it
Forum Replies Created
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I too agree with all comments. I submitted a request to evaluate some changes to the Vendor Quote wizard. After a month of no response I get a quote for 16,000.00 dollars and no discussion. After speaking with Todd he admitted they didn’t want to do it but would consider the evaluation of which we pay 1,600 per day. I understand the need to pay for the evaluation on this, no issues. How this was handled is the problem.
And – the comment of many good people leaving.. well there is more to come on that. They are loosing more really good people soon.
It is a big concern and brings into the question the future of the product and company. The culture has to change.
That said – anyone want to go in on some changes to the Vendor Quote Wizard? The idea is to allow it to be used for any stock line and roll the costs of the repair back to any sales order. This would completely eliminate the need for any stock line cost manipulations in order to expense repair costs on the transactions that do not fit neatly into the box CC created.
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Turn the component in off the work order BOM, then create SO back to customer to ship the piece back.
That is one way to do it anyway.
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We have battled with that for some time. We moved the imaging server to a machine with a faster hard drive and that did help. But, we found better improvements when we dealt with the Imcompatability issues with Adobe Reader new versions. Many of our machines now use FoxIt Reader. The only down side (although some like it this way) is that FoxIt will open the PDFs outside of the viewer.
There are tools that CC has to purge old images and reduce your footprint on the hard drive. That might help as well. In our case, we don’t want to delete anything but that’s us.
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Yep, looks like you are correct. So, the way you might get around this is one of 2 things.
1. If you have the Screen Scriptor module, you can write code in the On Form Show event that overrides the ship via code.
2. If you don’t have that module, you could write a simple VB script that updates the shipvia code based on a set of conditions, then put the script into a task scheduler on your server to run every couple of minutes. This would override anything someone changes the RO to every time it runs.
The biggest challenge with RO’s is an oversight by CC in that there are actually 2 ship methods required on an RO. The outbound ship method and account (this is the instruction to your warehouse) and the return ship method and account (this is the instruction to your Vendor)
What we do to handle this is our RO header is for Vendor and the Shipping Order header is for our warehouse. Of course, this requires you have the shipping order module.
Either way, the VB script is quite simple and I would willing to assist you with it if you wanted it.
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Have you tried changing the system default record? User Menu-> System Setup -> Maintain System Table -> Record Defaults
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Anyone?
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Sounds like it may be the new generic barcode app to me. This utility has been overhauled substantially and has a touch screen setting. It covers more than just labor recording too.
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This would be your inventory accounts. So, in order for a transfer of assets to occur, you would need to have your accounting system set up to separate your inventory costs by warehouse.
If you do have that set up, when you close the shipper it should transfer the product from one warehouse to another, just as if you manually transfer the stock line through the Stock Transfer button on the stock line itself.
If it does not, this sounds like a bug.
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This is done in the shipping module by just adding a shipping order directly from the drop down menu.
Then, you specify the warehouse from and the warehouse to for which the transfer will be done. The stock reservations are then restricted to the warehouse from which you are shipping out of.
We have modified our SM Header to accommodate automated approvals of warehouse to warehouse transfers.
As a side note, if you close a transfer it will change the stock locations to the destination warehouse. This can cause issues trying to understand what has actually arrived and what is in transit. To solve this, we have a status cost called “IN TRANSIT” and leaves the shipping order open.
Then, when the receiving warehouse gets the goods, they are able to receive the items inside the receiving inspection module like any other receipt and subsequently close the transfer shipment.
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Thanks for the explanation. That helps.
We have the accounting module, so it adds a whole new level of complexity to it. And, we depreciate our cores on each transaction so that too changes things.
Still, it is helpful to understand how other organizations are handling things. Thank you for taking the time to elaborate!
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I have one that is printed from the Shipping Module
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You can use the tool called DB Merge which allows you to copy tables from one DB to another. I do not believe you are able to select specific records though.
Another option is to use the template import which I believe is in the OCDia tool.
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As a delayed response (sorry) although we are using the appropriate version, I do not have the quantummechanic.exe executable.
All I have is the generic barcode utility, which does have quite a few different tabs that I am not accustom to seeing.
The forums don’t allow me to post images but I can send what I have via email if anyone want to contact me for the screen shots.
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Curious to know on your response, by receiving core against a zero dollar item, that would bring the core back in at zero and produce no credit to the customer for the original sale.
How would handled the credit again? Maybe I missed that.
And, depreciating the core completely would probably not pass muster in a GAP audit would it?
Just trying to understand to see there are other options for us too. This is a messy issue and it does happen!
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In this case, we would credit the exchange as normal. But, verify that the returning stock cost is correct, and GL entries are correct.
Make manual adjustments as necessary. Then, add the returned, and now overhauled, core to the sales order and invoice/ship it back to the customer. In the case of the returned core already being repaired we would probably give the customer the option of paying for the repair or allowing us to find a suitable core to return to them.
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The approach was to incorporate both the header and the item.
In the header, I used the Requested By field to identify the user that has authority to approve the RO item. I actually changed the label to read “APPR SUBMITTED TO”
Then, in the items I added several UDF fields to the screen.
For the request submission
Check Box – Ready For Approval
Check Box – Resubmit
Field – Date/Time Last Submitted
Field – Remarks
For the approver
Radio Box – Approval Results (Approved, Approved with provisos, Denied)
Check Box – Re-Approved
Field – Amount Approved
Field – Date/Time Last Approved
Field – Provisos
In a simple explanation;
I embedded code in the On Click event for the form that checks to see if the Ready For Approval or Resubmit check boxes were click and insert a data time stamp in the last submitted field if they were.
Also, check for the Approved flag and insert a date time stamp in the Last Approved Field.
Then, I created two crystal reports that run every 15 minutes looking for these date time stamps and send notifications to the requesting user, and the approving user. The automation is handled by Visual Cut.
On the receiving inspection module, I embedded code in the On CLick event for the RI Header that checks for the Approvals. We later took that out left it only for our POs because ROs that are not approved still need to be received.
I append to the notes fields of the RO items when things are submitted for approval, resubmitted, approved/denied or re-approved.
So, that is the basic approach I used. I sorry, but I cannot share much more than that as we consider this a competitive advantage.
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Using screen scripter, we developed our own in house system for PO and RO approvals.
PO’s are approved at an order level and ROs are approved at an item level.
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Our automated notice is generated with Crystal reports and Visual Cut. The report runs every 5 minutes and if a new BOM is added, it generates an email to the stores and purchasing teams.
This causes the part to be staged and ready for pick up by the mechanic.
I am happy to provide the report that detect a new BOM addition but you will need to use Visual Cut to automate it and set it up.
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We have been on Windows 10 using Office 365 Pro for about a year.
One short term work around might to install excel on one of your servers (RDP if you have it) and VNC into the server, running QC and importing there. Of course, you would want to restrict that access so the burden of imports would be put on one person until CC has a fix.
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I have seen this same problem. What I found is the file being imported works best if it is saved as the xls file type (the old version) and not the xlsx file type. Additionally, if excel is open elsewhere on the desktop I have found that to be problematic as well.
Hopefully this will solve the problem for you.
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I think the best solution for this is to add the Accounts Receivable history grid to the company module for your sales people. Since the AR Control Number will match the Invoice, they will be able to see at a glance if the invoice has an amount open, what the last payment was, etc.
In the companies module, right click on a grid title and choose “Configure Browses” from the browse management screen, find the Accounts Receivable history grid and drag it into an available browse box.
Save settings and your salespeople should have all the info they need.
As a side note, you grant access to only the AR history grid in company management without granting access to the AR module.
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This SQL statement comes close to replicating that grid output.
select
wo.si_number,
inh.invc_number,
soh.so_number,
ind.route_code,
stk.stock_line,
pn.pn,
pn.description,
cmp.company_name,
inh.invoice_date,
ind.qty_ship,
ind.unit_cost,
ind.unit_price,
stk.serial_number,
cd.condition_code
from
invc_detail ind,
invc_header inh,
so_detail sod,
so_header soh,
companies cmp,
parts_master pn,
stock stk,
wo_operation wo,
stock_reservations str,
stock_reservations str2,
part_condition_codes cd
where
ind.inh_auto_key=inh.inh_auto_key and
ind.sod_auto_key=sod.sod_auto_key and
sod.soh_auto_key=soh.soh_auto_key and
inh.cmp_auto_key=cmp.cmp_auto_key and
str2.stm_auto_Key=stk.stm_auto_key and
str2.sod_auto_key=sod.sod_auto_key and
stk.pnm_auto_key=pn.pnm_auto_key and
stk.pcc_auto_key=cd.pcc_auto_key and
stk.stm_lot=str.stm_auto_key and
str.woo_auto_key=wo.woo_auto_key
–and wo.si_number=’3069′
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I have a couple of GL reports you can use. Not sure it if will give you exactly what you are looking for, but it could be a good start.
I think my report by GL DOC ID would be the closest to what you are looking for.
Shoot me an email and I will send them to you.
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Are you doing this with a sub report? If not, you might consider using a sub report to print the associated serial numbers.
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Assuming I understand what you are asking, you can change the status of the check in the check batch…
Open the check batch, highlight the check that has been returned , select reconcile ( L ) it will allow you to re-open the check or to void the check , etc…which will show back up in the reconciliation and in AP, to allow a new check to be cut.
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We are on version 10.8.28.0
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Glad to help
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Crystal reports and visual cut are the combine solution for generating emails that meet certain criteria.
Shipping notice,
WO Status Reports,
RMI Usage Notices and Reports
Insurance Reports
Bank Check Run Uploads
Sales Reports
Currently, I have about 85 internal and external notices and reports all automated. All done with Crystal and Visual Cut.
As for the scripts, I use those mainly for updates to the QC database to circumvent bugs, poor design ect.
Calling dll’s is not an SQL function, but rather a programming function. This example is in FoxPro and calls the print function in the Shipping Module, passing the company ID and the document to print.
************************************************************
Function Print_Docs(lcCustid)
************************************************************
Qintf=Createobject(‘Quantum.sysMod’)
If Type(“qIntf”) <> “O”
Messagebox(“Failed to create quantum object – Make sure Quantum is running on this machine before running this program”,48,”Quantum.Object”)
Return
Endif
lcPrintDocCmd = “‘QQSMRPT.TQQSMRPT’,'”+ Alltrim(lcCustid) + “‘,’PICKTICKET’,”,”,””
** Messagebox(lcPrintDocCmd)
Qintf.PrintDocument(&lcPrintDocCmd)
Qintf=””
I have been posting to these forums for the better part of 7 years. Most of this info is in the forums.
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I assume you have this in the OnGetText event.
Your statement should be
IF q.FieldByName[‘ALL_CUSTOMS’].AsString = THEN
TEXT:= ‘CPC Export code: 1000001’
else
Text:=”;
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Correction – VBS Edit is the name of the tool.
For an example of how easy this is.. if you download VBS Edit
Then, copy and paste the below code you can create a stand alone exe. This code simply scans the open exchange records looking for items sold out of a lot and sets the return core to lot flag to true … just in case someone changed the flag.
You can make it an executable with File -> Convert to Executable
The single most important tip about this is to make sure your executable is compiled to be the same as your Oracle installation.
For example, if your Oracle install is 32Bit then your DB connections need to run 32Bit as well. Same with 64 bit. For the record, Visual Cut is the same way, must be 32 bit to 32 bit Oracle.
Dim SQL_String’ As String
Dim dbConnectStr’As String
Dim con’As ADODB.Connection
Dim recset’As ADODB.Recordset
Set con = WScript.CreateObject(“ADODB.Connection”)
Set recset = WScript.CreateObject(“ADODB.Recordset”)
dbConnectStr = ”Driver={Microsoft ODBC for Oracle};UID=QCTL;PWD=quantum;SERVER=MAXQPROD;”
con.ConnectionString = dbConnectStr
con.Open dbConnectStr
SQL_String = ”update exchange ex set ex.return_core_to_lot=’T’ where ex.sod_auto_key in (select sod.sod_auto_key from so_detail sod, stock_reservations str, stock stk where ” &_
“sod.sod_auto_key=str.sod_auto_key and str.stm_auto_key=stk.stm_auto_key and stk.stm_lot>0) and ” &_
“ex.return_core_to_lot <>‘T’ and ex.core_ret_date is null and ex.canceled_date is null”
recset.Open SQL_String, con
recset.Close
con.Close
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For what its worth, creating automated events is easier and cheaper than most think.
I use Crystal Reports and Visual Cut to automate everything from internal and external reports, email notices, web based dashboards and even automated email capture and subsequent data insertion into QC based on email content.
Beyond that, I use good old fashion VB Scripts that execute SQL statements. I turn the scripts into stand alone executables with VB Edit (free) and then pop them into a windows task scheduler. Bingo — free automated events that update QC. You can even call stored procedures with scripts and pass variables to the individual module DLL files.
Food for though.
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This query comes pretty close to replicating that WIP Detail Report
select
ti.ti_type,
ti.tran_date,
wo.si_number,
wtm.description,
pn.pn,
pn.description,
stk.ctrl_number,
stk.ctrl_id,
stk.serial_number,
ti.qty,
stk.unit_cost
from
wo_operation wo,
wo_bom wob,
parts_master pn,
wo_task wt,
wo_task_master wtm,
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.pnm_auto_key=pn.pnm_auto_key and
wob.wot_auto_key=wt.wot_auto_key and
wt.wtm_auto_key=wtm.wtm_auto_key and
wob.woo_auto_key=wo.woo_auto_key and
ti.ti_type=’I’
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Oh, I see. It sounds like the billing department needs to be trained on how to properly bill a work order.
If you have the accounting package, and you are not invoicing external work orders, it could cause a pretty big mess.
If the work orders are supposed to be external, billed to a customer, and they are being created as internal causing the billing department to create some sort of manual sale, then it sounds like your work order creation process need review as well.
Unless I am not understanding the larger picture here, not sure there is anything I can do.
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To verify, open a work order that has already been billed. Go to Global, Quotng/Billing > Sales Order Basic > View Sales Order
Again, there are multiple ways to invoice a work order. So, in order to provide a query, we need to understand the method of billing being used.
Basic?
Advanced?
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No easy button for that I am afraid.
Perhaps someone knows how to call the DLL to call that print function?
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I would be interested in seeing this tool as well.
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I can send you a crystal report built as a balance sheet or trial balance.
You will probably have to change some of the formulas because they are tied into some of our specific chart of accounts elements I believe.
Send me an email and I will shoot it over to you.
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This first query was for open work orders, sorry about.
This query will pull only closed work orders. We do not go straight to invoice, we use the simple billing method through the SO first. So, I am guessing that this query will pull in your invoice header totals.
Hope this helps.
select
wo.si_number “WO NUMBER”,
wt.description “TYPE”,
pn.pn “PN”,
pn.description “DESCRIPTION”,
stk.serial_number “SN”,
(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 inh.total_cost from invc_header inh where inh.woo_auto_key=wo.woo_auto_key) “INVC COST”,
(select inh.total_price from invc_header inh where inh.woo_auto_key=wo.woo_auto_key) “INVC PRICE”
from
parts_master pn,
wo_operation wo,
wo_stm_complete wsc,
stock stk,
wo_work_type wt
where
wo.woo_auto_key = wsc.woo_auto_key and
wo.wwt_auto_key=wt.wwt_auto_key and
wsc.stm_auto_key=stk.stm_auto_key and
stk.pnm_auto_key=pn.pnm_auto_key
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Here is a query that should get you started. Because of the many variables associated with work orders, this may or may not work for you.
Do you reserved multiple stock lines to your work orders, or do you do primarily one stock line, one work order?
How do you invoice your work orders? Sales Order, then Invoice? Straight to Invoice? Consolidated billing? Detailed Billing?
Those questions have to be answered before a query can be built.
select
wo.si_number “WO NUMBER”,
wt.description “TYPE”,
pn.pn “PN”,
pn.description “DESCRIPTION”,
stk.serial_number “SN”,
(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”
from
parts_master pn,
wo_operation wo,
stock_reservations str,
stock stk,
wo_work_type wt
where
wo.woo_auto_key = str.woo_auto_key and
wo.wwt_auto_key=wt.wwt_auto_key and
str.stm_auto_key=stk.stm_auto_key and
stk.pnm_auto_key=pn.pnm_auto_key
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Thanks for all of the feedback.
We have not found a good solution for this. We have identified several, but all involve manual manipulation.
Contact management, brokered repairs, modified RMA headers – none really solve the problem.
I think bottom line is, until CC chooses the directly address this issue with all of its complexity, we will continue to process manually.
I agree the brokered repair is great way to handle some transactions for warranty consideration. But, when dealing with consigned parts, it breaks the chain of events and causes even more manual work.
We are revisiting this internally and I will post our findings.
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I agree with Nadim. I believe there is also a tool that can be used to purge old images.
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If you use this query, it pulls in SO, PO and RMI exchange activity and labels them accordingly. It also shows you RO costs. We use this to track cores due, you if you add formulas in excel, you can do item by item analysis to see how many turns it will take to depreciate the core cost.
Take this text, save it in a text file, then save the text file as .dqy file. That should open it in MS Excel.
XLODBC
1
DRIVER={Microsoft ODBC for Oracle};UID=crystal;PWD=report;SERVER=MAXQPROD;
select ‘CPP’,(case when ex.core_ret_date>to_date(‘1990/01/01:12:00:00AM’, ‘yyyy/mm/dd:hh:mi:ssam’) then ‘CLOSED’ else (case when ex.canceled_date>to_date(‘1990/01/01:12:00:00AM’, ‘yyyy/mm/dd:hh:mi:ssam’) then ‘CANCELED’ else ‘OPEN’ end) end) “STATUS”, (select ci.usage_date from ci_utl ci where ex.cut_auto_key=ci.cut_auto_key ) “ENTRY/USAGE DATE”, (case when (select ind_auto_key from ci_utl ci where ex.cut_auto_key=ci.cut_auto_key)>0 then (select ind.ship_date from invc_detail ind, ci_utl ci where ci.cut_auto_key=ex.cut_auto_key and ci.ind_auto_key=ind.ind_auto_key) else (select si.tran_date from ci_utl ci, stock_ti si where ex.cut_auto_key=ci.cut_auto_key and ci.sti_auto_key=si.sti_auto_key) end) “ISSUE/SHIP/REC DATE”, ex.core_due_date “CORE DUE DT”, ex.core_ret_date “CORE RET DT”, ex.canceled_date “CANCELED DT”, ex.remarks “EX REMARKS”, (select cmp.company_name from companies cmp, wo_operation wo, ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key and wob.woo_auto_key=wo.woo_auto_key and wo.cmp_auto_key=cmp.cmp_auto_key) “COMPANY”, (select sys.user_name from sys_users sys, ci_utl ci where ex.cut_auto_key=ci.cut_auto_key and ci.sysur_auto_key=sys.sysur_auto_key) “EMP / SP”, (select wo.si_number from wo_operation wo, ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key and wob.woo_auto_key=wo.woo_auto_key) “ORDER NUMBER”, (select wob.item_number from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key) “ORDER ITEM”, (select roh.ro_number from ro_header roh, ro_detail rod, stock stk where stk.stm_auto_key=ex.orig_stm and rod.rod_auto_key=stk.rod_auto_key and rod.roh_auto_key=roh.roh_auto_key) “SOLD/BUY RO NUMBER”, (select rod.item_number from ro_detail rod, stock stk where stk.stm_auto_key=ex.orig_stm and rod.rod_auto_key=stk.rod_auto_key) “SOLD/BUY RO ITEM”, (select pn.pn from parts_master pn, wo_bom wob, ci_utl ci where ci.cut_auto_key=ex.cut_auto_key and wob.pnm_auto_key=pn.pnm_auto_key and wob.wob_auto_key=ci.wob_auto_key) “ORDER PN”, (select pn.description from parts_master pn, wo_bom wob, ci_utl ci where ci.cut_auto_key=ex.cut_auto_key and wob.pnm_auto_key=pn.pnm_auto_key and wob.wob_auto_key=ci.wob_auto_key) “ORDER DESC”, (select stk.serial_number from stock stk where stk.stm_auto_key=ex.orig_stm) “ORDER SN”,(select stk.unit_cost from stock stk where stk.stm_auto_key=ex.orig_stm) “SOLD/BUY STK UNIT COST”, (select stk.ovhl_cost from stock stk where stk.stm_auto_key=ex.orig_stm) “SOLD/BUY STK REP COST”, (case when(select ci.sale_type from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key)=’E’ and (select wob.CI_EXCHANGE from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key)=’T’ then (select wob.cons_price from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key) else (select wob.cons_alt_price from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key) end) “SELL/BUY AMT”, (case when(select ci.sale_type from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key)=’E’ and (select wob.CI_EXCHANGE from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key)=’T’ then (case when(select stk.unit_cost from stock stk where stk.stm_auto_key=ex.orig_stm)>((select wob.cons_price from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key)*(select (core_depr*.0100)from so_control)) then ((select wob.cons_price from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key)*(select (core_depr*.0100)from so_control)) else (select stk.unit_cost from stock stk where stk.stm_auto_key=ex.orig_stm) end) else (case when(select wob.cons_alt_price from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key)>((select wob.cons_alt_price from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key)*(select (core_depr*.0100)from so_control)) then ((select wob.cons_alt_price from ci_utl ci, wo_bom wob where ex.cut_auto_key=ci.cut_auto_key and ci.wob_auto_key=wob.wob_auto_key)*(select (core_depr*.0100)from so_control)) else (select stk.unit_cost from stock stk where stk.stm_auto_key=ex.orig_stm) end) end) “SELL/BUY COST”, (select cng.consignment_code from consignment_codes cng, stock stk where stk.stm_auto_key=ex.orig_stm and stk.cnc_auto_key=cng.cnc_auto_key) “ORDER CSNG”, (select wo.si_number from wo_operation wo, stock stk, stock_reservations str2 where stk.stm_auto_key=ex.orig_stm and stk.stm_lot=str2.stm_auto_key and str2.woo_auto_key=wo.woo_auto_key) “ORDER LOT”, (select stk.pn from stock stk where stk.stm_auto_key=ex.stm_auto_key) “CORE PN”, (select stk.serial_number from stock stk where stk.stm_auto_key=ex.stm_auto_key) “CORE SN”, (select stk.unit_cost from stock stk where stk.stm_auto_key=ex.stm_auto_key) “CORE UNIT COST”,(select cng.consignment_code from consignment_codes cng, stock stk where ex.stm_auto_key=stk.stm_auto_key and stk.cnc_auto_key=cng.cnc_auto_key) “CORE CSNG”,(select wo.si_number from wo_operation wo, stock stk, stock_reservations str where ex.stm_auto_key=stk.stm_auto_key and stk.stm_lot=str.stm_auto_key and str.woo_auto_key=wo.woo_auto_key) “CORE LOT”, ex.return_core_to_lot “RET CORE TO LOT”, (select pn.pn from parts_master pn where pn.pnm_auto_key=ex.pnm_auto_key) “EXPECTED PN” from exchange ex where ex.cut_auto_key>0 UNION select ‘SO’, (case when ex.core_ret_date>to_date(‘1990/01/01:12:00:00AM’, ‘yyyy/mm/dd:hh:mi:ssam’) then ‘CLOSED’ else (case when ex.canceled_date>to_date(‘1990/01/01:12:00:00AM’, ‘yyyy/mm/dd:hh:mi:ssam’) then ‘CANCELED’ else ‘OPEN’ end) end), (select sod.entry_date from so_detail sod where sod.sod_auto_key=ex.sod_auto_key),(select sod.ship_date from so_detail sod where sod.sod_auto_key=ex.sod_auto_key),ex.core_due_date, ex.core_ret_date, ex.canceled_date, ex.remarks, (select cmp.company_name from companies cmp, so_header soh, so_detail sod where sod.sod_auto_key=ex.sod_auto_key and sod.soh_auto_key=soh.soh_auto_key and soh.cmp_auto_key=cmp.cmp_auto_key), (select sp.salesperson_code from salesperson sp, so_detail sod where sod.sod_auto_key=ex.sod_auto_key and sod.spn_auto_key=sp.spn_auto_key), (select soh.so_number from so_header soh, so_detail sod where sod.sod_auto_key=ex.sod_auto_key and sod.soh_auto_key=soh.soh_auto_key), (select sod.item_number from so_detail sod where sod.sod_auto_key=ex.sod_auto_key), (select roh.ro_number from stock stk, ro_header roh, ro_detail rod where stk.stm_auto_key=ex.orig_stm and rod.rod_auto_key=stk.rod_auto_key and rod.roh_auto_key=roh.roh_auto_key), (select rod.item_number from stock stk, ro_detail rod where stk.stm_auto_key=ex.orig_stm and rod.rod_auto_key=stk.rod_auto_key), (select pn.pn from parts_master pn, so_detail sod where sod.sod_auto_key=ex.sod_auto_key and sod.pnm_auto_key=pn.pnm_auto_key), (select pn.description from parts_master pn, so_detail sod where sod.sod_auto_key=ex.sod_auto_key and sod.pnm_auto_key=pn.pnm_auto_key), (select stk.serial_number from stock stk where stk.stm_auto_key=(select max(stk2.stm_auto_key) from stock stk2,stock_reservations str,so_detail sod where ex.sod_auto_key=sod.sod_auto_key and sod.sod_auto_key=str.sod_auto_key and str.stm_auto_key=stk2.stm_auto_key)), (select stk.unit_cost from stock stk where stk.stm_auto_key=(select max(stk2.stm_auto_key) from stock stk2,stock_reservations str,so_detail sod where ex.sod_auto_key=sod.sod_auto_key and sod.sod_auto_key=str.sod_auto_key and str.stm_auto_key=stk2.stm_auto_key)), (select stk.ovhl_cost from stock stk where stk.stm_auto_key=(select max(stk2.stm_auto_key) from stock stk2,stock_reservations str,so_detail sod where ex.sod_auto_key=sod.sod_auto_key and sod.sod_auto_key=str.sod_auto_key and str.stm_auto_key=stk2.stm_auto_key)), (select sod.unit_price from so_detail sod where sod.sod_auto_key=ex.sod_auto_key),(select sod.unit_cost from so_detail sod where sod.sod_auto_key=ex.sod_auto_key), (select cng.consignment_code from stock stk,consignment_codes cng where stk.stm_auto_key=(select max(stk2.stm_auto_key) from stock stk2,stock_reservations str,so_detail sod where ex.sod_auto_key=sod.sod_auto_key and sod.sod_auto_key=str.sod_auto_key and str.stm_auto_key=stk2.stm_auto_key) and stk.cnc_auto_key=cng.cnc_auto_key), (select wo.si_number from wo_operation wo, stock stk, stock_reservations str where stk.stm_auto_key=(select max(stk3.stm_auto_key) from stock stk3, stock_reservations str2, so_detail sod where ex.sod_auto_key=sod.sod_auto_key and str2.sod_auto_key=sod.sod_auto_key and stk3.stm_auto_key=str2.stm_auto_key) and stk.stm_lot=str.stm_auto_key and str.woo_auto_key=wo.woo_auto_key), (select stk.pn from stock stk where stk.stm_auto_key=ex.stm_auto_key), (select stk.serial_number from stock stk where stk.stm_auto_key=ex.stm_auto_key), (select stk.unit_cost from stock stk where stk.stm_auto_key=ex.stm_auto_key), (select cng.consignment_code from consignment_codes cng, stock stk where ex.stm_auto_key=stk.stm_auto_key and stk.cnc_auto_key=cng.cnc_auto_key), (select wo.si_number from wo_operation wo, stock stk, stock_reservations str where ex.stm_auto_key=stk.stm_auto_key and stk.stm_lot=str.stm_auto_key and str.woo_auto_key=wo.woo_auto_key), ex.return_core_to_lot, (select pn.pn from parts_master pn where pn.pnm_auto_key=ex.pnm_auto_key) from exchange ex where ex.sod_auto_key>0 UNION select ‘PO’, (case when ex.core_ret_date>to_date(‘1990/01/01:12:00:00AM’, ‘yyyy/mm/dd:hh:mi:ssam’) then ‘CLOSED’ else (case when ex.canceled_date>to_date(‘1990/01/01:12:00:00AM’, ‘yyyy/mm/dd:hh:mi:ssam’) then ‘CANCELED’ else ‘OPEN’ end) end), (select pod.entry_date from po_detail pod where pod.pod_auto_key=ex.pod_auto_key), (select pod.last_delivery_date from po_detail pod where pod.pod_auto_key=ex.pod_auto_key), ex.core_due_date, ex.core_ret_date, ex.canceled_date, ex.remarks, (select cmp.company_name from companies cmp, po_header poh, po_detail pod where pod.pod_auto_key=ex.pod_auto_key and pod.poh_auto_key=poh.poh_auto_key and poh.cmp_auto_key=cmp.cmp_auto_key), (select sys.user_name from sys_users sys, po_detail pod where pod.pod_auto_key=ex.pod_auto_key and pod.sysur_auto_key=sys.sysur_auto_key), (select poh.po_number from po_header poh, po_detail pod where pod.pod_auto_key=ex.pod_auto_key and pod.poh_auto_key=poh.poh_auto_key), (select pod.item_number from po_detail pod where pod.pod_auto_key=ex.pod_auto_key), (select roh.ro_number from stock stk, ro_header roh, ro_detail rod where stk.stm_auto_key=ex.orig_stm and rod.rod_auto_key=stk.rod_auto_key and rod.roh_auto_key=roh.roh_auto_key), (select rod.item_number from stock stk, ro_detail rod where stk.stm_auto_key=ex.orig_stm and rod.rod_auto_key=stk.rod_auto_key), (select pn.pn from parts_master pn, po_detail pod where pod.pod_auto_key=ex.pod_auto_key and pod.pnm_auto_key=pn.pnm_auto_key), (select pn.description from parts_master pn, po_detail pod where pod.pod_auto_key=ex.pod_auto_key and pod.pnm_auto_key=pn.pnm_auto_key),(select stk.serial_number from stock stk where stk.stm_auto_key=(select max(stk2.stm_auto_key) from stock stk2 where stk2.pod_auto_key=ex.pod_auto_key)), (select stk.unit_cost from stock stk where stk.stm_auto_key=(select max(stk2.stm_auto_key) from stock stk2 where stk2.pod_auto_key=ex.pod_auto_key)), (select stk.ovhl_cost from stock stk where stk.stm_auto_key=(select max(stk2.stm_auto_key) from stock stk2 where stk2.pod_auto_key=ex.pod_auto_key)), (select pod.unit_cost from po_detail pod where pod.pod_auto_key=ex.pod_auto_key),(select pod.unit_cost from po_detail pod where pod.pod_auto_key=ex.pod_auto_key), (select cng.consignment_code from consignment_codes cng, stock stk where stk.stm_auto_key=(select max(stk2.stm_auto_key) from stock stk2 where stk2.pod_auto_key=ex.pod_auto_key) and stk.cnc_auto_key=cng.cnc_auto_key),(select wo.si_number from wo_operation wo, stock stk, stock_reservations str2 where stk.stm_auto_key=(select max(stk2.stm_auto_key) from stock stk2 where stk2.pod_auto_key=ex.pod_auto_key) and stk.stm_lot=str2.stm_auto_key and str2.woo_auto_key=wo.woo_auto_key), (select stk.pn from stock stk where stk.stm_auto_key=ex.stm_auto_key), (select stk.serial_number from stock stk where stk.stm_auto_key=ex.stm_auto_key), (select stk.unit_cost from stock stk where stk.stm_auto_key=ex.stm_auto_key), (select cng.consignment_code from consignment_codes cng, stock stk where ex.stm_auto_key=stk.stm_auto_key and stk.cnc_auto_key=cng.cnc_auto_key), (select wo.si_number from wo_operation wo, stock stk, stock_reservations str where ex.stm_auto_key=stk.stm_auto_key and stk.stm_lot=str.stm_auto_key and str.woo_auto_key=wo.woo_auto_key), ex.return_core_to_lot, (select pn.pn from parts_master pn where pn.pnm_auto_key=ex.pnm_auto_key) from exchange ex where ex.pod_auto_key>0
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We have tried using the barcoding with a MS Surface. It didn’t get used. The machine is too bulky, battery issues, gets left in the shop, etc.
I suggest looking at Component Control’s mobile app solution or Advanced QC mobile solution.
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Identifying ECCN numbers for aircraft parts is rather easy. If it is made specifically for aviation, it is 9A991.d by default. Then, you can refine is from there.
So, what I would do is update everything to be 9A991.d then filter your avionics. You can do this through PN patterns or keywords in description. Most of the manufacturers have search engines online to identify them.
Like the Rockwell Collins one here
Those are going to be 7A994 or 6A998
Then, from there you break it down more. Explosive related devices, ball bearings, etc.
3A991 = electronic devices and components
5A991.b Telecommunication transmission equipment, components and parts
6A998 = Radar systems, equipment and assemblies
6A998.a = Airborne radar equipment and components
7A003 = Inertial systems and components
7A006 = Airborne altimeters operating at freq other than 4.2 to 4.4 ghz
7A994 = Navigation, airborne comms equipment aircraft navigation system no under 7A003 or 7A103, other avionics equipment and parts
7E994 = Technology for items in 7A994
9A991 = aircraft and gas turbine engines and parts thereof
9A991.c = aerogas turbine engines and specifically designed parts
9A991.d = aircraft parts and components not elsewhere specified
1C992.I = fire extinguishers and explosive cartridges
1C999.a = ball bearings made of hardened steel 3mm or larger
0A001.f = tube or values from from zirconium metal or alloy where ratio of hafnium or zirconium is less than 1:500 parts by weight.
The best place to do this is right on the BIS website.
http://www.bis.doc.gov/index.php/regulations/export-administration-regulations-ear
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there is also this schedule b search engine
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This is a recent posting under the warranties group. We are and always have been faced with the same challenges
Message # 3984610
Stephanie Carpentier
We have instances where a customer has returned a part to us for either credit and for warranty consideration. When it comes to warranties we do not always wish to process these immediately as returns, but instead we prefer send the unit to our shop first for evaluation. Some are straight forward and we will credit right away. But others we want evaluated first. I am curious if anyone runs into this dilemma and how you process these warranties in QC? And if you have found an easy way to track and monitor returns/warranties from a reporting perspective?
We do not currently use the warranty module. We also use lots and consignments fairly heavily which comes into play when looking at how we process returns and warranties.
I’d love to hear what others are doing in this regard.
26 Apr 2016 5:18 AM
Quote
Reply # 3985468 on 3984610
Nadim Ghazzaoui
When the WO is created the Warranty flag is checked.
The reported defect is entered in a task labelled Customer Requirement which will always have sequence 5 (for report trapping purposes).
The Check/Test (or sometimes just a visual inspection) is done. Based on the result, an SDF combo box in the WO Header is updated to either “Approved†or “Deniedâ€.
Warranty decision reason is entered in Corrective Action.
Denied Warranty either:
Unit is repaired and the customer is billed.
Unit is BER and scrapped on-site. Customer is charged a scrap fee / if replacement is required then SO Exchange
Unit is BER. It is shipped back to the customer. Customer is billed an inspection fee
Approved Warranty either:
Unit is repaired and the customer is billed at zero.
Unit is under warranty from the OEM then a Main Component RO is created. Customer billed at zero.
Unit is BER but under warranty from the OEM then a Main Component Exchange is created. Customer billed at zero.
These last two scenarios were implemented at an OEM shop which initially sold the warranty unit as new. So it may or may not apply to you. But whether it is a sale warranty or a repair warranty, a WO is always created so as to centralise to retrieval of reporting data and track the labor for the evaluation.
WIP Transfer is done for the approved warranty work so as to show a separate line in the P&L.
A Crystal Report will capture all of the above.
Hope this helps.
Nadim.
Paul Stewart
Nadim,
This issue does not relate to work orders. This is parts distribution. When Stephanie speaks of sending it to our shop, she is referring to an outside vendor. We sold the part, but do not want to generate a credit memo as we want to preserve the sale. Generating a credit causes havoc with sales numbers, commissions, consignment payments and the financials.
So this question is relative to a part sale which has been returned for warranty consideration. On the back side, the may need to be sent back to a repair vendor or a purchase vendor for warranty consideration on their part.
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Nadim,
This issue does not relate to work orders. This is parts distribution. When Stephanie speaks of sending it to our shop, she is referring to an outside vendor. We sold the part, but do not want to generate a credit memo as we want to preserve the sale. Generating a credit causes havoc with sales numbers, commissions, consignment payments and the financials.
So this question is relative to a part sale which has been returned for warranty consideration. On the back side, the may need to be sent back to a repair vendor or a purchase vendor for warranty consideration on their part.
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Do you have forms designer?
If so, have you attempted to add those fields to your designed documents?
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FYI – I ended up having to disable one of my com ports, then it worked fine.
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To answer that question, the first thing I would do is look at the contract for consignment. How are repairs supposed to be billed to your consignor, if at all?
Are repair charges recouped from your consignor?
If so, are they recouped at the time the item sold?
If so, is your commission calculated before or after the repair costs are recovered?
If after, you will need to apply the costs to your lot header and manually recoupe those charges.
If before, you need to apply the charges to the stock line and let the system recoupe them before commission is calculated.
If repair charges are recouped on a monthly basis, despite what is sold, apply the charges to the lot header then manually recoupe them either by deducting them from commission checks, or manually billing them.
Remember, if you are applying charges to the header and manually recouping them, you need to manually adjust your lot costs down and if you have accounting you need to manually point those adjustments in the GL to offset the manual payments or deductions from commission.
It is complicated. And, QC allows for only 2 flavors of recouping repair costs. The rest is manual.