Limiting characters of a vendor name


(Mark Rowley) #1

epicor 9.05.701

Task: I want to limit the number of characters for a vendor name to 17 or less.
Table/Field: Vendor.Name

BPM I’ve tried: Method Directive/Vendor.Update/Pre-Processing using “number of rows in the query is not less than 1”.

Issue: I think the syntax just needs fine tuning as it appears to be erroring on everyone even if its less than 17.

(Calvin Krusen) #2

Let me be first … Why?

Isn’t there the strong possibility that two companies with similar names exist? Like
American Manufacturing Specialists
American Manufacturing Advisors

the first 17 chars of each are: American Manufact

(Mark Rowley) #3

were limited to 17 because of bank upload payments…so they only allow 17 characters when processing.

(Jose C Gomez) #4

Extended Properties Maintenance you can set the limit there with no code.;

(Calvin Krusen) #5

And limiting it on the upload export isn’t allowed?

But back on original question… Try trimming (via TRIM(), or RTRIM() ) the ttVendor.Name value before checking it’s length

Edit: Or try the much easier thing Jose suggested.

(Mark Rowley) #6

Thank you gents…

Presumably its the “default format” x(50) bit that needs changing to 17 but i cannot edit it?

(Jose C Gomez) #7

Top right the Format field you can change it X(17)

"Simple Solutions" Category
(Mark Rowley) #8

thank you

(Mark Rowley) #9

this applies it to ALL companies (we have 4 subsidiaries)…is there anywhere to ensure it is just applied to one company?

(Jose C Gomez) #10

Not this way… You’ll have tod o the same thing (but at the customization level)
IN customization -> Tools -> Wizard -> Extended Properties you can set ti there

(Jose C Gomez) #11

Also and for what it’s worth the right approach here is to just take the first 17 characters when processing the record. And leaving the record as is.
Whatever program you are using to export the records should be where the change is made IMO.

(Calvin Krusen) #12

Maybe there’s an issue with having duplicate names (the truncated first 17 chars) for different vendors in the upload.

If so, he can use a scheme I saw somewhere else, where you just use the first 15 chars, and add a ~n with n incrementing on each new “similar” vendor name. Like:

“AMERICAN MANUFA~1” for American Manufacturing Inc, and
“AMERICAN MANUFA~2” for American Manufacturing Specialties


(Mark Rowley) #13

I agree with you both…i will report back on this when i’ve spoken more to the user tomorrow.
Thank you both for your comments.

(Mark Rowley) #14

the good news is this wasn’t as bad…it was the “pay to name” in the vendor setup/bank/detail tab that needed to be restricted to 17 characters…so the actual vendor name remains intact.