« December 2012 | Main | May 2013 »

February 2013

Written by Richard on February 13, 2013

Yes, you CAN use the drag & drop feature to reschedule operations in the Standard schedule

I happened to be referring to the VISUAL manuals on scheduling when I came across an item stating that you cannot Drag and Drag operations in the STANDARD schedule

This is definitely not the case....unless I've been using a hacked version of VISUAL - which I'm not.

What's this Drag and Drop feature?  The Drag and Drop feature allows you to visually move and reschedule operations in the Scheduling window.  You can set when an operation should start or when it should finish - basically ignoring what VISUAL has determined to be your best schedule based on current conditions and system parameters. 

So you can literally have complete control of everything on the floor. 

MasterAnd why not use it?  You are king!  You are master of your domain. 

Well, I suggest you control yourself and limit your use of it.  When you intervene and move operations, you're actually FREEZING the operations to the new dates and times.  VISUAL will not schedule FROZEN operations and will schedule other jobs around them.  VISUAL now has to deal with these "fixed" operations when scheduling jobs.  And the resulting schedule may not be what you expect only because you may have forgotten about operations you had FROZEN in the past.

But I digress...

If you find yourself not being able to drag and drop operations in the STANDARD schedule, set the following in your VISUAL.ini file or Preference Maintenance.

[Scheduling Window]

And remember...self-discipline ;-)

Written by Richard on February 7, 2013

Validating your custom drop-down list

The Customizable UDF (CUDF) feature in VISUAL allows you to create and define your own list of fields that you can integrate into the VISUAL interface and capture information particular to your business.  

The drop-down list is one such field you can add.  When you create the down-down CUDF you have the option to populate the list manually or link it to data in your VISUAL database.

Infor VISUAL ERP - Custom User Defined Fields

The drawback to these drop-down lists is that VISUAL does not validate the information entered against the available options in the list.  It's of no fault to VISUAL.  I've been calling this field a drop-down list but it's actually a ComboBox.  A combobox is a combination of a drop-down list and a single-line textbox, allowing the user to either enter data directly or choose from the list of existing items. 

So basically it's a free form field - allowing the user to enter anything.  This may be a problem if you are depending on your users to only enter values that are defined in the list.

To enforce this you will need to do this yourself via a database trigger, workflow, macro, or a big heavy stick.

So before you grab that stick - the example below may give you an idea how you can handle this using a macro. 

The macro validates the data entered in a CUDF by doing a database lookup on the USER_DEF_FIELDS table which contains down-down definitions.  Apart for the database connection information - you will need to provide the following macro variables:

Variable: UDF_Caption
This is the caption (label) of the drop-down field.  In my example I'm using "Customer Service Rep".  NOTE: I don't use the UDF-XXXXXXX identifier because I seen VISUAL renumber these IDs.

Variable: UDF_VEModule
Specify the VISUAL program/module (VMORDENT, VMPURENT, etc)

Variable: UDF_Area
Where in the module the CUDF is contained.
Header area = ""
Grid Line Item = "tblColLineItem"
Delivery Schedule = "tblEditDelSched"

Variable: UDF_VALUE
The CUDF string (value) to validate.  In my example, I'm using udfStrCombo1 which is the CUDF field variable containing the Customer Service Rep value

In my example, I'm validating the value entered in the Customer Service Rep field which is a drop-down list.  Download the macro



strServerName="E N T E R    N A M E    O F    D A T A B A S E    S E R V E R"
strDatabase="E N T E R    N A M E    O F    D A T A B A S E"
strUserName="E N T E R    U S E R N A M E"
strPassword="E N T E R    P A S S W O R D"

strcnn="Driver={SQL Server};Server=" & strServerName & ";Database=" & strDatabase & ";Uid=" & strUsername & ";Pwd=" & strPassword & ";"


'Variable for caption (label) of the CUDF to validate
UDF_Caption="Customer Service Rep"

' Variable to indicate where the CUDF is located in the module
' empty string = Header area
' tblColLineItem = Grid line item 
' tblEditDelSched = delivery schedule

'Variable to indicate the VISUAL program(module)
'VMORDENT = Customer Order Entry
'VMPURENT = Purchase Order Entry
' etc....

'Variable for string value (user input) to validate

set rs = CreateObject("ADODB.Recordset")
set rsCHK = CreateObject("ADODB.Recordset")

"WHERE UDF.PROGRAM_ID='" & UDF_VEModule & "' AND UDF.LABEL = '" & UDF_Caption & "' AND UDF.DATA_TYPE = 1005 AND ISNULL(UDF.TABLE_ID,'') = '" & UDF_Area & "';"
rs.open SQL, strcnn
if not rs.eof then
 if ubound(arrList)>0 then

  SELECT CASE arrList(0)
   CASE "l=1"
    '*** STATIC LIST

   CASE "l=2"
    SQL="SELECT " & UDF_DBCol & " FROM " & UDF_DBTable & " WHERE " & UDF_DBCol & "='" & CUDF_VALUE & "'"


  rsCHK.open SQL, strcnn
  if rsCHK.eof then
   msgbox "Error: user input does not match available values in list"
   msgbox "We're good"
  end if

 end if
end if


Written by Richard on February 5, 2013

Using the REFERENCE TYPE to limit the available documents that your users can reference to

The Document Reference feature allows you to associate documents to various records in VISUAL.  These documents can be drawings, specifications, standards, images, etc - basically anything that is in an electronic format. 

Your users can then link to these documents throughout VISUAL.  When documents are referenced - it allows you to view, email, and print them with the record itself. 

For example, you can have a work order linked to a drawing file that you can have printed along with the work order traveller.  Another example - emailing a purchase order to your vendor with an attached spec file that you referenced on the PO.

You get the point.

Managing these documents is done through the Document Maintenance window.  All documents are managed through this module.  When you first start you may only have a handful of documents that you may what referenced.  But as your list  grows - you'll want to start looking carefully at the REFERENCE TYPE field.  This field allows you to dictate where in VISUAL a document is available to be referenced.

Infor VISUAL ERP - Document Maintenance

So if you have a document that is part-specific you can set the reference type to "Part" so that it is only available to link to from PART MAINTENANCE.

If you want a document to be available throughout VISUAL, then set the reference type to GENERAL.

Written by Richard on February 4, 2013

Deleting multiple lines in the VISUAL grid

Have you ever wanted to select a group of lines in a grid of VISUAL (such as the customer order lines) and hit the delete button on the toolbar to remove them all?  It won't work (in most cases).  It will only mark the one line that has focus for deletion.

Infor VISUAL ERP - Order Entry

Next time - hit the DELETE (DEL) key on your keyboard.  You should get what you want.

Yes I know that this may be an obvious post to some, but you'd be surprised by the number of VISUAL users who will find this post to be a revelation!

Infor VISUAL ERP - Revelation
Classic moment - however I prefer Chris Farley's rendition



Richard Ferlatte
Results Driven VISUAL Specialist


Taking it to the next level and designing a program around "Hands On VISUAL Training".

Check them out - there's sure to be one to interest you!

Operational Workshops
Reporting Workshops
Financial Workshops
Inventory Workshops
Quality Workshops


BOM Xploder
Drastically improve your BOM visibility and discover shortages at ANY level of your bill of material no matter how deep.
See, analyze, and track information that helps you better support individual, departmental, and your company’s performance metrics and goals.
Credit Card Integration
Easily accept and process credit card payments right from within VISUAL.
CAD Integration with CADLink
Reduce rework, minimize scrap, and work more efficiently with CADLink - a fully automated, two-way connection between VISUAL and your CAD system.
Sales Tax Automation with AvaTax
Easily automate sales and use tax in VISUAL with AvaTax. No more manually entering data or uploading rate tables and tax information.
Workforce Management with Kebrite Solutions
Streamlines the collection of Job, Labor, Payroll, Time & Attendance, and a vast array of HR related data-- with live VISUAL integration.
ACH Document Processing
Leveraging VISUAL's payment scheduling and batch payment functions, with the added convenience, performance, and security of Electronic Funds Transfer payment processing.