Jeff was great -- only problem with Jeff was that we didn't have him until after we started... and the rep. we had first off was just TERRIBLE!!!!!!!!!!!!!
-----Original Message-----
From: Babette Welch [mailto:bwelch@...]
Sent: Monday, October 27, 2003 11:13 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Master Files
Setting up
Control Accounts
Part CLASS
and Part GROUP
was tricky for us.
After some false starts we took a current budget with all GL-accounts
1) Created a CLASS to add expense to each account
(mainly important with Purchased parts)
and with most parts entered only an 'expense account'.
Few CLASSES use Inspection, DMR or Write-off account
2) Created GROUPS to group sales income to desired area
(mostly used with sold / manufacturing parts)
We set-up VB-Forms to help track all tasks RE: maintenance of the plant.
Thus we have parts like 'mnt-b1 - maintenance of buling B1'
The accounts with this part put cost into our maintenance accounts
this allows for tracking of monthly expenses for maintenance
3) We created an account 99999-00
As an exception account then put that in the Control accounts
When entries hit that account it indicates an error.
We track it down and find the:
1) part with out a CLASS
2) the part without a GROUP
3) other errors
Epicor consultant - Jeff Pagano was excellent and very cost-effective for us
to bring on-site for assistance with set-up of accounting control accounts etc.
BW
=============================================
Babette Welch
IT Director
Argonics
1110 Wright
Marquette MI 49855
906.226.9747 ext 235
906.228.0951 fax
[Non-text portions of this message have been removed]
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[Non-text portions of this message have been removed]
-----Original Message-----
From: Babette Welch [mailto:bwelch@...]
Sent: Monday, October 27, 2003 11:13 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Master Files
Setting up
Control Accounts
Part CLASS
and Part GROUP
was tricky for us.
After some false starts we took a current budget with all GL-accounts
1) Created a CLASS to add expense to each account
(mainly important with Purchased parts)
and with most parts entered only an 'expense account'.
Few CLASSES use Inspection, DMR or Write-off account
2) Created GROUPS to group sales income to desired area
(mostly used with sold / manufacturing parts)
We set-up VB-Forms to help track all tasks RE: maintenance of the plant.
Thus we have parts like 'mnt-b1 - maintenance of buling B1'
The accounts with this part put cost into our maintenance accounts
this allows for tracking of monthly expenses for maintenance
3) We created an account 99999-00
As an exception account then put that in the Control accounts
When entries hit that account it indicates an error.
We track it down and find the:
1) part with out a CLASS
2) the part without a GROUP
3) other errors
Epicor consultant - Jeff Pagano was excellent and very cost-effective for us
to bring on-site for assistance with set-up of accounting control accounts etc.
BW
=============================================
Babette Welch
IT Director
Argonics
1110 Wright
Marquette MI 49855
906.226.9747 ext 235
906.228.0951 fax
[Non-text portions of this message have been removed]
Yahoo! Groups Sponsor
ADVERTISEMENT
<http://rd.yahoo.com/M=194081.4074964.5287182.1261774/D=egroupweb/S=1705007183:HM/A=1732163/R=0/SIG=11n0nglqg/*http://www.ediets.com/start.cfm?code=30510&media=zone> click here
<http://us.adserver.yahoo.com/l?M=194081.4074964.5287182.1261774/D=egroupmail/S=:HM/A=1732163/rand=807551217>
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 the Yahoo! Terms of Service <http://docs.yahoo.com/info/terms/> .
[Non-text portions of this message have been removed]