In search of...Alternate to Epicor Custom Solutions Group

Then my suggestion is to allow the packers to be invoiced, thus updating
the inventory. Once the invoice has been created, move them into a
'Hold' invoice group until you are ready to invoice the item properly.
The visibility of the 'Hold' group gives the invoicing people the chance
to follow up on items that require attention and relieves the shipping
people of the responsibility.



It is basically a business process decision. I am not a major fan of
customization and what you are suggesting would be a major change to the
Manufacturing software business process. Remember that when you make a
change like this, you may have to do it again when the next version is
released. And again, and again. Consider how you can achieve the same
result in a different direction.



Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com







From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Doug Oswald
Sent: Wednesday, January 09, 2008 5:01 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: In search of...Alternate to Epicor Custom
Solutions Group



Charlie,

The problem with not checking shipped is that the material does not
leave inventory. This is a problem for us. So our custom solution
allows us to remove the items from inventory (checking Shipped) while
waiting for the POD or final shipping cost. Once we have all the
required info we then check the Ready to Invoice checkbox (Vantage 4
had this additional checkbox). Get shipments only pulls Ready to
Invoice packers.

Doug

In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Charlie
Smith" <CSmith@...> wrote:

The Version 4.0 functionality on the packing slip is there. If the
packer is not flagged as shipped, it does not pass to invoicing. When
you are ready to invoice, such as you have the Proof of Delivery in
hand, then flag the packing slip as shipped. The shipping tracker can
show you what is pending, shipped but not invoiced and invoiced. No
need for a custom there.

Charlie Smith

2W Technologies LLC / Smith Business Services





[Non-text portions of this message have been removed]
We are on version 6.1 looking to upgrade to 8.03.403x.

I just received our quote from the Custom Solutions group to update
our current custom code to V-8. The ESTIMATED START date is
March/April 2008. We wanted to upgrade before that date.

We have four things we want done. Some of which might be able to be
recreated using new tools in 8.03.403 that I have not researched yet.

We are looking to reinstate Vantage 4.0 functionality on the Packing
Slip. We like the Ready to Invoice checkbox that only pulls through
to invoicing P/S that are Ready to Invoice.

Next we have a program that updates specific release dates based on
input data.

We like searchword added to the time-phased report as a filter.

The built-in copy Sales Order function in 8.03.403 is not robust
enough for us. We want to copy an order whether is open or closed,
copy all lines on a closed S/O as open, copy the Project ID for each
line, do not copy any prior shipment info, copy the quantities and
pricing, and do not copy any deposit info.

If anyone out there has any contacts for me, please let me know.

Sorry for the long post.

Doug Oswald
Manager of Information Systems
Fleetwood Fixtures
Marking the PS "shipped" means "ready to invoice". Not sure if this is
good enough for you.

As for search word, on the Time Phase Inquiry there is a part search
that when hit allows you to search description based on word.


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Doug Oswald
Sent: Wednesday, January 09, 2008 10:40 AM
To: vantage@yahoogroups.com
Subject: [Vantage] In search of...Alternate to Epicor Custom Solutions
Group



We are looking to reinstate Vantage 4.0 functionality on the Packing
Slip. We like the Ready to Invoice checkbox that only pulls through
to invoicing P/S that are Ready to Invoice.

We like searchword added to the time-phased report as a filter.

.

<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1705007183/msg
Id=61730/stime=1199900392/nc1=4507179/nc2=3848644/nc3=4840955>



[Non-text portions of this message have been removed]
The Version 4.0 functionality on the packing slip is there. If the
packer is not flagged as shipped, it does not pass to invoicing. When
you are ready to invoice, such as you have the Proof of Delivery in
hand, then flag the packing slip as shipped. The shipping tracker can
show you what is pending, shipped but not invoiced and invoiced. No need
for a custom there.



Charlie Smith

2W Technologies LLC / Smith Business Services





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Doug Oswald
Sent: Wednesday, January 09, 2008 12:40 PM
To: vantage@yahoogroups.com
Subject: [Vantage] In search of...Alternate to Epicor Custom Solutions
Group



We are on version 6.1 looking to upgrade to 8.03.403x.

I just received our quote from the Custom Solutions group to update
our current custom code to V-8. The ESTIMATED START date is
March/April 2008. We wanted to upgrade before that date.

We have four things we want done. Some of which might be able to be
recreated using new tools in 8.03.403 that I have not researched yet.

We are looking to reinstate Vantage 4.0 functionality on the Packing
Slip. We like the Ready to Invoice checkbox that only pulls through
to invoicing P/S that are Ready to Invoice.

Next we have a program that updates specific release dates based on
input data.

We like searchword added to the time-phased report as a filter.

The built-in copy Sales Order function in 8.03.403 is not robust
enough for us. We want to copy an order whether is open or closed,
copy all lines on a closed S/O as open, copy the Project ID for each
line, do not copy any prior shipment info, copy the quantities and
pricing, and do not copy any deposit info.

If anyone out there has any contacts for me, please let me know.

Sorry for the long post.

Doug Oswald
Manager of Information Systems
Fleetwood Fixtures





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

The problem with not checking shipped is that the material does not
leave inventory. This is a problem for us. So our custom solution
allows us to remove the items from inventory (checking Shipped) while
waiting for the POD or final shipping cost. Once we have all the
required info we then check the Ready to Invoice checkbox (Vantage 4
had this additional checkbox). Get shipments only pulls Ready to
Invoice packers.

Doug



In vantage@yahoogroups.com, "Charlie Smith" <CSmith@...> wrote:

The Version 4.0 functionality on the packing slip is there. If the
packer is not flagged as shipped, it does not pass to invoicing. When
you are ready to invoice, such as you have the Proof of Delivery in
hand, then flag the packing slip as shipped. The shipping tracker can
show you what is pending, shipped but not invoiced and invoiced. No
need for a custom there.



Charlie Smith

2W Technologies LLC / Smith Business Services