leo
Forum Replies Created
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Thanks – looks like a great idea. I appreciate the response.
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I would be interested in this as well. What we do now is have inventory reports run automatically through Crystal each month and save the time stamped reports. Of course that is only one day a month.
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You must have version 10.4 (newly upgraded?). There is a setting now in the window to “adjust quantities” in the headed of the rec – it is grey shaded but it needs to be unselected or you not going to be able to post the reconciliation. We had the same error. You can also select the system wide setting as sysdba – it under the “Receiver Reconciliation Module Settings”.
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The other option is to create a Crystal Report the way you want it to look and import it as a custom document. Component Control can also do that as well if you don’t have the in-house expertise.
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Thanks Paul – this worked very well for filtering the report. Your help is appreciated!
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We have the Work Order module as well and we weren’t surveyed. I guess if they surveyed they should be able to tell you the results (ie. who voted for it).
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We use the Advance QC tool as well and would recommend it as well.
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We have the same issue. We haven’t determined the source but do have the same correction from them. Good to hear it’s not only us at least. I was left with the impression before that it was only us which was puzzling of what we were doing to trigger the error.
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Not exactly what your looking for but in the print setting you can change the PO Document Type to Change Order. At least it would be a flag for the vendor. Another alternative is to put it in as a clause on the order and flag it to print.
Leo
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Thanks Henrick – that was the exchange type but I was looking for the distinguisher between Flat rate and Cost + OH. Sandy in my group found it for me. Its the PO_COST_METHOD in the EXCHANGE tables and the variables are –
Flat Rate=1
Cost+OHC=2
Thanks
Leo
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Go into the lot then Global, Main Component, Inspect, then inspect the stockline and you’ll see it in the stockline details for the main component. Not very direct but it is there.
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It works better if you do it at the warehouse level instead of at the stock level. You would assign the min/max at the warehouse and then pull the purchase mgmt.
Basic steps are –
1. go to part number then Global, Warehouse Level – select your warehouse and set it up.
2. go to Purchase Management and set your filters and pull your requirements.
You’ll need to play with this in your text to get it to run like you want but we found Warehouse Level works the best.
Leo
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I sent you a copy of our report as well. Pick whichever you like!
Leo
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I’m pretty sure that you can still use the AP to AP transfer option to clear these items against each other. Have you given that a try? (under the AP , Global, AP Transfer)
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We are on 10.2 and the system does check out the item on exchange out of the lot but from the testing we did when the item comes back it puts it back into the lot. You should do testing yourself as well to get comfortable with it but it does seem to be a significant improvement over what it did before.
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Hey Paul – also interested here. Thanks.
Leo
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It does appear to be luck of the draw – we had HP Scanjet 5590’s across the company (about 9 of them) all but 2 of them are dead now. The Fuji N1800 have been working well as a network scanner- depending on your demand you may get away with one of two of these as it can scan and email the documents to anyone. Its a handy feature – we’ve only had these about a year or so but no isues on them as of yet and the shipping department finds them fast for multiple scan documents. Good luck!
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This has been brought up at the Que Group conference for a couple years in a row. Surprisingly some customers dont see the need for it but i agree it should exist. I dont think its ever made it to the short list from the Que Group – you would need to get enough support from other users to bring it up and get it on the agenda. At this stage we handle it through prepaids and then setup a recurring entry template that we use to allocate the costs every month. Its manual but it works.
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We converted to the Oracle version over 2 years ago. No regrets here. With all the additional functionality that came with Orcale Event Manager it became exactly what we wanted. Its much easier to automate processes and reduce the amount of time spent on pulling and running reports – we have Crystal Reports Server which we use as well but Event Manager actually handles processes – not just reports. I’d highly recommend it to anyone who was considering it.
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Chris we use the lot module for teardowns as well. If you remove the main component then what holds the lot cost? Do you break the parts down piece by piece for cost?
On another note we keep all our main components in a inventory location called “lot”. it avoids confusion for the salesmen – as well our main components are called things like “teardown AC” or “lot package 123” so that its not a part that anyone would look for to sell. Of course we also remove the indicators so that the part number doesnt end up on the stockmarket or ILS.
Leo
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As a process we only post invoices once we have a waybill number entered in the system – it eliminates items like this and our auditors were pretty sticky about booking sales before actually shipping the product. You might want to reconsider your current process.
Leo
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Thanks for the feedback. I still can’t understand why i have to ask about this feature to the Que Group and I get good feedback and at least direction when the help desk told me the feature wasnt there. I’m going to look at the discount matrix first and test that as it seems closest to what I want. Thanks again all. Sometimes I’m not sure what i would do without this group!
Leo
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Chris this is a function of the customer quote module. When you print a customer quote there is a flag there that is “Print as Pro-Forma invoice”. You dont need to have any stock reserved.
Leo
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Dave I sent a lot stauts report to your email – it will give you most of the table linkages and maybe get you on the road to where you want to be.
Regards,
Leo
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I didnt know this existed either. Thanks for the heads up! Always good to follow these discussion boards.
Leo
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We have the Zebra S4M 203dpi ZPL Thermal Transfer that we purchased from Ahearn & Soper they recommended this to us because of the aging label issue. We knew some stock would be in stock for prolonged periods of time so went with Thermal Transfer instead. We’ve never had an issue with aging faded labels. The old labels still scan and work even after a couple years. We have never used them in a chemical environment however.
Leo
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Billy we went with the Worthit scanners. They are pricey but they worked for us on a smaller section of the company so we continued to use them to be consistent. Have you tried Ebay or similar used venues? Sometimes organizations go under, trade up etc and you might find a deal on a package. Worth a look.
The initial inventory setup actually can work as part of your physical counts. You can print the labels for everything in a series of locations and attach the labels – you can still continue operations while you setup. We would pull bins and give them to an admin assistant who would work on bins in her extra time. It all got done and once everything is barcoded its alot easier to start to implement the other processes. This could also be done during cycle counting (if you do that). Small batches over a long period of time with new stock being labelled as brought in.
Leo
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Billy,
We’ve been using the barcode module for about 4 years now. I have nothing but good things to say about it. We use it for shipping & receiving currently and are incorporating it into our work flow now as well. Not sure what information you would need but i can honestly say for things like inventory moves etc i’m not sure how we would live without it.
Leo
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Felix – here is the selection – it has the company selection active to not show items flagged as Historical. I sent you the links to get you started. Good luck.
“COMPANIES” “COMPANIES” INNER JOIN “QCTL”.”COMPANY_ROLODEX” “COMPANY_ROLODEX” ON “COMPANIES”.”CMP_AUTO_KEY”=”COMPANY_ROLODEX”.”CMP_AUTO_KEY”) INNER JOIN “QCTL”.”ROLODEX” “ROLODEX” ON “COMPANY_ROLODEX”.”RDX_AUTO_KEY”=”ROLODEX”.”RDX_AUTO_KEY”
WHERE “ROLODEX”.”HISTORICAL”=’F’
ORDER BY “COMPANIES”.”COMPANY_NAME”
Leo Druken
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I would echo Pauls comments on Lot receving. We never process a large package or teardown through the Receiving Module – we always use the direct to lot receiving. This also helps when you have any documentation that applies to the entire lot (ie. the trace paperwork). If you scan any documents that apply to the whole lot directly to the lot header then they will just be assigned to each line as received. Regardless of how you do it 20,000 lines is time consuming. Good luck with it.
On another note I’d never allow exchange cores from Lots if you have the accounting module. If you use anything other than Flat Rate exchange the system will give you journal entries that will expense the entire charge of your core (ie the amount of the repair on the item). Its not fun once you have to clean up that mess once the system makes the accounting nightmare for you.
Leo Druken
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Effectively the enhancement is to make the system work with type 1 exchange plus Cost + OHC work just like a core that would have been if it were purchased and existing outside of a lot. Personally I think this is a fix and not an enhancement but it affects our business too much to wait for Quantum to want to fix it on their own. It seems like the only real feedback they have received is from me on this so when your only one voice then you either pay or put up with it.
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Paul i think you might be referring to the Location Merge – there is no Warehouse merge that I am aware of. i’d like to have the functionity as well to merge warehouses.
Leo
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Just as a note I am currently working with Quantum on an enhancement. I should know the proposal in the next week or so. Thanks to all for the feedback.
Leo Druken
3 Points Aviation
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Anthony,
We are on 9.2.11. I checked our sales type “M” which is charges and they all transact in the GL just fine. Do they have all the distribution codes setup properly? If not they will all bomb to the default (in our case 9999-99). In the Charge setup there should be a code for Sales in order for it to work correctly.
Regards,
Leo Druken
3 Points Aviation
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Paul Stewart wrote:
Leo, Unforuntely, the Cost+ method does not work with the lot module. Which you have figured out. I am curious why you do not want the repairs to be expensed, and later hit COGS upon a sale. I know there are many ways to handle exchanges in accounting, but is there a fundamental reason it must be this way, or is it that it has always been this way and change is not an option. By fundamental I mean complaince with bank covinance and the like.
There are other ways to potentially handle this through some clever reporting and manual adjustments. However, before this approach is taken you must understand completely why certain monies like core values and repairs costs are treated the way they are.
Component Control’s staff has limited real world business experience and their guidence is based on keystrokes within QC vs actual business process development. Nothing wrong with that, I’m just saying dont expect business transaction solutions from them.
Paul
I should be more specific. We use exchange type #1 – exch our unit/repair core/return to stock. When i said Cost + I meant the exchange fee. Currently if we have a unit repaired and it was bought outright then the GL entry is
DR outstanding cores $XX
CR inventory $xx
but if same part number is in a lot with repair cost attached (we currently use apply RO cost to items) then the transaction would be –
DR cost of sales $XX
CR inventory $XX
All that being said I think you actually provided me with a solution indirectly. If i turn off the “Apply RO Cost to item” in the lot it would actually absorb the RO costs to the whole lot and transact at predefined margin and the exchange items could move in and out of the lots at zero dollars. Overall i could still track RO costs on items because that reporting is separate. I’ll have to test this – thanks for the conversation – this has been very helpful.
Leo
3 Points Aviation
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Paul,
We use the lot module to handle tear downs. When we exchange the repair cost to the AR part gets expensed (which it shoudnt). Quantums suggestion is to move it out of the lot – which now makes it precosted. If the core ever comes back into stock and gets sold outright it wont use the lot consigment value and will cause an understatement of the Cost of Sales of the Core. A no win situation. Moving it out doesnt work from a financial perspective either. I have seen $10’s of thousands of dollars makes it way to the Cost of Sales line which it shouldnt. We deal with that manually and then have to track returning cores so that we can adjust the cost back in that was previously expensed by the system. We use Cost plus overhaul in the exchange type.
Leo
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There is already a set of statements in the 2011 QueGroup Conference Presentations & Docs that has a sample pack of Cyrstal Docs there from Paul Stewart. Its called Balance Sheet but when i run it there is a full set of statements there. Good luck.
Leo Druken
3 Points Aviation
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We’ve always dealth with this in the notes – been the only option that we are aware of as well.Leo Druken3 Points Aviation
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Andrew if you check the 2011 QueGroup Conference Presenatations Paul Stewart did a presentation called “Going Remote” that might help you. The presentation does cover a few apps for the Ipad, Iphone and Driod platforms.
Leo Druken – 3 Points Aviation
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Frank – I do have reports that go out that contain my logo (for instance the EOD Sales Alert) – however the attachment of the logo seems to come from a stored procedure. This is how it appears in the text of the scheduled event. I havent edited it but i am pretty sure the procedure pulls the logo from you Quantum settings templates – the same one you use for invoices, POs etc.
Example
Procedure: QC_SCHED_CUST_PKG.STD_0009_EOD_SALES_ALERT used STD_0009_EOD_SALES_ALERT
When you click on the Event in the Events tab the click on “View Xsl templates” it shows you the code. It over my head but i’m pretty sure most of the items requiring logos have it build in. You can test it by just sending it to yourself.
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Jerry
I don’t see the specific report you are referring to however normally in those events you will see Keywords that are replacements for specific items like variable emails. For instance in the email event of “Posted Invoice Alert” the keyword is “Customer” which pulls from the invoice header and will email the acknowledgement to that person. You should see something similar for that report. I hope this helps.
Leo Druken – 3 Points Aviation