Processing Failed Sub-Contact Operation Receipts

Yahoo Archive
1
Very wise plan Ari. "Ripping off the band-aid" is sometimes unavoidable when it comes to change that people must absorb, but usually change can be planned and made incrementally to avoid the culture shock impact on people.

RE: 8.03.404 behavior on when subcontract PO receipts result in (back-flushed labor) OP qty updating:

Our little email conversation sparked my interest so I retested last night.

Positive results: As long as the subcontract OP is set for back-flushing and the subcontract purchase set for inspection required, the OP qty complete ONLY reflects the inspection PASS qty.

Any subsequent DMR dispositioned as accepted qty further updates the back-flush labor OP qty complete for the subcontract OP. Any OP balance due DMR disposition quantities representing failure (outright scrap or perhaps RTV) result in a new PO suggestion to fulfill the open balance due on the subcontract OP.

Nice to have something actually work as desired.

It does however reinforce my original assertion that people communication will be needed as, it is rare for DMR dispositioning to instantaneously occur. That means there is a good chance new PO suggestions to replace the inspection failed qty will appear before DMR dispositioning is complete.

The buyer(s) must be 'in the loop' verbally or via email so they don't blindly immediately re-buy to fulfill the failed qty. They should hold off and be in on the decision making process of dispositioning and THEN take action (debit vendor for DMR failed qty - even if RTV), communicate to vendor and get RMA for a Misc Shipment back to vendor on the vendors RMA#, enter a new PO for the balance required, etc.,.

Thanks for spurring me on Ari.

I hope the info helps you in your transition from 6.1 to 8.03.

Rob Brown



--- On Thu, 5/22/08, Ari Footlik <ari@...> wrote:
From: Ari Footlik <ari@...>
Subject: RE: [Vantage] Processing Failed Sub-Contact Operation Receipts
To: vantage@yahoogroups.com
Date: Thursday, May 22, 2008, 4:51 PM











Thanks again, Rob. We're actually still running 6.10 and trying to

close the "processing loop" in the current system before we implement

8.03.xxx. Changing how we process incoming sub-contract parts will be a

big change for us, and I don't want to compound it with having to

navigate a new interface at the same time...



--A



____________ _________ _________ __



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

Of Robert Brown

Sent: Thursday, May 22, 2008 2:23 PM

To: vantage@yahoogroups .com

Subject: RE: [Vantage] Processing Failed Sub-Contact Operation Receipts



Ari,



Unfortunately, the Global Scheduler (and, as a result, some MES

behavior) in 404 is TRASH and may indeed not be

creating/maintainin g/updating db level schedule details properly & thus

inhibiting MES activity entry on OPs after the subcontract OP where an

inspection qty & DMR disposition qty was failed.



I'm not sure (even before they totally trashed the Global on 403/404) if

the internal OP processing methods' behaviors EVER took this into

account on subcontract OPs that required subcontract PO inspection.



One of our (lower priority) 'hotlist' items is to determine when

subcontract op complete qty's (and also op complete status) get updated.



We have labor set to backflush on our subcontract OPs. As a result, I

suspect the equivalent labor qty's are thus considered and set complete

upon subcontract PO receipt - BEFORE inspection.



If true, we will either have to:



Put a manual process in place to do a VERY timely post inspection/DMR

disposition qty failure adjustment of the subcontract job OP...



- OR -



Make all subcontract OPs Qty Reporting for labor and put it on QC's

shoulders to report the qty complete AFTER inspection.



I shudder at the thought of this 2nd path :) as that is essentially how

our legacy system worked and it was an 'above the norm' error prone

process.



If you learn anything on this issue before we do, I'd appreciate if

you'd share Ari. I will do the same.



Thanks - and happy hunting!



Rob Brown



--- On Thu, 5/22/08, Ari Footlik <ari@zweig-cnc. com

<mailto:ari% 40zweig-cnc. com> > wrote:



From: Ari Footlik <ari@zweig-cnc. com <mailto:ari% 40zweig-cnc. com> >

Subject: RE: [Vantage] Processing Failed Sub-Contact Operation Receipts

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

Date: Thursday, May 22, 2008, 11:26 AM



Naturally, that makes perfect sense! :) I guess I was just hoping to

minimize the chances for things to fall thru the cracks due to failed

communication.



While the parts are in the queue awaiting inspection, is the logic in

Vantage smart enough to disallow further operations until the pieces

have cleared incoming-inspection ? I was just notified that we have

parts in the PO queue for jobs that have already been completed. How

could the next operation have had labor entered for it if the parts

needed for it were "locked" in the queue?



Thanks again.

--Ari



____________ _________ _________ __



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

Behalf

Of Robert Brown

Sent: Wednesday, May 21, :17 PM

To: vantage@yahoogroups .com

Subject: Re: [Vantage] Processing Failed Sub-Contact Operation Receipts



DMR/RTV material (or subcontract) requires you to debit the vendor for

the failed amount and create a new PO for the remaining required

balance.



It seems like a pain but it is actually correct in that it totally

preserves & documents the cost accounting chain, bangs the vendor rating

for the failure, and (I think most importantly) forces QC, manufacturing

and the Buyer to COMMUNICATE.



Rob Brown



--- On Wed, 5/21/08, Ari Footlik <ari@zweig-cnc. com

<mailto:ari% 40zweig-cnc. com> > wrote:

From: Ari Footlik <ari@zweig-cnc. com <mailto:ari% 40zweig-cnc. com> >

Subject: [Vantage] Processing Failed Sub-Contact Operation Receipts

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

Date: Wednesday, May 21, 2008, 6:43 PM



To date, our people have not been doing this properly. I'd like them to



use the system the way it's supposed to be used for



sub-contractor/ outside-operatio n POs. We ran thru a scenario today and



got stuck after when we tried to return the "failed" (DMR'd) parts back



to the sub-contractor. We were able to generate a pack-slip so they



could be shipped, but we didn't know how to receive them once they came



back in again.



It seems that the PO for the outside-process gets closed as soon as the



receipt is entered, regardless of the "Requires Inspection" check-box on



the PO. Shouldn't there be some logic in the system that says, "Don't



close the original PO until you receive and pass the same quantity that



went out for the outside process?"



Let's say we were sending out 12 pieces, and 6 of them failed. Do we



need to re-open the PO and the line (or add a new line)? If we do,



wouldn't invoice-entry data eventually get confusing, as would have



"ordered" 18 pieces (12 original, plus the 6 "re-work") for the



outside-process?



I think we just overlooked a simple step somewhere. Your advice and



suggestions are, as always, greatly appreciated.



Regards,



--Ari



[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]
2
We have a user who is unable to view customizations when logged into her station. If we log her on to another station everything appears. If I log onto her station everything appears. I have reinstalled her client and deleted and recreated her user account and I'm still getting the same results. Has anyone else ran into this problem and if so how do I go about a resolution?




[Non-text portions of this message have been removed]
3
To date, our people have not been doing this properly. I'd like them to
use the system the way it's supposed to be used for
sub-contractor/outside-operation POs. We ran thru a scenario today and
got stuck after when we tried to return the "failed" (DMR'd) parts back
to the sub-contractor. We were able to generate a pack-slip so they
could be shipped, but we didn't know how to receive them once they came
back in again.

It seems that the PO for the outside-process gets closed as soon as the
receipt is entered, regardless of the "Requires Inspection" check-box on
the PO. Shouldn't there be some logic in the system that says, "Don't
close the original PO until you receive and pass the same quantity that
went out for the outside process?"

Let's say we were sending out 12 pieces, and 6 of them failed. Do we
need to re-open the PO and the line (or add a new line)? If we do,
wouldn't invoice-entry data eventually get confusing, as would have
"ordered" 18 pieces (12 original, plus the 6 "re-work") for the
outside-process?

I think we just overlooked a simple step somewhere. Your advice and
suggestions are, as always, greatly appreciated.

Regards,
--Ari


[Non-text portions of this message have been removed]
4
Customizations are stored locally on workstation and compared to what
is saved on server - it sounds like a permissions issue. Depending on
OS, the folder is located somewhere like this....
C:\Documents and Settings\All Users\Application Data\Epicor\Vantage

--- In vantage@yahoogroups.com, Matt Comer <mattctc@...> wrote:
>
> We have a user who is unable to view customizations when logged into
her station. If we log her on to another station everything appears.Â
If I log onto her station everything appears. I have reinstalled her
client and deleted and recreated her user account and I'm still getting
the same results. Has anyone else ran into this problem and if so how
do I go about a resolution?
>
>
>
>
> [Non-text portions of this message have been removed]
>
5
DMR/RTV material (or subcontract) requires you to debit the vendor for the failed amount and create a new PO for the remaining required balance.

It seems like a pain but it is actually correct in that it totally preserves & documents the cost accounting chain, bangs the vendor rating for the failure, and (I think most importantly) forces QC, manufacturing and the Buyer to COMMUNICATE.

Rob Brown

--- On Wed, 5/21/08, Ari Footlik <ari@...> wrote:
From: Ari Footlik <ari@...>
Subject: [Vantage] Processing Failed Sub-Contact Operation Receipts
To: vantage@yahoogroups.com
Date: Wednesday, May 21, 2008, 6:43 PM











To date, our people have not been doing this properly. I'd like them to

use the system the way it's supposed to be used for

sub-contractor/ outside-operatio n POs. We ran thru a scenario today and

got stuck after when we tried to return the "failed" (DMR'd) parts back

to the sub-contractor. We were able to generate a pack-slip so they

could be shipped, but we didn't know how to receive them once they came

back in again.



It seems that the PO for the outside-process gets closed as soon as the

receipt is entered, regardless of the "Requires Inspection" check-box on

the PO. Shouldn't there be some logic in the system that says, "Don't

close the original PO until you receive and pass the same quantity that

went out for the outside process?"



Let's say we were sending out 12 pieces, and 6 of them failed. Do we

need to re-open the PO and the line (or add a new line)? If we do,

wouldn't invoice-entry data eventually get confusing, as would have

"ordered" 18 pieces (12 original, plus the 6 "re-work") for the

outside-process?



I think we just overlooked a simple step somewhere. Your advice and

suggestions are, as always, greatly appreciated.



Regards,

--Ari



[Non-text portions of this message have been removed]
6
Naturally, that makes perfect sense! :) I guess I was just hoping to
minimize the chances for things to fall thru the cracks due to failed
communication.

While the parts are in the queue awaiting inspection, is the logic in
Vantage smart enough to disallow further operations until the pieces
have cleared incoming-inspection? I was just notified that we have
parts in the PO queue for jobs that have already been completed. How
could the next operation have had labor entered for it if the parts
needed for it were "locked" in the queue?

Thanks again.
--Ari

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert Brown
Sent: Wednesday, May 21, 2008 11:17 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Processing Failed Sub-Contact Operation Receipts



DMR/RTV material (or subcontract) requires you to debit the vendor for
the failed amount and create a new PO for the remaining required
balance.

It seems like a pain but it is actually correct in that it totally
preserves & documents the cost accounting chain, bangs the vendor rating
for the failure, and (I think most importantly) forces QC, manufacturing
and the Buyer to COMMUNICATE.

Rob Brown

--- On Wed, 5/21/08, Ari Footlik <ari@...
<mailto:ari%40zweig-cnc.com> > wrote:
From: Ari Footlik <ari@... <mailto:ari%40zweig-cnc.com> >
Subject: [Vantage] Processing Failed Sub-Contact Operation Receipts
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Wednesday, May 21, 2008, 6:43 PM

To date, our people have not been doing this properly. I'd like them to

use the system the way it's supposed to be used for

sub-contractor/ outside-operatio n POs. We ran thru a scenario today and

got stuck after when we tried to return the "failed" (DMR'd) parts back

to the sub-contractor. We were able to generate a pack-slip so they

could be shipped, but we didn't know how to receive them once they came

back in again.

It seems that the PO for the outside-process gets closed as soon as the

receipt is entered, regardless of the "Requires Inspection" check-box on

the PO. Shouldn't there be some logic in the system that says, "Don't

close the original PO until you receive and pass the same quantity that

went out for the outside process?"

Let's say we were sending out 12 pieces, and 6 of them failed. Do we

need to re-open the PO and the line (or add a new line)? If we do,

wouldn't invoice-entry data eventually get confusing, as would have

"ordered" 18 pieces (12 original, plus the 6 "re-work") for the

outside-process?

I think we just overlooked a simple step somewhere. Your advice and

suggestions are, as always, greatly appreciated.

Regards,

--Ari

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
















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

Unfortunately, the Global Scheduler (and, as a result, some MES behavior) in 404 is TRASH and may indeed not be creating/maintaining/updating db level schedule details properly & thus inhibiting MES activity entry on OPs after the subcontract OP where an inspection qty & DMR disposition qty was failed.

I'm not sure (even before they totally trashed the Global on 403/404) if the internal OP processing methods' behaviors EVER took this into account on subcontract OPs that required subcontract PO inspection.

One of our (lower priority) 'hotlist' items is to determine when subcontract op complete qty's (and also op complete status) get updated.

We have labor set to backflush on our subcontract OPs. As a result, I suspect the equivalent labor qty's are thus considered and set complete upon subcontract PO receipt - BEFORE inspection.

If true, we will either have to:

Put a manual process in place to do a VERY timely post inspection/DMR disposition qty failure adjustment of the subcontract job OP...

- OR -

Make all subcontract OPs Qty Reporting for labor and put it on QC's shoulders to report the qty complete AFTER inspection.

I shudder at the thought of this 2nd path :) as that is essentially how our legacy system worked and it was an 'above the norm' error prone process.

If you learn anything on this issue before we do, I'd appreciate if you'd share Ari. I will do the same.

Thanks - and happy hunting!

Rob Brown


--- On Thu, 5/22/08, Ari Footlik <ari@...> wrote:

From: Ari Footlik <ari@...>
Subject: RE: [Vantage] Processing Failed Sub-Contact Operation Receipts
To: vantage@yahoogroups.com
Date: Thursday, May 22, 2008, 11:26 AM






Naturally, that makes perfect sense! :) I guess I was just hoping to
minimize the chances for things to fall thru the cracks due to failed
communication.

While the parts are in the queue awaiting inspection, is the logic in
Vantage smart enough to disallow further operations until the pieces
have cleared incoming-inspection ? I was just notified that we have
parts in the PO queue for jobs that have already been completed. How
could the next operation have had labor entered for it if the parts
needed for it were "locked" in the queue?

Thanks again.
--Ari

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Robert Brown
Sent: Wednesday, May 21, 2008 11:17 PM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Processing Failed Sub-Contact Operation Receipts

DMR/RTV material (or subcontract) requires you to debit the vendor for
the failed amount and create a new PO for the remaining required
balance.

It seems like a pain but it is actually correct in that it totally
preserves & documents the cost accounting chain, bangs the vendor rating
for the failure, and (I think most importantly) forces QC, manufacturing
and the Buyer to COMMUNICATE.

Rob Brown

--- On Wed, 5/21/08, Ari Footlik <ari@zweig-cnc. com
<mailto:ari% 40zweig-cnc. com> > wrote:
From: Ari Footlik <ari@zweig-cnc. com <mailto:ari% 40zweig-cnc. com> >
Subject: [Vantage] Processing Failed Sub-Contact Operation Receipts
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Date: Wednesday, May 21, 2008, 6:43 PM

To date, our people have not been doing this properly. I'd like them to

use the system the way it's supposed to be used for

sub-contractor/ outside-operatio n POs. We ran thru a scenario today and

got stuck after when we tried to return the "failed" (DMR'd) parts back

to the sub-contractor. We were able to generate a pack-slip so they

could be shipped, but we didn't know how to receive them once they came

back in again.

It seems that the PO for the outside-process gets closed as soon as the

receipt is entered, regardless of the "Requires Inspection" check-box on

the PO. Shouldn't there be some logic in the system that says, "Don't

close the original PO until you receive and pass the same quantity that

went out for the outside process?"

Let's say we were sending out 12 pieces, and 6 of them failed. Do we

need to re-open the PO and the line (or add a new line)? If we do,

wouldn't invoice-entry data eventually get confusing, as would have

"ordered" 18 pieces (12 original, plus the 6 "re-work") for the

outside-process?

I think we just overlooked a simple step somewhere. Your advice and

suggestions are, as always, greatly appreciated.

Regards,

--Ari

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

[Non-text portions of this message have been removed]
8
Thanks again, Rob. We're actually still running 6.10 and trying to
close the "processing loop" in the current system before we implement
8.03.xxx. Changing how we process incoming sub-contract parts will be a
big change for us, and I don't want to compound it with having to
navigate a new interface at the same time...

--A

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert Brown
Sent: Thursday, May 22, 2008 2:23 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Processing Failed Sub-Contact Operation Receipts



Ari,

Unfortunately, the Global Scheduler (and, as a result, some MES
behavior) in 404 is TRASH and may indeed not be
creating/maintaining/updating db level schedule details properly & thus
inhibiting MES activity entry on OPs after the subcontract OP where an
inspection qty & DMR disposition qty was failed.

I'm not sure (even before they totally trashed the Global on 403/404) if
the internal OP processing methods' behaviors EVER took this into
account on subcontract OPs that required subcontract PO inspection.

One of our (lower priority) 'hotlist' items is to determine when
subcontract op complete qty's (and also op complete status) get updated.


We have labor set to backflush on our subcontract OPs. As a result, I
suspect the equivalent labor qty's are thus considered and set complete
upon subcontract PO receipt - BEFORE inspection.

If true, we will either have to:

Put a manual process in place to do a VERY timely post inspection/DMR
disposition qty failure adjustment of the subcontract job OP...

- OR -

Make all subcontract OPs Qty Reporting for labor and put it on QC's
shoulders to report the qty complete AFTER inspection.

I shudder at the thought of this 2nd path :) as that is essentially how
our legacy system worked and it was an 'above the norm' error prone
process.

If you learn anything on this issue before we do, I'd appreciate if
you'd share Ari. I will do the same.

Thanks - and happy hunting!

Rob Brown

--- On Thu, 5/22/08, Ari Footlik <ari@...
<mailto:ari%40zweig-cnc.com> > wrote:

From: Ari Footlik <ari@... <mailto:ari%40zweig-cnc.com> >
Subject: RE: [Vantage] Processing Failed Sub-Contact Operation Receipts
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Thursday, May 22, 2008, 11:26 AM

Naturally, that makes perfect sense! :) I guess I was just hoping to
minimize the chances for things to fall thru the cracks due to failed
communication.

While the parts are in the queue awaiting inspection, is the logic in
Vantage smart enough to disallow further operations until the pieces
have cleared incoming-inspection ? I was just notified that we have
parts in the PO queue for jobs that have already been completed. How
could the next operation have had labor entered for it if the parts
needed for it were "locked" in the queue?

Thanks again.
--Ari

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Robert Brown
Sent: Wednesday, May 21, 2008 11:17 PM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Processing Failed Sub-Contact Operation Receipts

DMR/RTV material (or subcontract) requires you to debit the vendor for
the failed amount and create a new PO for the remaining required
balance.

It seems like a pain but it is actually correct in that it totally
preserves & documents the cost accounting chain, bangs the vendor rating
for the failure, and (I think most importantly) forces QC, manufacturing
and the Buyer to COMMUNICATE.

Rob Brown

--- On Wed, 5/21/08, Ari Footlik <ari@zweig-cnc. com
<mailto:ari% 40zweig-cnc. com> > wrote:
From: Ari Footlik <ari@zweig-cnc. com <mailto:ari% 40zweig-cnc. com> >
Subject: [Vantage] Processing Failed Sub-Contact Operation Receipts
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Date: Wednesday, May 21, 2008, 6:43 PM

To date, our people have not been doing this properly. I'd like them to

use the system the way it's supposed to be used for

sub-contractor/ outside-operatio n POs. We ran thru a scenario today and

got stuck after when we tried to return the "failed" (DMR'd) parts back

to the sub-contractor. We were able to generate a pack-slip so they

could be shipped, but we didn't know how to receive them once they came

back in again.

It seems that the PO for the outside-process gets closed as soon as the

receipt is entered, regardless of the "Requires Inspection" check-box on

the PO. Shouldn't there be some logic in the system that says, "Don't

close the original PO until you receive and pass the same quantity that

went out for the outside process?"

Let's say we were sending out 12 pieces, and 6 of them failed. Do we

need to re-open the PO and the line (or add a new line)? If we do,

wouldn't invoice-entry data eventually get confusing, as would have

"ordered" 18 pieces (12 original, plus the 6 "re-work") for the

outside-process?

I think we just overlooked a simple step somewhere. Your advice and

suggestions are, as always, greatly appreciated.

Regards,

--Ari

[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]