janderson
Forum Replies Created
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Thank for checking i will report to CC.
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I ran this through in test and found it does process correctly after the return adding new lines to the SO and invoicing again. I would like to correct this on the original record can that be done with SQL by updating the AR Detail amount to reflect the proper value since the GL has the correct amount in it?
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We are on 10.9.29
By OSP Main Item are referring to the button we push to create it? If so then yes we are.
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Do you put the due date on the line item or use the header due date?
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Is this for Purchase Orders or your Sales Orders?
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Yes there is a browse view with the complete build.
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Thank you. This helps some but will only get me to 2 levels since we have 4-6 levels in the build. The view only has the parent and child link. I need a child of child of child ect…
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This is a known bug and they are working on it to resolve it. CC said just adjust the beginning balance down on the bank rec and process the cash receipts and make notes on the bank rec as to why the beginning balance is off. Note you only have to do this if you are correcting something that has already posted on a bank rec.
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Mike, I do have Product template with all the sub assemblies templates linked to it.
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This does block from being able to select the stock line but does not take the stock line out of the QTY Available… Other then adding this to a WO and reserving it is there any other way to take it out of the calculation for available?
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Thank you. Is there a way to do this from the operation master? instead of the WO_Operation. We are trying to build a quick check report to make sure we are not missing any BOM items.
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Thank you that worked.
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Here are the error messages.
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Ok i added a label and on the ongettext i put this and still gettingcompile error.
var q := TOracleDataset;
q.SetSession;
q.Sql.Text := ‘SELECT SO_NUMBER FROM SO_HEADER SOH , SALES_MFG SMF,WO_OPERATION WOO ‘ +
‘Where SOH.SOH_AUTO_KEY = SOD.SOD_AUTO_KEY ‘ +
‘SOD.SOD_AUTO_KEY = SMF.SOD_AUTO_KEY ‘ +
‘SMF.WOO_AUTO_kEY = ‘ + WO_OPERATION[‘WOO_AUTO_KEY’];
q.Open;
Text := Q.FieldByName[‘SO_NUMBER’].AsSTRing;
q.free;
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To my knowledge there is no audit log for work plans or product templates.
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If you are just looking for a simple costing report by company for the year. Here is a total cost by company. You can copy and past these into a command in crystal and build a report how you would like. Note i used the invoice tables and on these tables to not have Parts , Labor or Misc cost on them and if you need that detail you need to go back further and becomes more complex not impossible.
SELECT CMP.COMPANY_NAME,Sum(IND.QTY_SHIP * IND.UNIT_PRICE) AS “TOTAL PRICE”, sum(IND.QTY_SHIP *IND.UNIT_COST) as “TOTAL COST”,sum(IND.QTY_SHIP * IND.UNIT_PRICE) – sum(IND.QTY_SHIP *IND.UNIT_COST) AS “PROFIT”
FROM INVC_HEADER INH
LEFT OUTER JOIN INVC_DETAIL IND ON INH.INH_AUTO_KEY = IND.INH_AUTO_KEY
LEFT OUTER JOIN COMPANIES CMP ON INH.CMP_AUTO_KEY = CMP.CMP_AUTO_KEY
WHERE INH.POST_DATE >= TO_DATE (’01/01/2018′, ‘MM/DD/YYYY’) AND
INH.POST_DATE <= TO_DATE ('12/31/2018', 'MM/DD/YYYY') GROUP BY CMP.COMPANY_NAME If you want by Invoice number. SELECT INH.POST_DATE,INH.INVC_NUMBER, CMP.COMPANY_NAME, IND.QTY_SHIP, IND.UNIT_COST, IND.UNIT_PRICE FROM INVC_HEADER INH LEFT OUTER JOIN INVC_DETAIL IND ON INH.INH_AUTO_KEY = IND.INH_AUTO_KEY LEFT OUTER JOIN COMPANIES CMP ON INH.CMP_AUTO_KEY = CMP.CMP_AUTO_KEY WHERE INH.POST_DATE >= TO_DATE (’01/01/2018′, ‘MM/DD/YYYY’) AND
INH.POST_DATE <= TO_DATE ('12/31/2018', 'MM/DD/YYYY') Also i would double check these to make sure they tie to the sales line on your gl. Any questions let me know
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You could setup the PN with a distribution code to move the value of the item when it is received to the expense account you want so it wont be in the inventory value. To relieve the inventory make a “Chemical Work Order” and add them as BOM items and issue the QTY.
We does here and have a spot designated where all chemicals are to be dropped off once consumed and once a week or month (depending on qty of chemicals) we add them to a work order and relieve the stock.
Like i said use distribution codes on the Work Order PN and the Purchased Part PN to put them in the proper accounts that accounting wants them in.
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As John said. When using any third party software to interact with Quantum you need to fully understand where your data is and how does Quantum associate the files to records. The Image_List table is where the image records live and are linked using the SOURCE_PK ( The Primary Key for the record on the Source Table) and SOURCE_TABLE ( The table the record is from) Meaning all image records are on the same table even if there are uploaded from a different module. SO in the integration with the software you will need a different SQL call or parameter to get the correct record you are looking for since the Source_PK is not unique but is needed to get the correct file for your record.
Example: ACCOUNTS PAYABLE RECORD
SELECT FILE_NAME
AP_ACCOUNT.APA_AUTO_KEY = IMAGE_LIST.SOURCE_PK
WHERE SOURCE_TABLE = AP_ACCOUNT
Example: Invoices
SELECT FILE_NAME
INVC_HEADER.INH_AUTO_KEY = IMAGE_LIST.SOURCE_PK
WHERE SOURCE_TABLE = INVC_HEADER
Also the full file path is not stored on the table and you will need to know where your file server is storing the files and you need to give this application access to these files. This is also a risk if this application needs that folder location to be shared with everyone how needs to view these files you are greatly increasing your chances that if someone in company is hit by ransomware these files could also be encrypted leading to a more length recovery process from your backups.
I am not sure how this software can handle this but this would be some good questions to ask. I find more times than not the sales rep will say yes they can do that but when you get into the integration of the software you get to a road block and are stuck paying more for custom programming than expected.
Hope this helps and let me know if you go with the software and how it worked out.
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You need to on each computer set the default application as adobe to open the .qid file. This can be on control panel or by going to the image server and opening the file and select open with adobe and make it default. as far the link i just created a formula to create the hyperlink text. If you need help with that let me know.
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Why are you looking for a third party software to manage documents? With document & imaging you can add files to most records. Also you create crystal reports with links back to the image file attached to the record.
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Are looking for the sales by vendor by country code or just a list of vendors by country code?
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Tino,
Also note when you make a change to the fields you need to fully close quantum and reopen to see if it works.
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Go to Security Management, Select user, Under Work Order > Global > Release Work Order or click find and search for ID 22765
Let me know if that works
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Henrik did you ever get what you were looking for. I have number of number of reports that pulls information like this. Are you looking at PN level or a department or maybe even stock category code. There are a number of ways slice this information.
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Also late to the party but one thing to consider. I would recommend having these transactions hit the GL using a WO or Cycle Count and have accounting make a manual journal entry to put the $s where they want them and make notes of the reason why this was done. That way when you do any kinda of stock level analysis you can see what happened to the stock. If you do this through sql you will + when you rec the parts and no – on the transaction log and you will never be able to balance the transactions. I know my CFO would start twitching if this was the case.
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You have a few options.
1. Upload them into custom Crystal reports in Quantum.
2. Have users download a program like Logicity as a report viewer. Downside to this option is it will use a Quantum user connection if they leave the report open on their desktop.
3. If the reports are run daily or weekly i would recommend using event manger to run them and email the reports out to a distribution list. Example i have a daily labor report i send to all leads and managers that shows how many hours are logged into quantum for the day.
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Thank you both for the responses.
We went with a Charge of Prepayment mapping the sale to an unearned revenue account.
We create the Sales Order and add the part they ordered. We also add 2 charges of prepayment one for the prepayment amount (+) and one to off set for the same amount (-). We than create the invoice for only the prepayment line item(+). This creates the AR and posts the sale to unearned revenue
Once the order is ready to ship we create a new invoice for the part and the offset charge(-). This posts the full amount of the Sale to the Sales account and removes the balance from unearned revenue also adds the remaining balance to AR
This seams to best solution we can come up with unless anyone has any other idea’s.
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We also have multiple companies using Quantum and Quickbooks and we are using a software called Prophix that uses OLAP Cubes to produce our financial statements. We run nightly imports from the GL_Summary table and GL_Trans table to give us a drill across into the detail. This was not a cheap solution but this software also gives you budgeting, personal planning tools and more. One downside is have to pay per user to access the data in the software. For example we have reports that get sent out to the managers for actual spend vs budget. We an accountant run the reports and than forward them to the managers to keep the cost down a bit.
We where using Excel with multiple tabs but the lights started to dim every time we opened the file and it got too painful to add new accounts as it always seamed something got missed or a formula didn’t get updated or broke.
Just a note from the time we started implementation of the Prophix to getting useful reports It took me (IT Manager) and our Accounting Manager just over a week with a Prophix implementation expert on-site to get our month end and year end reports built. We now use this also for cost modeling for new programs or locations.
Like i said this was not a cheap solution but Prophix has many tools for you to use.
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Thanks John
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You can also create a data connection in excel and use a SQL script to pull your data. Only problem is you have to create the connection on every windows user that would be viewing the file unless you break the connection. If you have any questions let me know.