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Forum Replies Created
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What we do when importing lot items is assign them a unique location code. Then, as they come in the items are labeled, docs scanned, and properly located. Once finished, anything that remains with the unique location code is discrepancies. After reconciling these, I will just run an SQL statement to remove them from the system.
update stock set qty_oh=0 where stm_lot = [Your Lot SMT Auto Key here]
The other method we use to remove them from the system is the stock issue module.
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The returning core is a new part altogether with unique trace, characteristics, etc. This is why the scans to do not transfer. Imagine if they did what a stock line would look like at just a few exchange cycles. How would keep the attachment’s straight?
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You can try AutoIt
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I believe what you are referring to is the Customs Invoice.
This is printed from the shipping module. There is no customs invoice available from the other modules that I am aware of. The customs invoice (commercial invoice) provides information such as product value, Schedule B code, ECCN or ITAR classification, shipping weight and dims, etc.
Most people that do not have the shipping module use the customs invoice produced by their shipping software, or they are manually creating them outside of the system with a template.
With that said, you could customize the invoice documents to look like a customs invoice, but you do not have the forms designer module. So, your other option is to build your document using Crystal Reports if you own that and have the internal expertise to develop that.
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Your approach is one of two ways you could handle this. The CofC, as you point out, does not have clause options.
if it were me, I wouldn’t print from the Invoice. What I would do is take the SO Acknowledgment document and customize it to look like the CofC
This document has clause capability, plus the ability to select one or more items as well as a variety of other print options (some of which are not applicable to a CofC)
Additionally, the CofC is often requested before the product ships, which might kill two birds with one stone.
Wish I had a better answer for you, but those are your options at this point.
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The CofC document can be printed from multiple locations in the system. Where are you printing yours from and what modules do you own so we can understand what printing options are available to you.
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To the best of my knowledge the only way that you might address this is to modify the stored procedure that gets called.
John Boyce may have some ideas on this
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sent
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Kristen,
I believe this issue is predominantly a user issue and/or internal control issue.
If 8130’s were completed manually, outside of a system you would be faced with the same issue as it a quality control function.
First, I would say you need to restrict printing of the document to only those who are trusted and responsible for verifying the condition of the part.
Second, establish a company policy surround this issue and mandate times when, and people who can print the document.
The only way in the system (as it is designed today) that might be helpful is to build in alerts into the document. You can place alerts in the document that look at the condition of the part and when the condition does not meet the requirement it pops up an alert that says “The XX condition code does not meet standards for printing any 8130 certification document”
Then, when the bad condition code is found, overwrite the condition code output on the document with “ERROR” so there is no way that document could be valid.
The combination of restricting users, setting policies and enforcing those policies through document output control is the way I would approach this situation.
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The users table is called sys_users
The sql I referenced for a search will help you identify fields and tables in the future
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search the forums for a posting I did called secret sql
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Yes, it is because your temp directory is being shared. I had this same problem and it was resolved when I made sure that each user had their own client install. Users cannot share any of the QC files.
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You should verify you have the Oracle client installed and that you can start Quantum and log into Quantum.
The network alias is reading the values from the TNS Names file in the oracle installation.
Component Control technical support should also be able to help you validate these elements of your installation.
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This may get you started
select
poh.po_number,
pod.item_number,
cmp.company_name,
pn.pn,
poh.entry_date,
pod.route_code,
pod.unit_cost “HOME COST”,
(select cnc.currency_code from currency cnc, po_header poh where poh.poh_auto_key=pod.poh_auto_key and poh.cur_auto_key=cnc.cur_auto_key)”Currency Code”,
pod.exchange_rate “Exchange Rate”,
pod.vendor_price “Foreign Vendor Cost” ,
pn.list_price “MFG_LIST”,
(select dc.discount_code from discount_codes dc where dc.dsc_auto_key=pod.dsc_auto_key) “Discount Code”,
(select dc.discount from discount_codes dc where dc.dsc_auto_key=pod.dsc_auto_key) “Discount Pct”
from
po_header poh,
companies cmp,
parts_master pn,
po_detail pod
where
poh.poh_auto_key=pod.poh_auto_key and
poh.cmp_auto_key=cmp.cmp_auto_key and
pod.pnm_auto_key=pn.pnm_auto_key
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If you have a local instance of Quantum running, then you have the database connection tools already installed as Quantum uses them.
If your QC is using the Oracle DB, then you have the Oracle client installed on your machine.
You will likely find the installed files at either C:Oracle or
C:Program FilesOracle
Depending on the location choice during the client installation.
Therefore, when you start SQL developer you would click the + symbol under the connection tab to create a new connection.
In the Connection Name input “MAXQPROD” which should be your default database name.
In the User Name, input QCTL which should be your default live database schema
In the Password input quantum which should be your default password for the QCTL schema
Click Save Password
Click Oracle Tab
Select Default for the Role
Select TNS for the connection type
Select MAXQPROD from the Network Alias drop down menu
Click TEST button to validate the connection tot he DB
Click Save to save the connection.
This should give you access to all table structures, stored procedures, constraints, raw data, and anything else associated to the Oracle Database that Quantum uses.
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Then you will need to install the Oracle client.
This is assuming you are using Oracle for your Quantum Database.
The Quantum client installation instructions can be obtained from Component Control
You can install the Oracle ODBC drivers, but in order to do that you need to launch the Oracle installation tools. If you are going to do that, you might as well just install the full blown client.
Do you have a functioning installation of the Quantum Control software on your computer?
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If you have the oracle client installed on your machine, you will use the native oracle client connection. That means you do not need to create an ODBC connection, but rather you will specify your DB name (usually MaxQprod) and your schema name, such as QCTL or Test and lastly your schema name password. Component Control usually defaults those to “quantum”
When the connection attempt is made, it will look to the TNSnames file in the Oracle client installation to find the IP and/or DNS name of the Oracle server in order to establish the connection to the Oracle DB.
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Our BOM issue process uses a few different elements. First, the auto reserve from the PO or course. However, this does not alert anyone. So, we have an automated noticed generated that alerts the manager of the PO and shop floor that new items are reserved and ready for pick up.
Second, using the barcode module, we issue the parts at the time the mechanic picks them up.
And, thirdly, after the work order scope is locked, we have alert that is generated in the event new BOM items are added. That is sent to the shop floor manager and purchasing.
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Unfortunately I don’t think anything will. It would require a complete overhaul of the grid system in QC in order for it to work.
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For what its worth, I think you are going about this the wrong way. Data is generated by users that gets appended to the same AP detail line that another user generates. Check batches for example. Or, vendor invoice records.
I would suggest tracking the number of PO, RO, Vendor Invoices, Check Batches and Manual AP entries that are created by looking at each of those transaction headers instead of trying to tie it to the AP detail.
Just a thought.
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If you want to automate it, I suggest using a query file and open it in Excel. Set your connection properties to refresh upon opening. In your excel file, create a pivot table from the query results to show the number of transactions each user is generating.
Here is the content for the query file. Copy this, paste into a text doc and save it as a .dqy file – you may need to change the user ID crystal and password report to your own credentials.
When you copy this below, be sure there are no line feeds in the actual query or it wont work.
XLODBC
1
DRIVER={Microsoft ODBC for Oracle};UID=crystal;PWD=report;SERVER=MAXQPROD;
select SYS.USER_NAME, aph.AP_CONTROL_NUMBER, (select PO.PO_NUMBER FROM PO_HEADER PO WHERE PO.POH_AUTO_KEY=APD.POH_AUTO_KEY) “PO #”,(select RO.RO_NUMBER FROM RO_HEADER RO WHERE RO.ROH_AUTO_KEY=APD.ROH_AUTO_KEY) “RO #”,(select RH.RR_NUMBER FROM RR_HEADER RH WHERE RH.RRH_AUTO_KEY=APD.RRH_AUTO_KEY) “RR #”,(select CK.CK_NUMBER FROM CK_HEADER CK, CK_DETAIL CKD WHERE CKD.CKH_AUTO_KEY=CK.CKH_AUTO_KEY AND CKD.CKD_AUTO_KEY=APD.CKD_AUTO_KEY) “CK BATCH #”,APD.SYSTEM_CREATED, APD.ENTRY_DATE,APD.TRAN_DATE FROM AP_DETAIL APD, AP_ACCOUNT APH, SYS_USERS SYS WHERE APD.APA_AUTO_KEY=APH.APA_AUTO_KEY AND APD.SYSUR_AUTO_KEY=SYS.SYSUR_AUTO_KEY
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You can use this SQL statement to get what you are looking for I believe
select SYS.USER_NAME, aph.AP_CONTROL_NUMBER, (select PO.PO_NUMBER FROM PO_HEADER PO WHERE PO.POH_AUTO_KEY=APD.POH_AUTO_KEY) “PO #”,
(select RO.RO_NUMBER FROM RO_HEADER RO WHERE RO.ROH_AUTO_KEY=APD.ROH_AUTO_KEY) “RO #”,
(select RH.RR_NUMBER FROM RR_HEADER RH WHERE RH.RRH_AUTO_KEY=APD.RRH_AUTO_KEY) “RR #”,
(select CK.CK_NUMBER FROM CK_HEADER CK, CK_DETAIL CKD WHERE CKD.CKH_AUTO_KEY=CK.CKH_AUTO_KEY AND CKD.CKD_AUTO_KEY=APD.CKD_AUTO_KEY) “CK BATCH #”,
APD.SYSTEM_CREATED, APD.ENTRY_DATE,APD.TRAN_DATE
FROM AP_DETAIL APD, AP_ACCOUNT APH, SYS_USERS SYS WHERE
APD.APA_AUTO_KEY=APH.APA_AUTO_KEY AND
APD.SYSUR_AUTO_KEY=SYS.SYSUR_AUTO_KEY
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Leo this can be accomplished many ways. The main question is, where in your organization are you attempting to gain this visibility? In accounting, purchasing, repairs, etc?
Or, do you want to see activity across your organization?
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Dan, many years ago we faced the same problem. that is when we had CC build the Location Validation routine in the barcode unit. When using that, you can scan a part and transfer the location on the spot. We then modified our barcode labels to allow for up to 6 hand written locations on the label.
This function reduced our inventory location issues to nearly nothing.
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Yes, we still use Harvey. Our custom bridge has been in place and worked flawlessly for the past 9 years.
It has its short comings, and I do plan to redevelop it at some point but it has proven to be a great solution.
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Assuming you purchased a single unit and are using the Work Order to tear the unit down this would definitely be the Work Order tear down function.
You will need to turn on the “Allow Negative WIP Parts Cost” flag found in the WO->Control-BOM settings screen.
Once that is turned on it allows you to assign cost to the BOM items you are turning into stock, and subsequently pull that cost out of the header.
I believe you then use the Tear Down function in the Parts Management menu on the work order.
If Im being honest, I haven’t used this much so there might another setting to turn on or an additional step.
I am sure though if you walk through it in a test DB you should be to figure it out.
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Not sure how you are determining this, but these queries may help show your true connections. The security module does not report connections correctly
select * from v$session s, sys_user_db_session u
where s.username = ‘QCTL’
and s.audsid = u.audsid
and u.user_name = ‘SYSDBA’
or
select osuser,terminal,program,status,sid,serial# from v$session where username not in (‘SYS’,’SYSTEM’,’SYSMAN’) and program not in(’emagent.exe’) order by osuser
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You can print the 8130 from the invoice. But I don’t think it allows you to adjust the quantity. Might be an Adobe Edit..
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You will probably need to contact component control to verify your stock market info is getting updated.
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I do not believe so
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You can add that field to the read only list for each user under the field restrictions area in Security. That is done with the field option button I believe.
You add the field to the that area through security settings using the “Assemble Block Fields List For Security” tool.
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There is currently no automatic process in place for this.
The only solution is to manually adjust the piece part qty up by the amount that wasn’t used. Then, adjust the cost of the repaired item down by the appropriate amount from the piece part.
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Teresa, it is actually pretty easy.
If you don’t already have Crystal Reports, purchase that.
Then, purchase VisualCut from milletsoftware.com (Ido Millet is the author – great guy)
If you want to build other reports and make them available to your users you either A. purchase the crystal reports functionality in Quantum (and be restricted to their interface) or..
B. purchase Datalink from milletsoftware.com which allows you to publish your reports so end users can run them without needing Crystal Reports installed.
For the inventory extract, load your extract report into visual cut and set the parameters such as the export file name and location and the export file file (MS Excel for mine) then, copy the report link from Visual Cut and set up a task in Windows scheduler to run that report link on a set schedule.
We have an old XP machine that runs our reports. Actually, I have two of them but just get an old desktop to be your reporting machine.
I will email you a copy of the extract report I use. It will likely contain data elements you do not use, so you can modify it as needed.
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Teresa, there is no report to capture this data. Stock is a living breathing thing.
To solve this what we do at Worthington is have a quite simple report run automatically at midnight on the first day of every month.
This allows us to keep a monthly snapshot of stock.
If you do not have the expertise to create a crystal report, and automate it with Visual Cut using the Windows Task Scheduler, you can always make it a manual event, running the QC inventory report of your choice, and institute a company policy that it is run by a designated person on the first of every month.
Hope that helps
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Yes, I have provided some of that. We have since expanded on this. We now take all of our freight bills and automatically match them back to the orders, which includes the ship method and amount.
Then, if a repair is received during a calendar month, that vendor will receive an automated report card. A sample is below.
Thank you for supporting Worthington Aviation. Our Quality Assurance Team is sending you this message because
our records indicate Repair Order receipt activity from your company this past month.
You will receive this report card on the first day of every month that follows
receipt activity from your company. We hope you find this information useful.
At present, our records indicate we have 8 parts at your facility.
We also show that in the last 12 months, we have requested warranty consideration
1 time(s) on parts you have repaired for us.
If you feel these numbers are incorrect, please contact our repairs department.
VENDOR REPORT CARD FOR
VELOCITY AEROSPACE
Measurement Factor
Last Month
12 Month
Your 12 Month Goal
# of times the correct shipping method was used
1
10
12
# of times the correct shipping method was not used
0
2
0
# of times the correct shipping account was used
1
12
12
# of times the correct shipping account was not used.
0
0
0
Overall % Correct
%100
%92
%100
Avg. days to quote the repair
N/A
10
10
Avg. days to repair the part
N/A
30
10
At Worthington Aviation, we strive for excellence. We are only as good as those we choose to do business with. Therefore, as a courtesy we provide you with this Rolling 12 Month Performance Report as our way of helping you see how we measure our vendors. We hope you find this helpful.
* Please note, not all repair orders may be included in this report. We understand some orders may
not have been updated after verbal instructions and apologize for any margin of error.
2995 Lone Oack Circle
Suite 10, Eagan, MN. 55121
p. 651-994-1600
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Ah, this sounds like our PMA inspection process.
There are a couple of ways you can handle that. If you want to track vendor performance, you would need to track each instance and define a root cause and corrective action.
The contact management module is probably the best place to do that in the system. It would also allow you to assign the contact to different people for various action.
Otherwise, you could use the receiving inspection module perhaps by creating specific disposition codes that can be applied to the items in the receiver.
Without actually seeing what you are doing today, it is difficult to speculate how best to handle it.
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Terri,
Can elaborate more on what you are looking for? Are you speaking of part inspections inbound on receiving and outbound on shipping? If so, please refer to my lecture on Quality from last year.
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For large shipment transfers we use the barcode scanner to build out our shipping order. Much easier.
From a data perspective, where a shipment is not involved, you can use the interactive SQL to do a mass update on your stock lines.
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I do not believe there is capability to roll from a customer quote to a work order or work package. I believe it is meant as a “quick quote” method for repair quotes.
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I have not seen this problem. I am curious, when you do the RTV you are able to see the original stock line purchased, and select it? Then, after selecting the item for return it throws the error?
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You could place the items you want suppressed into a region, then hide the region based on your calculation results. Not sure how clean this will make the document if you have many items on it and scattered ones that get suppressed. But, give it a try.
You can also try the same hide code in the detail on print section.
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I emailed you Leo.
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Mark, as much as I would like to see this capability, we would not pursue it at this time. We do not have the budgets for it, and our web portal policies restrict access to a certain “class” of customer. We, therefore, would not be able to apply that process in a consistent fashion.
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Unless I am missing some newer functionality in the barcode, I believe the one you are speaking of for barcode receiving was developed for a Zodiac branch in California. Another branch of theirs was cutting sales orders and they would cut a PO. So, when the shipment arrived, it would have a barcode on it with the PO number. That functionality would allow the user to scan the barcode and receiving would find the PO.
The bottom line is that the only way barcode receiving can work is if the package arrives with a barcode containing data that is already in your system.
So the questions …
1. how will the customer obtain the document or label with the barcode ?
2. Since RMA’s are not in the receiving inspection module, how will the process work? The RMA status simple invokes the “Returns” global menu functionality in the Invoice.
3. Since the RMA does not link to specific items on the invoice, will it really be that beneficial to have a barcode which invokes the receiving on the items on the invoice, when the user still has to identify the specific items.
Conclusion on this is that there would be a substantial amount of development to really make it worth while.
Now, with that said, I have requested proposals on developing RMA functionality in the Web Portal. However, Zvi would not allow them to quote it because he didn’t understand why we would want RMA functionality in the web portal.
As for shipping, we use the barcode system for shipment status code updates. Where we change the status of the shipment from pending to picked, to inspected, to packed, to pending pickup and finally shipped.
We also use the barcode unit on the shipping side for picking of large orders. We will basically do an extract of what might be a package sale, then use the barcode unit to add and reserve the items to the sales order.
Hopefully this helps..
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In that case, you would just have to create a PO with a charge on it. then, when you receive the charge it will create the payable.
Once the PO is closed, you will have to manually adjust your stock line cost up. Then, in the GL point your inventory adjustment offset to the charge code offset. So the end result in the GL is inventory and AP suspense.
No other way to manage it that I am aware of.
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Teresa, there is a charge capability in the RO, it is embedded into each line item.
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It is probably because the part number itself is not marked serialized.
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Paul Stewart wrote:
Tony, At Worthington, we have gone through a couple different cycle count approaches. One method we used was to count every bin that had been touched the previous business day. In addition, we would throw in random bins throughout the year.
To determine what bins to count, we used a couple different reports I developed. Since we are no longer using those reports, I can provide you a copy.
Our auditors didn’t care for that approach at the time so we switched to a full wall to wall audit throughout the course the of year. As our facility and inventory grew, we switched to a 33% approach at our main facility and continue to do a wall to wall at our 5 other storage facilities.
The 33% approach is done by taking all locations in the facility and randomly selecting 33% of the unaudited locations each year (excluding previously audited locations) over the course of 3 years. The selection process also includes a variety of random locations, and is separated by consigned, non consigned and lot materials.
To accomplish this, I wrote a somewhat sophisticated visual basic program in excel that builds all of the candidate locations to choose from based on user input. The duplicates are removed, then copied into a separate spreadsheet. The separate spreadsheet then tracks locations audited in the physical inventory module in Quantum and compares them against the selected list to give you a progress report, estimated time to completion based on current pace and how many locations must be audited per day to finish by year end.
Hope that gives you some ideas.
Dan, I will revert back to this post as to how we used to handle it and now handle it today. Our auditors find this approach acceptable.
I can send you the mentioned reports as well if you like.
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We don’t have the MO module, but if it relates to an outside vendor, sounds like RO piece parts to me.
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You will have to request that through Component Control