Thanks Chris,
This was helpful! We will test it out.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of CharlieSmith
Sent: Thursday, April 29, 2010 12:42 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] E9: Best way to: Pick material, send material to
vendor, vendor drop ships to customer
1. Do you get a confirmation from the supplier that the product
has been shipped to the customer?
2. Are you paying the supplier and billing the customer for all of
the work?
IF 1 is Yes, then
1. Do a PO receipt for the work shipped to the customer.
2. Complete the job.
3. Do a Packer for the work shipped from the supplier against the
job.
4. Invoice the customer for the shipment.
5. Process the supplier invoice against the receipt.
6. Close the job.
If 1 is no, work with the supplier to expedite the information.
Otherwise you are waiting for the suppliers invoice to arrive and then
starting the process but in a different sequence.
1. Do a PO receipt for the work shipped to the customer.
2. Process the supplier invoice against the receipt.
3. Complete the job.
4. Do a Packer for the work shipped from the supplier against the
job.
5. Invoice the customer for the shipment.
6. Close the job.
The two above processes would be the proper business process.
Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Joe Rojas
Sent: Wednesday, April 28, 2010 1:58 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] E9: Best way to: Pick material, send material to
vendor, vendor drop ships to customer
We have a scenario where we receive an order from the customer and the
product they want is made at a vendor but we pick the material and send
the material to the vendor along with a PO for their work. When the
vendor finishes the product, the vendor will drop ship it to our
customer.
We started down the path of:
Create sales order
Create job link to sales order
Job contain material needed on BOM and has two operations. One operation
to pick and cut the material to size and the other one is a subcontract
operation where we send the materials to the vendor.
Where we get stuck is what we need to do once the vendor has drop
shipped it to our customer.
We thought we would record a drop ship entry but it looks like this is
only for Buy-to-order parts that are tied to a sales order.
Is there a better way to handle this type of order than what I listed
above?
Are there recommendation on how we "button" up transactions in Epicor 9
once the vendor drop ships?
Thanks in advance!
Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-1264 | fax: 781-341-5694
jrojas@... <mailto:jrojas%40matsinc.com>
<mailto:jrojas%40matsinc.com> | www.matsinc.com Ask
us about our clean, green and beautiful matting and flooring
This message is intended only for the individual named. If you are not
the named addressee you should not disseminate, distribute or copy this
e-mail. Please notify the sender immediately by e-mail if you have
received this e-mail by mistake. Please note that any views or opinions
presented in this email are solely those of the author and do not
necessarily represent those of the company.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-1264 | fax: 781-341-5694
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
[Non-text portions of this message have been removed]
This was helpful! We will test it out.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of CharlieSmith
Sent: Thursday, April 29, 2010 12:42 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] E9: Best way to: Pick material, send material to
vendor, vendor drop ships to customer
1. Do you get a confirmation from the supplier that the product
has been shipped to the customer?
2. Are you paying the supplier and billing the customer for all of
the work?
IF 1 is Yes, then
1. Do a PO receipt for the work shipped to the customer.
2. Complete the job.
3. Do a Packer for the work shipped from the supplier against the
job.
4. Invoice the customer for the shipment.
5. Process the supplier invoice against the receipt.
6. Close the job.
If 1 is no, work with the supplier to expedite the information.
Otherwise you are waiting for the suppliers invoice to arrive and then
starting the process but in a different sequence.
1. Do a PO receipt for the work shipped to the customer.
2. Process the supplier invoice against the receipt.
3. Complete the job.
4. Do a Packer for the work shipped from the supplier against the
job.
5. Invoice the customer for the shipment.
6. Close the job.
The two above processes would be the proper business process.
Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Joe Rojas
Sent: Wednesday, April 28, 2010 1:58 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] E9: Best way to: Pick material, send material to
vendor, vendor drop ships to customer
We have a scenario where we receive an order from the customer and the
product they want is made at a vendor but we pick the material and send
the material to the vendor along with a PO for their work. When the
vendor finishes the product, the vendor will drop ship it to our
customer.
We started down the path of:
Create sales order
Create job link to sales order
Job contain material needed on BOM and has two operations. One operation
to pick and cut the material to size and the other one is a subcontract
operation where we send the materials to the vendor.
Where we get stuck is what we need to do once the vendor has drop
shipped it to our customer.
We thought we would record a drop ship entry but it looks like this is
only for Buy-to-order parts that are tied to a sales order.
Is there a better way to handle this type of order than what I listed
above?
Are there recommendation on how we "button" up transactions in Epicor 9
once the vendor drop ships?
Thanks in advance!
Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-1264 | fax: 781-341-5694
jrojas@... <mailto:jrojas%40matsinc.com>
<mailto:jrojas%40matsinc.com> | www.matsinc.com Ask
us about our clean, green and beautiful matting and flooring
This message is intended only for the individual named. If you are not
the named addressee you should not disseminate, distribute or copy this
e-mail. Please notify the sender immediately by e-mail if you have
received this e-mail by mistake. Please note that any views or opinions
presented in this email are solely those of the author and do not
necessarily represent those of the company.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-1264 | fax: 781-341-5694
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring
This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
[Non-text portions of this message have been removed]