Anne-Marie
Forum Replies Created
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I’m jumping on the wagon too…. would you send me a copy of your reports, Leo and Paul? I’ve been looking for this one. Much needed
Thanks
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We use non-stock; unaccountable workorders as well. That would be great to set up an EM to “prevent” or lock the past month tasks from accepting time.
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We use non-stock receivers as well. It would be nice to have the option to void receiver just as other PO’s.
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Thanks for the tip, however I do not have the Aircraft Maintenance module. I was batching before and it worked great. Then after an update, I was unable to batch and it does not show all of my workorders by most recent.
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Hi Craig, — we are on 12.2.8.0 quantum and v2.8.1.1 mobile tech. We lost the capability to batch our workorders and mobile tech is not showing ALL the workorders available by task. It went bad in December 2020. I can’t believe we are the only ones having this issue.
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Hi Ryan,
Yes, it is a pain to adjust the times! It takes a lot of time to go through each employee’s time, correct the mobile tech side of things and the missing punches. We do have a payroll report we print from the T&A that we use as a data sheet for our outside payroll service. T&A needs to be user friendly with punches including mobile tech. There is no forgiveness and it does create a punch mess.
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We are currently using Time & Attendance with Mobile Tech. We do agree with how strict the clocking the Ins & Outs. If you have to leave for an appointment you can clock out but it replaces the previous punch. However, It still does track when you go out and in each time.
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Any Help would be appreciated.
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This was an unknown implementation. Thank you for the help!
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Thank you Paul!
I had even called into CC and actually spoke to one of their tech support and they said it was not possible, and to suggest that I place it onto the enhancement request. I do consider that this is more of a backdoor function rather than an actual template feature. Nevertheless, it was exactly what I was looking for.
Ken
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Yes, I am aware of this. And I prefer it this way. Having a part allocated or reserved for a particular customer or work order ensures that I will not be receiving any RFQ’s or quoting something that is technically not available. But considering your point, I would expect that you should be able to have that option by clicking it under some sort of default whether you want to broadcast stock that are reserved or not. Similar to having the option whether you want to list your stock on the stock market or not.
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Thanks Nick!
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Thanks Paul,
I may just contact CC. FYI…we are still on Firebird and probably will remain on it.
Ken
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Hi Paul,
We have 10.1.5, and I only see two additional columns: Alt on hand, Alt available which will still indicate a total quantity. I see a lot of other columns that I have no use for. Wish I could replace one of those column for what I would like indicated.
If the condition code is marked as AR, our system is set up not to allow us to reserve or issue them onto our work order and they are usually not in my warehouse for me to select anyways. Any used parts that are available for work orders all have an 8130 issued against it, under the condition code inspected, repaired or overhauled. And for the time being, they show up under one sum, mixed in with the new quantities when viewed on the BOM availability.
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Thank you Henrik, I think that is the area where it needs to be check marked in order for the work order BOM to reflect and refresh to the latest price in the event it was updated after the BOM was entered onto the work order.
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Latest update with the Stock Market, Jason was evaluating with his staff regarding the possibility of adding more codes. Not sure if anyone from his staff has had any experience working in aviation where the importance of technical terminologies or codes comes into play, therefore I had asked him to poll or ask other Quantum users, specifically MRO facilities who are the ones who can issue the airworthiness document under a Part 145 certification.
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Hi Paul,
So in the future, manually undoing will be the best way. That was one of my options but since the part was used in a kit and already built up and issued onto the work order. It would have involved a lot of reversing on my end which I was avoiding.
It would be nice to have an option to turn something in by selecting a certain stock line that exists for items turned in that was used to build up a kit. If we are allowed to select. reserve and issue the BOM from a specific stock line, it would make sense to be able to do the same for turn ins whenever items are returned versus using the undo stock activity.
But really not a huge issue, but because it involved a warranty, it got weird.
Ken
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Thank you Paul, I have been contacted by CC regarding this issue. However all of the suggestions by CC to insert the text in the area that I had requested were incorrect. Marty was able to supply me with the correct information. A great example of how this forum should work. It was relatively an easy question, I’m really surprised that CC was not able to figure it out, even after a screen share.
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Hello Marty,
Thank You! You are correct, that was the area for me to insert the text. FYI…Component Control has yet to provide me with the correct area for me to enter the text.
Ken
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Not sure if this will be the best option, but have you considered creating and adding a “Charge” and have it tie into a specific GL account of your choice?
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Company Merge function out of the Company Management Module after opening up the company that you need to change is the short cut. However, our AP is concerned how it would effect the paid and posted transactions, which would erase the old company name to the new. In the event that we do not want to erase the past transactions under the old company name, then the only alternative is to manually recreate each PO to reflect the Back Orders.
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LOL…just learned something new! Thanks to the OP and Paul. I’ve been taking the long route until now.
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Will all of the cost for the sub-component/sub-work order after it’s closed transfer over to the new work order? As of right now, there is no way to remove the cost of the sub in the event we needed to relocate it to a different work order.
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Thank you all,
Anthony’s suggestion appears to be the easiest and most logical route.
Ken
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Thanks guys, I never thought of looking under a charge. We do have the word “Labor” under that listing, which would explain the part number coming up as unique.
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Hello Sandy,
One of the ways is to go under the Customer Listings Tab under the home page for C.C, it will list all of the companies that uses Quantum with a direct link to their website. Also CC reps are usually assigned regionally. Contacting your rep should also provide another avenue.
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I believe it was 350A32-1089-21. It’s corrected now. But in the event I cannot get the columns to populate correctly, I know to double check the column settings first.
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What happens to the credit invoice that accounting is looking for? The part was never returned. Should I receive the part back in at zero dollars? If I receive it back in with a dollar amount, accounting will be looking for another invoice.
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Turns out it was my browser settings. Just needed to adjust the width of my column. I just find it odd that it is part number unique as far as the settings.
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Interesting thought if I’m thinking correctly of what you have suggested. Referencing my rental under the Sales Order with a unique prefix such as “R”?
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Your suggestion is the correct method considering what I have to work with (No Rental Module). I have also discovered that you cannot generate a rental sales order acknowledgment unless it was transferred directly from the quoting module. If you were to try and generate the rental/loan sales order acknowledgment originating from the Sales Order, it will not provide you with this option. Loan yes, Rental/Lease no.
I will be able to differentiate my rentals from my exchanges using the open core report since all of my rentals will not have a core due date. Anyone who is in a similar position, I think this is the best way to track your outstanding components.
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But we do not have the Rental/Lease Module therefore all of our rentals are conducted through the Sales Order Module. The creative exchange instructions was great to see what you can do, but rewriting the text program within Quantum is very dangerous, something I’m not willing to risk. Also we do not have Oracle, and I’m not sure if this makes a difference.
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So my understanding is that there is no way to track our rentals that has been created using the rental/loan tab under the sales order? So the only alternative is to create all rentals as an exchange or acquire the rental/leasing module?
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Hello Nick, Yes you are correct. We do not have the Rental/Leasing Module, therefore all of our rentals are created out of the Sales Order Module, using the Loan tab or by using the Exchange tab. I have done it both ways. And I had noticed that by using the loan tab, it does not show up on my open core report. However, whenever I have created our rentals using the Exchange tab, then they show up on my core report, which is to be expected. The reason why I do not like to use the Exchange tab because the word Exchange appears on my acknowledgement. And in order for me to modify the wording, I understand I would need the Form Designer Module to specify it as a rental. I’m just trying to generate a report showing what components are currently out, and thought that it would automatically appear on my open core report.
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Well it turns out that it was pulling up a different invoice that had nothing to do with the Sales Order. The only commonality was that it was for the same company. Not sure why it would pull up an invoice that was not related with that particular Sales Order, but maybe they want you to select the invoice in the event you had more than one invoice outstanding for the same company, as a reminder?
Great Job by Amir Ghods from CC by discovering that the invoice # from my stock lines did not match the invoice # that I was inspecting.
However, Invoicing is generally not an area that I get involved in. That is passed along to a different department.
Nick, thanks for the PM, you helped out a lot too.
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I think that changing the invoice print qty to 0 made a difference. But now I can’t get the line items and quantities to appear. The packing list is blank.
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Thank you Nick. I have tried that and it keeps printing the invoice. Or in other words, the document states the word “Invoice” and not “Packing List” but I do see the block where you enter how many copies to print. I must be missing a step. I’ve even tried the other additional document tabs but it appears that the packing list option is only on the first tab.
Ken
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Or does the invoice have to be closed?
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I want to be able to enter it either way. Since I deal with just as many international customers as I do domestically, I would like to have the flexibility to enter our delivery date formatted in the manner that each country is use to viewing without doing drastic changes to our computer software program or server.
So If I quoted something for an August delivery, who happens to be in Europe, I would want my delivery date to reflect 15/08/2013. Currently, our system is set up to use the us calendar dates 08/15/2013 and will not accept entering the figure 15/08/2013. I believe the system is set up to accept it only one way.
You should be able to change the format of the calendar in Quantum with a simple click of an icon or at least be able to select the day, month and year regardless which system you use without receiving an error code.
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Hello John,
By doing so, now it’s flagging my stock lines that are currently available for that component as capability only and not available inventory.. I have some Exchanges that I am currently advertising on the SM, but after clicking on the other icons, it is not coming up as available.
?? confused here.
Ken
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Thanks Paul,
Best not to modify the program, very dangerous. I was hoping for a simple click here and there. Once again, very disappointing that these features are permitted in some modules, but not others.
Ken
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Bummer, thanks though. Somebody’s going to have to give me a sales pitch on which module I need to push for when I’m in SD. Shipping, Form Designer, Lot module. We just got suckered into getting the Accounting module this week. And nothing but headaches because we are on Firebird.
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Hi Paul,
Regarding those two modules, I don’t think we have it. Yes, I’m referring to what it looks like on the printed version. Under the RO, I am able to go under the Global Tab and enter the tracking number by editing the global header tab but that piece of information does not show on the printed version. I have a bunch of useless entries printed out on the repair headers going empty and I would like to substitute those unused entries with the tracking info.
Same goes for the Sales Order, but it appears that there is no specific area to enter the tracking info under the sales order header, but more useless entries lines that goes empty. Give it another year or two, Faxing will become obsolete.
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Welcome Samuel,
Yeah, in most situations, you can find your answers here since the subject has already come up. Unfortunately there isn’t a search function using keywords so you will have to scroll through the threads to see if they apply to your specific questions. Other than that, the TAT for response via the forum is much quicker versus CC, which could be a day or two later.
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No way to export onto an Excel Spreadsheet and reimport?
Ken
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Thanks for the advice, even though I know how to issue an invoice, I have to get accounting involved to do so since that’s their responsibility. I try not to get other people involved because of my errors. Knowing now, that any brokered repairs is very difficult to reverse, I will be very careful just like Non-Stock receivers.
Another way that would be more forgiving to correct your mistakes is to create a fictitious PO to bring the part into stock at zero dollars. Then create a Repair Order and Sales Order and link the two together. It involves another step but this would allow more flexibility in the event any voiding or editing needs to be performed.
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Not a very friendly program if it doesn’t allow you to correct your mistakes.
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The RO is closed since there was only one line item. I reopened the PO and tried voiding out the receiver and prompted me a message “STOCK LINE AMOUNT RESERVED CAN NOT BE GREATER THAN QTY ON HAND” and tried unreserving or deleting the stock under the actual Sales Order and prompted me a message “CAN NOT DELETE CUSTOMER OWNED RESERVATION”
This is the first time I have used a brokered repair out of a Sales Order and I had no idea that once it’s received under the RO, there is no going back.
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Yes, you are correct, there is a root cause, it’s me! We have too many companies that begin with Global or Heli XXX, or same companies with multiple names or with the same names with different locations that need to be invoiced to that specific location, etc and there are times, I have selected the wrong header or require to change the company header midstream.
In my opinion, you should be able to edit just about anything with a click or two. I find myself wasting so much time trying to fix a mistake that I have corrected before, only to discover that I cannot on another module.
It might be that I just do not know the shortcut or utilize the full potential of the module’s capability. In the event that I created a 20 line item sales order with various quantities with various prices, and need to change the company header, what are my options without manipulating the Auto Key? In the past, I have recreated a new sales order and re-entered the entire sales order. Very time consuming.
If there is a concern that someone is trying to manipulate or cover a mistake, you could always have a clause entered under the global notes stating that the company header was manually changed, similar to what a PO would say if you manually opened it after it’s been closed. But there is also a very simple way to reopen the PO without using the manual reopen option too that would not generate that manually reopen and closed clause.
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Thank you for showing me the back door system to change the company on the Sales Order. But wouldn’t it be a lot easier if you could just go into the Global Tab and switch the company name under the Sales Order Header Tab? No different than what you would do if it were a PO. As of right now, it’s locked.
Ken