies we are using, and see if we can help! 
Give Frank a call at 805-687-5679, or drop him a note at
frankb@koretech.com to get the dialog going!



Product and Service News

KommerceServer Upgrades 3.2
Last month we talked about the major architectural change in the reports and inquiries, i.e. a new capability has been built to allow views to be sorted by clicking the column heading and exported to Excel with the push of a button.  With KommerceServer 3.2 this architectural change has now been implemented across the entire product.  Click on the heading of any column and instantly have that view sorted by that column.  Click that heading again, and it will sort in reverse order.  Click the Excel icon and the view is quickly exported to an Excel worksheet.

WebTeam Enhancements
WebTeam has undergone significant enhancements since its first delivery, and is ready to be delivered!  The biggest change is that WebTeam can now be used securely in a multi-company environment with even greater control over who can initiate or manage projects.  Now, a customer, vendor or sister company can easily initiate any action for which they have been given security access, including creating new projects.  This makes WebTeam an ideal environment for managing custom product development, installations, or product rollout.  And new navigation capabilities make it even easier to use.

Kourier Publisher 3.2 Now Works with Optio
Kourier Publisher already provides the most complete facilities for sending forms and structured communications by fax and e-mail to your customers and vendors (see August newsletter).  Originally, it worked with either Kore’s Forms Manager or Epicor’s EFM product.  Now, it has been extended to work with Optio, too.  If you want to fax or e-mail your forms, and have already invested in Optio for forms generation, why not optimize the value of your earlier investment by reducing the postage costs for forms and communications?

Inventory Cutoff – When You Need It
Kore has developed a report that solves one of the major shortcomings of the DataFlo product: as-of-date Inventory Reporting.  This new report allows the user to print an Inventory Balance Report or Costed Inventory Report as of a particular date for as far back as there are inventory transactions on the system.  To find out more about these inexpensive, but valuable, reports, call us at 858-678-0030 or contact us by e-mail at
sales@koretech.com
.


 


Paul’s Corner

Paul Trebbien

Those of you I’ve worked with have probably heard of my son, the Baseball Player.  During our Little League years, he has always been the smallest kid on every team and usually one of the better players.  One year, in Winter League, we were able to arrange for Ben to try playing in the next division up – the big kids, all older and a foot or two taller (yes, two!).  When Ben saw those kids, he did not want to play, not at all.  After talking with him, we agreed that he would play that day, but if he didn’t like it, he wouldn’t have to play anymore with this team.  Ben met the coach who asked him what positions he liked and then Ben was on the bench.  Well, after a couple of innings, the coach tells Ben to take the mound, and one of the big kids steps into the batters box.  Ben pitches the first few pitches in the dirt, but the kid swings at every one of them and strikes out.  The next batter stands up to bat and receives a pitch in the dirt.  He swings, too.  The opposing manager yells, “Don’t swing at those. The pitcher can’t reach the plate – move up.”  So the batter moves up, and here comes another pitch in the dirt a little further away, and he swings again.  The other manager keeps yelling at his kids to move up and not swing at pitches in the dirt, but they just can’t help it.  The side strikes out.

When Ben came into the dugout, we asked him why he threw every pitch into the dirt.  Ben said with a big, big smile, “They kept swinging at them.”  I guess it doesn’t matter that you’re not as big as the next guy, as long as you play smart!

Programmers, did you know that the Accounting group would prefer the ability to output all of their reports to MS Excel?  This is fairly simple for most reports using DataFlo’s Report Manager if the output is an Info/Access statement (see the July Newsletter Tech Tip).  Now, after last month’s column, can anyone guess what we should do for those reports whose output is generated by a basic program?  Time’s up!  I would say, let’s rewrite the report.  We can select the correct records, use a basic subroutine to calculate the data placing it into the TWF file, and then we can use an info/access statement which makes exporting the report to MS Excel fairly simple.  What if there is a Summary/Detail choice?  In your Calculation subroutine, either generate Summary or Detail records for your TWF file.  I really love doing these, so if you have one you’d like help on, just give me a call and we can take care of it.  I’m very reasonable – and so are our rates.

Say, who is going to Perspectives, November 10-13 (see events)?  Conferences may cost a bit to attend (travel, hotel, and food), but I believe they are definitely worthwhile. These meetings always have talks/seminars that cover information about your system, you can network with others and find out about software/hardware, and you get to meet your Vendors. Besides, I’ll be there and I like to see my friends!

Is there anything I can help you with?  I say that a lot because I like to work with people.  If you’ve worked with me before, I certainly hope we had some fun while fixing the bad data, learning how the Preview ‘Screen Painter’ works, or designing a game plan for running your Year End.  If we haven’t worked together in a while, please give me a call!  I am at 858/678-0030, 6am to 3pm Pacific Time.

Please remember, “Great Service to your Customers is Always Rewarded”.

Paul’s Questions and Answers

My “Paul’s Corner” seems to have generated a few questions which I am happy to answer.  The first is more personal in nature, and the rest address questions people had on the TWF Preview work files I mentioned in our August Newsletter.  (A word of warning though, the TWF questions go into murky depths of programming inside Preview!)  I’ll try to answer any questions you send me in upcoming newsletters.

Question:  Why did you leave Epicor (DataWorks) after 16 years?

Answer:  Well, it certainly wasn’t because I didn’t like DataFlo Tech Support!  Actually, I left on good terms and still have lots of friends there.  As to why, the motivations are largely personal.  I really like the fact that Kore is a small company, a team, just like DataWorks was when I started in 1986.  But the main reason is that Kore is composed of my old friends, the people who were my mentors, my buddies, my bosses, and my treasured colleagues at DataWorks.  These are the people who taught me, humored me, and answered my questions – the people who I traveled with, played softball with, worried about DataWork’s future with, and partied with. A homecoming?  No, another exciting adventure.  As to Epicor, I wish them only the best.

Question:  I cannot find any documentation for the TWF files.  Are they remnants of old D-PRO or what?

Answer:  The TWFnn files are created when *INSTALL (or Setup) is run in the DW-GLOBAL account.  They are normally used for one of three purposes. First, the PREVIEW on-line search processor (PV.INDEX) uses the TWF file to store each page that is displayed in the on-line lookup dialogs. This helps improve the speed of these on-line lookups when scrolling backwards.  Second, several reports in DataFlo use the TWF file for processing data before it is displayed.  And finally, TurboSELECT, a PREVIEW extension for speeding up selects and searches, uses the TWF file for temporary storage.  (If you don’t have TurboSELECT, you can get it from us.  Click here to learn more about it.)

Question:  Since the file name is dynamic (TWF001 - TWF999), how do I specify which > file name to use in the report manager report specification?

Answer:  You need to use the RM.SETRPTREC subroutine in the Before List coding to ‘change’ the name of the DATA file.  Generally, the statement “CALL RM.SETRPTREC(RPT.LIST.DATA.FILE,TWF.FILE)” will do the trick, where RPT.LIST.DATA.FILE is the property and the TWF.FILE variable defines the name of the current TWF File.  Also, when the EXPORT option is chosen we found it necessary to include a USING clause when setting the Data filename, something like “TWF.FILE USING DICT SOD”, and, in this example you would need to set the Display dictionary to SOD again using RM.SETRPTREC (the Report Manager Property is RPT.LIST.DICT.FILE).

Question:  If I want to use this TWF file to build temporary data for another > application, not SOLI related, I won’t be able to use the SOD dictionary.  Would I create dictionary items in VOC or create a new file and dictionary > for my application?  (Specifically I’m thinking of reports out of WO-BOO with quantities and costs summarized by part number and operation type).

Answer:  I would not use the VOC file.  I would make sure that the data in the temporary file is located in the same attributes as that data is stored in the source data file, so I could use the dictionary of the source data file.  For example, since order quantities are stored in attribute 29 of he WO-BOO file, put them in attribute 29 of the records you put into the TWF file.  If you cannot use the same format then I would probably put those ‘new’ dict items in another file, possibly the REPORTS file as currently it is only used for report screens and elements .

 


 


Upcoming Events

October 7, 2002 – Southeastern Region Epicor User Group Meeting

Kore will be presenting “Building your e-Commerce Roadmap”, an informative presentation outlining a methodology and structure for developing a strategic approach to e-Commerce.

Contact Maryanne Hazen at mhazen@beckwithelectric.com.

November 10-13, 2002 – Perspectives 2002

Kore will also be presenting “Integration for the Mid-Market”, a presentation that will describe the solutions and tradeoffs available for integration at price points far below the multi-million dollar offerings that are common in Tier One solutions.

Kore will also be participating in the vendor area, providing an overview of our integration, Web and optimization products.

See perspectives.epicor.com


 

If you have any questions or comments on our newletter please contact Frank Busalacchi. We're here to help!


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