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Banner Name Field has inconsistent behavior

Answered
Minka Verkaar

Hi team, 

I have a question about the field ‘Company Banner Name’ and how this is being used across the system. 

It is about the field below which is populated in at Exhibitor Level (EV290_BANNER_NAME in table EV290_EXHIBITORS). In this example the value is ‘Momentus is the best!’ 

The users would like to see this information also at Service Order and Work Order Level, since it gives a better visualization than just the Booth Number. 

In Service Order View, the value of the Company Banner Name is visible in the column called ‘Exhibitor’, which is ER100_EXHIBITOR_ID in table ER100_ACCT_ORDER: 

 

In Edit Service Order, there is no option to show the Company Banner Name. If I try the field Exhibitor (like in the Service Order View), it gives me the actual details of the Exhibitor. However, the database field is exactly the same as in the Service Order View (see above), but with a different outcome: ER100_EXHIBITOR_ID in table ER100_ACCT_ORDER

 

At Service Order Item Level and Work Order Item Level, it gets even more complex. because the Banner Name Order shows the name of the Exhibitor and Exhibitor - Order shows the Banner Name: 

Banner Name - Order:  R100_ASSIGNMENT_NAME in ER100_ACCT_ORDER with help text: Contains the name/description of the order assignment.  Also referred to as the banner name of the order.  Defaults to the order account name.

Exhibitor - Order: ER100_EXHIBITOR_ID in ER100_ACCT_ORDER with help text: This order is linked to the exhibitor noted in this field.
 

Looking at the example below the information is exactly the wrong way around 

 

It does not appear to be a consistent way of using this field across the system. 

Does anybody has any insights or is this a bug? 

Thanks

Minka 

 

Comments

3 comments

Date Votes
  • Seth Halvaksz

    Tragen Herrick please review

  • Tragen Herrick

    Minka Verkaar I reached out to Shannon Wiley  on this and she was able to provide some helpful context here. 
     

    — Shannons Message — 

    So back in 2021 we retired the "Banner Name" field on Service Orders. It used to sync with the Exhibitor's Company Banner Name but apparently was having a lot of issues so we ended up retiring it and directing customers to use the "Exhibitor" column on the Service Orders grid and the "Exhibitor - Order" column for Order Items/Work Orders (which does correctly display the banner name and works as a link to the exhibitor. 

     

    It appears at some point in 2022, we officially removed the retired Banner Name column from Service Orders but maybe it was a gap that we did not remove it from Order Items/Work Orders? I'm not really sure but that's my best guess. So...

    • "Company Banner Name" on the Exhibitor is supported
    • "Exhibitor" column on the Service Orders grid is supported
      • And displays the banner name, a peek and/or directly links to the exhibitor
    • "Exhibitor - Order" column on the Service Order Items and Work Orders grids is supported 
      • And displays the banner name, a peek and/or directly links to the exhibitor)

    The "Banner Name - Order" columns on the Service Order Items and Work Orders should probably no longer display at all or at the very least be updated in the description to display "Retired" but we really haven't been asked about this in years so I would assume most customers just accepted it and removed it from their grid view at that time. 

     

    I did see one note (from 2022) that mentioned that the Exhibitor dropdown on the Edit Service Order window should be displaying the Banner name but I think we have done some refactoring with this field since then and maybe it was broken at that time or done intentionally, I'm really not sure. I do know you can add the Exhibitor Banner Name field to the peek so that is at least an option for customers to be able to see which exhibitor it is linked to. 

     

    Most of this information was found in our old internal case system (we used to use a modified page in our own product for this). I doubt you would have access to this site and I do not have the ability to give it to you. So if you need any more information from these screenshots, let me know. 

     

    imageimageimageimage

  • Minka Verkaar

    Thanks Shannon Wiley and Tragen Herrick this is exactly the information I was looking for and it gives me enough background to explain to the customer. I will advise them to use the 'Exhibitor-Order' Field on the Service Orders and Work Orders in case we retire the Banner Name - Order at some point. 

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