Sales order - Long term agreement - Job entry

Yahoo Archive
1
That would work (if your on a version where Forecasting actually works) but you'd lose the inherent legal contract instrument a predefined sales order is.

Also may be a rarely used tool that could over complicate your people processes.

If it's a commonly used tool (and has proven effective for you) - absolutely: It is another way to handle it.

Rob Brown

--- Original Message ---
From:"Brian W. Spolarich " <bspolarich@...>
Sent:Thu 6/18/09 8:57 am
To:<vantage@yahoogroups.com>
Subj:RE: [Vantage] Re: Sales order - Long term agreement - Job entry

I'm pretty stupid on this MRP stuff (I do IT, ;-)), but couldn't you do the following:

- Put the entire balance of the customer's blanket expected order on the forecast.

- Create Sales Orders and releases based on interaction with the customer as they firm up their demand (and use the firm release flag to identify releases that have real commit dates from the customer).

The forecast will give your planners visibility in what raw material they need, and the firmed order releases will consume the forecast.

-bws

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Robert Brown
Sent: Wednesday, June 17, 2009 6:04 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Sales order - Long term agreement - Job entry

Sounds like you have a handle on it.

We have a few customers (very small % of our total orders) that place these long term flexible blankets & there is no one perfect solution. Like you, the key for us is to make sure we drive materials effectively so we can fulfill the orders upon firm notice from the customer.

As it they are not 'normal' orders for us, we try to handle them as similarly as possible as the other 99% 'normal 'order flow (using the same Vantage tools & as close to our normal people-processes where ever possible).

In the end, skilled, reliable people have to babysit them.

Rob Brown



________________________________
From: ajrgcw117 <ajrgary@...>
To: vantage@yahoogroups.com
Sent: Wednesday, June 17, 2009 4:56:39 PM
Subject: [Vantage] Re: Sales order - Long term agreement - Job entry





I forgot to mention in the original post that the reason for the 3 lines is that the part has different prices for each year. I tried your idea and it was nice but the price difference would be a problem. I went back to my original sales order and entered several releases under each line. I then used the job wizard to create the jobs. What I would really like is to make a job for a individual release. The job wizard can not do that, it create for all the releases under that particular line. while in job manager I noticed that all of the release that I created were listed. it allowed me to make a job from an individual release. That will be the way I enter them for now. I need to make a job so we can start ordering material. The other release will change as the year continues. So job manager should suit me just fine.

One more thing, we are upgrading from classic to vista 8 and i am trying to test out everything before we think of going live.

--- In vantage@yahoogroups .com, Robert Brown <robertb_versa@ ...> wrote:
>
> Why 3 releases if your really expecting to ship (about) quarterly (about 10 every quarter)? ....Customer prefers to see it this way or maybe you want to see it this way for revenue projections?
>
> Why
2
I have a part to manufacture till the end of 2012. I have to make 40 parts per year starting in 2010. We will run the parts in lots during the physical year, probably 10 at a time per our customers need date. I enter the part into a sales order for 3 release dates each at 40 pieces. I would like to use the job order wizard to set up the individual lots of 10 per my customers release date. When using the job wizard it only let's me make a job for the 40 pieces, i don't have a choice to change it to a 10 piece order leaving 30 for the rest of that year. Any ideas how I would set this up. Vista 8.03.407c
3
Why 3 releases if your really expecting to ship (about) quarterly (about 10 every quarter)? ....Customer prefers to see it this way or maybe you want to see it this way for revenue projections?

Why not set up one line with 12 releases and just nudge them around (qty/date) as the customer gives you guidance? (Job wizard would then create everthing properly right up front & then you are in simple maintenance mode 2010-2012 as customer communicates real needs per release.)

If you prefer the 3 big annual releases you can split your (3) 40 pc job wizard created jobs into (12) 10 pc jobs (4 linked to each annual release).

You just have to do it manually from Job Entry (easiest in my opinion) or Job Manager (annoyingly cluttered, unintuitive app).

Rob Brown



________________________________
From: ajrgcw117 <ajrgary@...>
To: vantage@yahoogroups.com
Sent: Tuesday, June 16, 2009 4:39:45 PM
Subject: [Vantage] Sales order - Long term agreement - Job entry





I have a part to manufacture till the end of 2012. I have to make 40 parts per year starting in 2010. We will run the parts in lots during the physical year, probably 10 at a time per our customers need date. I enter the part into a sales order for 3 release dates each at 40 pieces. I would like to use the job order wizard to set up the individual lots of 10 per my customers release date. When using the job wizard it only let's me make a job for the 40 pieces, i don't have a choice to change it to a 10 piece order leaving 30 for the rest of that year. Any ideas how I would set this up. Vista 8.03.407c







[Non-text portions of this message have been removed]
4
LOL Rob...I was composing the exact same email and noticed yours pop
up..so I saved my breath..



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert Brown
Sent: Tuesday, June 16, 2009 4:13 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Sales order - Long term agreement - Job entry





Why 3 releases if your really expecting to ship (about) quarterly (about
10 every quarter)? ....Customer prefers to see it this way or maybe you
want to see it this way for revenue projections?

Why not set up one line with 12 releases and just nudge them around
(qty/date) as the customer gives you guidance? (Job wizard would then
create everthing properly right up front & then you are in simple
maintenance mode 2010-2012 as customer communicates real needs per
release.)

If you prefer the 3 big annual releases you can split your (3) 40 pc job
wizard created jobs into (12) 10 pc jobs (4 linked to each annual
release).

You just have to do it manually from Job Entry (easiest in my opinion)
or Job Manager (annoyingly cluttered, unintuitive app).

Rob Brown

________________________________
From: ajrgcw117 <ajrgary@... <mailto:ajrgary%40sbcglobal.net>
>
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tuesday, June 16, 2009 4:39:45 PM
Subject: [Vantage] Sales order - Long term agreement - Job entry

I have a part to manufacture till the end of 2012. I have to make 40
parts per year starting in 2010. We will run the parts in lots during
the physical year, probably 10 at a time per our customers need date. I
enter the part into a sales order for 3 release dates each at 40 pieces.
I would like to use the job order wizard to set up the individual lots
of 10 per my customers release date. When using the job wizard it only
let's me make a job for the 40 pieces, i don't have a choice to change
it to a 10 piece order leaving 30 for the rest of that year. Any ideas
how I would set this up. Vista 8.03.407c

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





[Non-text portions of this message have been removed]
5
I forgot to mention in the original post that the reason for the 3 lines is that the part has different prices for each year. I tried your idea and it was nice but the price difference would be a problem. I went back to my original sales order and entered several releases under each line. I then used the job wizard to create the jobs. What I would really like is to make a job for a individual release. The job wizard can not do that, it create for all the releases under that particular line. while in job manager I noticed that all of the release that I created were listed. it allowed me to make a job from an individual release. That will be the way I enter them for now. I need to make a job so we can start ordering material. The other release will change as the year continues. So job manager should suit me just fine.

One more thing, we are upgrading from classic to vista 8 and i am trying to test out everything before we think of going live.

--- In vantage@yahoogroups.com, Robert Brown <robertb_versa@...> wrote:
>
> Why 3 releases if your really expecting to ship (about) quarterly (about 10 every quarter)? ....Customer prefers to see it this way or maybe you want to see it this way for revenue projections?
>
> Why not set up one line with 12 releases and just nudge them around (qty/date) as the customer gives you guidance? (Job wizard would then create everthing properly right up front & then you are in simple maintenance mode 2010-2012 as customer communicates real needs per release.)
>
> If you prefer the 3 big annual releases you can split your (3) 40 pc job wizard created jobs into (12) 10 pc jobs (4 linked to each annual release).
>
> You just have to do it manually from Job Entry (easiest in my opinion) or Job Manager (annoyingly cluttered, unintuitive app).
>
> Rob Brown
>
>
>
> ________________________________
> From: ajrgcw117 <ajrgary@...>
> To: vantage@yahoogroups.com
> Sent: Tuesday, June 16, 2009 4:39:45 PM
> Subject: [Vantage] Sales order - Long term agreement - Job entry
>
>
>
>
>
> I have a part to manufacture till the end of 2012. I have to make 40 parts per year starting in 2010. We will run the parts in lots during the physical year, probably 10 at a time per our customers need date. I enter the part into a sales order for 3 release dates each at 40 pieces. I would like to use the job order wizard to set up the individual lots of 10 per my customers release date. When using the job wizard it only let's me make a job for the 40 pieces, i don't have a choice to change it to a 10 piece order leaving 30 for the rest of that year. Any ideas how I would set this up. Vista 8.03.407c
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
6
Why not let MRP do all that work for you....



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of ajrgcw117
Sent: Wednesday, June 17, 2009 3:57 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Sales order - Long term agreement - Job entry





I forgot to mention in the original post that the reason for the 3 lines
is that the part has different prices for each year. I tried your idea
and it was nice but the price difference would be a problem. I went back
to my original sales order and entered several releases under each line.
I then used the job wizard to create the jobs. What I would really like
is to make a job for a individual release. The job wizard can not do
that, it create for all the releases under that particular line. while
in job manager I noticed that all of the release that I created were
listed. it allowed me to make a job from an individual release. That
will be the way I enter them for now. I need to make a job so we can
start ordering material. The other release will change as the year
continues. So job manager should suit me just fine.

One more thing, we are upgrading from classic to vista 8 and i am trying
to test out everything before we think of going live.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
Robert Brown <robertb_versa@...> wrote:
>
> Why 3 releases if your really expecting to ship (about) quarterly
(about 10 every quarter)? ....Customer prefers to see it this way or
maybe you want to see it this way for revenue projections?
>
> Why not set up one line with 12 releases and just nudge them around
(qty/date) as the customer gives you guidance? (Job wizard would then
create everthing properly right up front & then you are in simple
maintenance mode 2010-2012 as customer communicates real needs per
release.)
>
> If you prefer the 3 big annual releases you can split your (3) 40 pc
job wizard created jobs into (12) 10 pc jobs (4 linked to each annual
release).
>
> You just have to do it manually from Job Entry (easiest in my opinion)
or Job Manager (annoyingly cluttered, unintuitive app).
>
> Rob Brown
>
>
>
> ________________________________
> From: ajrgcw117 <ajrgary@...>
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Tuesday, June 16, 2009 4:39:45 PM
> Subject: [Vantage] Sales order - Long term agreement - Job entry
>
>
>
>
>
> I have a part to manufacture till the end of 2012. I have to make 40
parts per year starting in 2010. We will run the parts in lots during
the physical year, probably 10 at a time per our customers need date. I
enter the part into a sales order for 3 release dates each at 40 pieces.
I would like to use the job order wizard to set up the individual lots
of 10 per my customers release date. When using the job wizard it only
let's me make a job for the 40 pieces, i don't have a choice to change
it to a 10 piece order leaving 30 for the rest of that year. Any ideas
how I would set this up. Vista 8.03.407c
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
7
Sounds like you have a handle on it.

We have a few customers (very small % of our total orders) that place these long term flexible blankets & there is no one perfect solution. Like you, the key for us is to make sure we drive materials effectively so we can fulfill the orders upon firm notice from the customer.

As it they are not 'normal' orders for us, we try to handle them as similarly as possible as the other 99% 'normal 'order flow (using the same Vantage tools & as close to our normal people-processes where ever possible).

In the end, skilled, reliable people have to babysit them.

Rob Brown



________________________________
From: ajrgcw117 <ajrgary@...>
To: vantage@yahoogroups.com
Sent: Wednesday, June 17, 2009 4:56:39 PM
Subject: [Vantage] Re: Sales order - Long term agreement - Job entry





I forgot to mention in the original post that the reason for the 3 lines is that the part has different prices for each year. I tried your idea and it was nice but the price difference would be a problem. I went back to my original sales order and entered several releases under each line. I then used the job wizard to create the jobs. What I would really like is to make a job for a individual release. The job wizard can not do that, it create for all the releases under that particular line. while in job manager I noticed that all of the release that I created were listed. it allowed me to make a job from an individual release. That will be the way I enter them for now. I need to make a job so we can start ordering material. The other release will change as the year continues. So job manager should suit me just fine.

One more thing, we are upgrading from classic to vista 8 and i am trying to test out everything before we think of going live.

--- In vantage@yahoogroups .com, Robert Brown <robertb_versa@ ...> wrote:
>
> Why 3 releases if your really expecting to ship (about) quarterly (about 10 every quarter)? ....Customer prefers to see it this way or maybe you want to see it this way for revenue projections?
>
> Why not set up one line with 12 releases and just nudge them around (qty/date) as the customer gives you guidance? (Job wizard would then create everthing properly right up front & then you are in simple maintenance mode 2010-2012 as customer communicates real needs per release.)
>
> If you prefer the 3 big annual releases you can split your (3) 40 pc job wizard created jobs into (12) 10 pc jobs (4 linked to each annual release).
>
> You just have to do it manually from Job Entry (easiest in my opinion) or Job Manager (annoyingly cluttered, unintuitive app) .
>
> Rob Brown
>
>
>
> ____________ _________ _________ __
> From: ajrgcw117 <ajrgary@... >
> To: vantage@yahoogroups .com
> Sent: Tuesday, June 16, 2009 4:39:45 PM
> Subject: [Vantage] Sales order - Long term agreement - Job entry
>
>
>
>
>
> I have a part to manufacture till the end of 2012. I have to make 40 parts per year starting in 2010. We will run the parts in lots during the physical year, probably 10 at a time per our customers need date. I enter the part into a sales order for 3 release dates each at 40 pieces. I would like to use the job order wizard to set up the individual lots of 10 per my customers release date. When using the job wizard it only let's me make a job for the 40 pieces, i don't have a choice to change it to a 10 piece order leaving 30 for the rest of that year. Any ideas how I would set this up. Vista 8.03.407c
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>







[Non-text portions of this message have been removed]
8
I'm pretty stupid on this MRP stuff (I do IT, ;-)), but couldn't you do the following:

- Put the entire balance of the customer's blanket expected order on the forecast.

- Create Sales Orders and releases based on interaction with the customer as they firm up their demand (and use the firm release flag to identify releases that have real commit dates from the customer).

The forecast will give your planners visibility in what raw material they need, and the firmed order releases will consume the forecast.

-bws

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Robert Brown
Sent: Wednesday, June 17, 2009 6:04 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Sales order - Long term agreement - Job entry

Sounds like you have a handle on it.

We have a few customers (very small % of our total orders) that place these long term flexible blankets & there is no one perfect solution. Like you, the key for us is to make sure we drive materials effectively so we can fulfill the orders upon firm notice from the customer.

As it they are not 'normal' orders for us, we try to handle them as similarly as possible as the other 99% 'normal 'order flow (using the same Vantage tools & as close to our normal people-processes where ever possible).

In the end, skilled, reliable people have to babysit them.

Rob Brown



________________________________
From: ajrgcw117 <ajrgary@...>
To: vantage@yahoogroups.com
Sent: Wednesday, June 17, 2009 4:56:39 PM
Subject: [Vantage] Re: Sales order - Long term agreement - Job entry





I forgot to mention in the original post that the reason for the 3 lines is that the part has different prices for each year. I tried your idea and it was nice but the price difference would be a problem. I went back to my original sales order and entered several releases under each line. I then used the job wizard to create the jobs. What I would really like is to make a job for a individual release. The job wizard can not do that, it create for all the releases under that particular line. while in job manager I noticed that all of the release that I created were listed. it allowed me to make a job from an individual release. That will be the way I enter them for now. I need to make a job so we can start ordering material. The other release will change as the year continues. So job manager should suit me just fine.

One more thing, we are upgrading from classic to vista 8 and i am trying to test out everything before we think of going live.

--- In vantage@yahoogroups .com, Robert Brown <robertb_versa@ ...> wrote:
>
> Why 3 releases if your really expecting to ship (about) quarterly (about 10 every quarter)? ....Customer prefers to see it this way or maybe you want to see it this way for revenue projections?
>
> Why not set up one line with 12 releases and just nudge them around (qty/date) as the customer gives you guidance? (Job wizard would then create everthing properly right up front & then you are in simple maintenance mode 2010-2012 as customer communicates real needs per release.)
>
> If you prefer the 3 big annual releases you can split your (3) 40 pc job wizard created jobs into (12) 10 pc jobs (4 linked to each annual release).
>
> You just have to do it manually from Job Entry (easiest in my opinion) or Job Manager (annoyingly cluttered, unintuitive app) .
>
> Rob Brown
>
>
>
> ____________ _________ _________ __
> From: ajrgcw117 <ajrgary@... >
> To: vantage@yahoogroups .com
> Sent: Tuesday, June 16, 2009 4:39:45 PM
> Subject: [Vantage] Sales order - Long term agreement - Job entry
>
>
>
>
>
> I have a part to manufacture till the end of 2012. I have to make 40 parts per year starting in 2010. We will run the parts in lots during the physical year, probably 10 at a time per our customers need date. I enter the part into a sales order for 3 release dates each at 40 pieces. I would like to use the job order wizard to set up the individual lots of 10 per my customers release date. When using the job wizard it only let's me make a job for the 40 pieces, i don't have a choice to change it to a 10 piece order leaving 30 for the rest of that year. Any ideas how I would set this up. Vista 8.03.407c
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>







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



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9
Vantage 8.03.407



How should I write the following pseudo code for a calculated field.

I'm mainly concerned with the "Display" part.



If (Part.Qty > 20 )

Display "good"

Else

Display "Bad"



THANKS!



Joe Rojas

Information Technology Manager

Symmetry Medical New Bedford

P: 508.998.4575

M:508.838.4717

F:508.995.9597

joe.rojas@... <mailto:joe.rojas@...>





[Non-text portions of this message have been removed]
10
I am still a novice on this vista software and let's call me dumb but where can I find the forecast you are talking about. Could it be in a module that I don't have available to me.

Gary Wojtowicz
AJR Industries, Inc.

Phone: (847) 439-0380
Fax: (847) 439-0230

ajrgary@...


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