Handling Sales Order Variations

We have some far too complicated RB reports that track "bookings" changes on jobs. Yes, that's jobs not orders that we "book" (long story). We handle tracking changes by use of memo fields on the job header (but Order header or line would work too). We have a memo type of 'ADJ' that the reports then add up by parsing out the info from the memo. Works great as long as the person entering follows the format rules exactly. The series of 'ADJ' memos preserves the trail of changes. We use the also for 'MTL' memos to track material surcharges to back them out of revenue on some job profitability reports. We ar eon 6.1 but have been doing this since 5.2 or earlier.

-Todd C.

-----Original Message-----
From: Paul Whittle [mailto:pwhittle@...]
Sent: Tuesday, September 13, 2005 10:42 AM
To: Vantage User group
Subject: [Vantage] Handling Sales Order Variations


We are on Vantage 5.2.

We design and manufacture make-to-order jobs essentially to a lump sum value
rather than individual line item values, and get variations or amendments
during the course of the order, which may be either positive or negative.

We use a VB field to track the original order value, and (if everyone can do
the sums) assign enough value to each line item to get to the same total.

If we get a positive order variation, we can add an additional line to the
Sales Order to include that change, but if we get a negative variation we
are stuck, as you can't add a line with a negative value, and if we reduce
the value of any line items you loose track of what has happened.

We can't be alone in this, someone else in Vantageland must have a similar
problem and if so how do you handle it?

Any thoughts will be much appreciated!

Best regards,

Paul Whittle
Business Process Manager
Jiskoot Ltd
Goods Station Road
Tunbridge Wells
Kent TN1 2DJ
UK
Tel (direct) +44 (0)1892 779975
Tel (Switchboard) +44 (0)1892 518000
Fax +44 (0)1892 518100
www.jiskoot.com


----------

On-Line API/ISO custody transfer sampling standards tutorial
Click the following link - http://www.jiskoot.com/NetsiteCMS.php?pageid=18

This email transmission is confidential and intended solely for the person
or organisation to whom it is addressed. If you are not the intended
recipient, you must not copy, distribute or disseminate the information, or
take any action in reliance of it.Any views expressed in this message are
those of the individual sender, except where the sender specifically states
them to be the views of any organisation or employer. If you have received
this message in error, do not open any attachment but please notify the
sender (above) deleting this message from your system. Please rely on your
own virus check no responsibility is taken by the sender for any damage
rising out of any bug or virus infection.
This message has been scanned by F-Secure AntiVirus for mail.


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



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links




SPONSORED LINKS
Membership <http://groups.yahoo.com/gads?t=ms&k=Membership+database+software&w1=Membership+database+software&w2=Database+mortgage+software&w3=Pda+database+software&w4=Database+management+software&w5=Database+marketing+software&w6=Online+database+software&c=6&s=190&.sig=zumlzfMugtt6gdHbPv4SEw> database software Database <http://groups.yahoo.com/gads?t=ms&k=Database+mortgage+software&w1=Membership+database+software&w2=Database+mortgage+software&w3=Pda+database+software&w4=Database+management+software&w5=Database+marketing+software&w6=Online+database+software&c=6&s=190&.sig=gjZta7wG6hZqdrJXzK2Teg> mortgage software Pda <http://groups.yahoo.com/gads?t=ms&k=Pda+database+software&w1=Membership+database+software&w2=Database+mortgage+software&w3=Pda+database+software&w4=Database+management+software&w5=Database+marketing+software&w6=Online+database+software&c=6&s=190&.sig=3Hn54KU1wFHab_pC8mcmQw> database software
Database <http://groups.yahoo.com/gads?t=ms&k=Database+management+software&w1=Membership+database+software&w2=Database+mortgage+software&w3=Pda+database+software&w4=Database+management+software&w5=Database+marketing+software&w6=Online+database+software&c=6&s=190&.sig=36Lz5dDq6L3dzupiJwAffg> management software Database <http://groups.yahoo.com/gads?t=ms&k=Database+marketing+software&w1=Membership+database+software&w2=Database+mortgage+software&w3=Pda+database+software&w4=Database+management+software&w5=Database+marketing+software&w6=Online+database+software&c=6&s=190&.sig=k5h2EoDyGba8G2MtsW5WSQ> marketing software Online <http://groups.yahoo.com/gads?t=ms&k=Online+database+software&w1=Membership+database+software&w2=Database+mortgage+software&w3=Pda+database+software&w4=Database+management+software&w5=Database+marketing+software&w6=Online+database+software&c=6&s=190&.sig=-puLLcDG0gUTIJTiT0fjEw> database software

_____

YAHOO! GROUPS LINKS



* Visit your group " vantage <http://groups.yahoo.com/group/vantage> " on the web.


* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>


* Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service <http://docs.yahoo.com/info/terms/> .


_____




[Non-text portions of this message have been removed]
We are on Vantage 5.2.

We design and manufacture make-to-order jobs essentially to a lump sum value
rather than individual line item values, and get variations or amendments
during the course of the order, which may be either positive or negative.

We use a VB field to track the original order value, and (if everyone can do
the sums) assign enough value to each line item to get to the same total.

If we get a positive order variation, we can add an additional line to the
Sales Order to include that change, but if we get a negative variation we
are stuck, as you can't add a line with a negative value, and if we reduce
the value of any line items you loose track of what has happened.

We can't be alone in this, someone else in Vantageland must have a similar
problem and if so how do you handle it?

Any thoughts will be much appreciated!

Best regards,

Paul Whittle
Business Process Manager
Jiskoot Ltd
Goods Station Road
Tunbridge Wells
Kent TN1 2DJ
UK
Tel (direct) +44 (0)1892 779975
Tel (Switchboard) +44 (0)1892 518000
Fax +44 (0)1892 518100
www.jiskoot.com


----------

On-Line API/ISO custody transfer sampling standards tutorial
Click the following link - http://www.jiskoot.com/NetsiteCMS.php?pageid=18

This email transmission is confidential and intended solely for the person
or organisation to whom it is addressed. If you are not the intended
recipient, you must not copy, distribute or disseminate the information, or
take any action in reliance of it.Any views expressed in this message are
those of the individual sender, except where the sender specifically states
them to be the views of any organisation or employer. If you have received
this message in error, do not open any attachment but please notify the
sender (above) deleting this message from your system. Please rely on your
own virus check no responsibility is taken by the sender for any damage
rising out of any bug or virus infection.
This message has been scanned by F-Secure AntiVirus for mail.


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