Invoicing misc to a job

Yahoo Archive
1
Hello Rick,
I think I get it. If I have an invoice that is only for misc charges, I
would create the invoice with a $0.00 amount, then add all the different
misc charges using the misc chrg button. I would then add a job to the
details section and I would only need to select one misc material seq from
the job making the $ amount match the misc total giving me a variance of
0.00. Is this correct?
Mark

-----Original Message-----
From: Rick Lane [mailto:rickl@...]
Sent: Tuesday, June 25, 2002 4:27 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Hi Mark,

I am a former CFO/Bean counter, so I know you can make this approach work :)
You can apply many different miscellaneous charges in the A/P invoice line
entry screen (button at the bottom) for the entry against this job line.
Additionally, usually, and I say usually, if something is getting charged to
a job, the amount should go against WIP inventory and not one of many
different G/L account numbers that misc charges normally go against. But
this can and does vary by circumstance and accountant preference.

Let me know if you need further information.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275

"Helping Business Make Intelligent Use of Technology"


-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Tuesday, June 25, 2002 4:02 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


Hi Rick,
I suggested this approach but my CFO gave me that look >:( Our bean
counters maintained different GL numbers for different misc charges(about 20
of them). Vantage has a misc charge table which maintains the account
numbers associated with the different charges. It just does not allow you
to add them to the job on the fly from ap/invoicing.
Mark



-----Original Message-----
From: Rick Lane [mailto:rickl@...]
Sent: Tuesday, June 25, 2002 3:01 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Why don't you add one standard material to each/every job to catch all of
these miscellaneous charges when the job is originally created. You can
then tie any/all miscellaneous charges to this one material on the job. You
can still see the detail of the charges by looking in job tracker or the
production detail report. Also, as long as there is a material associated
with a miscellaneous charge on the job, it can be "charged against" even if
the job is marked complete.

All of this can be done directly from the A/P screen.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275

"Helping Business Make Intelligent Use of Technology"


-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Tuesday, June 25, 2002 1:35 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


And there's more. We have jobs which are completed. We have
invoices for
misc items like unplanned freight charges which need to be tied to the job.
We have to go into job closing, uncheck the complete box, go to the job,
uncheck the engineered box, add a misc freight material, check the released
box, go to job closing and check the complete box. Now we can tie the
invoice to the job. Somebody please tell me there is a better way?
Mark

-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Monday, June 24, 2002 11:54 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


What I have found is that you must have a misc material called out
in the
job and it must be tied to a misc charge defined in the Misc Charge table.
If this is done you can then tie an invoice to it. The job material
quantity can stay at 1 and you can still tie multiple invoices to it with
varing quantities.
It's a pain to go back to the job, unengineer, added the material,
and then
release the job to create this entry. It would be much nicer if you could
add this material line item to the job from invoice entry.

Mark

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, June 24, 2002 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Sarah,

That functionality was introduced in 5.1.

Tim

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Monday, June 24, 2002 8:05 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



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



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2
Hello group, Here is todays question. Our job durations are typically 10
to 30 months. As time goes by we buy misc materials for the job. In DCD
classic an Invoice can be tied to just a job number but in vantage it seems
to need an assembly and material item on the job. We would like to simply
enter the invoice and not have to open the job and add a material line for
every misc item. I tried adding just one misc material line to a job but
as soon as an invoice qty matches the line qty the material is marked as
complete and you can not tie any other invoices to this line. Any ideas?

TIA
Mark
3
Could someone direct me to some litrature, websites, white papers whatever,
so I can gain some practical knowledge on the complexities of best utilizing
twin onboard NICs. I've looked out there and most of what I've run across
has been very theoretical. I hopping to find some language even a wabbit
hunter can understand. Everything, seems to dance around the topic but
doesnt get to the heart of the issue.

Tha that's alllll folk!

Shirley


[Non-text portions of this message have been removed]
4
We have some generic parts we add as material line items to our job masters.
They include travel, meals, lodging, freight, misc. expense. They are added
as a fixed quantity of 100, but this can be increased if you should have
more charges added than that. It gives your AP person a place to put such
expenses to the job. These parts can show up in suggestions, but I think
you can get rid of them by making them a stock part and adding a bogus high
inventory quantity @ $0. We don't use suggestions at this time, so you
might need to experiment with it in training to make sure these added parts
don't cause you problems.
Nora Story
Spectra Technologies, Inc.
>


> Subject: [Vantage] Invoicing misc to a job
>
>
> Hello group, Here is todays question. Our job durations are typically 10
> to 30 months. As time goes by we buy misc materials for the job. In DCD
> classic an Invoice can be tied to just a job number but in
> vantage it seems
> to need an assembly and material item on the job. We would like to simply
> enter the invoice and not have to open the job and add a material line for
> every misc item. I tried adding just one misc material line to a job but
> as soon as an invoice qty matches the line qty the material is marked as
> complete and you can not tie any other invoices to this line. Any ideas?
>
> TIA
> Mark
>
5
I suggested that don't give the P/N attributes "generate suggestion"
or "run mrp".
Another, you can manual add the misc expense in the job "materails
line" without defined the P/N, just give them a description.

for your reference.
6
From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



[Non-text portions of this message have been removed]
7
Sarah,

That functionality was introduced in 5.1.

Tim

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Monday, June 24, 2002 8:05 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
8
What I have found is that you must have a misc material called out in the
job and it must be tied to a misc charge defined in the Misc Charge table.
If this is done you can then tie an invoice to it. The job material
quantity can stay at 1 and you can still tie multiple invoices to it with
varing quantities.
It's a pain to go back to the job, unengineer, added the material, and then
release the job to create this entry. It would be much nicer if you could
add this material line item to the job from invoice entry.

Mark

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, June 24, 2002 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Sarah,

That functionality was introduced in 5.1.

Tim

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Monday, June 24, 2002 8:05 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
9
I am working on such a program right now. You enter a Job number and as
long ad the job isn't closed, it will add a material line. Its about done
but I need to test it more on our training database. I am also working on a
similair program for purchasing so that they may add a material line to
purchase against. Instead of it being a misc material line, that program
prompts for a job number, a part number and a part description. I will
share when its done. Shouldn't be more then a week.
Thanks
Jeremy


-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Monday, June 24, 2002 10:54 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


What I have found is that you must have a misc material called out
in the
job and it must be tied to a misc charge defined in the Misc Charge table.
If this is done you can then tie an invoice to it. The job material
quantity can stay at 1 and you can still tie multiple invoices to it with
varing quantities.
It's a pain to go back to the job, unengineer, added the material,
and then
release the job to create this entry. It would be much nicer if you could
add this material line item to the job from invoice entry.

Mark

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, June 24, 2002 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Sarah,

That functionality was introduced in 5.1.

Tim

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Monday, June 24, 2002 8:05 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
10
And there's more. We have jobs which are completed. We have invoices for
misc items like unplanned freight charges which need to be tied to the job.
We have to go into job closing, uncheck the complete box, go to the job,
uncheck the engineered box, add a misc freight material, check the released
box, go to job closing and check the complete box. Now we can tie the
invoice to the job. Somebody please tell me there is a better way?
Mark

-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Monday, June 24, 2002 11:54 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


What I have found is that you must have a misc material called out in the
job and it must be tied to a misc charge defined in the Misc Charge table.
If this is done you can then tie an invoice to it. The job material
quantity can stay at 1 and you can still tie multiple invoices to it with
varing quantities.
It's a pain to go back to the job, unengineer, added the material, and then
release the job to create this entry. It would be much nicer if you could
add this material line item to the job from invoice entry.

Mark

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, June 24, 2002 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Sarah,

That functionality was introduced in 5.1.

Tim

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Monday, June 24, 2002 8:05 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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:
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Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
11
Mark,

Sounds like the perfect situation for a little custom programming.

I'd contact EPICOR and a few consultants and give them a DETAILED list of
events that you want to happen and let them quote you on a custom program.
I'd also suggest you purchase the source code as part of the deal.

Let's see:

* Enter the invoice in box # 1
* Enter the job you wish to link it to in box # 2
* Click GO

Program does:
* Verify valid invoice # and job #
* Add misc freight material line
* Update job flags along the way as required

You'll have to contact EPICOR manually for a quote. On the other hand, I'm
guessing that if you post an email to the list with the basic specs and ask
for quotes I'm guessing any number of consultants or part time Progress
programmers would be willing to give you price.

Given the volume you are describing I would think your CFO would find this
easy money to spend when the alternative is X number of transactions times Y
number of minutes each per year at $$$$ / hr.

As a list moderator ... If you do ask for quotes on the list ... please ask
that the responses are to you privately / offlist.

Good luck,

Todd Anderson

-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Tuesday, June 25, 2002 12:35 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


And there's more. We have jobs which are completed. We have invoices
for
misc items like unplanned freight charges which need to be tied to the job.
We have to go into job closing, uncheck the complete box, go to the job,
uncheck the engineered box, add a misc freight material, check the released
box, go to job closing and check the complete box. Now we can tie the
invoice to the job. Somebody please tell me there is a better way?
Mark

-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Monday, June 24, 2002 11:54 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


What I have found is that you must have a misc material called out in
the
job and it must be tied to a misc charge defined in the Misc Charge table.
If this is done you can then tie an invoice to it. The job material
quantity can stay at 1 and you can still tie multiple invoices to it with
varing quantities.
It's a pain to go back to the job, unengineer, added the material, and
then
release the job to create this entry. It would be much nicer if you could
add this material line item to the job from invoice entry.

Mark

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, June 24, 2002 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Sarah,

That functionality was introduced in 5.1.

Tim

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Monday, June 24, 2002 8:05 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



[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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

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



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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

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




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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

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



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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

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]
12
Why don't you add one standard material to each/every job to catch all of
these miscellaneous charges when the job is originally created. You can
then tie any/all miscellaneous charges to this one material on the job. You
can still see the detail of the charges by looking in job tracker or the
production detail report. Also, as long as there is a material associated
with a miscellaneous charge on the job, it can be "charged against" even if
the job is marked complete.

All of this can be done directly from the A/P screen.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275

"Helping Business Make Intelligent Use of Technology"


-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Tuesday, June 25, 2002 1:35 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


And there's more. We have jobs which are completed. We have
invoices for
misc items like unplanned freight charges which need to be tied to the job.
We have to go into job closing, uncheck the complete box, go to the job,
uncheck the engineered box, add a misc freight material, check the released
box, go to job closing and check the complete box. Now we can tie the
invoice to the job. Somebody please tell me there is a better way?
Mark

-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Monday, June 24, 2002 11:54 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


What I have found is that you must have a misc material called out
in the
job and it must be tied to a misc charge defined in the Misc Charge table.
If this is done you can then tie an invoice to it. The job material
quantity can stay at 1 and you can still tie multiple invoices to it with
varing quantities.
It's a pain to go back to the job, unengineer, added the material,
and then
release the job to create this entry. It would be much nicer if you could
add this material line item to the job from invoice entry.

Mark

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, June 24, 2002 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Sarah,

That functionality was introduced in 5.1.

Tim

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Monday, June 24, 2002 8:05 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
13
Hi Rick,
I suggested this approach but my CFO gave me that look >:( Our bean
counters maintained different GL numbers for different misc charges(about 20
of them). Vantage has a misc charge table which maintains the account
numbers associated with the different charges. It just does not allow you
to add them to the job on the fly from ap/invoicing.
Mark



-----Original Message-----
From: Rick Lane [mailto:rickl@...]
Sent: Tuesday, June 25, 2002 3:01 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Why don't you add one standard material to each/every job to catch all of
these miscellaneous charges when the job is originally created. You can
then tie any/all miscellaneous charges to this one material on the job. You
can still see the detail of the charges by looking in job tracker or the
production detail report. Also, as long as there is a material associated
with a miscellaneous charge on the job, it can be "charged against" even if
the job is marked complete.

All of this can be done directly from the A/P screen.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275

"Helping Business Make Intelligent Use of Technology"


-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Tuesday, June 25, 2002 1:35 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


And there's more. We have jobs which are completed. We have
invoices for
misc items like unplanned freight charges which need to be tied to the job.
We have to go into job closing, uncheck the complete box, go to the job,
uncheck the engineered box, add a misc freight material, check the released
box, go to job closing and check the complete box. Now we can tie the
invoice to the job. Somebody please tell me there is a better way?
Mark

-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Monday, June 24, 2002 11:54 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


What I have found is that you must have a misc material called out
in the
job and it must be tied to a misc charge defined in the Misc Charge table.
If this is done you can then tie an invoice to it. The job material
quantity can stay at 1 and you can still tie multiple invoices to it with
varing quantities.
It's a pain to go back to the job, unengineer, added the material,
and then
release the job to create this entry. It would be much nicer if you could
add this material line item to the job from invoice entry.

Mark

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, June 24, 2002 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Sarah,

That functionality was introduced in 5.1.

Tim

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Monday, June 24, 2002 8:05 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
14
Hi Mark,

I am a former CFO/Bean counter, so I know you can make this approach work :)
You can apply many different miscellaneous charges in the A/P invoice line
entry screen (button at the bottom) for the entry against this job line.
Additionally, usually, and I say usually, if something is getting charged to
a job, the amount should go against WIP inventory and not one of many
different G/L account numbers that misc charges normally go against. But
this can and does vary by circumstance and accountant preference.

Let me know if you need further information.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275

"Helping Business Make Intelligent Use of Technology"


-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Tuesday, June 25, 2002 4:02 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


Hi Rick,
I suggested this approach but my CFO gave me that look >:( Our bean
counters maintained different GL numbers for different misc charges(about 20
of them). Vantage has a misc charge table which maintains the account
numbers associated with the different charges. It just does not allow you
to add them to the job on the fly from ap/invoicing.
Mark



-----Original Message-----
From: Rick Lane [mailto:rickl@...]
Sent: Tuesday, June 25, 2002 3:01 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Why don't you add one standard material to each/every job to catch all of
these miscellaneous charges when the job is originally created. You can
then tie any/all miscellaneous charges to this one material on the job. You
can still see the detail of the charges by looking in job tracker or the
production detail report. Also, as long as there is a material associated
with a miscellaneous charge on the job, it can be "charged against" even if
the job is marked complete.

All of this can be done directly from the A/P screen.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275

"Helping Business Make Intelligent Use of Technology"


-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Tuesday, June 25, 2002 1:35 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


And there's more. We have jobs which are completed. We have
invoices for
misc items like unplanned freight charges which need to be tied to the job.
We have to go into job closing, uncheck the complete box, go to the job,
uncheck the engineered box, add a misc freight material, check the released
box, go to job closing and check the complete box. Now we can tie the
invoice to the job. Somebody please tell me there is a better way?
Mark

-----Original Message-----
From: Mark Dupuis [mailto:dupuism@...]
Sent: Monday, June 24, 2002 11:54 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


What I have found is that you must have a misc material called out
in the
job and it must be tied to a misc charge defined in the Misc Charge table.
If this is done you can then tie an invoice to it. The job material
quantity can stay at 1 and you can still tie multiple invoices to it with
varing quantities.
It's a pain to go back to the job, unengineer, added the material,
and then
release the job to create this entry. It would be much nicer if you could
add this material line item to the job from invoice entry.

Mark

-----Original Message-----
From: Tim Ligas [mailto:tligas@...]
Sent: Monday, June 24, 2002 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoicing misc to a job


Sarah,

That functionality was introduced in 5.1.

Tim

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Monday, June 24, 2002 8:05 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoicing misc to a job


From what I've heard, in 5.2, you can tie an A/P invoice just to a 'job'.



[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
15
You could make your receipt to some generic misc charge part on the job, but
when you invoice it, you change the G/L # to what you want.
Nora Story
Spectra Technologies,Inc.