Purchasing upper-level, receive lower-level

If I remember correctly, the system would receive a 'KIT' item into
inventory. Next thing would be to write a BPM to send an email alert to
the appropriate person (with the Part and PO numbers) whenever a 'KIT'
part is received. This will at least do something. The other thing would
be to create a dashboard of on-hand quantities and bins for 'KIT' parts.
Since there should not be any inventories for 'KIT's the dashboard
should be empty every time you run it. Anything else is an action item
for the inventory person.





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 Robert Brown
Sent: Sunday, July 19, 2009 6:19 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Purchasing upper-level, receive lower-level





That's how I'd handle it also Charlie... Just sounded like Jim was
looking for a more systemic driven process than adjustments (that
someone has to then 'remember' to do for his specific single p/n kit
purchased parts). In a busy receiving process, exceptions to the normal
process (like having to do inventory & cost adjustments) are too easily
missed.

A multi-part producing job (with the kit as a buy-direct material) would
force the process - but yes, probably would require as many (or more)
transactions & cost adjustments.

We once had a number of 'kit' parts like this that (finally - after
years of attempts) we simply got the vendor to agree to sell to us as
the individual components they really are (at the same net cost). The
vendor was a multi-billion dollar company that simply did not want to
set up a special process (to them) for us (as we are a miniscule
customer to them)...

Rob Brown

________________________________
From: CharlieSmith <CSmith@...
<mailto:CSmith%40vistaconsultant.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Sunday, July 19, 2009 1:23:47 PM
Subject: RE: [Vantage] Purchasing upper-level, receive lower-level


A simpler way would be to receive the kit as the kit and then do
inventory adjustments (and cost adjustments if necessary) between the
kits and the components.

- Kits received

+ Component A Received

+ Component B Received

This will allow bins and lots if necessary.

If you were to do it by job, you would probably have more transactions
with the issue, manufacturing receipt & salvage, job reporting, etc.

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 Robert Brown
Sent: Sunday, July 19, 2009 2:53 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Purchasing upper-level, receive lower-level

If you're purchased kit has no more than 2 components you desire to
stock the purchased kit as, you could purchase the kit direct to a job &
have one of the components be what the job is producing & the other
being a salvage part receipt from the job.

We've never used the AMM enabled feature of producing multiple parts on
a job - but if that truly works, than perhaps you could use it to
'produce' & receive more than 2 components of the kit from a job
(following the same purchase direct paradigm & skipping the salvage
receipt).

In both cases, I'd carefully review how the costing would play out
though.

Rob Brown

____________ _________ _________ __
From: Bill King <bking@jandbindustri al.com
<mailto:bking% 40jandbindustria l.com> >
To: "vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> " <
vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> >
Sent: Friday, July 17, 2009 3:01:50 PM
Subject: RE: [Vantage] Purchasing upper-level, receive lower-level

we have discussed something similar but what our plans were/are is to
order the upper level, receive the upper level and stock the upper
level. other than that i'm not sure how it would be done correctly

BILL R. KING
J&B Industrial Services
(806).776.4409 Office
(254).592.4397 Cell

____________ _________ _________ __
From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
Behalf Of jamarengo
Sent: Friday, July 17, 2009 1:48 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Purchasing upper-level, receive lower-level

Hi,

Does anyone Purchase an upper-level assembly but receive the
compoenents? That's just the scenario we think we have to go with. What
we really want/do is the following:

We purchase items at the unit level but have our vendors package them up
in distinct lots (5 packes, 10 packs etc.). We want to stock at the pack
level so we have assigned part numbers to each pack but we are still
purchasing at the unit level.

Our best solution, so far, is to make the packs components of the
unit-level part but can't figure out how to receive the components
rather than the "kit".

Thanks,
Jim Marengo

____________ _________ _________ __
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[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]





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

Does anyone Purchase an upper-level assembly but receive the compoenents? That's just the scenario we think we have to go with. What we really want/do is the following:

We purchase items at the unit level but have our vendors package them up in distinct lots (5 packes, 10 packs etc.). We want to stock at the pack level so we have assigned part numbers to each pack but we are still purchasing at the unit level.

Our best solution, so far, is to make the packs components of the unit-level part but can't figure out how to receive the components rather than the "kit".

Thanks,
Jim Marengo
we have discussed something similar but what our plans were/are is to order the upper level, receive the upper level and stock the upper level. other than that i'm not sure how it would be done correctly


BILL R. KING
J&B Industrial Services
(806).776.4409 Office
(254).592.4397 Cell



________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jamarengo
Sent: Friday, July 17, 2009 1:48 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Purchasing upper-level, receive lower-level



Hi,

Does anyone Purchase an upper-level assembly but receive the compoenents? That's just the scenario we think we have to go with. What we really want/do is the following:

We purchase items at the unit level but have our vendors package them up in distinct lots (5 packes, 10 packs etc.). We want to stock at the pack level so we have assigned part numbers to each pack but we are still purchasing at the unit level.

Our best solution, so far, is to make the packs components of the unit-level part but can't figure out how to receive the components rather than the "kit".

Thanks,
Jim Marengo




________________________________
The information contained in this message is intended solely for the individual to whom it is specifically and originally addressed. This message and its contents may contain confidential or privileged information. If you are not the intended recipient, you are hereby notified that any disclosure or distribution, or taking any action in reliance on the contents of this information, is strictly prohibited.
We have taken precautions to minimize the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any attachment to this message. We cannot accept liability for any loss or damage caused by software viruses.

This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.


[Non-text portions of this message have been removed]
The "quick answer" is upgrade to Epicor 9 which would handle multiple units
of measures (with one part number). So you could order from your supplier
144 eachs, he ships you 1 pallet with 12 boxes with 12 each in a box.
You then have the option of receiving 1 pallet, 12 boxes, or 144 eachs.

Not sure if you could do something like this using dimensions, I don't have
a system to test this one for you.

Bruce


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
jamarengo
Sent: Friday, July 17, 2009 1:48 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Purchasing upper-level, receive lower-level

Hi,

Does anyone Purchase an upper-level assembly but receive the compoenents?
That's just the scenario we think we have to go with. What we really
want/do is the following:

We purchase items at the unit level but have our vendors package them up in
distinct lots (5 packes, 10 packs etc.). We want to stock at the pack level
so we have assigned part numbers to each pack but we are still purchasing at
the unit level.

Our best solution, so far, is to make the packs components of the unit-level
part but can't figure out how to receive the components rather than the
"kit".

Thanks,
Jim Marengo



------------------------------------

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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
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(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links





[Non-text portions of this message have been removed]
If you're purchased kit has no more than 2 components you desire to stock the purchased kit as, you could purchase the kit direct to a job & have one of the components be what the job is producing & the other being a salvage part receipt from the job.

We've never used the AMM enabled feature of producing multiple parts on a job - but if that truly works, than perhaps you could use it to 'produce' & receive more than 2 components of the kit from a job (following the same purchase direct paradigm & skipping the salvage receipt).

In both cases, I'd carefully review how the costing would play out though.

Rob Brown




________________________________
From: Bill King <bking@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Friday, July 17, 2009 3:01:50 PM
Subject: RE: [Vantage] Purchasing upper-level, receive lower-level


we have discussed something similar but what our plans were/are is to order the upper level, receive the upper level and stock the upper level. other than that i'm not sure how it would be done correctly

BILL R. KING
J&B Industrial Services
(806).776.4409 Office
(254).592.4397 Cell

____________ _________ _________ __
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of jamarengo
Sent: Friday, July 17, 2009 1:48 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Purchasing upper-level, receive lower-level

Hi,

Does anyone Purchase an upper-level assembly but receive the compoenents? That's just the scenario we think we have to go with. What we really want/do is the following:

We purchase items at the unit level but have our vendors package them up in distinct lots (5 packes, 10 packs etc.). We want to stock at the pack level so we have assigned part numbers to each pack but we are still purchasing at the unit level.

Our best solution, so far, is to make the packs components of the unit-level part but can't figure out how to receive the components rather than the "kit".

Thanks,
Jim Marengo

____________ _________ _________ __
The information contained in this message is intended solely for the individual to whom it is specifically and originally addressed. This message and its contents may contain confidential or privileged information. If you are not the intended recipient, you are hereby notified that any disclosure or distribution, or taking any action in reliance on the contents of this information, is strictly prohibited.
We have taken precautions to minimize the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any attachment to this message. We cannot accept liability for any loss or damage caused by software viruses.

This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.

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







[Non-text portions of this message have been removed]
A simpler way would be to receive the kit as the kit and then do
inventory adjustments (and cost adjustments if necessary) between the
kits and the components.

- Kits received

+ Component A Received

+ Component B Received

This will allow bins and lots if necessary.



If you were to do it by job, you would probably have more transactions
with the issue, manufacturing receipt & salvage, job reporting, etc.



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 Robert Brown
Sent: Sunday, July 19, 2009 2:53 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Purchasing upper-level, receive lower-level





If you're purchased kit has no more than 2 components you desire to
stock the purchased kit as, you could purchase the kit direct to a job &
have one of the components be what the job is producing & the other
being a salvage part receipt from the job.

We've never used the AMM enabled feature of producing multiple parts on
a job - but if that truly works, than perhaps you could use it to
'produce' & receive more than 2 components of the kit from a job
(following the same purchase direct paradigm & skipping the salvage
receipt).

In both cases, I'd carefully review how the costing would play out
though.

Rob Brown

________________________________
From: Bill King <bking@...
<mailto:bking%40jandbindustrial.com> >
To: "vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> " <
vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> >
Sent: Friday, July 17, 2009 3:01:50 PM
Subject: RE: [Vantage] Purchasing upper-level, receive lower-level

we have discussed something similar but what our plans were/are is to
order the upper level, receive the upper level and stock the upper
level. other than that i'm not sure how it would be done correctly

BILL R. KING
J&B Industrial Services
(806).776.4409 Office
(254).592.4397 Cell

____________ _________ _________ __
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf Of jamarengo
Sent: Friday, July 17, 2009 1:48 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Purchasing upper-level, receive lower-level

Hi,

Does anyone Purchase an upper-level assembly but receive the
compoenents? That's just the scenario we think we have to go with. What
we really want/do is the following:

We purchase items at the unit level but have our vendors package them up
in distinct lots (5 packes, 10 packs etc.). We want to stock at the pack
level so we have assigned part numbers to each pack but we are still
purchasing at the unit level.

Our best solution, so far, is to make the packs components of the
unit-level part but can't figure out how to receive the components
rather than the "kit".

Thanks,
Jim Marengo

____________ _________ _________ __
The information contained in this message is intended solely for the
individual to whom it is specifically and originally addressed. This
message and its contents may contain confidential or privileged
information. If you are not the intended recipient, you are hereby
notified that any disclosure or distribution, or taking any action in
reliance on the contents of this information, is strictly prohibited.
We have taken precautions to minimize the risk of transmitting software
viruses, but we advise you to carry out your own virus checks on any
attachment to this message. We cannot accept liability for any loss or
damage caused by software viruses.

This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.

[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]
That's how I'd handle it also Charlie... Just sounded like Jim was looking for a more systemic driven process than adjustments (that someone has to then 'remember' to do for his specific single p/n kit purchased parts). In a busy receiving process, exceptions to the normal process (like having to do inventory & cost adjustments) are too easily missed.

A multi-part producing job (with the kit as a buy-direct material) would force the process -Â but yes, probably would require as many (or more) transactions & cost adjustments.

We once had a number of 'kit' parts like this that (finally - after years of attempts) we simply got the vendor to agree to sell to us as the individual components they really are (at the same net cost). The vendor was a multi-billion dollar company that simply did not want to set up a special process (to them) for us (as we are a miniscule customer to them)...

Rob Brown


________________________________
From: CharlieSmith <CSmith@...>
To: vantage@yahoogroups.com
Sent: Sunday, July 19, 2009 1:23:47 PM
Subject: RE: [Vantage] Purchasing upper-level, receive lower-level

Â
A simpler way would be to receive the kit as the kit and then do
inventory adjustments (and cost adjustments if necessary) between the
kits and the components.

- Kits received

+ Component A Received

+ Component B Received

This will allow bins and lots if necessary.

If you were to do it by job, you would probably have more transactions
with the issue, manufacturing receipt & salvage, job reporting, etc.

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 Robert Brown
Sent: Sunday, July 19, 2009 2:53 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Purchasing upper-level, receive lower-level

If you're purchased kit has no more than 2 components you desire to
stock the purchased kit as, you could purchase the kit direct to a job &
have one of the components be what the job is producing & the other
being a salvage part receipt from the job.

We've never used the AMM enabled feature of producing multiple parts on
a job - but if that truly works, than perhaps you could use it to
'produce' & receive more than 2 components of the kit from a job
(following the same purchase direct paradigm & skipping the salvage
receipt).

In both cases, I'd carefully review how the costing would play out
though.

Rob Brown

____________ _________ _________ __
From: Bill King <bking@jandbindustri al.com
<mailto:bking% 40jandbindustria l.com> >
To: "vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> " <
vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com> >
Sent: Friday, July 17, 2009 3:01:50 PM
Subject: RE: [Vantage] Purchasing upper-level, receive lower-level

we have discussed something similar but what our plans were/are is to
order the upper level, receive the upper level and stock the upper
level. other than that i'm not sure how it would be done correctly

BILL R. KING
J&B Industrial Services
(806).776.4409 Office
(254).592.4397 Cell

____________ _________ _________ __
From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
Behalf Of jamarengo
Sent: Friday, July 17, 2009 1:48 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Purchasing upper-level, receive lower-level

Hi,

Does anyone Purchase an upper-level assembly but receive the
compoenents? That's just the scenario we think we have to go with. What
we really want/do is the following:

We purchase items at the unit level but have our vendors package them up
in distinct lots (5 packes, 10 packs etc.). We want to stock at the pack
level so we have assigned part numbers to each pack but we are still
purchasing at the unit level.

Our best solution, so far, is to make the packs components of the
unit-level part but can't figure out how to receive the components
rather than the "kit".

Thanks,
Jim Marengo

____________ _________ _________ __
The information contained in this message is intended solely for the
individual to whom it is specifically and originally addressed. This
message and its contents may contain confidential or privileged
information. If you are not the intended recipient, you are hereby
notified that any disclosure or distribution, or taking any action in
reliance on the contents of this information, is strictly prohibited.
We have taken precautions to minimize the risk of transmitting software
viruses, but we advise you to carry out your own virus checks on any
attachment to this message. We cannot accept liability for any loss or
damage caused by software viruses.

This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.

[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]