Duplicate costs from RMA reworked parts showing up on sales marg


We just finished this one up for 9.05 - same might apply for 8.03.  You definitely have to $0 out all the costs when you bring in the RMA, you then disposition it to a job.  The gotcha we ran into is making sure your product groups match between the sales order and the job.  Not sure how far back this bug went but we hit it on 9.05.702a, but the job follows the part master even when tied to sales order demand - and we issue our sales orders for repair (or warranty) and are a standard shop. 

 

If the job follows the same product group as the sales order and we disposition the RMA to the job at $0 then we only transact for the actual cost on the job rather than standard cost.

 

Jenn

All,

 

We have been dealing with this since forever with Vantage and I’m hoping some experienced Vantage users might be able to tell us what we are doing wrong or how they approach this scenario:

 

1.       We shipped parts to a customer on a sales order and recognize revenue.

2.       The customer had a problem with the parts and shipped them back to us to rework and we receive them in on a Vantage RMA.

3.       We then issue these parts to a new job in order to rework them.

4.       Once reworked, we receive these parts back to stock.

5.       We then re-ship from stock these reworked parts on a new 0 dollar sales order to the customer.

 

The problem we see on this is when we run the sales margin report, we see these parts show up on the 0 dollar sales order with costs from the ORIGINAL jobs we made them from.  So in essence, we see the costs TWICE on the sales margin analysis report.  Once when we shipped them originally, and again when we shipped them after they were reworked. 

 

We would love to know what the CORRECT process is for handling parts that have to come back for rework because I am convinced we are not doing something right which is what is throwing off the sales margin analysis report.  Any help would be greatly appreciated. 

 

Mike Abell

Information Technology Manager
Flexial - BOA Group - Cookeville, Tennessee
Office:   931.432.8408
Mobile:  615.418.3055
 
email:  MAbell@...

 

 

All,

 

We have been dealing with this since forever with Vantage and I’m hoping some experienced Vantage users might be able to tell us what we are doing wrong or how they approach this scenario:

 

1.       We shipped parts to a customer on a sales order and recognize revenue.

2.       The customer had a problem with the parts and shipped them back to us to rework and we receive them in on a Vantage RMA.

3.       We then issue these parts to a new job in order to rework them.

4.       Once reworked, we receive these parts back to stock.

5.       We then re-ship from stock these reworked parts on a new 0 dollar sales order to the customer.

 

The problem we see on this is when we run the sales margin report, we see these parts show up on the 0 dollar sales order with costs from the ORIGINAL jobs we made them from.  So in essence, we see the costs TWICE on the sales margin analysis report.  Once when we shipped them originally, and again when we shipped them after they were reworked. 

 

We would love to know what the CORRECT process is for handling parts that have to come back for rework because I am convinced we are not doing something right which is what is throwing off the sales margin analysis report.  Any help would be greatly appreciated. 

 

Mike Abell

Information Technology Manager
Flexial - BOA Group - Cookeville, Tennessee
Office:   931.432.8408
Mobile:  615.418.3055
 
email:  MAbell@...

_,_._,___

When you disposition an RMA – at the bottom of the screen is where the cost are coming from on a RMA.

 

You could write a BPM to zero these cost out –

 

That is what I did for the last company I worked for that used Vantage.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, November 26, 2014 9:43 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Duplicate costs from RMA reworked parts showing up on sales margin report - why??? Vantage 8.03

 

 

All,

 

We have been dealing with this since forever with Vantage and I’m hoping some experienced Vantage users might be able to tell us what we are doing wrong or how they approach this scenario:

 

1.       We shipped parts to a customer on a sales order and recognize revenue.

2.       The customer had a problem with the parts and shipped them back to us to rework and we receive them in on a Vantage RMA.

3.       We then issue these parts to a new job in order to rework them.

4.       Once reworked, we receive these parts back to stock.

5.       We then re-ship from stock these reworked parts on a new 0 dollar sales order to the customer.

 

The problem we see on this is when we run the sales margin report, we see these parts show up on the 0 dollar sales order with costs from the ORIGINAL jobs we made them from.  So in essence, we see the costs TWICE on the sales margin analysis report.  Once when we shipped them originally, and again when we shipped them after they were reworked. 

 

We would love to know what the CORRECT process is for handling parts that have to come back for rework because I am convinced we are not doing something right which is what is throwing off the sales margin analysis report.  Any help would be greatly appreciated. 

 

Mike Abell

Information Technology Manager
Flexial - BOA Group - Cookeville, Tennessee
Office:   931.432.8408
Mobile:  615.418.3055
 
email:  MAbell@...

_,_._,___