Credit Card Purchases

Select a New Job Miscellaneous Line, in part type credit card (set up as a part) fill in description, tab to supplier quantity, tab to amount & enter, select save.
Use down menu to "New Job Charge"
Fill in job number, tab-then click on "Add Job Misc Charge"
New screen, for "Part/Rev" type in freight and tab, "Description will fill in. Tab to "Misc Charge" and select Credit Card from pull down menue.
Tab to "Unit Cost and enter the $ amount. Click OK at the bottom left and save.
It is easier to fill out a purchase order & receive.
Pam S.

--- In vantage@yahoogroups.com, "mchamberlain722" <mchamberlain@...> wrote:
>
> Can anyone provide any feedback on applying credit card purchases to jobs?
>
> --- In vantage@yahoogroups.com, "roelmartinez_sabreinudstries" <rmartinez@> wrote:
> >
> > Is there a way in Epicor to code Credit Card purchases to Jobs without issuing a Purchase Order? We are currently running 8.03.407.
> >
>
How are people handling Credit card purchases with a PO and receipt
out of Vantage 8.03. There is no invoice from the supplier and we
are wondering the best way to handle clearing the payable. Does anyone
even issue POs for CC purchases?
It doesn't work the same for 8.03 as it does in 6.1?



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Michael McWilliams
Sent: Friday, July 13, 2007 9:54 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Credit Card Purchases



How are people handling Credit card purchases with a PO and receipt
out of Vantage 8.03. There is no invoice from the supplier and we
are wondering the best way to handle clearing the payable. Does anyone
even issue POs for CC purchases?


This message has been processed via your triumphgroup.com e-mail
address.



[Non-text portions of this message have been removed]
And how is that? We are new to Vantage
-- In vantage@yahoogroups.com, "Geary, Stephanie" <sgeary@...> wrote:
>
> It doesn't work the same for 8.03 as it does in 6.1?
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Michael McWilliams
> Sent: Friday, July 13, 2007 9:54 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Credit Card Purchases
>
>
>
> How are people handling Credit card purchases with a PO and
receipt
> out of Vantage 8.03. There is no invoice from the supplier and we
> are wondering the best way to handle clearing the payable. Does
anyone
> even issue POs for CC purchases?
>
>
> This message has been processed via your triumphgroup.com e-mail
> address.
>
>
>
> [Non-text portions of this message have been removed]
>
We have an account called "Credit Card Clearing" and when you enter the payment for the credit card you post the charge for that PO to that account (1-2002-000 for us) then create a "dummy" invoice for the purchase order. Post that invoice and then adjust that invoice out referencing the "Credit Card Clearing".



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Michael McWilliams
Sent: Friday, July 13, 2007 11:08 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Credit Card Purchases



And how is that? We are new to Vantage
-- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Geary, Stephanie" <sgeary@...> wrote:
>
> It doesn't work the same for 8.03 as it does in 6.1?
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Michael McWilliams
> Sent: Friday, July 13, 2007 9:54 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Credit Card Purchases
>
>
>
> How are people handling Credit card purchases with a PO and
receipt
> out of Vantage 8.03. There is no invoice from the supplier and we
> are wondering the best way to handle clearing the payable. Does
anyone
> even issue POs for CC purchases?
>
>
> This message has been processed via your triumphgroup.com e-mail
> address.
>
>
>
> [Non-text portions of this message have been removed]
>


This message has been processed via your triumphgroup.com e-mail address.



[Non-text portions of this message have been removed]
Thanks for the info. I think we are going to try something
different.
We will set up the Credit Card Company as a Supplier, and then
in the few cases we will set up who we are purchasing from as a
Purchase Point Under the CC company.
I am goig to see how it works.
--- In vantage@yahoogroups.com, "Geary, Stephanie" <sgeary@...>
wrote:
>
> We have an account called "Credit Card Clearing" and when you
enter the payment for the credit card you post the charge for that
PO to that account (1-2002-000 for us) then create a "dummy" invoice
for the purchase order. Post that invoice and then adjust that
invoice out referencing the "Credit Card Clearing".
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf Of Michael McWilliams
> Sent: Friday, July 13, 2007 11:08 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Credit Card Purchases
>
>
>
> And how is that? We are new to Vantage
> -- In vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> , "Geary, Stephanie" <sgeary@> wrote:
> >
> > It doesn't work the same for 8.03 as it does in 6.1?
> >
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> ] On
> Behalf
> > Of Michael McWilliams
> > Sent: Friday, July 13, 2007 9:54 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Credit Card Purchases
> >
> >
> >
> > How are people handling Credit card purchases with a PO and
> receipt
> > out of Vantage 8.03. There is no invoice from the supplier and we
> > are wondering the best way to handle clearing the payable. Does
> anyone
> > even issue POs for CC purchases?
> >
> >
> > This message has been processed via your triumphgroup.com e-mail
> > address.
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
> This message has been processed via your triumphgroup.com e-mail
address.
>
>
>
> [Non-text portions of this message have been removed]
>
The problem with that is that you will still get the credit card company
as the supplier if you look the part up in Purchase Advisor. You will
not be able to see who you bought the part from.



The Credit Card clearing option is the best. Even though you don't have
an invoice, you need to enter one for the credit card purchase. You can
have different CC Clearing accounts for different cards and the accounts
should be reconcilable to the CC Statement.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Michael McWilliams
Sent: Friday, July 13, 2007 12:32 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Credit Card Purchases



Thanks for the info. I think we are going to try something
different.
We will set up the Credit Card Company as a Supplier, and then
in the few cases we will set up who we are purchasing from as a
Purchase Point Under the CC company.
I am goig to see how it works.
--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Geary, Stephanie" <sgeary@...>
wrote:
>
> We have an account called "Credit Card Clearing" and when you
enter the payment for the credit card you post the charge for that
PO to that account (1-2002-000 for us) then create a "dummy" invoice
for the purchase order. Post that invoice and then adjust that
invoice out referencing the "Credit Card Clearing".
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Michael McWilliams
> Sent: Friday, July 13, 2007 11:08 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: Credit Card Purchases
>
>
>
> And how is that? We are new to Vantage
> -- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%
40yahoogroups.com> , "Geary, Stephanie" <sgeary@> wrote:
> >
> > It doesn't work the same for 8.03 as it does in 6.1?
> >
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%
40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%
40yahoogroups.com> ] On
> Behalf
> > Of Michael McWilliams
> > Sent: Friday, July 13, 2007 9:54 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Credit Card Purchases
> >
> >
> >
> > How are people handling Credit card purchases with a PO and
> receipt
> > out of Vantage 8.03. There is no invoice from the supplier and we
> > are wondering the best way to handle clearing the payable. Does
> anyone
> > even issue POs for CC purchases?
> >
> >
> > This message has been processed via your triumphgroup.com e-mail
> > address.
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
> This message has been processed via your triumphgroup.com e-mail
address.
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
We place our credit card POs with the actual supplier. Then when we get
a credit card statement with those material purchases, we just post
those purchases in the suspense account. Using the received not
invoiced report, we then create a dummy invoice from the supplier, post
it, then adjust it off against the suspense account. Works well for us,
but we only have 5 or 6 transaction like this each month...



James



[Non-text portions of this message have been removed]
Same thing just we use a specific account number just for that - when
the suspense account has a balance we know it was an error that needs to
be corrected.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of James Martin Jr.
Sent: Friday, July 13, 2007 1:03 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Credit Card Purchases



We place our credit card POs with the actual supplier. Then when we get
a credit card statement with those material purchases, we just post
those purchases in the suspense account. Using the received not
invoiced report, we then create a dummy invoice from the supplier, post
it, then adjust it off against the suspense account. Works well for us,
but we only have 5 or 6 transaction like this each month...

James

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


This message has been processed via your triumphgroup.com e-mail
address.



[Non-text portions of this message have been removed]
We set up the credit card bank (lets say Chase as the supplier) and each of the suppliers as Purchase Points. This way we can see who we bought it from. We also drive purchasing guidelines- no credit card purchases over $500.00 only on Purchase Orders etc.


----- Original Message ----
From: Charlie Smith <CSmith@...>
To: vantage@yahoogroups.com
Sent: Friday, July 13, 2007 9:37:42 AM
Subject: RE: [Vantage] Re: Credit Card Purchases

The problem with that is that you will still get the credit card company
as the supplier if you look the part up in Purchase Advisor. You will
not be able to see who you bought the part from.

The Credit Card clearing option is the best. Even though you don't have
an invoice, you need to enter one for the credit card purchase. You can
have different CC Clearing accounts for different cards and the accounts
should be reconcilable to the CC Statement.

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Michael McWilliams
Sent: Friday, July 13, 2007 12:32 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Re: Credit Card Purchases

Thanks for the info. I think we are going to try something
different.
We will set up the Credit Card Company as a Supplier, and then
in the few cases we will set up who we are purchasing from as a
Purchase Point Under the CC company.
I am goig to see how it works.
--- In vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ,
"Geary, Stephanie" <sgeary@...>
wrote:
>
> We have an account called "Credit Card Clearing" and when you
enter the payment for the credit card you post the charge for that
PO to that account (1-2002-000 for us) then create a "dummy" invoice
for the purchase order. Post that invoice and then adjust that
invoice out referencing the "Credit Card Clearing".
>
>
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ] On
Behalf Of Michael McWilliams
> Sent: Friday, July 13, 2007 11:08 AM
> To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
> Subject: [Vantage] Re: Credit Card Purchases
>
>
>
> And how is that? We are new to Vantage
> -- In vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
<mailto:vantage%
40yahoogroups. com> , "Geary, Stephanie" <sgeary@> wrote:
> >
> > It doesn't work the same for 8.03 as it does in 6.1?
> >
> >
> >
> > ____________ _________ _________ __
> >
> > From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
<mailto:vantage%
40yahoogroups. com> [mailto:vantage@yahoogroups .com
<mailto:vantage% 40yahoogroups. com> <mailto:vantage%
40yahoogroups. com> ] On
> Behalf
> > Of Michael McWilliams
> > Sent: Friday, July 13, 2007 9:54 AM
> > To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
<mailto:vantage% 40yahoogroups. com>
> > Subject: [Vantage] Credit Card Purchases
> >
> >
> >
> > How are people handling Credit card purchases with a PO and
> receipt
> > out of Vantage 8.03. There is no invoice from the supplier and we
> > are wondering the best way to handle clearing the payable. Does
> anyone
> > even issue POs for CC purchases?
> >
> >
> > This message has been processed via your triumphgroup. com e-mail
> > address.
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
> This message has been processed via your triumphgroup. com e-mail
address.
>
>
>
> [Non-text portions of this message have been removed]
>

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






____________________________________________________________________________________
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[Non-text portions of this message have been removed]
Is there a way in Epicor to code Credit Card purchases to Jobs without issuing a Purchase Order? We are currently running 8.03.407.
Can anyone provide any feedback on applying credit card purchases to jobs?

--- In vantage@yahoogroups.com, "roelmartinez_sabreinudstries" <rmartinez@...> wrote:
>
> Is there a way in Epicor to code Credit Card purchases to Jobs without issuing a Purchase Order? We are currently running 8.03.407.
>