Quotes, Order Entry, Shipping & Invoicing of 'non-shippable' Ser

Yahoo Archive
1
Just go to the release and change the Make Direct flag. That will tell
the non-stock part order release that the part will be shipping from
stock. Same as in V6.



Charlie Smith

2W Technologies LLC / Smith Business Services





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ashton, Steve
Sent: Wednesday, April 09, 2008 4:48 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Quotes, Order Entry, Shipping & Invoicing of
'non-shippable' Services



Yikes! You can't ship a non-stock part from inventory in 8.03? Have you
tried? If you can't it means the definition of non-stock has changed. I
understand that the non-stock check box only controls the default supply
fulfillment method that sets the Sales Order Release's Make Direct check
box. In 6.0 you can over-ride it.

Steve Ashton x 4260

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Calvin Krusen
Sent: Wednesday, April 09, 2008 2:32 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Quotes, Order Entry, Shipping & Invoicing of
'non-shippable' Services

Steve - Thanks for your input.

However, Version 8.03.404 won't let you ship a line item from an order
unless it is either shipped from inventory or from a job. Since we set
the part as non-stocked, it can't ship from inventory. And since no job
was created for it, it cant ship from a job.

Anyone successfully quoting, ordering, shipping, and invoicing services
in Ver 8.03?

Calvin Krusen

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
"Ashton, Steve" <Steve.Ashton@...>
wrote:
>
> This company (a 6.0 site) uses non-stock manufactured part records for
> services such as freight, site visits, drawings, fire testing, etc..
> They are added to the sales order, acknowledged by the customer,
shipped
> (virtually) and invoiced like we do with a physical part. The
advantage
> to this method is that the order remains open until the demand has
been
> matched with a virtual supply.
>
>
>
> At a previous company I spent some time studying the flow of
> miscellaneous charges. I tried adding them to the order header, the
> order line, the packing slip and I think even the invoice, but I can't
> recall the outcome of those attempts.
>
> Steve Ashton
> Database Specialist
> Decoustics Limited
> 65 Disco Road
> Toronto, Ontario
> Canada M9W 1M2
> T (647) 259-4260
> F (416) 679-8838
>
> sashton@... <mailto:sashton@...
> Steve.Ashton@... <mailto:Steve.Ashton2@...
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Calvin Krusen
> Sent: Wednesday, April 09, 2008 9:55 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Quotes, Order Entry, Shipping & Invoicing of
> 'non-shippable' Services
>
>
>
> Our company provides services to our customers in the form of site
> inspect, installation, testing, and reporting.
>
> Does anyone else have the need to have line items on Quotes, Orders
> and Invoices, for services they provide? If so how do you handle it?
>
> Do you use a P/N that exists in the Parts Master? If so how is it
> setup? Pur or Mfg?, Non-Stkd?, Qty Bearing?
>
> If you are using the 'part-on-the-fly' method, what do you do at the
> time of Quoting or Order entry to setup the line to flow the way you
> want?
>
> How do you manange Invoicing, since the 'part' will never appear on
> a packer?
>
> How do you close out the S/O line since it will have
> never 'shipped'? I know how to mark a S/O line as shipped complete,
> but what mechanism do you use to automate it, or initiate it if
> doing it manually?
>
> For what its worth, we're on Ver 8.03.403D
>
> Thanks
>
> Calvin Krusen
>
>
>
>
>
> [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
Our company provides services to our customers in the form of site
inspect, installation, testing, and reporting.

Does anyone else have the need to have line items on Quotes, Orders
and Invoices, for services they provide? If so how do you handle it?

Do you use a P/N that exists in the Parts Master? If so how is it
setup? Pur or Mfg?, Non-Stkd?, Qty Bearing?

If you are using the 'part-on-the-fly' method, what do you do at the
time of Quoting or Order entry to setup the line to flow the way you
want?

How do you manange Invoicing, since the 'part' will never appear on
a packer?

How do you close out the S/O line since it will have
never 'shipped'? I know how to mark a S/O line as shipped complete,
but what mechanism do you use to automate it, or initiate it if
doing it manually?

For what its worth, we're on Ver 8.03.403D

Thanks

Calvin Krusen
3
This company (a 6.0 site) uses non-stock manufactured part records for
services such as freight, site visits, drawings, fire testing, etc..
They are added to the sales order, acknowledged by the customer, shipped
(virtually) and invoiced like we do with a physical part. The advantage
to this method is that the order remains open until the demand has been
matched with a virtual supply.



At a previous company I spent some time studying the flow of
miscellaneous charges. I tried adding them to the order header, the
order line, the packing slip and I think even the invoice, but I can't
recall the outcome of those attempts.

Steve Ashton
Database Specialist
Decoustics Limited
65 Disco Road
Toronto, Ontario
Canada M9W 1M2
T (647) 259-4260
F (416) 679-8838

sashton@... <mailto:sashton@...>
Steve.Ashton@... <mailto:Steve.Ashton2@...>


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Calvin Krusen
Sent: Wednesday, April 09, 2008 9:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Quotes, Order Entry, Shipping & Invoicing of
'non-shippable' Services



Our company provides services to our customers in the form of site
inspect, installation, testing, and reporting.

Does anyone else have the need to have line items on Quotes, Orders
and Invoices, for services they provide? If so how do you handle it?

Do you use a P/N that exists in the Parts Master? If so how is it
setup? Pur or Mfg?, Non-Stkd?, Qty Bearing?

If you are using the 'part-on-the-fly' method, what do you do at the
time of Quoting or Order entry to setup the line to flow the way you
want?

How do you manange Invoicing, since the 'part' will never appear on
a packer?

How do you close out the S/O line since it will have
never 'shipped'? I know how to mark a S/O line as shipped complete,
but what mechanism do you use to automate it, or initiate it if
doing it manually?

For what its worth, we're on Ver 8.03.403D

Thanks

Calvin Krusen





[Non-text portions of this message have been removed]
4
Steve - Thanks for your input.

However, Version 8.03.404 won't let you ship a line item from an order
unless it is either shipped from inventory or from a job. Since we set
the part as non-stocked, it can't ship from inventory. And since no job
was created for it, it cant ship from a job.

Anyone successfully quoting, ordering, shipping, and invoicing services
in Ver 8.03?



Calvin Krusen


--- In vantage@yahoogroups.com, "Ashton, Steve" <Steve.Ashton@...>
wrote:
>
> This company (a 6.0 site) uses non-stock manufactured part records for
> services such as freight, site visits, drawings, fire testing, etc..
> They are added to the sales order, acknowledged by the customer,
shipped
> (virtually) and invoiced like we do with a physical part. The
advantage
> to this method is that the order remains open until the demand has
been
> matched with a virtual supply.
>
>
>
> At a previous company I spent some time studying the flow of
> miscellaneous charges. I tried adding them to the order header, the
> order line, the packing slip and I think even the invoice, but I can't
> recall the outcome of those attempts.
>
> Steve Ashton
> Database Specialist
> Decoustics Limited
> 65 Disco Road
> Toronto, Ontario
> Canada M9W 1M2
> T (647) 259-4260
> F (416) 679-8838
>
> sashton@... <mailto:sashton@...
> Steve.Ashton@... <mailto:Steve.Ashton2@...
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Calvin Krusen
> Sent: Wednesday, April 09, 2008 9:55 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Quotes, Order Entry, Shipping & Invoicing of
> 'non-shippable' Services
>
>
>
> Our company provides services to our customers in the form of site
> inspect, installation, testing, and reporting.
>
> Does anyone else have the need to have line items on Quotes, Orders
> and Invoices, for services they provide? If so how do you handle it?
>
> Do you use a P/N that exists in the Parts Master? If so how is it
> setup? Pur or Mfg?, Non-Stkd?, Qty Bearing?
>
> If you are using the 'part-on-the-fly' method, what do you do at the
> time of Quoting or Order entry to setup the line to flow the way you
> want?
>
> How do you manange Invoicing, since the 'part' will never appear on
> a packer?
>
> How do you close out the S/O line since it will have
> never 'shipped'? I know how to mark a S/O line as shipped complete,
> but what mechanism do you use to automate it, or initiate it if
> doing it manually?
>
> For what its worth, we're on Ver 8.03.403D
>
> Thanks
>
> Calvin Krusen
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
5
Yikes! You can't ship a non-stock part from inventory in 8.03? Have you
tried? If you can't it means the definition of non-stock has changed. I
understand that the non-stock check box only controls the default supply
fulfillment method that sets the Sales Order Release's Make Direct check
box. In 6.0 you can over-ride it.

Steve Ashton x 4260

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Calvin Krusen
Sent: Wednesday, April 09, 2008 2:32 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Quotes, Order Entry, Shipping & Invoicing of
'non-shippable' Services




Steve - Thanks for your input.

However, Version 8.03.404 won't let you ship a line item from an order
unless it is either shipped from inventory or from a job. Since we set
the part as non-stocked, it can't ship from inventory. And since no job
was created for it, it cant ship from a job.

Anyone successfully quoting, ordering, shipping, and invoicing services
in Ver 8.03?

Calvin Krusen

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Ashton, Steve" <Steve.Ashton@...>
wrote:
>
> This company (a 6.0 site) uses non-stock manufactured part records for
> services such as freight, site visits, drawings, fire testing, etc..
> They are added to the sales order, acknowledged by the customer,
shipped
> (virtually) and invoiced like we do with a physical part. The
advantage
> to this method is that the order remains open until the demand has
been
> matched with a virtual supply.
>
>
>
> At a previous company I spent some time studying the flow of
> miscellaneous charges. I tried adding them to the order header, the
> order line, the packing slip and I think even the invoice, but I can't
> recall the outcome of those attempts.
>
> Steve Ashton
> Database Specialist
> Decoustics Limited
> 65 Disco Road
> Toronto, Ontario
> Canada M9W 1M2
> T (647) 259-4260
> F (416) 679-8838
>
> sashton@... <mailto:sashton@...
> Steve.Ashton@... <mailto:Steve.Ashton2@...
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Calvin Krusen
> Sent: Wednesday, April 09, 2008 9:55 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Quotes, Order Entry, Shipping & Invoicing of
> 'non-shippable' Services
>
>
>
> Our company provides services to our customers in the form of site
> inspect, installation, testing, and reporting.
>
> Does anyone else have the need to have line items on Quotes, Orders
> and Invoices, for services they provide? If so how do you handle it?
>
> Do you use a P/N that exists in the Parts Master? If so how is it
> setup? Pur or Mfg?, Non-Stkd?, Qty Bearing?
>
> If you are using the 'part-on-the-fly' method, what do you do at the
> time of Quoting or Order entry to setup the line to flow the way you
> want?
>
> How do you manange Invoicing, since the 'part' will never appear on
> a packer?
>
> How do you close out the S/O line since it will have
> never 'shipped'? I know how to mark a S/O line as shipped complete,
> but what mechanism do you use to automate it, or initiate it if
> doing it manually?
>
> For what its worth, we're on Ver 8.03.403D
>
> Thanks
>
> Calvin Krusen
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





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