QUOTE.QUOTE_COUNTRY_ID information

Hi,

How does the field QUOTE.QUOTE_COUNTRY_ID get populated? I believe it is using values from the COUNTRY table but I don't see it on the user interface of the estimating window. I'm assuming that when a user enters a country in the QUOTE.COUNTRY field the system validates the entry and looks up a matching entry in COUNTRY.DESCRIPTION and returns COUNTRY.ID to that field?

My objective is to get the users to enter uniform country names when preparing quotes.

Ver: 9.03
DB: SQL Server 2016

Thanks

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Comments

unknown

To my knowledge, the QUOTE.QUOTE_COUNTRY_ID column only gets populated when a user selects a value from the dropdown list next to the label "Country" (Highlighted in screenshot in green). The text box to the right of this field on the Estimating Window is QUOTE.COUNTRY and is a free form field (Highlighted in screenshot in yellow).

We recently discovered this same issue with inconsistent data entry on Customer and Vendor creation. Our users were manually tying in data into the COUNTRY text field and bypassing the COUNTRY_ID drop-down field. If a user selects the country from the drop-down it will automatically populate the free form COUNTRY field. I was asked to write a report of international vs domestic customers and though I thought it simple, previous data entry caused a headache to complete this task. After some cleanup to records using SQL, we implemented triggers on insert and update of the CUSTOMER and VENDOR tables to throw an error if the COUNTRY field does not match the DESCRIPTION field of the master data COUNTRY table. Hope this helps.

Walker Edwards
Information Systems Manager, Information Systems
Daniel Defense, Inc.
wedwards@danieldefense.com

unknown

Hi Walker,

thanks for your response. I'm doing the same thing, extracting data for reports and needing to scrub the data.

I don't have that COUNTRY drop down on my Estimating Window screen.

It's strange because I see some data in that QUOTE.QUOTE_COUNTRY_ID field which leads me to believe it may be appearing on some users' terminals ... but not mine. Maybe a config issue. What version are you on?

Sam Rahal

unknown

Sam,

We are on 9.0.8 SP1. I don't know of a config method to hide fields from a window other than I believe there is a 3rd-party software that may. I wouldn't think that country drop-down would be something added in a more recent version than 9.0.3 but I suppose its a possibility. It's odd that you'd have data in that column but that you can't see it. In the QUOTE table, there is a USER_ID column that may give you an indication of who is populating this field. Run something like

select CREATE_DATE, user_id from QUOTE where QUOTE_COUNTRY_ID is not null

then go check with that user and see if they have the drop-down field. Alternatively, create yourself a clean, new user and see if the field shows up.

0911060553270289.pdf

unknown

I checked the layout of the Estimating Window of the users that were populating that field when creating quotes ... same as mine .. no drop-down list. Definitely a mystery. Opening a support ticket but i'm sure the answer will be "you need to upgrade".

Thanks Walker.

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