We use a custom report to exclude shipping charges. I do agree with you
that it shouldn't be included in the profitability analysis. A check box
in the Misc charge set-up that says exclude from profitability analysis
would probably work. Worth a suggestion to Epicor.
Alex Neutgens
Controller
Circuit Check, Inc.
763-694-4110
-----Original Message-----
From: Dan Shallbetter [SMTP:dans@...]
Sent: Thursday, November 01, 2001 9:50 AM
To: 'Vantage@yahoogroups.com'
Subject: [Vantage] Production Detail report & proftability section.
The boss asked yesterday why our A/R misc charges ( primarily freight
charges) are being added into the Actual gross amount and distorting our
P&L
percentage? His contention is that we ship everything FOB our dock and
therefore freight charges are incidental to the job and should not be
include in the profitability analysis. My non-financial background says the
freight charges are an activity charge that were incurred as a result of
the
job and should be include. Epicor support suggest creating a separate misc.
invoice for freight charges rather than creating from the shipment line.
Does anyone have any other ideas to isolate the misc. charges ?
Thanks
Dan Shallbetter
States Electric Mfg.
Emfg. 5.0.326
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that it shouldn't be included in the profitability analysis. A check box
in the Misc charge set-up that says exclude from profitability analysis
would probably work. Worth a suggestion to Epicor.
Alex Neutgens
Controller
Circuit Check, Inc.
763-694-4110
-----Original Message-----
From: Dan Shallbetter [SMTP:dans@...]
Sent: Thursday, November 01, 2001 9:50 AM
To: 'Vantage@yahoogroups.com'
Subject: [Vantage] Production Detail report & proftability section.
The boss asked yesterday why our A/R misc charges ( primarily freight
charges) are being added into the Actual gross amount and distorting our
P&L
percentage? His contention is that we ship everything FOB our dock and
therefore freight charges are incidental to the job and should not be
include in the profitability analysis. My non-financial background says the
freight charges are an activity charge that were incurred as a result of
the
job and should be include. Epicor support suggest creating a separate misc.
invoice for freight charges rather than creating from the shipment line.
Does anyone have any other ideas to isolate the misc. charges ?
Thanks
Dan Shallbetter
States Electric Mfg.
Emfg. 5.0.326
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/