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Forum Replies Created
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I second that. A charge is the best way to do restocking fees on the PO’s.
Score one for Ken
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you hit the nail on the head, Ken. That is problem with company merge being used when a the is a business buyout or something like that. It is a bit of a pain, but leaving two company records it better in my opinion.
Use the company warnings to alter users of the change. And, you can also use the “Parent” field to identify the new parent company.
So, company merge is good, but sometimes it is best to use that sql statement for individual transactions.
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🙂 it is a pretty bad solution but still works
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I agree. You can, however click and hold in the notes and drag down to get it to scroll
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Jackie, this could have been an event manager script that company paid for, or the customer could have paid additional to keep from being used by others as a competitive advantage.
With that said, I would be interested to learn more about it.
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You could do it through SQL if you do not want to just change the company name in the Companies table.
update po_header set cmp_auto_key=[your new company cmp_auto_key value here] where poh_auto_key=[the poh_auto_key value of the purchase order you want to change]
If there are more than one purchase orders, you can do them all at once like this
update po_header set cmp_auto_key=[your new company cmp_auto_key value here] where poh_auto_key in (poh value 1, poh value2, etc)
As always, test in your test DB first and never, ever forget your where clause or you will change all values in your table.
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Dave, we use the warehouse levels to manage min max levels. We created a crystal report that utilized the condition level feature in the condition codes tables and in turn used screen designed to add a field to the warehouse levels screen allowing us to specify what condition levels are applicable to the min max requirements. Then, we use a crystal report to report on that.
As for RO approvals, QC has no repair order approval system in place. We used the screen designer tool to create our own PO, RO and Stock Transfer approval systems. The PO and RO approval system we built uses the authority levels set in the user profiles, and the PO is approved based on whole order whereas the RO is approved based on each item.
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You can also look at a presentation I did a few years back on barcoding
http://quegroup.camp7.org/Resources/2011Conference/QUE_Barcoding_Capabilities.pptx
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We have used a few different hand held trigger scanners just fine. The trick to the USB scanners is to make sure the USB port is seen as a serial port. Some of the hand helds need to be programmed and require their own software to be installed.
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I believe there is a system setting in inventory settings “Only UPPERCASE for Part Name” which will take care of this for you. I believe it applies to both PN and Description.
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In the work order, global menu, GL Utilities, WIP Log you can see all work order details. This should give you everything you need. Just export the grid data to excel, filter on your work order and sum the cost.
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If I understand what you are talking about, I think it has something to do with the relative position of the lines getting messed up. Pain in the butt, no way to deal with it that I am aware of.
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Jackie,
Those reports are slowly being replaced. The invoice detail report could be substituted by creating a crystal report, or query that opens in MS Excel.
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Mark, At Worthington we used to do our cycle counts based on locations that were touched the prior business day. This would be any location that had a part go into it, or come out of it. We no longer do this for our own reasons and instead to a full wall to wall count throughout the year while incorporating random locations.
That being said, if you would like a copy of the cycle count report we used to use, let me know.
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I sent a couple suggestions your way Alonda.
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Use an SQL statement. That would be the only way.
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Felix, this is not uncommon. I don’t know if you are using Oracle or not, but it could be your cache settings. Talk with CC and see if they can help you speed it up.
Either way.. its still faster then adding them by hand. 🙂
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Gene,
we use the minimum warehouse levels report which allows for minimums by condition. However we also incorporate the condition levels into our reports allowing us to group multiple condition codes to satisfy the need of any of those given condition.
shoot me an email and I’ll send you the report if you like.
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The only tool I know of that could handle this is Event Manager
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Here is my suggestion.
Use the Quote status codes to apply a “Revised” status to the quote once it is no longer the original. Then, institute a policy where all quotes are first printed to document imaging before submitting to the customer. This is a fairly new feature and is available in the print options under the destination.
The status code will provide a visible clue that the quote has had revision.
The document imaging will provide the hard copy history of those revisions.
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Ken the only way to solve this is to contact Pietro or someone on the Stock Market team.
The reason there is no forum for this topic is because that is a web based service provided by Component Control and is actually a stand alone offering and technology.
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Bill,
Copy this and paste it into notepad. Save it as a .dqy file and it should open up in MS Excel
This should get you started with customizing your own query.
You will need to change the UID value and the PWD value for your schema
XLODBC
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DRIVER={Microsoft ODBC for Oracle};UID=WMC;PWD=XXXXX;SERVER=MAXQPROD;
select wo.wo_type “TYPE”,(select wt.work_type from wo_work_type wt where wo.wwt_auto_key=wt.wwt_auto_key) “ACTIVITY”,wo.open_flag “OP/CL”,wo.si_number “WO”,wo.notes “WO NOTES”,(select cmp.company_name from companies cmp where wo.cmp_auto_key=cmp.cmp_auto_key) “CUSTOMER”,pn.pn “PN”,pn.description “DESC”,(select pn2.pn from parts_master pn2 where pn2.pnm_auto_key=wo.pnm_modify)”MOD PN”,wo.entry_date “E.DATE”,wo.due_date “DUE DATE”,wo.manual_ecd “EST CMP DT”,wo.wo_udf_001 “RELEASE DT”,wo.wo_udf_002 “RELEASE BY”,wo.parts_flat_price “FLAT RATE PN PRC”,wo.labor_flat_price “FLAT RATE LBR PRC”,wo.misc_flat_price “FLAT RATE MISC PRC”,(wo.parts_flat_price+wo.labor_flat_price+wo.misc_flat_price) “TOTAL FLAT RATE PRICE”,NVL(CAST(wo.wo_udf_003 as int),0) “EST HOURS”,(select sum(wl.hours_billable) from wo_task_labor wl, wo_task wt where wl.wot_auto_key=wt.wot_auto_key and wt.woo_auto_key=wo.woo_auto_key)”Hours To Date”,
(select sum(wl.burden_rate*wl.hours)from wo_task_labor wl, wo_task wt where wl.wot_auto_key=wt.wot_auto_key and wt.woo_auto_key=wo.woo_auto_key) “LABOR CST”,(select sum(stm.unit_cost*str.qty_reserved) from wo_bom wob, stock_reservations str,stock stm where wob.wob_auto_key=str.wob_auto_key and str.stm_auto_key=stm.stm_auto_key and wob.woo_auto_key=wo.woo_auto_key) “RESERVED PARTS CST”,(select sum(ti.qty*stk.unit_cost) from wo_bom wob, stock_ti ti, stock stk where wob.wob_auto_key=ti.wob_auto_key and ti.stm_auto_key=stk.stm_auto_key and wob.woo_auto_key=wo.woo_auto_key and ti.ti_type=’I’) “ISSUED PARTS CST”,(select sum(wc.unit_cost*wc.qty) from wo_charge wc, wo_task wt where wt.wot_auto_key=wc.wot_auto_key and wt.woo_auto_key=wo.woo_auto_key)”OSV CST”,(select sum(stk.unit_cost*sti.qty) from stock_ti sti,stock stk where sti.sti_auto_key in (select sti2.sti_auto_key from stock_ti sti2, wo_bom wob,
wo_operation woh where sti2.wob_auto_key=wob.wob_auto_key and wob.woo_auto_key=woh.woo_auto_key and woh.woo_auto_key=wo.woo_auto_key) and sti.stm_auto_key=stk.stm_auto_key and sti.ti_type=’T’) “TURNED IN PARTS CST”,(select wl.total_amount from wip_log wl where wl.woo_auto_key=wo.woo_auto_key and wl.operational_type=’Main Comp’) “ORIGINAL MAIN COMP CST”,(select Round(min(Current_date-pod.next_delivery_date)) from po_detail pod,purchase_wo pw,wo_bom wob where wob.woo_auto_key=wo.woo_auto_key and wob.wob_auto_key=pw.wob_auto_key and pw.pod_auto_key=pod.pod_auto_key and pod.qty_ordered<>pod.qty_rec) “Max PO Days Overdue”,(select Round(min(Current_date-rod.next_delivery_date)) from ro_detail rod,wo_bom wob where wob.woo_auto_key=wo.woo_auto_key and wob.wob_auto_key=rod.rod_auto_key and rod.qty_repair<>rod.qty_repaired) “Max RO Days Overdue” from wo_operation wo, parts_master pn where wo.pnm_auto_key=pn.pnm_auto_key
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Yes, you can do that. You would have to use the DIA tool and write a script for it though.
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Eric, you should take a look at my past presentation regarding the barcoding capabilities. Also, there is a past presentation I did about doing a physical inventory and managing shortages in the system. These three presentations should answer all of your questions and provide an outline of the methods, capabilities and procedures for managing inventory.
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Yes, however you may need to modify the document to pull from the reserved main component data depending on which document you print. Or, just a create a crystal report version. Another way to is to find a document that contains all of the information you are looking for, then modify it to make it look like the CofC you want to print.
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After looking at this post again, I investigated the forms designer module after a recent upgrade. I don’t know if it was introduced recently, or I never noticed it. But, there is a 2d barcode option in the forms designer module.
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correction – forgot the table alias
(select ptc.pn_type_code from pn_type_codes ptc, parts_master pn where pn.pnm_auto_key=stk.pnm_auto_key and ptc.pct_auto_key=pn.ptc_auto_key) “TYPE CODE”
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SELECT
stk.PN “PN”,
stk.DESCRIPTION_UPPER “DESCRIPTION”,
stk.QTY_OH “QTY ON HAND”,
stk.UNIT_COST “UNIT COST”,
(select pg.GROUP_CODE from pn_groups pg, parts_master pn where pg.png_auto_key=pn.png_auto_key and pn.pnm_auto_key=stk.pnm_auto_key) “GROUP CODE”,
(select pc.condition_code from part_condition_codes pc where pc.pcc_auto_key=stk.pcc_auto_key) “CD CODE”,
(select lc.location_code from location lc where lc.loc_auto_key=stk.loc_auto_key) “LOC CODE”,
(select gl.account_number from gl_account gl where gl.gla_auto_key=stk.gla_auto_key) “GL ACCOUNT”,
(select cnc.consignment_code from consignment_codes cnc where cnc.cnc_auto_key=stk.cnc_auto_key) “CONSG CODE”,
stk.SERIAL_NUMBER “SERIAL NO”,
(select sys.user_name from sys_users sys where sys.sysur_auto_key=stk.sysur_auto_key)”USER”, — <- don't forget your comma to add a new field to your querry — add line below for type code (select pn_type_code from pn_type_codes ptc, parts_master pn where pn.pnm_auto_key=stk.pnm_auto_key and ptc.pct_auto_key=pn.ptc_auto_key) “TYPE CODE” — all line above for type code FROM stock stk WHERE stk.QTY_OH>0
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Good question. Never noticed it before. Mine is disabled as well.
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Henrik – try logging into the computer as the administrator, then log into QC as the same user. See if it the setting are saved then. If so, it could be a local rights to the registry issue.
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I believe the developer comment references building the control manually. There is no column control variable setting in the screen scriptor control setup that I can see.
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I assume you tried changing the height and width of the object? if this doesn’t work, you may need to build the object dynamically upon form show.
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Yes, you are in the right area. The browse you want for the lots is called “Stock Lot/Kit/Issue Header History”
If you want to see if the part inside of a lot vs the main component of the lot then you can select the “Stock Lot/Kit/Issue Detail History”
Each of these browse options are the 28th and 29th browse option respectively. Now, if your version is different then mine you may not have the same number of browse options as me but those two browses have been available for quite some time.
As for the stock reservations, that one is called “Current Stock Reservations” and is the 15th browse option.
You can click once on the browse options to see the full name. Otherwise the name is truncated by the view.
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You can change your history grid view on the parts master screen to include lot headers and lot items.
You can also pull in stock reservations which will show the lot header for main components.
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Alternates will also cause this. If you have an alternate part number that is not also a master part, it will enforce the duplicates rule. You would then have to look up the alternate part number, edit it and mark it as a master.
As a side note, QC will allow duplicates, you just have to set the flag in the inventory settings.
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The PO number should also be visible in the lot header recap if you open the lot up.
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Henrik – if you have a good experience with certain CC employees, I encourage you to submit nominations for the annual “Standards of Excellence Award” which will be given to a CC employee at next years conference.
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Bill – If you want to send me the report, I can take a quick look at it.
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I love this! If this doesn’t present the value of the QUE Group and why we exist, I don’t what does! This is such great information. Thank you all for the input!
Great stuff!
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This is good to know. Guess that is what happens when you don’t keep up on the version! Time for us to upgrade again..
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Billy, yes this is by design.
The issue is that you are attempting to edit the work order. Unfortunetly there is no view option for the WO header.
If you are editing the work order header then a re-open status should be used.
However, if you just need to view the details of the wo header you could use a report or ms query to accomplish this much less painfully then trying to get CC to change it back or introduce a view header option.
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This report is available through the QC interface by opening a sales order, then global menu, then print Pick Ticket.
As far as setting it up in event manager, unfortunately I cant help you there.
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Anthony, I prefer to use sub selects. This way if a record does not contain a data element, it is still returned in the query consistently.
Try this
SELECT
stk.PN “PN”,
stk.DESCRIPTION_UPPER “DESCRIPTION”,
stk.QTY_OH “QTY ON HAND”,
stk.UNIT_COST “UNIT COST”,
(select pg.GROUP_CODE from pn_groups pg, parts_master pn where pg.png_auto_key=pn.png_auto_key and pn.pnm_auto_key=stk.pnm_auto_key) “GROUP CODE”,
(select pc.condition_code from part_condition_codes pc where pc.pcc_auto_key=stk.pcc_auto_key) “CD CODE”,
(select lc.location_code from location lc where lc.loc_auto_key=stk.loc_auto_key) “LOC CODE”,
(select gl.account_number from gl_account gl where gl.gla_auto_key=stk.gla_auto_key) “GL ACCOUNT”,
(select cnc.consignment_code from consignment_codes cnc where cnc.cnc_auto_key=stk.cnc_auto_key) “CONSG CODE”,
stk.SERIAL_NUMBER “SERIAL NO”,
(select sys.user_name from sys_users sys where sys.sysur_auto_key=stk.sysur_auto_key)”USER”
FROM stock stk
WHERE stk.QTY_OH>0
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Sandy, if you use the shipping order module, this might be a fairly straight forward report.
Otherwise, you would need to build a crystal report, or an MS Query for this.
I am not aware of any built in reports with this data.
do you have crystal, and the internal expertise to create the report?
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Karen,
Nick’s approach is solid, but be aware if you use the accounting module, you much take into consideration your awaiting core values.
Also, if you use the lot module, you must be sure the item originally sold and the core received are matched up to the correct lot.
Lastly, if your inventory is consigned, you must make sure that the core goes back into the proper consignment lot.
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Thanks Ken. I was just wondering if there might have been strange characters in the PN, but it looks pretty straight forward to me.
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Chelsea – we have used the accounting module at Worthington for years, and we are run much like a public company. We go through three independent audits a year and have always passed with flying colors.
We too use multi currency, but on a limited basis.
I know there are limitations in the currency capability within QC, and I do not know how many other companies out there use the currency system to the depth you are describing.
The only advice I can offer is to be sure and do a full analysis of capability and features from one system to the next. You will certainly lose things related to your suspense accounts, like awaiting core, unless it is built into your bridge.
Have you spoken directly to Todd Lewis about getting someone out to help do a full analysis? have looked for QC specific consultants that might be able to help?
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Very good point Alonda.
Be aware, though, that if you use the Shipping Order module, you will want it defaulted otherwise it could become quite cumbersome for the warehouse staff.
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Lydia,
Yes, this is likely what you would need. We use replicable segments with the department codes.
You can default departments to number logs or users.
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After you receive it back in, they can just do an AP to AP transfer, if I understand you scenario correctly.