it
Forum Replies Created
-
If you are using the Shipping Module to return your PO cores to the vendor, you can print Certs from there. Otherwise you can create your own cert with the PO document using the Forms Designer module.
-
Leo, Unforuntely, the Cost+ method does not work with the lot module. Which you have figured out. I am curious why you do not want the repairs to be expensed, and later hit COGS upon a sale. I know there are many ways to handle exchanges in accounting, but is there a fundamental reason it must be this way, or is it that it has always been this way and change is not an option. By fundamental I mean complaince with bank covinance and the like.
There are other ways to potentially handle this through some clever reporting and manual adjustments. However, before this approach is taken you must understand completely why certain monies like core values and repairs costs are treated the way they are.
Component Control’s staff has limited real world business experience and their guidence is based on keystrokes within QC vs actual business process development. Nothing wrong with that, I’m just saying dont expect business transaction solutions from them.
-
Leo,
Please review my presentation on lots. Exchanges from lots are treated like any other sale and will always come back as a zero cost. The reason is because the cost of the item being sold for a lot item is based on the margin defined in the lot. Therefore, the cost of the item can never be greater than the item being sold. This is based on the flat rate method. When you really think about how lots work, it makes complete sense because the repair costs will either go back into the lot or it will go against the stock line.
If you items are all precosted, then you might consider not even using the lot module as it serves no real purpose other than to group the product together which can be done other ways.
-
Additional comments on the document/imaging server error. If you moved your images to the backup, you also need to move the imaging server – server exe files over and make sure they are running.
The imaging server works by QC pointing to the machine where the imaging service is running. The imaging service then retrieves the file and feeds it back to the QC client. The reserves is true for storing images.
-
Tony – document/imaging using the IE Browser to view images. Therefore whatever the browser is capable of displaying on its own, imaging will act the same way. Including files that cannot be read – ie they prompt to save or run.
That being said, it is most likely a browser plugin issue. Make sure the plugins are installed and enabled. Additionally, make sure the IE security and privacy settings are set correctly to allow for those plugins to work. Make sure there that IE is the default browser. Make sure there are no other browsers installed. Make sure you have the lastest version is Adobe reader. If you have full version of adobe installed, it make sure the reader is the same version.
Felix – this error is caused by your backup server not pointing to the document imaging server. The settings are in the system settings in QC. If your document/imaging server is on the same machine as your QC, you should migrate the setup to your backup server as well. In short, your backup server does not see your document/imaging server.
-
Felix,
As Tony mentions, Adobe X works fine. We use it on our Windows 7 machines.
Be aware though, that if Adobe updates or it was just installed, and you get a prompt of some sort to acknowledge a license agreement or something like that, it will cause
QC to hang because the prompt is behind QC. Therefore, make sure you execute Adobe Reader accept any acknowledgments that might come up and ensure you can open PDF files properly before you start it in QC imaging.
Also, be aware that we have had issues here with Windows 7, certain versions of MS Office and Adobe reader where the .pdf file extensions where associated with MS Office applications instead of Adobe. Reinstalling Adobe did not correct it either. We had to manually associate the file extensions and then had no problems.
-
Mike, I have sent you a basic income statement. Hope it helps.
-
The WIP reports for the shop/maintenance modules have been an issue for CC over the years. I posted a couple of crystal reports that you could potentially modify and use, Otherwise you will need to contact component control.
-
This has been a shortfall in the RMA module for quite some time and we’ve been trying to get CC to change this.
We too make notes in the RMA itself, however recently we have modified the whole RMA procedure and automated it. We’ve modified the RMA screen and allowed people to select or indicate an item number (actually up to 5) or mark the whole order.
It is just a reference, but it is better than notes.
-
Andre is correct. This is a much more simple and effectient approach.
-
Tony, your SQL statement is fine, however you are missing the other tables that the warehouse codes link to. That is why you cannot delete the warehouse codes after you have run your statement. They are still linked.
To find all the tables that are being linked to by the warehouse codes, see my posts in the administrator’s forum (I believe) that are SQL tid bids. I provided two statements you can run to see what tables a particular field is linked to in two different views.
Put these statements in your SQL tool box because they will save you a ton of time.
-
Tony,
What you want to do is define a global number variable in the begininng of the report.
Then, in the items, you increment the varaible for each line item.
the general concept is like this
In the main report establish you variable
NumberX : number;
In your item printing just number each time like this.
numberX := numberX +1;
Text := numberX.AsString;
-
Felix,
We have been sending automated shipping notices for several years now using Crystal Reports and Visual Cut. Using crystal reports you can have the noticed triggered on any number of events, such as an invoice event.
The options available to you are the following.
1. Create your own notices using crystal reports and automate them with Visual Cut
2. Use the Event Manager module in Quantum
3. If you use a third party shipping software, like Harvey or something similar, they often have shipping notice alerts available in their sofare.
4. Talk with your FedEx or UPS rep. I believe their software also will provide shipping alerts via email, but you need to confirm that with your reps.
Hope that helps.
-
Felix,
We have been sending automated shipping notices for several years now using Crystal Reports and Visual Cut. Using crystal reports you can have the noticed triggered on any number of events, such as an invoice event.
The options available to you are the following.
1. Create your own notices using crystal reports and automate them with Visual Cut
2. Use the Event Manager module in Quantum
3. If you use a third party shipping software, like Harvey or something similar, they often have shipping notice alerts available in their sofare.
4. Talk with your FedEx or UPS rep. I believe their software also will provide shipping alerts via email, but you need to confirm that with your reps.
Hope that helps.
-
Norman, I will revert back to the discount matric, that is the best tool available to you.
The only othe option is to use Price Lines.
As for the follow up post with flat dollar amounts off, there is no functionality to cover that as far as I know.
-
Tom,
I understand your frustration. Having worked with this software for over 14 years, and having administered multiple types of databases, I can tell you that data corruption does not come from software. It comes from a large array of things such as faulty network hardware, power surges, external access to the database, improper shut downs, server restarts, etc.
In fact, it is extrememly difficult, if not nearly impossible, to inject corrupted data into a database with software code.
The database administration, and the data inside the database is the responsibility of the company running it, not the software provider.
I am sorry to hear you are leaving the Quantum Control community. We wish you better luck with the Pentagon technology.
-
Issue 3
You need to pull the item number from the linked order. Of course, this doesnt apply to WHS to WHS transfers, or RMI shipments. For those, use an auto number.
Here is an example of how to pull the item number.
var
q : TOracleDataset; begin Text:=”;
q := TOracleDataset.Create(nil);
q.SetSession;
begin
If SM_DETAIL[‘SOD_AUTO_KEY’]>0 then
begin
q.SQL.Text := ‘Select ITEM_NUMBER from SO_DETAIL ‘ +
‘where SOD_AUTO_KEY = ‘+ SM_DETAIL[‘SOD_AUTO_KEY’];
q.Open;
Text := q.FieldByName[‘ITEM_NUMBER’].AsString;
q.Free;
end
else if SM_DETAIL[‘POD_AUTO_KEY’]>0 then
begin
q.SQL.Text := ‘Select ITEM_NUMBER from PO_DETAIL ‘ +
‘where POD_AUTO_KEY = ‘+ SM_DETAIL[‘POD_AUTO_KEY’];
q.Open;
Text := q.FieldByName[‘ITEM_NUMBER’].AsString;
q.Free;
end
else
Text := ‘0’;
end;
Just repeat the the if then else for each order type. You might need to tweak the syntax a little bit. I wrote this quickly without testing it verifying field names.
If you want to get real fancy, you can create a global variable and just increment the global variable for each line item which would mimic a line item field. Basically it would be just a counter.
-
Issue 2
Date format can be found in the Language tab – it should be
FormatDateTime(‘MMM,DD,YYYY’, SM_HEADER[‘DATE_CREATED’]);
Replace date_created with whatever date you need in there.
-
Tony, the problem is you are not referencing the auto key from you data pipe line.
var
q : TOracleDataset;
begin
q := TOracleDataset.Create(nil);
q.SetSession;
q.Sql.Text := ‘Select description from part_condition_codes where ‘ +
‘PCC_AUTO_KEY = ‘ + STOCK_RESERVATIONS [PCC_AUTO_KEY’];
q.Open;
Text:=q.FieldByName[‘description’].AsString;
q.Free;
End;
-
Thanks, Julie, for the follow up. This is good to know. Hopefully CC will correct it.
-
I have not seen this issue. If you are not on the latest release, you should upgrade.
You can still retrieve the PO cost in Crystal. The new stock line should retain the original PO number, stock line auto key or pod_auto_key which should allow you to link back to the po detail.
-
You need to set up your minimums either at the PN level, or the in the Warehouse levels. The Analysis screen for each part helps you determine what the minimums should be.
Then, use the Purchase Management module to retrieve all low stock.
If you are looking for more of a forecasting capability vs. low stock then you will either need to create a forecast report in Crystal (that is what we did) or speak with Component Control about thier forecasting module. They did away with the full blown demmand planning and were talking about integrating with a third party software for forecasting.
-
If the part being repaired is your part, and the part being used in the repair is your part, it shouldnt make a different. Just pull it out of the lot and apply it to the RO.
However, if the part being repair is their part, and they are using your part in the repair, then they need to buy it from you. So, you treat it like any other sale, but it would be to your consignor.
Sorry, I guess I am not seeing where the issue is, or just not understanding the bigger picture.
-
Can you ellaborate more? Why would there be cost for a part that the consignor is providing?
-
Sandy,
First the parts that are being ordered for the work order should be purchased through the BOM portion of the work order. This will automatically create the link. You can also do your purchasing using the purchase management module.
If you did not initiate you purchase from within the work order itself, you can still create the link in your PO by going to the miscellenous menu and linking it there.
This, of course needs to be done prior to receiving.
It sounds like your company needs to go through the supply chain processes and purchasing procedures to incorporate QC functions into. Once you do this, and document the work flow, you will make life a lot easier for multiple departments. Just a thought.
-
We havent had this issue. Are you using a custom form?
-
Tony, i mention the datalink tool is many of my presentations and I have provided a link to it on the 2011 conference presentations portion of the website.
If you write crystal reports, you need datalink.
As a side note, I am completely self taught on Crystal. There are a lot of really good books out there and forums to help you through just about all levels of report writing.
-
Jerry,
As I mentioned before I dont have the event manager right now, so I cannot say for sure. I do know that the email templates are available and editable from the contact management setup area as well as the marketing blast tool, which is also a part of the contact management module. I presume the same templates are used.
I would recommend looking through the help files, or for white papers on CC website.
Maybe you will get lucky.
-
Andrew,
To the best of my knowledge there are no plans for this type of functionality.
What we do here is tell the user that the trace information will come in seperate emails.
I am sure this wouldnt be a great approach if there are many documents, but we scan all trace information in as a single file.
Perhaps you should modify your receiving procedures to make it easier on the back end.
-
Jerry,
Althought I do not have the event manager, if the alert goes out through email, you can use an age old technique to embedd images to the email alert. Your email body needs to be in HTML format. For your logo, you will need to place it on your website. Then, in your message body, refence the logo on your website. Here is an example of what that might look like.
The Pilatus Report Server is sending you a Core Due Reminder.
If you have any questions, comments, corrections or concerns, please contact Pilatus Core Collections Department, at youremail@pilbal.com.
http://www.pilbal.com/email_pics/pilbal)logo.gif”>http://www.pilbal.com/email_pics/pilbal)logo.gif”>
>
-
Tony,
We can add a new forum for the forms designer, that is no problem.
With regards to your 8130 issue, there are two options, in my opinion.
1. Get the forms designer module. You must convince the powers that be that the investment is worth it. You will get a lot of benefit from it if you deploy it properly.
Then, you can create an 8130 in the shipping order module out of the ATA 106 form.
This would allow your people to print the 8130 at the time they ship.
If you do not have the shipping order module, you should also consider that.
2. A simpler and cheaper solution is to just create the 8130 in Crystal Reports. Then, assuming your users have the Datalink tool on their desktops, they just run that report and select the sales order or shipping order that the cert will be for. You can create the report to filter on that input parameter and print one part per page. You could even have an input parameter that would allow them to specify the ITEM number on the order that they want to print the cert for.
I consider that Crystal Report a fairly simple form to produce. If you do not know Crystal, or consider that approach too difficutl in Crystal, then you should either get addtional training, or engage someone to create the report for you.
-
Yael,
I believe all you need to do is unreserve the part, then inspect the stock line and manually apply the cost of the RO to the stock line. This will precost the stock line which is the same effect as applying the ro costs. It will automatically pull the cost out of the lot header.
After this, re-serve your stock line and make sure the cost calucations are correct before posting the invoice.
-
Marty, I think I recall something about this being brought up at the QUE Conference.
Please contact Nic Hanna and Todd Lewis at Component Control, they may have more insight. When I had dinner with Z, Todd, Joe and Stewart (from Ametec) I think Stewart said that Ametec has this same issue, I believe.
-
Julie,
If I understand the process you described, I believe it is designed this way because there is a possability that you might have changes to the work order from the time you turn to the time you post.
There was discussion on this as the QUE Group conference. You might want to touch base with Todd Lewis. I think I heard him mention something about this.
-
Look at my post for sample sql look ups in the system administration forum.
These work on Oracle, you can try them on Firebird.
What you are looking for is called a data map which shows all tables, the fields in those tables and the properties of the fields.
CC may have a tool for firebird, but I doubt it. The tool in Oracle is call SQL Developer.
If you post what you want on your report, I can give you the tables, fields and joins.
-
I do not believe you are able to do this.
-
Sue, I agree with Tony’s comments. Oracle is much more stable (you wont see corruption like you do in Firebird) it is must more robust, much less maintenance required, and from a technology standpoint, it is much more advanced.
Firebird is an open source application. That means that independant developers all over the the world work on the development of database. It used to not be open source. The Delphi corporation owned it, then released it for open source. Later they recanted and took it back in, but the open source version remained at large.
So, although it is cheaper, it is unpredictable in that you do not have a solid company behind it continueing to improve its reliably.
If you want to trust the very core of your business to an open source database, that is up to you. But, as Tony said, if you are planning on keeping the system around and growing your business, Oracle is the way to go.
-
Dave,
This is solved by using the Order Acknowledgment.
In our process, if the order is prepay, we process the credit card (for example) prior
to the shipment being authorized. We have modified our documents to trigger an alert based on the payment terms. If the terms are COD, CC, Wire, etc. then the documents print a statement on the pick ticket that says Accounting Authorization Required. Additionally, our bridge to our shipping software will alert the warehouse person.
After accounting processes the payment, they then go into the warehouse and stamp the pick ticket with a red stamp that says Accounting Approved. This then gives the warehouse personel authorization to ship the parts.
If you attended my lectures at last year’s conference, you might remember I spoke a great deal about processes and procudures and that you will never get any software to control human behavior.
Therefore, you must define the entire procedure for prepayments and where applicable, bring Quantum into the procedure.
Running your business with Quantum is just that. Running it WITH Quantum not expecting Quantum to solve and define the procedures.
-
Leah,
We have similar situations on occasion. We use the warehouse minimum levels function to define the reorder points. That number is derrived from the analysis screen for each part. That tells you your demmand, lead times, etc.
The only downside to the minimums is that it cannot be defined by condition code.
So, what I did was add a field to the min wh screen for the condition level, then we set our condition levels in the condition code table and I built a crystal report that shows the low stock for each condition code level.
This report is launch each day to show purchasing what needs to be purchase based on condition level, minimums, lead time and delivery times.
-
That approach will only show stock with images attached.
So, to get around that, make your join a left outter join, then in your
filter criteria you specify
(image_list.source_table = “STOCK”) or (isnull(image_list.source_table)=True)
-
Dave, this is really quite simlpe to do. However, there are business considerations surrounding this. From a GAP accounting perspective a lot must be applicable to single purchase order or teardown. If you were to have a bank audit, this would likely be a problem. The reason it would be a problem is because you would sell a unit from one package which would be deducting costs associate to both packages, which is not allowed.
Conseptually it is like taking the cost of item A that you purchased for 1,000 and moving it to item B that you purchased for 10 dollars.
None the less, if you want to do it, this is how I would do it.
1. Identify the STM_LOT value by opening a stock line from the lot you want to merge into a nother one. Press CTRL+F10 to see the field values. Write that down value. We will call this value “value A”
2. Identify the STM_LOT value of the stock lines in the lot you are merging into. Open a stock line and press CTRL+F10 to see the field values. Write that down. We will call this value “value B”
3. Open Interactive SQL and execute the SQL statement as such…
Update Stock set stm_lot=”value B”, closed_update=’T’ where stm_lot=”value A” and qty_oh>0 (note: I would make sure there are no open repair orders or reserved stock lines in the lot you are merging from)
Step 3 should move all of your stock lines from the old lot to the new lot.
4. If you have cost against the old lot, then go into that lot and press G (global) M(main Component) I (Inspect) I (Inspect Stock Line) – write down the cost of the stock line.
5. Click Adjust on the stock line. Click Cost then adjust the cost down to zero. – This will make an entry into the GL if you have accounting.
6. Open the new lot. Global, Main Component, Inspect, Inspect. Click Adjust on the stock line. Adjust the stock line UP by the amount in step 5. – This will make an entry into the GL which will offset the entry in step 5.
7. Go back to the old lot. Click Global, Cick Manual Close to close it out. NOTE: Once a lot is created, you cannot delete it or the stock line which the main lot item holds. Therefeore you must manually close it and – I recommend – you put a lot of notes in there to describe what you have done.
8. Before you do any of this – test it in your test database.
-
Sharon,
This is certainly doable if you have the Forms Designer module. However, to Tony’s point, the control number + control ID are the unique identifyer for the stock line. You should not go by the stock line number.
The reason is because the stock line number is incremented for each part. Therefore two parts can have the same stock line. This offers opportunity for error. The control number is unique to each stock line. This what is should be used to identify your product.
-
Please review my 2010 presentation on physical inventory. It is available on this website.
-
Simon,
Yes, that makes sense. I would suggest you look at using the part tags printed from the Shipping Order module. These are designed for that very purpose.
You can print the barcode tag or a simple part tag at the time you print your pick ticket.
This approach is much better than printing the labels with the pick ticket itsefl because it allows you to control the number printed on the labels and print only the lables you need.
Hope that helps.
-
The reason we would like the labels to print is, if you have 10 bearings in stock which already have the barcode label attached and you sell 5 you print the pick ticket with the barcode label to attached to the 5 you have sold so they have all the information on them, just like the work order it prints the labels so you can attached to the parts you have picked.
-
Yes. What do you need help with?
-
Tony,
This may be a silly question, but are you using the ILS integration functions in the Quote module? When you open a querry result set, you can select which vendors you want to send an RFQ to. When you do this, QC will add any vendors that are not already in your system automatically.
Here are two demo videos about the ILS integration. Believe it or not, they are stil using the same ones I made (including my voice) almost 8 or 9 years ago.
http://www.componentcontrol.com/quantum/ilsdemo/c2c/c2c.html
http://www.componentcontrol.com/quantum/ilsdemo/ilsupload/ilsupload.html
Also, here is the exerpt from the help files on this topic.
ILS Query
Use this option to create an ASCII file containing the parts you need to source. You may then send this file to the ILS, and in turn, import vendors into the quotation and company management module.
Click Global from the Vendor Quote window.
Double-click ILS Query.
A window appears asking if you want to renumber your quote line items to match the inbound ILS Response file.
Click Yes; otherwise, you may not find a match when you try to import the ILS response file into the quotation.
All the quote line items will appear in a window.
Click the Flag column to create a check mark if you want to include that item in the query.
NOTE: Optionally, you can click the Flag By option to flag all, flag by date, flag all or clear flags from all items. When you have flagged all the items that you want to send, click Submit Query.
A window appears asking which flag characters you want to send. The default will be the check mark symbol.
Click OK to create the query file.
A window appears asking you to specify the computer location for the file. You can save the output to hard disk or diskette. Enter the correct path, file name, and then click OK. The file may be saved with a txt extension.
NOTE: You may now log onto the ILS website and upload this file. Sell ILS Import in the next topic.
ILS Import
Once you receive a response to your query from the ILS, you may import the response file and choose vendors from it to attach to line items in your customer quote. You may also print the response file from within Quantum.
Click Global.
Double-click ILS Import.
Select the correct path where the file is stored, and then click OK to retrieve the response information.
The ILS Response window appears.
Options at the bottom of the window include:
OPTIONS
DESCRIPTION
View
A view only of the highlighted record.
Sort
Allows you to sort the records by Part No., Vendor and PN, Vendor and Supplier, Vendor and Condition
Msg Broadcast
Displays the message broadcasted.
RFQ
Brings selected vendors into the quotation.
Print
Prints the ILS response file.
Click Message Broadcast to view messages sent by ILS regarding this part.
The Broadcast Messages window appears.
Click in the column labeled Select, to choose a vendor from the ILS Response window to import into the vendor quote.
A checkmark appears in the column.
Click RFQ to add the selected vendors to the quote.
If the vendor is not in the Quantum Company Management file (system compares company name, code and fax number), then a message window will appear asking if you want to add them to the database or modify existing telephone/fax numbers.
Clicking OK will add this vendor to the quote and your company management database, or it will modify the telephone numbers on the existing vendor record.
Optionally, Manager.Exe has a setting, Use ILS Code, which allows you to use the ILS code as a check when importing an ILS file into a quote instead of using a telephone number. This code must be entered into the field ILS code in the vendor record. You may enter this code manually through Company Management or you add it to the Company record at the time you perform the ILS import.
Click Let me pick from existing vendors, if you wish to transfer the ILS code to the existing vendor record.
a. Click OK and the Browsing Company entries window appears.
b. Find and select the appropriate vendor. The ILS code will be added to the selected vendor record, and the Vendor quote will be added to the quote.
Once either step 7 or 8 in completed, a message appears indicating the Vendor was added successfully.
Click OK to confirm.
If the vendor is not added to the quote, then you might not have the quote item numbers matched correctly with your incoming response file item numbers.
You may now use the RFQ to Vendors option to print, fax or e-mail the vendors
-
ILS contacted me and requested that I talk with Component Control about integration.
Component Control seemed skeptical because they said last time ILS wanted a bunch of money for the integration. And, make no mistake about it, we the users will most certainly feel the pain in our pocket books if this were to come to reality. Component Control would charge for the integration module, and ILS would charge for the data feed to the module.
Both companies are not cheap. From my perspective, knowing what kind of money they would likely charge, I dout it would be worth it for us. Non-the-less, I have sent the message to Todd, Guy and Tanya. It is up to them.
I will also bring it up to them again at the QUE Conference. I wouldnt raise hopes, though. Even if they do integrate, are you willing to pay 5k for the module, 5% of that annually for the SMA, then whatever ILS would charge for it (which surely would be more) just so you users dont have to use a web browser?
We wouldnt.
-
Simon,
You can create a customized pick ticket that prints one item per page and at the bottom of the page have the barcode label. We do this for our off site managed inventory. BUT it is not because the parts do not have the barcode label. It is to provide the customer with return tags.
So, what would the purpose be of printing barcode labels when the pick ticket is printed? This defeats the purpose of applying barcode labels to parts.
-
It may be that QC is rounding the numbers. Check your system settings for decimal places.