Posting non-PO invoices to jobs

Yahoo Archive
1
Peter:
Have you had any problem with the COS accounts? The COS G/L accounts
we set up to use are being overridden by the COS accounts set up in
the original system configuation. Strangely, the WIP accounts that
we set up seem to be working fine and are not being overridden.

Thanks,

Mary Ann Meola

--- In vantage@yahoogroups.com, "pvolkert365" <pvolkert@...> wrote:
>
> Mary Ann-
>
> I am sure there are many ways to get where you want to go and you
> need to investigate and pick the best one for you. The 'Product
> Group' is a way to assign G/Ls to a large number of parts. When we
> set up our special Job, we assign it to the Product Group for the
> applicable product area, and the G/Ls from that Product Group are
> used for the "Operations" (like Supervisor Hours and Program
Manager
> Hours) and for the "Materials" (like Airfare and Car Rental).
There
> is not just one way to do this. It depends on what you want and
how
> your business is set up. What we do might not be best for you.
Just
> think of the Product Group as a way to designate a set of G/Ls, and
> then decide whether you can use existing Product Groups for these
> charges or you want to set up a new one.
>
> -Peter
>
> --- In vantage@yahoogroups.com, "meolam13" <meolam13@> wrote:
> >
> >
> >
> > Peter
> > I don't quite understand about the product groups.
> > Right now we just have groups set up for different types of
> products
> > we sell. What type of groups would I need to set up for the
misc.
> > charges, gas, lodging, meals (all job related)? Just set up a
> group
> > for each type of expense?
> >
> > Thank you,
> > Mary Ann
> >
> >
> >
> > --- In vantage@yahoogroups.com, "pvolkert365" <pvolkert@> wrote:
> > >
> > > Mary Ann-
> > >
> > > The GLs get assigned through the Product Group which is
assigned
> to
> > > the job template.
> > >
> > > There is no special box you need to check on the parts.
> > >
> > > -Peter
> > >
> > > --- In vantage@yahoogroups.com, "meolam13" <meolam13@> wrote:
> > > >
> > > > Edward, thanks for your input. I cannot use the receipt
entry
> > > > function because these charges are confidential and my
manager
> > does
> > > > not want those types of things rrevealed to those who are
> > inputting
> > > > receipts.
> > > >
> > > > Peter, in setting up the parts, do you set the G/L code when
> you
> > > set
> > > > up the part? Also, is there some box I need to check to
allow
> > > those
> > > > types of materials to the jobs?
> > > >
> > > > Thanks,
> > > >
> > > > Mary Ann Meola
> > > > International Cybernetics Corp.
> > > >
> > > > --- In vantage@yahoogroups.com, "Edward F. Fox, Jr." <efox@>
> > wrote:
> > > > >
> > > > > Simple, use receipt entry. We do this all the time for
our
> > > field
> > > > service
> > > > > jobs. The expense reports, etc. are entered via receipt
> entry
> > > and
> > > > A/P pulls
> > > > > the receipts into A/P just like any PO receipt.
> > > > >
> > > > >
> > > > > Edward F. Fox, Jr., CPA
> > > > >
> > > > > Controller
> > > > >
> > > > > Maxson Automatic Machinery Company
> > > > >
> > > > > Phone 401-596-0162 a Fax 401-596-1050
> > > > >
> > > > > www.maxsonautomatic.com <http://www.maxsonautomatic.com/>
> > > > >
> > > > >
> > > > >
> > > > > _____
> > > > >
> > > > > From: vantage@yahoogroups.com
> [mailto:vantage@yahoogroups.com]
> > On
> > > > Behalf Of
> > > > > pvolkert365
> > > > > Sent: Wednesday, January 16, 2008 7:47 AM
> > > > > To: vantage@yahoogroups.com
> > > > > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> > > > >
> > > > >
> > > > >
> > > > > We needed this functionality big-time. For each of our
sales
> > > > orders,
> > > > > which would represent a govenment contract, we set up a
> special
> > > job
> > > > > to handle all these charges. The job has operations and
> > > materials.
> > > > > But the operations are things like "Program Manager
> > > > > time", "Supervisor Time", "Engineering time",
and "Production
> > > > Control
> > > > > time". That way we can charge these types of hours to a
> > > particular
> > > > > government contract. First set up each one as an operation
> and
> > > then
> > > > > add them to the job.
> > > > >
> > > > > For materials, we include things like "Air Fare", "Hotel",
> > Trade
> > > > > Show", "Misc Materials", so we can get those types of costs
> > > charged
> > > > > to the contract. First set up each one as a Part, and then
> add
> > > them
> > > > > to the job.
> > > > >
> > > > > We created this job once and made it a template. Now each
> time
> > we
> > > > > set up a sales order, we create a job and get the details
> from
> > > this
> > > > > template. We establish a "Project" for each sales order and
> > link
> > > > > this special job to that project.
> > > > >
> > > > > Hope that helps.
> > > > >
> > > > > -Peter Volkert
> > > > > Symetrics Industries
> > > > >
> > > > > --- In vantage@yahoogroups <mailto:vantage%
> > > 40yahoogroups.com> .com,
> > > > Maryann
> > > > > Meola <meolam13@> wrote:
> > > > > >
> > > > > > I am still trying to resolve this issue. Vantage support
is
> > > > > suggesting I set up a dummy part called "Misc Job Charges"
> that
> > > way
> > > > I
> > > > > could select this material to the job. I have several kinds
> of
> > > > > charges to charge to jobs, travel, meals, consulting, jobs
> gas,
> > > > > lodging. Do I set up a separate part for each type of
charge?
> > > > > > Thanks.
> > > > > >
> > > > > >
> > > > > > ----- Original Message ----
> > > > > > From: saab_barracuda <chris.clunn@>
> > > > > > To: vantage@yahoogroups <mailto:vantage%
> > 40yahoogroups.com> .com
> > > > > > Sent: Monday, December 3, 2007 3:18:41 PM
> > > > > > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> > > > > >
> > > > > > There is a procedure for this you can get from Support.
But
> > > > > > basically, you have to add a new material line to the job
> for
> > > misc
> > > > > > charges. If you want your accounting person doing that
from
> AP
> > > > > > screen, you'll need to give them permissions for job
entry
> > > which
> > > > > they
> > > > > > don't normally have. Or you'll have to have Production
> > Control
> > > do
> > > > it
> > > > > > for them.
> > > > > >
> > > > > > --- In vantage@yahoogroups .com, "meolam13" <meolam13@ .>
> > wrote:
> > > > > > >
> > > > > > > We are trying to post consultants' invoices to Vantage
> A/P
> > > > using
> > > > > the
> > > > > > > Add Job Miscellaneous Line. Vantage is forcing us to
> choose
> > > > > > > a "material" if we want to input the consultant's
charge
> to
> > a
> > > > job
> > > > > to
> > > > > > > accumulate the job costs. Has anyone dealt with this
> issue?
> > > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > __________________________________________________________
> > > > > ______________
> > > > > > Be a better friend, newshound, and
> > > > > > know-it-all with Yahoo! Mobile. Try it now.
> > > > > http://mobile.
> > > > <http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ>
> > > > > yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
> > > > > >
> > > > > >
> > > > > > [Non-text portions of this message have been removed]
> > > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > > [Non-text portions of this message have been removed]
> > > > >
> > > >
> > >
> >
>
2
We are trying to post consultants' invoices to Vantage A/P using the
Add Job Miscellaneous Line. Vantage is forcing us to choose
a "material" if we want to input the consultant's charge to a job to
accumulate the job costs. Has anyone dealt with this issue?
3
There is a procedure for this you can get from Support. But
basically, you have to add a new material line to the job for misc
charges. If you want your accounting person doing that from AP
screen, you'll need to give them permissions for job entry which they
don't normally have. Or you'll have to have Production Control do it
for them.

--- In vantage@yahoogroups.com, "meolam13" <meolam13@...> wrote:
>
> We are trying to post consultants' invoices to Vantage A/P using the
> Add Job Miscellaneous Line. Vantage is forcing us to choose
> a "material" if we want to input the consultant's charge to a job to
> accumulate the job costs. Has anyone dealt with this issue?
>
4
I did contact Support, they told me to set up a dummy part
called "Misc Job Charges" that way I can select this part as a
material to the job. How can I control the General ledger code that
this part is hitting, will adding that in the G/L field int he part
set-up take care of that? I need misc charges for travel, meals, and
subcontractors.


--- In vantage@yahoogroups.com, "saab_barracuda" <chris.clunn@...>
wrote:
>
> There is a procedure for this you can get from Support. But
> basically, you have to add a new material line to the job for misc
> charges. If you want your accounting person doing that from AP
> screen, you'll need to give them permissions for job entry which
they
> don't normally have. Or you'll have to have Production Control do
it
> for them.
>
> --- In vantage@yahoogroups.com, "meolam13" <meolam13@> wrote:
> >
> > We are trying to post consultants' invoices to Vantage A/P using
the
> > Add Job Miscellaneous Line. Vantage is forcing us to choose
> > a "material" if we want to input the consultant's charge to a job
to
> > accumulate the job costs. Has anyone dealt with this issue?
> >
>
5
The point of the Job Misc charges is that any type of expense/cost invoices
you post direct to this material line will be included in the WIP value of
the job in all reports/screens and show as material costs.

The GL postings for the invoice/expense transaction posting is CR -
Creditors and DB - AP clearing account
The GL postings when the COS/WIP Capture is run are CR - AP Clearing account
and DB - WIP Material account specified in the product group of the job you
are booking to (shows as an ADJ-PUR transaction type on the Reconciliation
report)

Hope this helps
Olwyn

<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1705007183/msgId=6
1073/stime=1196798470/nc1=4507179/nc2=4706130/nc3=5045820>



[Non-text portions of this message have been removed]
6
I am still trying to resolve this issue. Vantage support is suggesting I set up a dummy part called "Misc Job Charges" that way I could select this material to the job. I have several kinds of charges to charge to jobs, travel, meals, consulting, jobs gas, lodging. Do I set up a separate part for each type of charge?
Thanks.


----- Original Message ----
From: saab_barracuda <chris.clunn@...>
To: vantage@yahoogroups.com
Sent: Monday, December 3, 2007 3:18:41 PM
Subject: [Vantage] Re: Posting non-PO invoices to jobs

There is a procedure for this you can get from Support. But
basically, you have to add a new material line to the job for misc
charges. If you want your accounting person doing that from AP
screen, you'll need to give them permissions for job entry which they
don't normally have. Or you'll have to have Production Control do it
for them.

--- In vantage@yahoogroups .com, "meolam13" <meolam13@.. .> wrote:
>
> We are trying to post consultants' invoices to Vantage A/P using the
> Add Job Miscellaneous Line. Vantage is forcing us to choose
> a "material" if we want to input the consultant's charge to a job to
> accumulate the job costs. Has anyone dealt with this issue?
>





____________________________________________________________________________________
Be a better friend, newshound, and
know-it-all with Yahoo! Mobile. Try it now. http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ


[Non-text portions of this message have been removed]
7
We needed this functionality big-time. For each of our sales orders,
which would represent a govenment contract, we set up a special job
to handle all these charges. The job has operations and materials.
But the operations are things like "Program Manager
time", "Supervisor Time", "Engineering time", and "Production Control
time". That way we can charge these types of hours to a particular
government contract. First set up each one as an operation and then
add them to the job.

For materials, we include things like "Air Fare", "Hotel", Trade
Show", "Misc Materials", so we can get those types of costs charged
to the contract. First set up each one as a Part, and then add them
to the job.

We created this job once and made it a template. Now each time we
set up a sales order, we create a job and get the details from this
template. We establish a "Project" for each sales order and link
this special job to that project.

Hope that helps.

-Peter Volkert
Symetrics Industries


--- In vantage@yahoogroups.com, Maryann Meola <meolam13@...> wrote:
>
> I am still trying to resolve this issue. Vantage support is
suggesting I set up a dummy part called "Misc Job Charges" that way I
could select this material to the job. I have several kinds of
charges to charge to jobs, travel, meals, consulting, jobs gas,
lodging. Do I set up a separate part for each type of charge?
> Thanks.
>
>
> ----- Original Message ----
> From: saab_barracuda <chris.clunn@...>
> To: vantage@yahoogroups.com
> Sent: Monday, December 3, 2007 3:18:41 PM
> Subject: [Vantage] Re: Posting non-PO invoices to jobs
>
> There is a procedure for this you can get from Support. But
> basically, you have to add a new material line to the job for misc
> charges. If you want your accounting person doing that from AP
> screen, you'll need to give them permissions for job entry which
they
> don't normally have. Or you'll have to have Production Control do it
> for them.
>
> --- In vantage@yahoogroups .com, "meolam13" <meolam13@ .> wrote:
> >
> > We are trying to post consultants' invoices to Vantage A/P using
the
> > Add Job Miscellaneous Line. Vantage is forcing us to choose
> > a "material" if we want to input the consultant's charge to a job
to
> > accumulate the job costs. Has anyone dealt with this issue?
> >
>
>
>
>
>
>
______________________________________________________________________
______________
> Be a better friend, newshound, and
> know-it-all with Yahoo! Mobile. Try it now.
http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
>
>
> [Non-text portions of this message have been removed]
>
8
Simple, use receipt entry. We do this all the time for our field service
jobs. The expense reports, etc. are entered via receipt entry and A/P pulls
the receipts into A/P just like any PO receipt.


Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-0162 a Fax 401-596-1050

www.maxsonautomatic.com <http://www.maxsonautomatic.com/>



_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
pvolkert365
Sent: Wednesday, January 16, 2008 7:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Posting non-PO invoices to jobs



We needed this functionality big-time. For each of our sales orders,
which would represent a govenment contract, we set up a special job
to handle all these charges. The job has operations and materials.
But the operations are things like "Program Manager
time", "Supervisor Time", "Engineering time", and "Production Control
time". That way we can charge these types of hours to a particular
government contract. First set up each one as an operation and then
add them to the job.

For materials, we include things like "Air Fare", "Hotel", Trade
Show", "Misc Materials", so we can get those types of costs charged
to the contract. First set up each one as a Part, and then add them
to the job.

We created this job once and made it a template. Now each time we
set up a sales order, we create a job and get the details from this
template. We establish a "Project" for each sales order and link
this special job to that project.

Hope that helps.

-Peter Volkert
Symetrics Industries

--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com, Maryann
Meola <meolam13@...> wrote:
>
> I am still trying to resolve this issue. Vantage support is
suggesting I set up a dummy part called "Misc Job Charges" that way I
could select this material to the job. I have several kinds of
charges to charge to jobs, travel, meals, consulting, jobs gas,
lodging. Do I set up a separate part for each type of charge?
> Thanks.
>
>
> ----- Original Message ----
> From: saab_barracuda <chris.clunn@...>
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Sent: Monday, December 3, 2007 3:18:41 PM
> Subject: [Vantage] Re: Posting non-PO invoices to jobs
>
> There is a procedure for this you can get from Support. But
> basically, you have to add a new material line to the job for misc
> charges. If you want your accounting person doing that from AP
> screen, you'll need to give them permissions for job entry which
they
> don't normally have. Or you'll have to have Production Control do it
> for them.
>
> --- In vantage@yahoogroups .com, "meolam13" <meolam13@ .> wrote:
> >
> > We are trying to post consultants' invoices to Vantage A/P using
the
> > Add Job Miscellaneous Line. Vantage is forcing us to choose
> > a "material" if we want to input the consultant's charge to a job
to
> > accumulate the job costs. Has anyone dealt with this issue?
> >
>
>
>
>
>
>
__________________________________________________________
______________
> Be a better friend, newshound, and
> know-it-all with Yahoo! Mobile. Try it now.
http://mobile. <http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ>
yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
>
>
> [Non-text portions of this message have been removed]
>






[Non-text portions of this message have been removed]
9
Edward, thanks for your input. I cannot use the receipt entry
function because these charges are confidential and my manager does
not want those types of things rrevealed to those who are inputting
receipts.

Peter, in setting up the parts, do you set the G/L code when you set
up the part? Also, is there some box I need to check to allow those
types of materials to the jobs?

Thanks,

Mary Ann Meola
International Cybernetics Corp.

--- In vantage@yahoogroups.com, "Edward F. Fox, Jr." <efox@...> wrote:
>
> Simple, use receipt entry. We do this all the time for our field
service
> jobs. The expense reports, etc. are entered via receipt entry and
A/P pulls
> the receipts into A/P just like any PO receipt.
>
>
> Edward F. Fox, Jr., CPA
>
> Controller
>
> Maxson Automatic Machinery Company
>
> Phone 401-596-0162 a Fax 401-596-1050
>
> www.maxsonautomatic.com <http://www.maxsonautomatic.com/>
>
>
>
> _____
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf Of
> pvolkert365
> Sent: Wednesday, January 16, 2008 7:47 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Posting non-PO invoices to jobs
>
>
>
> We needed this functionality big-time. For each of our sales
orders,
> which would represent a govenment contract, we set up a special job
> to handle all these charges. The job has operations and materials.
> But the operations are things like "Program Manager
> time", "Supervisor Time", "Engineering time", and "Production
Control
> time". That way we can charge these types of hours to a particular
> government contract. First set up each one as an operation and then
> add them to the job.
>
> For materials, we include things like "Air Fare", "Hotel", Trade
> Show", "Misc Materials", so we can get those types of costs charged
> to the contract. First set up each one as a Part, and then add them
> to the job.
>
> We created this job once and made it a template. Now each time we
> set up a sales order, we create a job and get the details from this
> template. We establish a "Project" for each sales order and link
> this special job to that project.
>
> Hope that helps.
>
> -Peter Volkert
> Symetrics Industries
>
> --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,
Maryann
> Meola <meolam13@> wrote:
> >
> > I am still trying to resolve this issue. Vantage support is
> suggesting I set up a dummy part called "Misc Job Charges" that way
I
> could select this material to the job. I have several kinds of
> charges to charge to jobs, travel, meals, consulting, jobs gas,
> lodging. Do I set up a separate part for each type of charge?
> > Thanks.
> >
> >
> > ----- Original Message ----
> > From: saab_barracuda <chris.clunn@>
> > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > Sent: Monday, December 3, 2007 3:18:41 PM
> > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> >
> > There is a procedure for this you can get from Support. But
> > basically, you have to add a new material line to the job for misc
> > charges. If you want your accounting person doing that from AP
> > screen, you'll need to give them permissions for job entry which
> they
> > don't normally have. Or you'll have to have Production Control do
it
> > for them.
> >
> > --- In vantage@yahoogroups .com, "meolam13" <meolam13@ .> wrote:
> > >
> > > We are trying to post consultants' invoices to Vantage A/P
using
> the
> > > Add Job Miscellaneous Line. Vantage is forcing us to choose
> > > a "material" if we want to input the consultant's charge to a
job
> to
> > > accumulate the job costs. Has anyone dealt with this issue?
> > >
> >
> >
> >
> >
> >
> >
> __________________________________________________________
> ______________
> > Be a better friend, newshound, and
> > know-it-all with Yahoo! Mobile. Try it now.
> http://mobile.
<http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ>
> yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
10
Mary Ann-

The GLs get assigned through the Product Group which is assigned to
the job template.

There is no special box you need to check on the parts.

-Peter

--- In vantage@yahoogroups.com, "meolam13" <meolam13@...> wrote:
>
> Edward, thanks for your input. I cannot use the receipt entry
> function because these charges are confidential and my manager does
> not want those types of things rrevealed to those who are inputting
> receipts.
>
> Peter, in setting up the parts, do you set the G/L code when you
set
> up the part? Also, is there some box I need to check to allow
those
> types of materials to the jobs?
>
> Thanks,
>
> Mary Ann Meola
> International Cybernetics Corp.
>
> --- In vantage@yahoogroups.com, "Edward F. Fox, Jr." <efox@> wrote:
> >
> > Simple, use receipt entry. We do this all the time for our
field
> service
> > jobs. The expense reports, etc. are entered via receipt entry
and
> A/P pulls
> > the receipts into A/P just like any PO receipt.
> >
> >
> > Edward F. Fox, Jr., CPA
> >
> > Controller
> >
> > Maxson Automatic Machinery Company
> >
> > Phone 401-596-0162 a Fax 401-596-1050
> >
> > www.maxsonautomatic.com <http://www.maxsonautomatic.com/>
> >
> >
> >
> > _____
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> Behalf Of
> > pvolkert365
> > Sent: Wednesday, January 16, 2008 7:47 AM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> >
> >
> >
> > We needed this functionality big-time. For each of our sales
> orders,
> > which would represent a govenment contract, we set up a special
job
> > to handle all these charges. The job has operations and
materials.
> > But the operations are things like "Program Manager
> > time", "Supervisor Time", "Engineering time", and "Production
> Control
> > time". That way we can charge these types of hours to a
particular
> > government contract. First set up each one as an operation and
then
> > add them to the job.
> >
> > For materials, we include things like "Air Fare", "Hotel", Trade
> > Show", "Misc Materials", so we can get those types of costs
charged
> > to the contract. First set up each one as a Part, and then add
them
> > to the job.
> >
> > We created this job once and made it a template. Now each time we
> > set up a sales order, we create a job and get the details from
this
> > template. We establish a "Project" for each sales order and link
> > this special job to that project.
> >
> > Hope that helps.
> >
> > -Peter Volkert
> > Symetrics Industries
> >
> > --- In vantage@yahoogroups <mailto:vantage%
40yahoogroups.com> .com,
> Maryann
> > Meola <meolam13@> wrote:
> > >
> > > I am still trying to resolve this issue. Vantage support is
> > suggesting I set up a dummy part called "Misc Job Charges" that
way
> I
> > could select this material to the job. I have several kinds of
> > charges to charge to jobs, travel, meals, consulting, jobs gas,
> > lodging. Do I set up a separate part for each type of charge?
> > > Thanks.
> > >
> > >
> > > ----- Original Message ----
> > > From: saab_barracuda <chris.clunn@>
> > > To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> > > Sent: Monday, December 3, 2007 3:18:41 PM
> > > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> > >
> > > There is a procedure for this you can get from Support. But
> > > basically, you have to add a new material line to the job for
misc
> > > charges. If you want your accounting person doing that from AP
> > > screen, you'll need to give them permissions for job entry
which
> > they
> > > don't normally have. Or you'll have to have Production Control
do
> it
> > > for them.
> > >
> > > --- In vantage@yahoogroups .com, "meolam13" <meolam13@ .> wrote:
> > > >
> > > > We are trying to post consultants' invoices to Vantage A/P
> using
> > the
> > > > Add Job Miscellaneous Line. Vantage is forcing us to choose
> > > > a "material" if we want to input the consultant's charge to a
> job
> > to
> > > > accumulate the job costs. Has anyone dealt with this issue?
> > > >
> > >
> > >
> > >
> > >
> > >
> > >
> > __________________________________________________________
> > ______________
> > > Be a better friend, newshound, and
> > > know-it-all with Yahoo! Mobile. Try it now.
> > http://mobile.
> <http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ>
> > yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
11
Peter
I don't quite understand about the product groups.
Right now we just have groups set up for different types of products
we sell. What type of groups would I need to set up for the misc.
charges, gas, lodging, meals (all job related)? Just set up a group
for each type of expense?

Thank you,
Mary Ann



--- In vantage@yahoogroups.com, "pvolkert365" <pvolkert@...> wrote:
>
> Mary Ann-
>
> The GLs get assigned through the Product Group which is assigned to
> the job template.
>
> There is no special box you need to check on the parts.
>
> -Peter
>
> --- In vantage@yahoogroups.com, "meolam13" <meolam13@> wrote:
> >
> > Edward, thanks for your input. I cannot use the receipt entry
> > function because these charges are confidential and my manager
does
> > not want those types of things rrevealed to those who are
inputting
> > receipts.
> >
> > Peter, in setting up the parts, do you set the G/L code when you
> set
> > up the part? Also, is there some box I need to check to allow
> those
> > types of materials to the jobs?
> >
> > Thanks,
> >
> > Mary Ann Meola
> > International Cybernetics Corp.
> >
> > --- In vantage@yahoogroups.com, "Edward F. Fox, Jr." <efox@>
wrote:
> > >
> > > Simple, use receipt entry. We do this all the time for our
> field
> > service
> > > jobs. The expense reports, etc. are entered via receipt entry
> and
> > A/P pulls
> > > the receipts into A/P just like any PO receipt.
> > >
> > >
> > > Edward F. Fox, Jr., CPA
> > >
> > > Controller
> > >
> > > Maxson Automatic Machinery Company
> > >
> > > Phone 401-596-0162 a Fax 401-596-1050
> > >
> > > www.maxsonautomatic.com <http://www.maxsonautomatic.com/>
> > >
> > >
> > >
> > > _____
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On
> > Behalf Of
> > > pvolkert365
> > > Sent: Wednesday, January 16, 2008 7:47 AM
> > > To: vantage@yahoogroups.com
> > > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> > >
> > >
> > >
> > > We needed this functionality big-time. For each of our sales
> > orders,
> > > which would represent a govenment contract, we set up a special
> job
> > > to handle all these charges. The job has operations and
> materials.
> > > But the operations are things like "Program Manager
> > > time", "Supervisor Time", "Engineering time", and "Production
> > Control
> > > time". That way we can charge these types of hours to a
> particular
> > > government contract. First set up each one as an operation and
> then
> > > add them to the job.
> > >
> > > For materials, we include things like "Air Fare", "Hotel",
Trade
> > > Show", "Misc Materials", so we can get those types of costs
> charged
> > > to the contract. First set up each one as a Part, and then add
> them
> > > to the job.
> > >
> > > We created this job once and made it a template. Now each time
we
> > > set up a sales order, we create a job and get the details from
> this
> > > template. We establish a "Project" for each sales order and
link
> > > this special job to that project.
> > >
> > > Hope that helps.
> > >
> > > -Peter Volkert
> > > Symetrics Industries
> > >
> > > --- In vantage@yahoogroups <mailto:vantage%
> 40yahoogroups.com> .com,
> > Maryann
> > > Meola <meolam13@> wrote:
> > > >
> > > > I am still trying to resolve this issue. Vantage support is
> > > suggesting I set up a dummy part called "Misc Job Charges" that
> way
> > I
> > > could select this material to the job. I have several kinds of
> > > charges to charge to jobs, travel, meals, consulting, jobs gas,
> > > lodging. Do I set up a separate part for each type of charge?
> > > > Thanks.
> > > >
> > > >
> > > > ----- Original Message ----
> > > > From: saab_barracuda <chris.clunn@>
> > > > To: vantage@yahoogroups <mailto:vantage%
40yahoogroups.com> .com
> > > > Sent: Monday, December 3, 2007 3:18:41 PM
> > > > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> > > >
> > > > There is a procedure for this you can get from Support. But
> > > > basically, you have to add a new material line to the job for
> misc
> > > > charges. If you want your accounting person doing that from AP
> > > > screen, you'll need to give them permissions for job entry
> which
> > > they
> > > > don't normally have. Or you'll have to have Production
Control
> do
> > it
> > > > for them.
> > > >
> > > > --- In vantage@yahoogroups .com, "meolam13" <meolam13@ .>
wrote:
> > > > >
> > > > > We are trying to post consultants' invoices to Vantage A/P
> > using
> > > the
> > > > > Add Job Miscellaneous Line. Vantage is forcing us to choose
> > > > > a "material" if we want to input the consultant's charge to
a
> > job
> > > to
> > > > > accumulate the job costs. Has anyone dealt with this issue?
> > > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > __________________________________________________________
> > > ______________
> > > > Be a better friend, newshound, and
> > > > know-it-all with Yahoo! Mobile. Try it now.
> > > http://mobile.
> > <http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ>
> > > yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
> > > >
> > > >
> > > > [Non-text portions of this message have been removed]
> > > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
>
12
Is the Miscellaneous Charge feature not sufficient? That is what we use
thanks
bill

meolam13 <meolam13@...> wrote:


Peter
I don't quite understand about the product groups.
Right now we just have groups set up for different types of products
we sell. What type of groups would I need to set up for the misc.
charges, gas, lodging, meals (all job related)? Just set up a group
for each type of expense?

Thank you,
Mary Ann



--- In vantage@yahoogroups.com, "pvolkert365"
wrote:
>
> Mary Ann-
>
> The GLs get assigned through the Product Group which is assigned to
> the job template.
>
> There is no special box you need to check on the parts.
>
> -Peter
>
> --- In vantage@yahoogroups.com, "meolam13" wrote:
> >
> > Edward, thanks for your input. I cannot use the receipt entry
> > function because these charges are confidential and my manager
does
> > not want those types of things rrevealed to those who are
inputting
> > receipts.
> >
> > Peter, in setting up the parts, do you set the G/L code when you
> set
> > up the part? Also, is there some box I need to check to allow
> those
> > types of materials to the jobs?
> >
> > Thanks,
> >
> > Mary Ann Meola
> > International Cybernetics Corp.
> >
> > --- In vantage@yahoogroups.com, "Edward F. Fox, Jr."
wrote:
> > >
> > > Simple, use receipt entry. We do this all the time for our
> field
> > service
> > > jobs. The expense reports, etc. are entered via receipt entry
> and
> > A/P pulls
> > > the receipts into A/P just like any PO receipt.
> > >
> > >
> > > Edward F. Fox, Jr., CPA
> > >
> > > Controller
> > >
> > > Maxson Automatic Machinery Company
> > >
> > > Phone 401-596-0162 a Fax 401-596-1050
> > >
> > > www.maxsonautomatic.com
> > >
> > >
> > >
> > > _____
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On
> > Behalf Of
> > > pvolkert365
> > > Sent: Wednesday, January 16, 2008 7:47 AM
> > > To: vantage@yahoogroups.com
> > > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> > >
> > >
> > >
> > > We needed this functionality big-time. For each of our sales
> > orders,
> > > which would represent a govenment contract, we set up a special
> job
> > > to handle all these charges. The job has operations and
> materials.
> > > But the operations are things like "Program Manager
> > > time", "Supervisor Time", "Engineering time", and "Production
> > Control
> > > time". That way we can charge these types of hours to a
> particular
> > > government contract. First set up each one as an operation and
> then
> > > add them to the job.
> > >
> > > For materials, we include things like "Air Fare", "Hotel",
Trade
> > > Show", "Misc Materials", so we can get those types of costs
> charged
> > > to the contract. First set up each one as a Part, and then add
> them
> > > to the job.
> > >
> > > We created this job once and made it a template. Now each time
we
> > > set up a sales order, we create a job and get the details from
> this
> > > template. We establish a "Project" for each sales order and
link
> > > this special job to that project.
> > >
> > > Hope that helps.
> > >
> > > -Peter Volkert
> > > Symetrics Industries
> > >
> > > --- In vantage@yahoogroups > 40yahoogroups.com> .com,
> > Maryann
> > > Meola wrote:
> > > >
> > > > I am still trying to resolve this issue. Vantage support is
> > > suggesting I set up a dummy part called "Misc Job Charges" that
> way
> > I
> > > could select this material to the job. I have several kinds of
> > > charges to charge to jobs, travel, meals, consulting, jobs gas,
> > > lodging. Do I set up a separate part for each type of charge?
> > > > Thanks.
> > > >
> > > >
> > > > ----- Original Message ----
> > > > From: saab_barracuda
> > > > To: vantage@yahoogroups 40yahoogroups.com> .com
> > > > Sent: Monday, December 3, 2007 3:18:41 PM
> > > > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> > > >
> > > > There is a procedure for this you can get from Support. But
> > > > basically, you have to add a new material line to the job for
> misc
> > > > charges. If you want your accounting person doing that from AP
> > > > screen, you'll need to give them permissions for job entry
> which
> > > they
> > > > don't normally have. Or you'll have to have Production
Control
> do
> > it
> > > > for them.
> > > >
> > > > --- In vantage@yahoogroups .com, "meolam13"
wrote:
> > > > >
> > > > > We are trying to post consultants' invoices to Vantage A/P
> > using
> > > the
> > > > > Add Job Miscellaneous Line. Vantage is forcing us to choose
> > > > > a "material" if we want to input the consultant's charge to
a
> > job
> > > to
> > > > > accumulate the job costs. Has anyone dealt with this issue?
> > > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > __________________________________________________________
> > > ______________
> > > > Be a better friend, newshound, and
> > > > know-it-all with Yahoo! Mobile. Try it now.
> > > http://mobile.
> >
> > > yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
> > > >
> > > >
> > > > [Non-text portions of this message have been removed]
> > > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > [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
Yahoo! Groups Links






---------------------------------
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[Non-text portions of this message have been removed]
13
Mary Ann-

I am sure there are many ways to get where you want to go and you
need to investigate and pick the best one for you. The 'Product
Group' is a way to assign G/Ls to a large number of parts. When we
set up our special Job, we assign it to the Product Group for the
applicable product area, and the G/Ls from that Product Group are
used for the "Operations" (like Supervisor Hours and Program Manager
Hours) and for the "Materials" (like Airfare and Car Rental). There
is not just one way to do this. It depends on what you want and how
your business is set up. What we do might not be best for you. Just
think of the Product Group as a way to designate a set of G/Ls, and
then decide whether you can use existing Product Groups for these
charges or you want to set up a new one.

-Peter

--- In vantage@yahoogroups.com, "meolam13" <meolam13@...> wrote:
>
>
>
> Peter
> I don't quite understand about the product groups.
> Right now we just have groups set up for different types of
products
> we sell. What type of groups would I need to set up for the misc.
> charges, gas, lodging, meals (all job related)? Just set up a
group
> for each type of expense?
>
> Thank you,
> Mary Ann
>
>
>
> --- In vantage@yahoogroups.com, "pvolkert365" <pvolkert@> wrote:
> >
> > Mary Ann-
> >
> > The GLs get assigned through the Product Group which is assigned
to
> > the job template.
> >
> > There is no special box you need to check on the parts.
> >
> > -Peter
> >
> > --- In vantage@yahoogroups.com, "meolam13" <meolam13@> wrote:
> > >
> > > Edward, thanks for your input. I cannot use the receipt entry
> > > function because these charges are confidential and my manager
> does
> > > not want those types of things rrevealed to those who are
> inputting
> > > receipts.
> > >
> > > Peter, in setting up the parts, do you set the G/L code when
you
> > set
> > > up the part? Also, is there some box I need to check to allow
> > those
> > > types of materials to the jobs?
> > >
> > > Thanks,
> > >
> > > Mary Ann Meola
> > > International Cybernetics Corp.
> > >
> > > --- In vantage@yahoogroups.com, "Edward F. Fox, Jr." <efox@>
> wrote:
> > > >
> > > > Simple, use receipt entry. We do this all the time for our
> > field
> > > service
> > > > jobs. The expense reports, etc. are entered via receipt
entry
> > and
> > > A/P pulls
> > > > the receipts into A/P just like any PO receipt.
> > > >
> > > >
> > > > Edward F. Fox, Jr., CPA
> > > >
> > > > Controller
> > > >
> > > > Maxson Automatic Machinery Company
> > > >
> > > > Phone 401-596-0162 a Fax 401-596-1050
> > > >
> > > > www.maxsonautomatic.com <http://www.maxsonautomatic.com/>
> > > >
> > > >
> > > >
> > > > _____
> > > >
> > > > From: vantage@yahoogroups.com
[mailto:vantage@yahoogroups.com]
> On
> > > Behalf Of
> > > > pvolkert365
> > > > Sent: Wednesday, January 16, 2008 7:47 AM
> > > > To: vantage@yahoogroups.com
> > > > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> > > >
> > > >
> > > >
> > > > We needed this functionality big-time. For each of our sales
> > > orders,
> > > > which would represent a govenment contract, we set up a
special
> > job
> > > > to handle all these charges. The job has operations and
> > materials.
> > > > But the operations are things like "Program Manager
> > > > time", "Supervisor Time", "Engineering time", and "Production
> > > Control
> > > > time". That way we can charge these types of hours to a
> > particular
> > > > government contract. First set up each one as an operation
and
> > then
> > > > add them to the job.
> > > >
> > > > For materials, we include things like "Air Fare", "Hotel",
> Trade
> > > > Show", "Misc Materials", so we can get those types of costs
> > charged
> > > > to the contract. First set up each one as a Part, and then
add
> > them
> > > > to the job.
> > > >
> > > > We created this job once and made it a template. Now each
time
> we
> > > > set up a sales order, we create a job and get the details
from
> > this
> > > > template. We establish a "Project" for each sales order and
> link
> > > > this special job to that project.
> > > >
> > > > Hope that helps.
> > > >
> > > > -Peter Volkert
> > > > Symetrics Industries
> > > >
> > > > --- In vantage@yahoogroups <mailto:vantage%
> > 40yahoogroups.com> .com,
> > > Maryann
> > > > Meola <meolam13@> wrote:
> > > > >
> > > > > I am still trying to resolve this issue. Vantage support is
> > > > suggesting I set up a dummy part called "Misc Job Charges"
that
> > way
> > > I
> > > > could select this material to the job. I have several kinds
of
> > > > charges to charge to jobs, travel, meals, consulting, jobs
gas,
> > > > lodging. Do I set up a separate part for each type of charge?
> > > > > Thanks.
> > > > >
> > > > >
> > > > > ----- Original Message ----
> > > > > From: saab_barracuda <chris.clunn@>
> > > > > To: vantage@yahoogroups <mailto:vantage%
> 40yahoogroups.com> .com
> > > > > Sent: Monday, December 3, 2007 3:18:41 PM
> > > > > Subject: [Vantage] Re: Posting non-PO invoices to jobs
> > > > >
> > > > > There is a procedure for this you can get from Support. But
> > > > > basically, you have to add a new material line to the job
for
> > misc
> > > > > charges. If you want your accounting person doing that from
AP
> > > > > screen, you'll need to give them permissions for job entry
> > which
> > > > they
> > > > > don't normally have. Or you'll have to have Production
> Control
> > do
> > > it
> > > > > for them.
> > > > >
> > > > > --- In vantage@yahoogroups .com, "meolam13" <meolam13@ .>
> wrote:
> > > > > >
> > > > > > We are trying to post consultants' invoices to Vantage
A/P
> > > using
> > > > the
> > > > > > Add Job Miscellaneous Line. Vantage is forcing us to
choose
> > > > > > a "material" if we want to input the consultant's charge
to
> a
> > > job
> > > > to
> > > > > > accumulate the job costs. Has anyone dealt with this
issue?
> > > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > __________________________________________________________
> > > > ______________
> > > > > Be a better friend, newshound, and
> > > > > know-it-all with Yahoo! Mobile. Try it now.
> > > > http://mobile.
> > > <http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ>
> > > > yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
> > > > >
> > > > >
> > > > > [Non-text portions of this message have been removed]
> > > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > [Non-text portions of this message have been removed]
> > > >
> > >
> >
>