Mass update of sell prices to handle foundry surcharges

Yahoo Archive
1
I am speaking off-the-cuff here. Late night..foggy memory.
Are the raw pieces ordered per sale?
I want to say I saw something in the quoting module where you could identify the desired profit and/or markup on an item based on the cost of the part.
Therefore, might you able to look at how quickly your costs are changing from the PO side, and then use a value in the quoting module to ensure that increase? Maybe there is a way to apply this percentage to a part class...instead of having to define this per part.

Then, when the quote is converted, all of the updated sales prices will come over automatically.
Carey


To: vantage@yahoogroups.comFrom: CSmith@...: Fri, 8 Feb 2008 20:34:41 -0500Subject: RE: [Vantage] Mass update of sell prices to handle foundry surcharges




If you must build it into the price, use your price list for futureorders. You can export the list into excel, update the price with an excelformula and then paste update the price list back into a new effectivedate.All you are left with then, is the existing orders and there is no cleanway to handle that except to do it with the order backlog and manualupdates.I am sure a custom program could be written to update all open orders ina product group or part specific to update the price by x dollars or x%.By doing that though, you lose the history. What really needs to happen is as follows:1. For each Open Order Part:a. Update (or Create) the price list with the new priceb. Update each customer and/or part with the new price list.2. For each open order:a. Create a new order line for the open order line balancei. Use the part,rev, balance quantity, new price listii. Recreate anyopen releasesb. Close the original order line.Why go through all this? Because if you ever have to go back and reviewthe order you will see that you closed the original line item early andreplaced it with a new price line and then started shipping against thatnew line. You would be able to reconcile all the shipments under the oldprice and all of them under the new.Now like I said you could probably do this with a custom program, but Iam not one to use mechanicals when grey matter should be used.If like you said, you have to do this order modification on a monthlybasis, a custom program may be in your best interest.Charlie SmithSmith Business Services / 2W Technologies LLC www.vistaconsultant.com <http://www.vistaconsultant.com/> / www.2WTech.comFrom: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On BehalfOf Dawn StenbolSent: Friday, February 08, 2008 10:53 AMTo: vantage@yahoogroups.comSubject: RE: [Vantage] Mass update of sell prices to handle foundrysurchargesThanks Charlie. I will bring that up with our accounting group. I doknow we have one problem with a few large customers that require webuild the surcharge price into their part unit price so they won'taccept a separate line item. I think that is why we have ended upchanging sell prices for all open orders after the foundry applies a newsurcharge rate but it is very time consuming obviously.Dawn StenbolIT ManagerWiza IndustriesFrom: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] OnBehalfOf Charlie SmithSent: Thursday, February 07, 2008 6:59 PMTo: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> Subject: RE: [Vantage] Mass update of sell prices to handle foundrysurchargesWhat about using a line item miscellaneous charge called Surchargeapplied to every shipment which can then be added at invoice time. Thesurcharge could be a flat amount (by entering it into the MiscellaneousCharge file or leaving the master file at $0 and calculating the chargewhen invoiced.From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> ] OnBehalfOf Dawn StenbolSent: Thursday, February 07, 2008 11:07 AMTo: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> Subject: [Vantage] Mass update of sell prices to handle foundrysurchargesGood morning. Is there a way to do a mass update of sales order unitprices and part master unit prices in Vantage? If not, I can get to thepart master and the order detail table via ODBC but I wondered if it isokay to update these two tables only or if any other table stores thecurrent open order sell price. We work with foundries who changesurcharge rates monthly or quarterly which in turns requires us tochange our sell prices frequently. Obviously this is very timeconsuming. Is anyone else out there working with foundries? If so, canyou recommend a better way of handling surcharges rather than put theminto the sell price of a part?Dawn StenbolIT ManagerWiza IndustriesMuskego, WI 53150[Non-text portions of this message have been removed][Non-text portions of this message have been removed][Non-text portions of this message have been removed][Non-text portions of this message have been removed]






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2
Good morning. Is there a way to do a mass update of sales order unit
prices and part master unit prices in Vantage? If not, I can get to the
part master and the order detail table via ODBC but I wondered if it is
okay to update these two tables only or if any other table stores the
current open order sell price. We work with foundries who change
surcharge rates monthly or quarterly which in turns requires us to
change our sell prices frequently. Obviously this is very time
consuming. Is anyone else out there working with foundries? If so, can
you recommend a better way of handling surcharges rather than put them
into the sell price of a part?



Dawn Stenbol

IT Manager

Wiza Industries

Muskego, WI 53150







[Non-text portions of this message have been removed]
3
What about using a line item miscellaneous charge called Surcharge
applied to every shipment which can then be added at invoice time. The
surcharge could be a flat amount (by entering it into the Miscellaneous
Charge file or leaving the master file at $0 and calculating the charge
when invoiced.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Dawn Stenbol
Sent: Thursday, February 07, 2008 11:07 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Mass update of sell prices to handle foundry
surcharges



Good morning. Is there a way to do a mass update of sales order unit
prices and part master unit prices in Vantage? If not, I can get to the
part master and the order detail table via ODBC but I wondered if it is
okay to update these two tables only or if any other table stores the
current open order sell price. We work with foundries who change
surcharge rates monthly or quarterly which in turns requires us to
change our sell prices frequently. Obviously this is very time
consuming. Is anyone else out there working with foundries? If so, can
you recommend a better way of handling surcharges rather than put them
into the sell price of a part?

Dawn Stenbol

IT Manager

Wiza Industries

Muskego, WI 53150

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





[Non-text portions of this message have been removed]
4
Thanks Charlie. I will bring that up with our accounting group. I do
know we have one problem with a few large customers that require we
build the surcharge price into their part unit price so they won't
accept a separate line item. I think that is why we have ended up
changing sell prices for all open orders after the foundry applies a new
surcharge rate but it is very time consuming obviously.



Dawn Stenbol

IT Manager

Wiza Industries





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charlie Smith
Sent: Thursday, February 07, 2008 6:59 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Mass update of sell prices to handle foundry
surcharges



What about using a line item miscellaneous charge called Surcharge
applied to every shipment which can then be added at invoice time. The
surcharge could be a flat amount (by entering it into the Miscellaneous
Charge file or leaving the master file at $0 and calculating the charge
when invoiced.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Dawn Stenbol
Sent: Thursday, February 07, 2008 11:07 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Mass update of sell prices to handle foundry
surcharges

Good morning. Is there a way to do a mass update of sales order unit
prices and part master unit prices in Vantage? If not, I can get to the
part master and the order detail table via ODBC but I wondered if it is
okay to update these two tables only or if any other table stores the
current open order sell price. We work with foundries who change
surcharge rates monthly or quarterly which in turns requires us to
change our sell prices frequently. Obviously this is very time
consuming. Is anyone else out there working with foundries? If so, can
you recommend a better way of handling surcharges rather than put them
into the sell price of a part?

Dawn Stenbol

IT Manager

Wiza Industries

Muskego, WI 53150

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

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





[Non-text portions of this message have been removed]
5
If you must build it into the price, use your price list for future
orders.

You can export the list into excel, update the price with an excel
formula and then paste update the price list back into a new effective
date.

All you are left with then, is the existing orders and there is no clean
way to handle that except to do it with the order backlog and manual
updates.

I am sure a custom program could be written to update all open orders in
a product group or part specific to update the price by x dollars or x%.
By doing that though, you lose the history.

What really needs to happen is as follows:

1. For each Open Order Part:

a. Update (or Create) the price list with the new price

b. Update each customer and/or part with the new price list.

2. For each open order:

a. Create a new order line for the open order line balance

i. Use the part,
rev, balance quantity, new price list

ii. Recreate any
open releases

b. Close the original order line.

Why go through all this? Because if you ever have to go back and review
the order you will see that you closed the original line item early and
replaced it with a new price line and then started shipping against that
new line. You would be able to reconcile all the shipments under the old
price and all of them under the new.

Now like I said you could probably do this with a custom program, but I
am not one to use mechanicals when grey matter should be used.

If like you said, you have to do this order modification on a monthly
basis, a custom program may be in your best interest.



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 Dawn Stenbol
Sent: Friday, February 08, 2008 10:53 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Mass update of sell prices to handle foundry
surcharges



Thanks Charlie. I will bring that up with our accounting group. I do
know we have one problem with a few large customers that require we
build the surcharge price into their part unit price so they won't
accept a separate line item. I think that is why we have ended up
changing sell prices for all open orders after the foundry applies a new
surcharge rate but it is very time consuming obviously.

Dawn Stenbol

IT Manager

Wiza Industries

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Charlie Smith
Sent: Thursday, February 07, 2008 6:59 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Mass update of sell prices to handle foundry
surcharges

What about using a line item miscellaneous charge called Surcharge
applied to every shipment which can then be added at invoice time. The
surcharge could be a flat amount (by entering it into the Miscellaneous
Charge file or leaving the master file at $0 and calculating the charge
when invoiced.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Dawn Stenbol
Sent: Thursday, February 07, 2008 11:07 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Mass update of sell prices to handle foundry
surcharges

Good morning. Is there a way to do a mass update of sales order unit
prices and part master unit prices in Vantage? If not, I can get to the
part master and the order detail table via ODBC but I wondered if it is
okay to update these two tables only or if any other table stores the
current open order sell price. We work with foundries who change
surcharge rates monthly or quarterly which in turns requires us to
change our sell prices frequently. Obviously this is very time
consuming. Is anyone else out there working with foundries? If so, can
you recommend a better way of handling surcharges rather than put them
into the sell price of a part?

Dawn Stenbol

IT Manager

Wiza Industries

Muskego, WI 53150

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

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

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





[Non-text portions of this message have been removed]
6
Put this surcharge in one of the part table user defined fields. Add the unitprice and this custom field on the order/invoice, presenting that result as the unit cost. It's seemless to the customer, but remains a "surcharge" internally to you without affecting your costing.

In our company, user defined fields are the only ones I will allow to be updated external to Vantage.
Create a very basic Access app for modifying the user defined field.

Anthony Hughes
ERP Administrator
Logan Oil Tools
Houston, TX

----- Original Message ----
From: Charlie Smith <CSmith@...>
To: vantage@yahoogroups.com
Sent: Friday, February 8, 2008 7:34:41 PM
Subject: RE: [Vantage] Mass update of sell prices to handle foundry surcharges














If you must build it into the price, use your price list for future

orders.



You can export the list into excel, update the price with an excel

formula and then paste update the price list back into a new effective

date.



All you are left with then, is the existing orders and there is no clean

way to handle that except to do it with the order backlog and manual

updates.



I am sure a custom program could be written to update all open orders in

a product group or part specific to update the price by x dollars or x%.

By doing that though, you lose the history.



What really needs to happen is as follows:



1. For each Open Order Part:



a. Update (or Create) the price list with the new price



b. Update each customer and/or part with the new price list.



2. For each open order:



a. Create a new order line for the open order line balance



i. Use the part,

rev, balance quantity, new price list



ii. Recreate any

open releases



b. Close the original order line.



Why go through all this? Because if you ever have to go back and review

the order you will see that you closed the original line item early and

replaced it with a new price line and then started shipping against that

new line. You would be able to reconcile all the shipments under the old

price and all of them under the new.



Now like I said you could probably do this with a custom program, but I

am not one to use mechanicals when grey matter should be used.



If like you said, you have to do this order modification on a monthly

basis, a custom program may be in your best interest.



Charlie Smith



Smith Business Services / 2W Technologies LLC



www.vistaconsultant .com <http://www.vistacon sultant.com/> /

www.2WTech.com



From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf

Of Dawn Stenbol

Sent: Friday, February 08, 2008 10:53 AM

To: vantage@yahoogroups .com

Subject: RE: [Vantage] Mass update of sell prices to handle foundry

surcharges



Thanks Charlie. I will bring that up with our accounting group. I do

know we have one problem with a few large customers that require we

build the surcharge price into their part unit price so they won't

accept a separate line item. I think that is why we have ended up

changing sell prices for all open orders after the foundry applies a new

surcharge rate but it is very time consuming obviously.



Dawn Stenbol



IT Manager



Wiza Industries



From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>

[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> ] On

Behalf

Of Charlie Smith

Sent: Thursday, February 07, 2008 6:59 PM

To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>

Subject: RE: [Vantage] Mass update of sell prices to handle foundry

surcharges



What about using a line item miscellaneous charge called Surcharge

applied to every shipment which can then be added at invoice time. The

surcharge could be a flat amount (by entering it into the Miscellaneous

Charge file or leaving the master file at $0 and calculating the charge

when invoiced.



From: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>

<mailto:vantage% 40yahoogroups. com>

[mailto:vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>

<mailto:vantage% 40yahoogroups. com> ] On

Behalf

Of Dawn Stenbol

Sent: Thursday, February 07, 2008 11:07 AM

To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>

<mailto:vantage% 40yahoogroups. com>

Subject: [Vantage] Mass update of sell prices to handle foundry

surcharges



Good morning. Is there a way to do a mass update of sales order unit

prices and part master unit prices in Vantage? If not, I can get to the

part master and the order detail table via ODBC but I wondered if it is

okay to update these two tables only or if any other table stores the

current open order sell price. We work with foundries who change

surcharge rates monthly or quarterly which in turns requires us to

change our sell prices frequently. Obviously this is very time

consuming. Is anyone else out there working with foundries? If so, can

you recommend a better way of handling surcharges rather than put them

into the sell price of a part?



Dawn Stenbol



IT Manager



Wiza Industries



Muskego, WI 53150



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



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



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



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














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