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Forum Replies Created
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Tony that would be great to post on the QUE Group site. Can you forward it over to me?
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You can create a customized document out of one of the ones printed from the SO.
That is what we have done. When an exchange agreement is required, the user just prints a customized SO Acknowledgement to send to the customer.
Same thing with the rental agreement.
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Leah,
I have sent you an email regarding this.
Thanks
Paul
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The way to do this without paying for event manager or custom programming is to create a crystal report which looks at the audit logs for anything that was created within (for example) 15 minutes. Your crystal report should be set up to run useing the visual cut tool from Millett Software and have it run every 15 minutes.
There is a bit more to it, but that is the jist of it. This is how we do everything from purchase and repair requests (withot the PR module) to shipping notices to receiving notices.
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Do you use the barcode system? If so, please let me know. May have a solution for you.
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I probably have something I could share, but you need to defined obsolete. Each company has different standards for obsolescence
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Ok – now I understand what you are doing. I would assign the value of PN2 to a string variable. Then just do a basic querry like this
select x,y,z from parts_master where pn like stringvar X% I dont think you need to wrap it in parans.
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Aaron,
I dont use the built in tool for that in QC. It does not provide enough functionality and I’ve ran into some problems.
I recommend you get the Datalink tool from Millet Software. Cheap and works like a charm.
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You do that using the screen scriptor possibly.
I would need more specific details to offer a variety of solutions though.
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Eric, if you were to write this straight up for Oracle, it would look lik this
select pn, description,Qty_oh,Qty_available,Qty_reserver,notes from parts_master where
pn like ‘pn2%’
I don’t know where you are getting the PN2 from, but I notice you are using the : symbol
which is used to define a pattern match as well. Such as
‘Sherwoord_Forest ‘ Like ‘%wood|_For%’ Escape ‘|’
Not sure if that your intention, but I think your syntax is wrong. I always test my SQL in the interactive SQL took and that usually puts my on the right track. Consider getting the book SQL Instant Reference – it helps a lot.
SELECT “PN”, “DESCRIPTION”, “QTY_OH”, “QTY_AVAILABLE”, “QTY_RESERVED”, “NOTES” FROM “PARTS_MASTER” WHERE (“PN” LIKE :PN2%)
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The downloads section for the crystal reports has not been removed, it just has not been updated with the reports, I believe.
What do you need on this report? Have tried just exporting the invoice detail from the invoice detail grid? Does this give you want you need?
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Paul, if you joins are not correct you will not get all of the data. Any table you are linking to that could potentially not have a value assigned, or have muliple values assigned should be a left outter join. For example, the location code, condition code, warehouse code, stock category, etc. should be all left outter joins. Try that and see if it works for you.
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I believe the only way to back date a vendor quote is one of the following
1. Import the quotes using DIA (or the Oracle equivelent if you are using Oracle)
2. Use the Vendor Quote Module and override the Entry date field.
3. Enter your quote an then use Interactive SQL to run an update statement changing the entry date.
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make sure in your documents the image object “auto size” and “stretch” are turned off if you have forms designer module.
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The signatures show best if they are in BMP format. 176 px wide by 40 px tall.
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You need to get a flat bed scanner, like an HP or Fujistu. These are twain complian scanners.
Once you install it, all you have to do is click the Scan button and it will scan and input the document directly into the stock you initiated the scan from.
If you have mutliple people scanning, but only one scanner, you can use a software like Remote Scan that allows you to have the machine with the scanner act as a “server”. You place the document in that scanner, and can initiate the scan from any client workstation as if the scanner was attached to your computer. That utility is how we are able to scan and snap pictures through our remote terminal server connections.
Additionally, there are methods within quantum you can deploy that will reduce the time it takes to scan. For example, if you use the lot module, and are entering items into the lot. You have a set of documents that gets applied to all items in the lot. You can scan it again the lot header, check the box that says apply to lot items, and each item you input will enherit that scan. In the receiving inspection module, you can scan a document against the main item (for serialized parts only) and each serialized stock line will get that item’s scanned documents.
It sounds to me like you might need a little process improvement to centralize and streamline your document capturing too. Just a thought.
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One additionaly comment on this. Make sure whomever is doing your purchasing and your stocking understand the cost implications. If it is setup wrong you can have some big cost problems. I recommend you play with it a couple times in your test database. Just remember that the way it is supposed to work is that the cost on the PO is divided by the number of items (QTY) you are stocking it in. So the stock cost is your unit or per peice cost, not the same as the purchase cost.
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You need to use the UOM conversion functions in the parts master. You set up the buy UOM and the equivilent Stocking UOM.
See the help chapter 4 Inventory Management “Adding a Master Part” – it talks about the stock unit and purchase unit functions.
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The tool we use here at Worthington, which I’ve mentioned in my lectures, is called Visual Cut. There is another tool also called Datalink Viewer. The first is for automation, the second is for user viewing of Crystal Reports. Millet Software produces both products and they can be purchase for only a few hundred dollars. Ido Millet is developer and is extremely helpful and responsive. http://www.milletsoftware.com/
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One note about the campatability mode – you must order your Windows 7 Operating system with this feature. I do not believe it comes with this backwards compatability mode build in.
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There is no built in setting for this. However, if you have the Forms Designer module you can easily swap the two objects around in the form so that the one prints before the other.
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Andy there a few work order/aircraft maintenance related reports that I have posted
on the QUE website here. They may or may not help, but could at least be a good start for you.
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We do the same thing. There is a function in security which restricts a user’s ability to add a line item to a sales order if it does not meet a specific profit margin or profit dollar amount, without a managers password.
However, this is not related to the credit limits.
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Ok – I have some new information on this. I had some other anomolies show up on this installation, so I talked with Pietro. Here is his direction on installing in Windows 7.
Once the Quantum client is installed make the following changes to make sure the user can run Quantum as a domain user.
Grant full control rights to:
C:program filescomponentcontrol.comquantum control
C:program filescommon filesBorland sharedBDE
C:program filesFirebirdFirebird_1_5
C:windowsrbuilder.ini
C:Oracleproduct10.2.0client_1
Create folder QCimages under c:program filescomponentcontrol.comquantum control if not there and make sure that it is set to full control for everyone.
Run regqc.exe once and then it should work until the next upgrade. The user will have to run quantum as admin once after upgrade.
Oracle Clients can be found at
X64 7 and vista 10.2.0.4
X86 7 and vista 10.2.0.3
http://www.oracle.com/technology/software/products/database/oracle10g/htdocs/10203vista.html
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I just did an install on Windows 7. I had to do two things to make it work.
1. Grant Everyone full permissions on the Common Files folder and Quantum Folder
2. Even though my user was in the administrator’s group, I still had to mark the application to run as administrator. So, now it prompts for confirmation to run as administrator every time, which I dont like and want to get rid of.
Those are the two things I had to do to make it work.
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The easiest way to do this to create a location code called LOT HEADER. That way you can see at a glance that any given stock line is a lot.
otherwise, you have to look a the stock line reservations (which you could pull into your history grids in inventory) and the lot number will be shown as the “SI NUMBER”.
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Joseph, this is how a lot is supposed to work. If you want your items to hold the cost of the peice parts, then you must pre-cost them. Otherwise costs roll up to the lot header. You could always transfer your stock line out of the lot, assign a cost to it and then treat it as a stand alone item. This howeve, would defeat the purpose of the lot.
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here are the tables you need in order of linking precedence
SO_DETAIL TO SALESPERSON = SNP_AUTO_KEY
SO_DETAIL TO STOCK_RESERVATIONS = SOD_AUTO_KEY
STOCK_RESERVATIONS TO STOCK = STM_AUTO_KEY
STOCK TO STOCK_RESERVATIONS (SECOND TABLE INSTANCE) = STM_LOT TO STM_AUTO_KEY
STOCK_RESERVATIONS (SECOND TABLE INSTANCE) TO WO_OPERATION = WOO_AUTO_KEY
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Unfortunetely, I have to agree with Jason in that the system was designed this way. This is
more related to consignment functions within the lot vs. the lot itself. The AP credit is
applied immediately because the consignment payment should be reversed otherwise your
consignor remains overpaid during that period you are waiting to process the transactions.
You could use a crystal report to seperate out these transaction which would allow you
to at least track them.
I admit it would be cleaner to have them processed the same way as the outbound AP for
your consignor, however there is some logic in the way it is handled now.
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I agree, however I solve this problem with a Crystal Report. If you are running firebird, it is much easier than in Oracle, but both databases can accomodate a report.
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Have you tried processing the payments throught the Manual Point of Sales function in the invoice? This function will apply the receivable to the invoice immediately and show the balance due on the invoice.
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I presume you are referring to a way to identify a Vendor as accepting certain type of payment methods.
You have a couple choices. You could use the Vendor Terms to define ACH as the payment method. This value will pull into the PO or RO header when you use the vendor.
If you want to track this information differently, you could also use the user defined fields in the company managment module (such as a check box) to mark them as an ACH vendor. This method would only be useful for reports and such.
Hope that helps.
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In the future, I would recommend reopening the sales order, adding your replacement item that and when you go to invoice the item you could optionally select the credit memo to add it to.
This way the sales order is updated as well.
However, we normally would create a seperate invoice for the replacement parts.
Helps keep the transaction seperate and clean as well as the AR Statements.
Plus, we use the shipping module so it wouldnt make sense for use to go straight to a new invoice.
Just a thought.