Build Inventory without allowing sales

We find it convenient to be able to enter the sales order before the part is in the part master on new parts. We edit the sales order when the part number is finalized -- no big deal. In the meantime, we at least have on record that something "new" is on order, along with the customer name and due date, so that we can prioritize our engineering efforts.

David Kaufman
CNC Metal Products
A Global Body Company


> -----Original Message-----
> From: Frank Zeigafuse [SMTP:fzeigafuse@...]
> Sent: Tuesday, September 07, 2004 9:15 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Build Inventory without allowing sales
>
>
> The other "Feature" with Vantage is sales can type an order for any p/n even
> if it is not in the part master! We are asking for an enhancement or an
> option in the setup so it would limit sales to just the part master.
>
>
>
> Frank Zeigafuse
>
> Innovative Office Products
>
> General Manager
>
> Direct Phone: 610-559-6369
>
> Email: fzeigafuse@...
>
>
>
> -----Original Message-----
> From: Aaron Hoyt [mailto:hoyt@...]
> Sent: Tuesday, September 07, 2004 7:26 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Build Inventory without allowing sales
>
>
> Good morning group.
>
> I have been asked for the best method to block the sale of a new part
> until a "release" date, but allow it to be built to inventory.
> We don't even want sales to be able to type in the part number until the
> release date goes by, but at the same time we need to build inventory
> for testing and certification. Any ideas?
> Thanks,
>
> Aaron Hoyt
> Hittite Microwave
>
>
> [Non-text portions of this message have been removed]
>
>
>
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Good morning group.

I have been asked for the best method to block the sale of a new part
until a "release" date, but allow it to be built to inventory.
We don't even want sales to be able to type in the part number until the
release date goes by, but at the same time we need to build inventory
for testing and certification. Any ideas?
Thanks,

Aaron Hoyt
Hittite Microwave


[Non-text portions of this message have been removed]
Please remove me from the list. I am leaving this company.
Thanks

-----Original Message-----
From: Aaron Hoyt [mailto:hoyt@...]
Sent: Tuesday, September 07, 2004 6:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Build Inventory without allowing sales

Good morning group.

I have been asked for the best method to block the sale of a new part
until a "release" date, but allow it to be built to inventory.
We don't even want sales to be able to type in the part number until the
release date goes by, but at the same time we need to build inventory
for testing and certification. Any ideas?
Thanks,

Aaron Hoyt
Hittite Microwave


[Non-text portions of this message have been removed]




Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links
The other "Feature" with Vantage is sales can type an order for any p/n even
if it is not in the part master! We are asking for an enhancement or an
option in the setup so it would limit sales to just the part master.



Frank Zeigafuse

Innovative Office Products

General Manager

Direct Phone: 610-559-6369

Email: fzeigafuse@...



-----Original Message-----
From: Aaron Hoyt [mailto:hoyt@...]
Sent: Tuesday, September 07, 2004 7:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Build Inventory without allowing sales


Good morning group.

I have been asked for the best method to block the sale of a new part
until a "release" date, but allow it to be built to inventory.
We don't even want sales to be able to type in the part number until the
release date goes by, but at the same time we need to build inventory
for testing and certification. Any ideas?
Thanks,

Aaron Hoyt
Hittite Microwave


[Non-text portions of this message have been removed]



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links



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<www.LCDarms.com> -- Ergonomic mounting solutions for monitors and keyboards

This e-mail is from Innovative Office Products, Inc. but expresses the views of the sender and not necessarily the views of the company. The email and any files transmitted with it are confidential to the intended recipient at the e-mail address to which it has been addressed. It may not be disclosed or used by any other than that addressee, nor may it be copied in any way. If received in error, please delete and notify the sender via e-mail or sales@... quoting the name of the sender. Messages sent via this medium may be subject to delays, non-delivery and unauthorized alteration. This e-mail has been prepared using information believed by the author to be reliable and accurate. Unless expressly stated otherwise, this e-mail does not form part of a legally binding contract or agreement between recipient and Innovative Office Products, Inc.

Warning: Although Innovative Office Products, Inc. has taken reasonable precautions to ensure no viruses are present in this email, we cannot accept responsibility for any loss or damage arising from the use of this email or attachments. It is, therefore, your responsibility to scan attachments (if any).



[Non-text portions of this message have been removed]
>>The other "Feature" with Vantage is sales can type an order for any
p/n even
if it is not in the part master!

Yup, That is the one we are trying to work around. It's nice to be able
to sell the kitchen sink, but we would like to prevent it until a new
one is in stock. :)

I was thinking of having a the BAM launch something to let them know
it's not available yet based on a field in the Part Master, but this
seems like a complex workaround.

Aaron Hoyt
Hittite Microwave


[Non-text portions of this message have been removed]
Why don't you just make it a procedure to check inventory first before they
make the SO?

Or maybe that is too logical.......

M. Manasa Reddy
ERP Specialist
Crestview Aerospace Corporation
Email: mreddy@...
Phone: (850) 682-2746 x 272


-----Original Message-----
From: Aaron Hoyt [mailto:hoyt@...]
Sent: Tuesday, September 07, 2004 8:53 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Build Inventory without allowing sales


>>The other "Feature" with Vantage is sales can type an order for any
p/n even
if it is not in the part master!

Yup, That is the one we are trying to work around. It's nice to be able
to sell the kitchen sink, but we would like to prevent it until a new
one is in stock. :)

I was thinking of having a the BAM launch something to let them know
it's not available yet based on a field in the Part Master, but this
seems like a complex workaround.

Aaron Hoyt
Hittite Microwave


[Non-text portions of this message have been removed]



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links


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[Non-text portions of this message have been removed]
This is how I would do it:

Don't put part in Part Master (yet). This will keep sales from being
able to browse the PM for this new part.

Create a quote to your company as customer and put mfg. details in
quote.
Create SO (selling to your company) linked to the quote, at $0 selling
price.
Create a job to fulfill SO demand, pulling details from quote.

Ship the job to yourself.
Create part in PM.
Get mfg details from quote for you BOM/methods.

Do quantity and cost adjustments to put costs into inventory - use
production detail report for amounts.

Accounting may want you to assign the sale to a particular product group
so they can reconcile the COS and inventory adjustment amounts.

Gail Grillo
Allegheny Bradford Corporation

-----Original Message-----
From: Aaron Hoyt [mailto:hoyt@...]
Sent: Tuesday, September 07, 2004 9:53 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Build Inventory without allowing sales


>>The other "Feature" with Vantage is sales can type an order for any
p/n even
if it is not in the part master!

Yup, That is the one we are trying to work around. It's nice to be able
to sell the kitchen sink, but we would like to prevent it until a new
one is in stock. :)

I was thinking of having a the BAM launch something to let them know
it's not available yet based on a field in the Part Master, but this
seems like a complex workaround.

Aaron Hoyt
Hittite Microwave


[Non-text portions of this message have been removed]



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links



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