icoke
Forum Replies Created
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we have 2 companies set up. when we do internal company transactions we do a sales order in one and a PO in the other to transfer the stock ownership.
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we use the receiving module exclusively. if you add the images in the image from the main menu bar and not in the global > document and images option those images transfers to the Stock line once received so you shouldn’t have to go back into the receiver to view those documents.
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if you are keeping all cost in the Main Component (the Lot) then I would add a charge and apply it to the main component. this will create your AP and add the cost to the lot.
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the Purchase management Module helps consolidate all your required purchases.
i.e. if you have Min and Max set up you will see low stock items for purchase
if you have the status of a WO set for release after approval you will see all the required items for those WO – or you can see all required items from every WO
if you actively add in vendor quotes you can use those to place PO’s to those vendors or use old PO’s to place multiple items on one PO.
it is just a good please to see all of your required items to be purchased instead of having to go to each order or other modules
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inside the global settings you can select to have the order for any module automatic numbers or manual number we do this with our LOT module so we can label the lot with what is in it i.e. MSN2889 or ESN57869
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to handle these what we typically do it is to create a lot.
we create a new lot with a PN that links back to the original unit i.e. Lot # SN893001
where the main component is pn 745-0002-501 SN 893001. then we transfer the main component in with all cost and link to the RO set up the lot for- do not allow pre-cost and apply RO-cost. once it has been disassembled we then receive in the sub-component then you can chose to either do a blanket 80/20 or 70/30 to recoup the original main component cost or assign cost on an individual sub-component level. also from there you can cut RO’s for the sub-components and keep the cost in those stocklines individually.
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this information is pulled form the Stockline Time information
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I have been using the approval code and until date in the company header for managing the approved companies and you can set up the event manager to send a reminder and then block the company when the until expires. for the images i use the expired field to be able to keep the older certifications and know which is valid and which have expired.
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I did the same as John, after getting the RF gun and utilizing it for stock transfers I removed the location from the stock label to stop having to reprint the labels after all stock transfers. this helped a lot now with teardowns and normal receiving. for this we receive it into a default like to stock or TD and then at the end of the day we transfers the items into the stock locations that have space.
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Instead of doing the Unknow you can always just create the shipper on a CW so when it gets moved through you can open the WORK order from the shipper once closed and if you decide to reject it you can track it there as well
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we use a procedure to change the status from pending to the correct shipping status depending on the warehouse code and then the status shows up in that warehouse Shipping Que.
I.E. for our Orlando warehouse if the warehouse code is ORL then is sets the shipping status to ORL. -
what we have started doing for conversions to outrights and additional Exchange fees is return the original serial number and then add a new line to the sales order. that way any cost remaining or any additional depreciation can be captured as well.
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there is a way in the work order to denote the time when it is not on your company when there is a time delay one of the ones i use is Quote sent to show when the quote was sent to the customer for approval. there is also a way that you can use the template times and statuses to calculate the completion date and that with the customer required date should give you a good estimate on if you are hitting your goals.
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oh sorry for the confusion there is no out of the box report for the shipping module but it would be the same concept the dates would need to be filled in in the SO or Work order for Customer required date and then you can easily create a crystal to pull this info.
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it can be both. you can add in the date manually or it can be updated based on the next delivery date from the PO/RO it will ask you if you want to update next ship date in the SO if linked.
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they have a vendor performance report in the company management reports. I think it is based on the receiver module and then the dates being filled out in the PO/RO fields.
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if you use the Unknown receipts I am not sure if it shows up on the receiving log in the master part history. either method will not add a stockline into the system but with the rejection of the receiver it will show up on the receiver log in the master parts page and be able to print out labels and the QA document.
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if it comes in based on a CW receiver I would say the best option is to just reject the receiver which would create the record in system but not bring in any stock. then you can use the QA document as the packing slip for the return any other option seems like it would be a lot of additional steps that could get messy.
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i have a few reports that pull the signature from the DB i created a sub -report that pulls the image file in their profile based on the assigned to SYSUR_Autokey. then i add the subreport to the report I need the signature on.
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thank you for the share I had to update a company name in an invoice and almost changed all the company name in my system. I was lucky enough I did not hit the commit button yet and was able to undo it though so this I great information
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you have to add the report to the reports> crystal run it. then you save a style. once you name that style go into event manager select show library and select the custom crystal reports. fill in the time and the emails and select the style you just saved the report under.
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if I remember correctly when they go to log in to a work order it asks for the employee code first so you should not have an issue with Employee #1 being logged in.
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in the Security Module settings you can add the fields to the block section and then in the templates in the security settings you can select the fields and set them to Read only or Hide. I think this should help get just those fields you are looking for but you would have to add all the fields on the tab
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Mike i have been racking my brain on why there is not a way but if you do the replace the items show up on the list to create the shipper. then after selecting them and then hitting create shipper no shipper is created. from what i remember the replace option would still need something issued to the WO in order to close it out and is meant to work with the loan disposition. it even does the same thing for the return disposition. i thought i had a way a while ago but no cant remember what it was.
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i have tried that but it only allows you to check the teardown flag when it is marked as an internal Work order.
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we typically use a consignment code for the lots that Match the Lot number (i.e. LOT # MSN3253 Consignment Code MSN3253) that way we pull the information based on that consignment code. Even when the stock is transferred out of the lot it still holds the consignment code
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that is how we do it to track items that we have received into our warehouse either a core, a repair item, or a purchased item. it allows us to add images and the documents it came with and then put our findings to print out the QA doc, which we share with the Vendor or sales team. same goes for Unknown items they are held in the unknown receipts until we know how to process them but we can track when they showed up and what is missing along with assigning a location. if the item is rejected then we will finalize the receiver and create a return in the PO. but the receiver is not closed till you finalize the line so you can change or adjust what ever is need. also the sale team receives an open receiver report with the reason for it being held every Monday ( this includes Unknown receipts that have the company that sent it and the AWB/Tracking number it came in on)
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in those cases we use a brokered repair ( or a type I)on the same SO and then cut the RO to the vendor we are asking warranty from so we can track it and mark it as a warranty RO
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there is a field in the master part page that you can assign default locations to specific parts but that is the only thing i know of as far as assigning location so if you put certain parts in certain locations you can do it this way it is in the stock default section.
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thank you guys for your inputs i will try a few things my self and see if any of it works
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thank you that is what we have been doing so far
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James thank you for this
this is very helpful and points me in the right direction
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wow thank you It really was that simple I cant believe I missed that option thank you again
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i tried to import that data first and then run the SQL statement in the test data base the parts came in fine but it would not update the units to require inspection and they were not available in the receiver when i opened it not sure what i did wrong
update wo_bom wob set wob.lot_req_inspection =’T’
where wob.woo_auto_key=(select wo.woo_auto_key from wo_operation wo where wo.si_number=’MSN1383′)
and wob.lot_req_inspection<>‘T’
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thank you now i can move into the receiving module for everything
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we just upgraded to start using it
we also have the Publications module so we will have 2 layers of security. the capabilities will be used with the receiver module to let the warehouse team know that the unit is on caps before the component is entered into the system. we are setting them up as basic (i.e. Full caps, Repair only ,Test Only) this way if the repair calls for an Overhaul and the caps are repair only then a notification can be sent to the customer for a revised RO. if there are no issues and the unit is on caps then the receiver is finalized and the WO opened . the second layer of security is the revision control if the Manual is out of date it will stop the WO from being opened
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Steven thank you for the replay how do you guys capture full shipment freight for multiple parts also what about the tear down cost
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Rainier van der Veen do you guys do Full aircraft tear downs and how do you handle the freight charges are they assigned per stock line. also do if you do tear downs do you assign the Tear down cost to all stock lines cause that is where we run into the issue.
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thank you i have tested and it just doesn’t seem like there is anything easy but yes it would be 72 of one line item and they are coming from a Lot . we have any employee that used pentagon and said they used to be able to highlight a bunch of stocklines and cut the RO for all of them
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Thank you for the responses. that is what i thought i was going to have to get creative in removing and returning these components
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what i use for my vendor approval process if the Appr Code table to assign what certificate they have in the edit screen in the company profile then i use the until box next to it to add the expiration date this is what ties to event manger to send out the notifications when it is about to expire
hope this helps
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thank you mike we currently do this but i am trying to see if there is an easy way to return the part as the turn-in adds the BOM to your inventory and even though it is assigned an Owner i do not see a way to avoid adding in the unit as a BOM for another work order which is really what i am trying to do
so i figure just set up an SOP to track and return any torn down main-components and the removed items so it tracks and you can reference it if there is ever an issue
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do you have a test server set up if so they can install the new version on it and you can run all the tests and see how it works and what is does
that is how we do it when ever a upgrade is available
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sorry I forgot this was added in a later version. I am sure you already looked at this but in the older versions if the lot header was originally set up to allow pre-costing and items were added, if the lot header was changed the stock items still had the allow pre-costing checked and that happened to me a few times maybe that is something you can see if it is happening
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inside the lot header there is an option (it is Called Returning Core Settings) for just Exchanges and that might be effecting it . the default setting is Pre-Cost.
I always try to set returning cores to follow the lot header set up
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were was the Number 1 I believe that the toll gates do not but anything in the space they just move the number along so you can see were it is and then sort by the gate and it also give you a total at the end of how many you have in which gate
this is if I remember correctly
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The toll gates use the assigned Task
as the tasks are closed the tool gates moves
you first have to assign a Work Type then each task you decide you assign a gate. Then as you close out the tasks the toll gate move down the line. You can then go into the Toll gate analysis and see what Work orders are in what Gate and how many days open. The gates and work types are User assigned so it can be as complicated or simple as you would like
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due you need the second page to reflect specific writing or due you need it blank
I use Company based Clauses when i want specific information to print out on a on one of my documents
you can set that up in the company profile and select which module it attaches to
same thing with part numbers
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i actually had a hands on at the Que Group
it is an outside Application similar to the GenBC but allows the mechanic to do write ups and take pictures for the work orders they are working , add parts to the WO in addition to labor recording
it needed a little fine tuning from what i saw but for the most part it looks like it would be a good addition especially if it tracks and automatically updates quantum as long as they are on a Wifi network
one downside is they are going to have to use User specific Licenses
if you want more information email Frank scales at Quantum he is the one that showed it to me and knows it well
and not sure if they will do this but i know when i want to try some of this stuff i have them give me a test license to try it
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yes you can set it up in user>inventory settings> exchange options
what i saw happen a few times it take the full cost of the stockline and others only took the repair cost of the item
but try setting that so the invoice is always posted before core is returned that seemed to fix the problem i had
hope this solves the issue