it
Forum Replies Created
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Andre,
After updating to the Oracle 11g platform, it is not necessary to have a seperate installation directory of QC for each terminal server user. We now only have one install of QC client and have done away with the whole mutllpe instances configuration. It works quite well.
I highly recommend you contact Pietro to discuss this.
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Marco – your process description is accurate. The reason for this is because it is unknown if the inventory is used completely until the repair job comes back. This reservation of piece parts until the RO is received allows for reconcilitation upon receipt.
Eric, as for your scenario, I havent heard this process often. I think the best way to handle this might be to create a seperate Part Number specifically for the piece parts. Perhaps call it “Piece Parts Billing”
Add this part to the same sales order as your exhange transaction as a brokered repair. Receive the “bogus” part in and add it to the same repair order as the core part number being repaired. Add your piece parts to this item for the core being repaired. Upon receipt of the repaired core, receive the “bogus” part at the same time (zero cost) and issue the piece parts. This will automatically receserve it back against your sales order. Then, mark up the “bogus” part to establish your sell price. Invoice that part out to your customer.
Use line item notes in both the sales order and repair order to identify the PN, SN of the core that the peice parts were issued to . I would also recommend giving the initial brokered repair line item the same line item number as the exchange item it is intended for. That way it is easily tied together on your sales order if there is more than one exchange line item on the initial sales order.
This will allow the core repair to aquire only the repair costs, seperate your piece parts billing activity from that item and cleanly bill your customer back. The only down side is you will have to view the RO to determine what the piece parts were actually used for on a historical basis.
Hope that helps.
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Andre – we have never had to reboot the server when switching time. You might want to look at the services running on the server and see if you can simply restart a service running, instead of rebooting the whole server.
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Scott, this may be a bug that you need to report to CC. Sounds a little odd to me.
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Tony – if you want to do a mass removal on the items, just run an SQL script.
delete from rc_detail where rch_auto_key=(the auto key of your receiver header) and (qty_hist_denied+qty_hist_appr)=0
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You the first I have heard of using the integration feature. We have intetration with a third party shipping solution where we built the bridge in house. Functionally speaking, the shipping module has worked well for us, but we dont use the built in integration with Fedex or UPS.
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Try the statement below.
I think it would be easier to just use a text field instead of a memo field.
var
q : TOracleDataset;
begin
q := TOracleDataset.Create(nil);
q.SetSession;
q.Sql.Text := ‘Select TERM_CODE from TERM_CODES where ‘ +
‘TMC_AUTO_KEY = ‘ + SO_HEADER[‘TMC_AUTO_KEY’];
q.Open;
memo1.Lines.Clear;
memo1.Lines.Add :=q.FieldByName[‘TERM_CODE’].AsString ;
q.Free;
end;
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Tony, the only way to really do it is to delete them from the reciever.
Our process for lot receiving is as such..
1. Import a list of the expected items into the lot with a location code of “No Loc”
2. Receive the items by verifying the data that is already in the system, attach
scanned docs and images, and assign the location.
3. Once all product is recieced, review all items with a No Loc location. These
are the descrpencies.
4. If the descrency is legatamite, add it to a stock issue to remove it from the system
the same way we do with any inventory shorate (see Managing Inventory Shortages lecture).
We have found this process the fastest way.
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They do have a utility to remove old images, I believe. You could compress them, back them up and them run that utility to remove them and reduce your storage footprint.
Optionally, you could create a vb script that runs 7zip to compress files older than XX date. Since imaging is designed to accomodate any file, you could probably get away with leaving them in place. Then, when accessed they should prompt to unzip the file like any other compressed file.
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Tony – when I do mass deletes on stock like this, I never delete directly from stock.
This will actually remove the stock lines, and if a mistake is make then you have no recourse. At a minimum, just change the qty on hand zero.
what I normally do is use the consignment tools. I create a consignment code for that batch. Then, if it is not already assigned, do a stock update and update the desired stock records with that consignment code (cnc_auto_key). Once you have confirmed the stock is correctly assigned to the consignment code, then use the Consignment Tools utility in the global menu to “delete” the stock. It just asdjusts the qty to zero.
This method provides you with plenty of opportunity to correct mistakes, and gives you an audit trail.
I’ve learned my lesson so I take the safe route.
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Dave,
Yes, I believe it is possible. It is fairly complicated though.
There are several tables involved.
Warning_modules = (wnm_auto_key is primary) this lists the modules that a warning message can be applied to.
Warning types = (wnt_auto_key is primary) this links the PNM_AUTO_KEY and defines the type of warning (inform, block, etc.)
Warning_messages = (wms_auto_key is primary) this holds the actual message
Yyou would need to have the message set up in the warning_messages table.
For each PN record you are importing, you would need to know the warning type.
When you do your import, you could do an insert into the warning_types table
The warning_types table insert values might be something like this
wnt_auto_key= (auto generated)
wms_auto_key= the auto key value of your warning message from the warning_messages table
wnm_auto_key= 1 (one is for part warnings)
warning_type = value would be a 1,2 or 3 depending on the type of warning
pnm_auto_key= pnm_auto_key of the part just imported.
Of course, you try this through interactive sql by doing a couple of manual inserts to make sure it works.
Hope that helps.
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Yes I do. Beware, though, I have to go through all of my code and update it.
That being said, the benefit gained from being able to code and change screen (for us) outways any issues during upgrade. It just takes longer to roll out the upgrade.
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An update on this topic… The QUE Group Board, at the last meeting, voted to coordinate a call between an ILS Representative that contacted us, and Zvi, President of Component Control.
The objective of the call was to explore the possabilities of integration between ILS and Quantum.
There was contact from the Que Group to both parties and a call was arranged. I do not yet know the outcome of that call.
As I find out more, I will let you know.
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I received the v10 beta yesterday and am going to begin testing it. The receiver report is one area that has always been a problem. Kevin Otto has a new Crystal version of hte receiver report you may want to contact him for more information.
If you use any customizations for documents in QC, or you use the screen scripter module, beware. You must test everything. They updated their development environment to Delphi 11 I believe and there are many changes.
I will try to keep the group updated on this release.
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I hate to be blunt, but the best suggestion I have is dont run your crystal reports within Quantum.
You can have much more capability useing Datalink or a similar tool.
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Sandy – you will need to declair your variable in the global declarations sections of your form to make it available to the main report from your subreport – if you have not already done this.
Set the global variable as a bolean (true or false)
Next, I would test the value in your sub report and set the variable to true or false.
In your main report, then just set your region visibility to
Region1.Visible:=varTask
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Jenelle,
We are migrating to 11g. If you are not on Oracle 11g, I recommend you move towards that. Those errors should not be happening. I would not accept “restart server” as a solution. This may be related to hardware resources. Contact Pietro, and CC Todd Lewis on the communication.
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Last post didnt format right… try again..
Tracker Description
26780 RMI Stock Cost and Price Doesnt Transfer to Invoice
Status= Failed Entered On 1/25/2012 Fixed In 9.3
27062 Sales Person doesnt propegate to line items
Status= Patched Entered On 3/7/2012 Fixed In 9.3
23172 Billing with depreciation
Status= Review Entered On 9/30/2009 Fixed In 10
26838 RL Depreciation multiplied by qty
Status= Review Entered On 2/3/2012 Fixed In 10
27056 Description for RL stock adjustments
Status= Review Entered On 3/6/2012 Fixed In 9.5
26950 Cannot undo issue RMI
Status= Patched Entered On 2/22/2012 Fixed In 9.3
27033 Selling item with repair cost from lot gives incorrect cost
Status= Review Entered On 3/2/2012 Fixed In 10
27051 No warning when invoicing part that is on site
Status= AssignedEntered On 3/6/2012 Fixed In 9.5
23188 GL Transactions for Lot//Consignment Returns are wrong
Status= Review Entered On 10/5/2009 Fixed In 10
20934 inventory overstated and shipping bugs
Status= Review Entered On 5/23/2008 Fixed In 10.1
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Here is the status of our issue list, and what CC has come back with so far.
Rank Tracker Number Description Status Date Fix in
1 26780 RMI Stock Cost and Price Doesnt Transfer to Invoice Failed 1/25/2012 9.3
2 27062 Sales Person doesnt propegate to line items Patched 3/7/2012 9.3
3 23172 Billing with depreciation Review 9/30/2009 10
4 26838 RL Depreciation multiplied by qty Review 2/3/2012 10
5 27056 Description for RL stock adjustments Review 3/6/2012 9.5
6 26950 Cannot undo issue RMI Patched 2/22/2012 9.3
7 27033 Selling item with repair cost from lot gives incorrect cost Review 3/2/2012 10
8 27051 No warning when invoicing part that is on site Assigned 3/6/2012 9.5
9 23188 GL Transactions for Lot//Consignment Returns are wrong Review 10/5/2009 10
10 20934 inventory overstated and shipping bugs Review 5/23/2008 10.1
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Good information to know.
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Please post some specifics so other users can compare.
Thanks.
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Thanks for the info. We recently paid CC to overhaul that report. The original report I developed with Patrick Weisner from Pilatus during my time with Component Control, but it was never meant to be a reconcilation report. The challenge is the complexity of our business has exposed some issued in the GL and we didnt use deferred receiver the whole time. In fact deferred receiver in the RO wasnt even available unitl a few years ago.
Those things combined result in a thorn in our side when it comes to reconciling.
I am now working with Keven and his SQL querry.
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Matt,
There are a couple people using the bridge, but I dont know who specifically. It is my understanding that the bridge is only one way and does not post information back to Quantum, but I could be wrong. We built our own bridge to a system called Harvey which is a two way bridge.
I would recommend contacting CC for assistance, but I dont think they sell it anymore.
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To All in this thread – I have found a very, very useful tool from Advance QC.
It is a spreadsheet querry that will retrieve user templates and users into a spreadsheet from the security system. It is quite impressive and by far the best tool for security I have seen yet.
You can contact Kevin Otto at (kevin@advanceqc.com).
It is well worth the money.
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Rick,
Please download and review my presentation from 2010 on physical inventory. It should provide you with the answers you need.
http://quegroup.camp7.org/Default.aspx?pageId=658328
If it does not, post again and we will see what we can do to help.
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Pedro,
We use the OCDia too to update our list pricing. Once the script is created, it can be used over and over. It might be more cost effective in the long run to pay CC for training on this tool then to pay them to do it every time you need it done.
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Spencer, I have posted two SQL scripts (secret SQL 1 and secret SQL 2) that you can use which will show the table and field relationships of anything in QC. This, combined with the built in F10 function on the QC screens and grids should get you all of the information you need.
Additionally, you should install SQL developer you can access all triggers, stored procedures and table relationships.
Hope that helps
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Adam,
I’ve already forwarded it to Todd Lewis for consideration.
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Ken, Shipping module is outbound only. We have modified the receiving inspection module screens to force tracking number input, which helps close the gap.
Tracking freght is an ongoing battele for sure.
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I apologize, I thought you were embedding code with the Screen Scriptor not the forms.
If you use the screen scriptor, you may be able to prevent the user from printing through the print screen, but the quick print option would likely override the code.
So, you approach by going to the documents is likely the best option.
I have never tried closing a document like that. But, what you may need is a stop or exit command in there. Or, see if there is a form.close function or something like that available.
That is a tricky one for sure.
Another way around that would be create your documents outside of QC with Crystal Reports. Use Datalink to deploy them.
Then, put the documents in folders on your shared drive and use folder level security to restict access to different user groups, preventing them from using the forms in the folder.
Then in QC, just block printing of the documents all together, forcing the user to use the external crystal repor documents.
Not an elligant solution, but that is all I can think of right now.
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Here is a list of my outstanding issues, without the detail. Many of these are as old as 2008 and one is from 2007.
•1. New: Currency price not calculating correctly (SO and Invoice Modules)
•2. 26780 (RMI Module and Invoice Module)
•3. 23172 (Rental Lease and Invoice Module)
•4. 26838 (Rental Lease and SO/Invoice Modules)
•5. 23172 first issue fixed – second issue remains see tracker 26838
•6. 26950 (RMI Module)
•7. New: Consignment lots. When you have an item set to apply RO costs to stock line, then sell the item, the invoice cost calculates some obscure number
For the cost of the invoice. The GL appears to be correct as does the consignment analysis reports, but the invoice costs are completely wrong.
•8. New: Invoicing does not work in RMI module for non-program parts in latest version. (RMI Module and Invoice Module)
•9. New: Receiving a core for an invoiced RMI item is not allowed as it shows the Max Qty as 0 in the receiving inspection module for that item
And therefore you cannot receive it. Testing this issue in latest release showed that invoicing all together was broken as noted above. (RMI Module and Receiving Inspection Module)
•10. Not recorded in your system, but reported: When doing warehouse to warehouse transfers, the location codes of the stock lines are getting changed.
•11. 318307 (RMI Module)
•12. 23188 (Lot Module and Invoice Module)
•13. 22133 (PO Module and Vendor Invoice Module)
•14. 22932 (Rental Lease Module)
•15. 20992/20993 (Rental Lease and SO/Invoice Modules)
•16. 21016 (Lot Module and Quotes Module) SO works, QTE does not
•17. 26952 (Lot Module and Receiving Module)
•18. 26804 (Menu System)
•19. 20934 (PO RO Modules)
•20. 21120 (Physical Inventory Module)
•21. 22932 (Rental Lease Module and Invoice Module)
•22. 21463 (Data Services Module)
•23. 20814 (Sales Order Module)
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You can accomplish this two ways.
1. you can modify the user screens and put in a UDF that you could set a value to which acts as an identiyer for the forms they can print. Then, put in your script a retrieval of that value, check the value, then restrict if the form being printed is not what you want.
2. In the statement I provided, you can simply check the value of the user name and the value of the form being printed and restrict as applicable.
Here is another thing to think about. If the forms are relative to a certain location (like ours) you can use the department code or GEO code in the user setup to restrict the forms based on that value.
This doesnt provide you with the actual code, but some approaches you can look at.
I can tell you, I have posted enough sample code in the forums to pretty much accomplish whatever you need.
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Boy is that a loaded question.
I am testing it right now. We have found many issues of ours reamin unfixed.
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This could be caused by a variety of issues. Most likely it is related to user access rights to the machine, or folders.
I recommend you get with CC to troubleshoot it.
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It might. I think you safest bet, tony, is to get a list of the open po that are legitimately open and then filter out those by the pohautokey. The statement I gave you will not catch everything and it may get things you don’t want.
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In thinking about this, you can also use Price Lines to accomplish a similar objective, but with parts.
The price lines could be set up for the various parts, and provide multiple levels of discounts. Each module allows you to specify the price line you want to use for that particular part, and a particular order.
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Quantum has a discount matrix tool. I actually helped develop this tool when I was employed with CC. AvAlaska was the original requestor of this utility.
It allows you to establish discount “levels” for both customers and vendors based on list price. These codes are then assigned to your customers.
So, for example, discount group A receives a 10% discount off of list price
while group B receives a 15% discount.
For the vendors, you would do discount C gives 30% discount off of list price
for your buy price.
Then, you assign your customers to these various groups. This allows you to managed your discount levels centrally and it will roll out to all the customers assigned that group, for example.
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Contact Advance QC Advance QC
He has tools that can help you. You will have to pay for them though.
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Tony, I did a similar thing recently. I think you should approach it this way.
First, always do a select to test the query.
select pod_auto_key, qty_rec,qty_ordered from po_detail where qty_ordered <> qty_rec and qty_rec>0 and qty_ordered>0
for the update, something to this effect.
update po_detail set qty_ordered=qty_rec, closed_update=’T’ where qty_ordered <> qty_rec and qty_rec>0 and qty_ordered>0
Component Control built in a hidden field called closed_update. If you set that value to true in your SQL statement, it will bypass the triggers in most cases and let you do updates pretty freely.
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Lenard,
You will need to link the SO_Detail table to the RO_Detail table.
Then, create a formula that sets a value true or false if the SOD_AUTO_KEY
is null. Once that is in place, you should be able to filter the RO_Detail on this
formula.
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I have found the most useful tool is a book by SYBEX called SQL Instant Reference. It the closest to the syntax used by Delphi/Oracle that I have found. My book is quite dated, so I am sure the are updates.
Here is the most recent version
Also, Delphi is a Pascal based language. So, getting a reference book for that would be helpful too.
Hope this helps.
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Sandy,
I have not tested these, so use at your own risk.
To test, just replace the woo_auto_key with an actual auto key value and run it in the interactive sql tool. This is how I test my sql before deploying in a document.
‘select notes from stock stm where stm.stm_auto_key=(select str.stm_auto_key
from stock_reservations str where str.woo_auto_key=’+WO_OPERATION[‘WOO_AUTO_KEY’]+’)’;
Or
‘select notes from stock stm where stm.stm_auto_key=’+WO_OPERATION[‘STM_AUTO_KEY’];
You could run into problems if you have more than one stock line reserved against the work order.
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Leah,
That would be my guess. We dont host our own exchange services so my direct experience in this limited.
Hopefully someone else can provide more info. You could always contact Scott at Component Control. He is very good.
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Thanks Tony. That is pretty bizzar and great trouble shooting!
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Andrew,
Good stuff! thanks for sharing. Interested in doing a presentation at this year’s conference?
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Albert I recommend you us the TriCerat product called Screwdrivers.
We have multiple platforms connecting via terminal server and have not had this problem.
See my presentation on “Going Remote” from last year.
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Felix, if you page numbers do not show correctly, you may need to change your form settings to 2 pass vs single pass. This means the report runs completely first, collects all of the variable data and then displays the data on the second pass.
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Andrew,
Thanks for the post. We have many modified screens and I have not seen this issue. It could be a version related issue thought.
Please post the script so that others can benefit in case the issue arising.
Thanks!
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Thank you for the clarification. I would have suggested the same, creating a manual AR. Or if you want to tie it to the transaction then re-open the sales order and add a charge for a negative amount. Then, invoice that change out.
You can also optionally apply an adjustment to the original invioce and probably have the same effect.
Thanks for the follow up and statement of resolution.
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Felix, that is the best approach.
We dont really use the category. I dont even think it shows on any of the screens
as an input option.