FW: Job advances

Hi,

Thanks for the input!
>
> Wouldn't a "Job Adjustment" entry to take the unspent funds
> off the job work?
>
As far as I know, the job has 'bought' this advance. The whole amount
goes into the job....how would I 'put back' some of this amount?

Thanks,
Duane

> Jeff Milbrath
> Controller
> Hartford Finishing, Inc.
>
>
> --- In vantage@yahoogroups.com, "Duane Kaufman" <dkaufman@i...>
> wrote:
> > Hi all,
> >
> > I am wondering if I can exploit the collective wisdom of this
> group to
> > come up with a process for something we wish to do when we install
> one
> > of our units.
> >
> > We usually send a Service Representative to a site to do a pre-
> install
> > inspection, and before they go, we start a job for the
> installation.
> > Usually there are costs associated with this visit, and we want to
> > cash-advance (this cost going to the job) Currently, we initiate a
> P.O.,
> > and process the invoice and issue cash to the representative.
> >
> > The problem with this method, while it gets cost to the job,
> sometimes
> > the representative doesn't use all the advance, and we haven't
> figured
> > out how to get the balance back to the job.
> >
> > Has anyone handled things like this?
> >
> > Thanks!
> > Duane
> >
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Hi all,

I am wondering if I can exploit the collective wisdom of this group to
come up with a process for something we wish to do when we install one
of our units.

We usually send a Service Representative to a site to do a pre-install
inspection, and before they go, we start a job for the installation.
Usually there are costs associated with this visit, and we want to
cash-advance (this cost going to the job) Currently, we initiate a P.O.,
and process the invoice and issue cash to the representative.

The problem with this method, while it gets cost to the job, sometimes
the representative doesn't use all the advance, and we haven't figured
out how to get the balance back to the job.

Has anyone handled things like this?

Thanks!
Duane

NOTICE: This communication may contain privileged or other confidential information for the sole use of the designated recipients. If you have received it in error, please advise the sender by reply email and immediately delete the message and any attachments without reviewing, copying or disclosing the contents.
Wouldn't a "Job Adjustment" entry to take the unspent funds off the
job work?

Jeff Milbrath
Controller
Hartford Finishing, Inc.


--- In vantage@yahoogroups.com, "Duane Kaufman" <dkaufman@i...>
wrote:
> Hi all,
>
> I am wondering if I can exploit the collective wisdom of this
group to
> come up with a process for something we wish to do when we install
one
> of our units.
>
> We usually send a Service Representative to a site to do a pre-
install
> inspection, and before they go, we start a job for the
installation.
> Usually there are costs associated with this visit, and we want to
> cash-advance (this cost going to the job) Currently, we initiate a
P.O.,
> and process the invoice and issue cash to the representative.
>
> The problem with this method, while it gets cost to the job,
sometimes
> the representative doesn't use all the advance, and we haven't
figured
> out how to get the balance back to the job.
>
> Has anyone handled things like this?
>
> Thanks!
> Duane
>
> NOTICE: This communication may contain privileged or other
confidential information for the sole use of the designated
recipients. If you have received it in error, please advise the
sender by reply email and immediately delete the message and any
attachments without reviewing, copying or disclosing the contents.