Sales Kit Components Print Twice on Invoice

Yahoo Archive
1
I assume you use Crystal Report for your documents. and I also assume you generate your documents from xml files. if both are correct, review the detail part of your xml and see if the lines are listed twice there. if not then it is a problem within your Crystal report.

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 Kerry Travis
Sent: Tuesday, March 09, 2010 9:30 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Sales Kit Components Print Twice on Invoice



Dale,

Yes, the Invoice Print is set to standard, so that can't be the issue.

Thanks for replying.

Kerry

________________________________
From: Dale Schuerman <dale.schuerman@...<mailto:dale.schuerman%40ramsys.com>>
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Sent: Tue, March 9, 2010 10:23:44 AM
Subject: RE: [Vantage] Sales Kit Components Print Twice on Invoice


Kerry,

First thing to check is has your company modified the invoice print.

If you modified the print then run the standard version to see if the
problem goes away.

This will narrow it down to continue researching.

Hope this helps.

Dale E. Schuerman

Senior Consultant

Epicor Certified Consulting Partner

RAM Software Systems, Inc.

972-669-0763 x233 (voice)

972-669-9603 (fax)

mailto:dale.schuerman@ ramsys.com
<BLOCKED::blocked: :mailto:dale.schuerman@ ramsys.com> (email)

http://www.ramsys com <BLOCKED::blocked: :http://www.ramsys com/>
(website)

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Kerry Travis
Sent: Tuesday, March 09, 2010 9:16 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Sales Kit Components Print Twice on Invoice

We are on Vantage 8.03.408B.

We set up our kits to allow component and parameter changes on the fly.
Because of the nature of our business, each kit is pretty much unique.
We have one main component which appears in each kit. We either copy
and paste new components from Excel at the Order Entry stage, or we do a
part search and add the components.

The packing slip prints out fine. You see the Line Item, and in the box
below, the components print out.

However, when we invoice, you see the Line Item, and the kit components
print out in the box below, the same as the Packing Slip. Then, below
that, each item we added on the fly shows up as a separate line item. In
effect, these components are printing out twice.

Does anyone know what causes this?

Thanks a lot for your help.

Regards,

Kerry Travis

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2
We went live June 1 and are using sales kits. We have found numerous
problems and issues with the use of sales kits. The worst of the
problems came from the combination of sales kits and order releases.
We could never get multiple releases with kits to work correctly –
too many bugs to count.

My users are wondering if others are using sales kits and how they
structure them. We are an extremely lean manufacturing facility. The
reason we went to them was that we have very small assemblies – place
a sticker on a motor, 5 minutes of labor part assemblies and things
like that. The mfg floor did not want to use jobs for those
instances. We are considering a move to Kanban receipts as a means of
alleviating a number of sales kit issues and getting around the job
creation problem (since that Kanban receipts process creates, back
flushes and closes the job for you.)

The problem with Kanban receipts is that there is no signal to
process the Kanban Receipt when using a sales order pick list.

We ran into the following problems (an abbreviated list):

- Sales Kit Line Numbers - sales kits are assigned unique order line
numbers – each order line explodes into multiple lines – we had to
customize a bunch of forms/reports to show the "display" order line
sequence rather than the order line sequence. It was confusing for
customers to see line #1, #6 and #10 and that was their 3 line order.

- Sales kit RMA processing – you can't return the parent item – you
have to return all the components. This causes problems because
pricing is at parent level – components price doesn't add up to
parent price.

- Shipping documents – order line # issues again and components show
on export documents

- Sales reports get doubled up because of the extra kit lines

- Shipments post with an unknown account if you don't unpack all the
components of a kit, then the parent. In effect you have to unpack
the entire pack if you have to drop anything that might be a kit
component.

My users would like to know how other companies are using kits.
Specifically, what other alternatives have you used to work around
the issues we've hit? Have you run into other issues with Sales kits?
3
Hi Dave,



You don't mention which version you are running. We are currently on
803.305L and planning to upgrade to 405 (or later) - partly in response
to these sales kit (and configurator) issues which we have been informed
will be resolved sufficiently to meet our needs.



Are you aware of the sales kits parameters? These are found on the part
maintenance screen under plants/saleskits. One of these is 'Print
components on pack slip'. You might want to switch that one off?



- Sales Kit Line Numbers - sales kits are assigned unique order
line
numbers - each order line explodes into multiple lines - we had to
customize a bunch of forms/reports to show the "display" order line
sequence rather than the order line sequence. It was confusing for
customers to see line #1, #6 and #10 and that was their 3 line order.

We too changed the customer facing docs to remove the line nos to avoid
confusion.

- Shipping documents - order line # issues again and components show
on export documents - I created bespoke BAQ reports for internal and
delivery picklists - partly to deal with our large un- assembled parts
(see below).



Here's what we did. We are currently only using kits for a few smaller
parts. We were unable to use it for large unassembled parts for 2
reasons:



The components are configured items which we either buy in from a sister
company or manufacture ourselves to order. We havn't yet added our own
manufactured parts to the system. For the purchased components we had to
resort to creating a job with one operation 'Collate' with the
components listed as purchased job mtls - however as you realize, this
is creating, what we see as unnecessary, extra work for us.



1. They can be shipped by components and assembled onsite (eg first
shipment is all component A but none of component B because they won't
need or have room for it until the following week). Sales kits will not
currently allow this.



2. We cannot do configured parts with BOMs as children of configured
parts with BOMs. This is what I understand will be available in 400+
upgrades.



kind regards



Debbie Stokes



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4
We are on Vantage 8.03.408B.

We set up our kits to allow component and parameter changes on the fly. Because of the nature of our business, each kit is pretty much unique. We have one main component which appears in each kit. We either copy and paste new components from Excel at the Order Entry stage, or we do a part search and add the components.Â

The packing slip prints out fine. You see the Line Item, and in the box below, the components print out.

However, when we invoice, you see the Line Item, and the kit components print out in the box below, the same as the Packing Slip. Then, below that, each item we added on the fly shows up as a separate line item. In effect, these components are printing out twice.Â

Does anyone know what causes this?Â

Thanks a lot for your help.

Regards,

Kerry Travis

[Non-text portions of this message have been removed]
5
Kerry,



First thing to check is has your company modified the invoice print.

If you modified the print then run the standard version to see if the
problem goes away.



This will narrow it down to continue researching.



Hope this helps.



Dale E. Schuerman

Senior Consultant

Epicor Certified Consulting Partner



RAM Software Systems, Inc.

972-669-0763 x233 (voice)

972-669-9603 (fax)

mailto:dale.schuerman@...
<BLOCKED::blocked::mailto:dale.schuerman@...> (email)

http://www.ramsys.com <BLOCKED::blocked::http://www.ramsys.com/>
(website)





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kerry Travis
Sent: Tuesday, March 09, 2010 9:16 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Kit Components Print Twice on Invoice





We are on Vantage 8.03.408B.

We set up our kits to allow component and parameter changes on the fly.
Because of the nature of our business, each kit is pretty much unique.
We have one main component which appears in each kit. We either copy
and paste new components from Excel at the Order Entry stage, or we do a
part search and add the components.

The packing slip prints out fine. You see the Line Item, and in the box
below, the components print out.

However, when we invoice, you see the Line Item, and the kit components
print out in the box below, the same as the Packing Slip. Then, below
that, each item we added on the fly shows up as a separate line item. In
effect, these components are printing out twice.

Does anyone know what causes this?

Thanks a lot for your help.

Regards,

Kerry Travis

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




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6
Dale,

Yes, the Invoice Print is set to standard, so that can't be the issue.

Thanks for replying.

Kerry




________________________________
From: Dale Schuerman <dale.schuerman@...>
To: vantage@yahoogroups.com
Sent: Tue, March 9, 2010 10:23:44 AM
Subject: RE: [Vantage] Sales Kit Components Print Twice on Invoice

Â
Kerry,

First thing to check is has your company modified the invoice print.

If you modified the print then run the standard version to see if the
problem goes away.

This will narrow it down to continue researching.

Hope this helps.

Dale E. Schuerman

Senior Consultant

Epicor Certified Consulting Partner

RAM Software Systems, Inc.

972-669-0763 x233 (voice)

972-669-9603 (fax)

mailto:dale.schuerman@ ramsys.com
<BLOCKED::blocked: :mailto:dale.schuerman@ ramsys.com> (email)

http://www.ramsys com <BLOCKED::blocked: :http://www.ramsys com/>
(website)

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Kerry Travis
Sent: Tuesday, March 09, 2010 9:16 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Sales Kit Components Print Twice on Invoice

We are on Vantage 8.03.408B.

We set up our kits to allow component and parameter changes on the fly.
Because of the nature of our business, each kit is pretty much unique.
We have one main component which appears in each kit. We either copy
and paste new components from Excel at the Order Entry stage, or we do a
part search and add the components.

The packing slip prints out fine. You see the Line Item, and in the box
below, the components print out.

However, when we invoice, you see the Line Item, and the kit components
print out in the box below, the same as the Packing Slip. Then, below
that, each item we added on the fly shows up as a separate line item. In
effect, these components are printing out twice.

Does anyone know what causes this?

Thanks a lot for your help.

Regards,

Kerry Travis

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

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Attention:
This email message is privileged and confidential. If you are not the
intended recipient please delete the message and notify the sender.
Any views or opinions presented are solely those of the author.

This email message has been scanned for Viruses and Content and cleared
by MailMarshal SMTP

For more information go to http://www.ramsys com
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[Non-text portions of this message have been removed]
7
Normally when I see extra information on a crystal report it is caused by a sub-table in the linkage has two or more records.

For example if you use a number in the orderdtl (Order line item) table in a math equation, if will be off by the number of

Orderrel (Order releases).



I just looked quickly at the links in the crystal report (407c version) and the Invoice detail file links to four field service tables.



If you do not have field service, I am not sure what the problem is.



The next step would be look for the duplicate kits in the xml file and try to determine the reason.



Dale E. Schuerman

Senior Consultant

Epicor Certified Consulting Partner



RAM Software Systems, Inc.

972-669-0763 x233 (voice)

972-669-9603 (fax)

mailto:dale.schuerman@... <BLOCKED::blocked::mailto:dale.schuerman@...> (email)

http://www.ramsys.com <BLOCKED::blocked::http://www.ramsys.com/> (website)





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Kerry Travis
Sent: Tuesday, March 09, 2010 9:30 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Sales Kit Components Print Twice on Invoice





Dale,

Yes, the Invoice Print is set to standard, so that can't be the issue.

Thanks for replying.

Kerry

________________________________
From: Dale Schuerman <dale.schuerman@... <mailto:dale.schuerman%40ramsys.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tue, March 9, 2010 10:23:44 AM
Subject: RE: [Vantage] Sales Kit Components Print Twice on Invoice


Kerry,

First thing to check is has your company modified the invoice print.

If you modified the print then run the standard version to see if the
problem goes away.

This will narrow it down to continue researching.

Hope this helps.

Dale E. Schuerman

Senior Consultant

Epicor Certified Consulting Partner

RAM Software Systems, Inc.

972-669-0763 x233 (voice)

972-669-9603 (fax)

mailto:dale.schuerman@ ramsys.com
<BLOCKED::blocked: :mailto:dale.schuerman@ ramsys.com> (email)

http://www.ramsys com <BLOCKED::blocked: :http://www.ramsys com/>
(website)

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Kerry Travis
Sent: Tuesday, March 09, 2010 9:16 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Sales Kit Components Print Twice on Invoice

We are on Vantage 8.03.408B.

We set up our kits to allow component and parameter changes on the fly.
Because of the nature of our business, each kit is pretty much unique.
We have one main component which appears in each kit. We either copy
and paste new components from Excel at the Order Entry stage, or we do a
part search and add the components.

The packing slip prints out fine. You see the Line Item, and in the box
below, the components print out.

However, when we invoice, you see the Line Item, and the kit components
print out in the box below, the same as the Packing Slip. Then, below
that, each item we added on the fly shows up as a separate line item. In
effect, these components are printing out twice.

Does anyone know what causes this?

Thanks a lot for your help.

Regards,

Kerry Travis

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

############ ######### ######### ######### ######### ######### ######### ######
Attention:
This email message is privileged and confidential. If you are not the
intended recipient please delete the message and notify the sender.
Any views or opinions presented are solely those of the author.

This email message has been scanned for Viruses and Content and cleared
by MailMarshal SMTP

For more information go to http://www.ramsys com
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[Non-text portions of this message have been removed]





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