First BPM - Trying to solve AP/Costing fued

Yahoo Archive
1
Ooooo...that works nice. We have been running Vantage for so long and I haven't tapped into even a fraction of the custom power of it. So goes the story of the one-man IT department. Thanks Charles.



Mark



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Charles Carden
Sent: Friday, May 16, 2008 1:28 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] First BPM - Trying to solve AP/Costing fued



You can use the Business Activity Manager (BAM) to turn on the change
log for the job tables. Pick the tables and fields you want to track,
select the create log check box and any changes made to the selected
fields will be logged. This is very helpful and it also facilitates
creating changed records reports. You do need to be fairly selected on
the tables and fields that you select in BAM as the change log table can
get very big very fast. When I say big, I mean over a million records.
We have been online for almost 1 ½ years and our change log table is
close to 1 ½ million records and we are only tracking changes on about
10 tables.

If you want to email then don't use BAM; use BPM.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf
Of rapat_mark
Sent: Friday, May 16, 2008 9:09 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] First BPM - Trying to solve AP/Costing fued

Hey all,

Well I have put it off long enough...time to create my first BPM and
start looking for ways to improve the information Vantage gives us.

We are running 8.03.305k. Our current problem is that once a job is
completely reviewed and costed it is closed. Sometimes costs follow
after the jobs is closed either through rework or AP invoices. In
either case the job is reopened to allow the changes and then closed
again.

The big problem is the ongoing finger pointing between costing and AP.
We had a nice meeting to discuss that the AP person needed to make a
copy of the invoice so that costing could make any necessary
adjustments to the reports already given to Sales. Now we have
excessive piles of paper being handed back and forth and the costing
person still comes to me asking if there is a way she can see who
reopened a job on a specific date.

I would like to be able to create a BPM to email her whenever a closed
job is reopened or provide some other way of tracing these changes.

Any recommendations for educational resources for BPM?

On a side note we also found that as long as a PO was received we
could post an AP invoice to a closed job. I thought the purpose of
closing the job was to make sure that no future costs could be added.

Mark

Charles Carden
Manager, MIS
Manitex, Inc.
Phone: 512-942-3086
Fax: 512-942-3089

DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.

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2
Hey all,

Well I have put it off long enough...time to create my first BPM and
start looking for ways to improve the information Vantage gives us.

We are running 8.03.305k. Our current problem is that once a job is
completely reviewed and costed it is closed. Sometimes costs follow
after the jobs is closed either through rework or AP invoices. In
either case the job is reopened to allow the changes and then closed
again.

The big problem is the ongoing finger pointing between costing and AP.
We had a nice meeting to discuss that the AP person needed to make a
copy of the invoice so that costing could make any necessary
adjustments to the reports already given to Sales. Now we have
excessive piles of paper being handed back and forth and the costing
person still comes to me asking if there is a way she can see who
reopened a job on a specific date.

I would like to be able to create a BPM to email her whenever a closed
job is reopened or provide some other way of tracing these changes.

Any recommendations for educational resources for BPM?

On a side note we also found that as long as a PO was received we
could post an AP invoice to a closed job. I thought the purpose of
closing the job was to make sure that no future costs could be added.

Mark
3
You can use the Business Activity Manager (BAM) to turn on the change
log for the job tables. Pick the tables and fields you want to track,
select the create log check box and any changes made to the selected
fields will be logged. This is very helpful and it also facilitates
creating changed records reports. You do need to be fairly selected on
the tables and fields that you select in BAM as the change log table can
get very big very fast. When I say big, I mean over a million records.
We have been online for almost 1 ½ years and our change log table is
close to 1 ½ million records and we are only tracking changes on about
10 tables.



If you want to email then don't use BAM; use BPM.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of rapat_mark
Sent: Friday, May 16, 2008 9:09 AM
To: vantage@yahoogroups.com
Subject: [Vantage] First BPM - Trying to solve AP/Costing fued



Hey all,

Well I have put it off long enough...time to create my first BPM and
start looking for ways to improve the information Vantage gives us.

We are running 8.03.305k. Our current problem is that once a job is
completely reviewed and costed it is closed. Sometimes costs follow
after the jobs is closed either through rework or AP invoices. In
either case the job is reopened to allow the changes and then closed
again.

The big problem is the ongoing finger pointing between costing and AP.
We had a nice meeting to discuss that the AP person needed to make a
copy of the invoice so that costing could make any necessary
adjustments to the reports already given to Sales. Now we have
excessive piles of paper being handed back and forth and the costing
person still comes to me asking if there is a way she can see who
reopened a job on a specific date.

I would like to be able to create a BPM to email her whenever a closed
job is reopened or provide some other way of tracing these changes.

Any recommendations for educational resources for BPM?

On a side note we also found that as long as a PO was received we
could post an AP invoice to a closed job. I thought the purpose of
closing the job was to make sure that no future costs could be added.

Mark



Charles Carden
Manager, MIS
Manitex, Inc.
Phone: 512-942-3086
Fax: 512-942-3089


DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.



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