Why not just create a single line sales order with a misc part? You can
type in anything for the part# & description, doesn't have to be in your
part master. You mention "research charge" - could be entered as 7.5
hours with the price per hour if you wanted to get fancy.
But a misc invoice does seem simpler, that's what we do.
Brian.
________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Len Hartka
Sent: Thursday, March 01, 2012 1:33 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Sales Order with no lines?
Good Day Charlie:
Wanted to use a SO just so that it will show in Grids that display
sales to the customer vs. invoices to the customer; if no SO then that
"Business" with the customer does not show as part of his Sales-Volume.
Manage-2000 allowed a G\L line - that is, you put the G\L# in as the
Part# and then gave it an appropriate Description; so we were used to
doing it that way.
Also, in some cases might want to do Quote and I assume the quote is
the same.
Sun is on 9.05.605 since 10/2/11 - SQL-Unidata
Live on 9.05.601B since 11/29/10
Sun was previously on M2K (Manage-2000) 7.0 SP 5 (Informix)
len.hartka@... <mailto:len.hartka%40sunautomation.com>
Leonard C. Hartka, IS Project Manager\ERP Specialist
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@... <mailto:len.hartka%40sunautomation.com>
www.Sunautomation.com <http://www.sunautomation.com/>
________________________________
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of CharlieSmith
Sent: Thursday, March 01, 2012 12:33 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Sales Order with no lines?
You can have an empty order line with a misc charge attached to the
line, but you need at least one line.
Why would you want a sales order with a misc line? Do you need some kind
of signoff from the customer before proceeding?
Charlie Smith
2W Technologies LLC, Sr. Business Consultant
Phone: (312) 533-4033 x8046
(860) 620-9553
Fax: (847) 374-3620
2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>
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 Len Hartka
Sent: Thursday, March 01, 2012 10:20 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Sales Order with no lines?
Good Day:
RE: Sales Order with no lines?
Sun is on 9.05.605 since 10/2/11 - SQL-Unidata
Live on 9.05.601B since 11/29/10
Sun was previously on M2K (Manage-2000) 7.0 SP 5 (Informix)
Can you process a SO with no lines but has Miscellaneous-Charges?
Does anyone do that?
We need to charge the customer for some time spent researching
something, so there is nothing to 'ship'. We have an Misc-Charge code
for that, but you need a SO to attach it to; but that SO would have no
lines.
Possible Solutions:
1. Part-on-the-fly - have problems since the salesmen must indicate the
G\L codes and we found that a big problem.
2. A non-qty-Bearing Part# "Research Charge" - put that on the SO-Line,
but that has a GM of 100% since no cost.
3. SO with no lines - can that be shipped and invoiced - Helpline is
chasing.
4. Some sort of "Dummy" line with Price = 0, then add Misc-Charge.
Any one doing any of the above?
len.hartka@... <mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<blocked::blocked::mailto:len.hartka@...
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com> >
Leonard C. Hartka, IS Project Manager\ERP Specialist
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@... <mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<blocked::blocked::mailto:len.hartka@...
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com> >
www.Sunautomation.com <blocked::blocked::http://www.sunautomation.com/>
**************************************************************
Sun Automation Group
Celebrating
25 Years of Service
to the Corrugated Industry
**************************************************************
This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
type in anything for the part# & description, doesn't have to be in your
part master. You mention "research charge" - could be entered as 7.5
hours with the price per hour if you wanted to get fancy.
But a misc invoice does seem simpler, that's what we do.
Brian.
________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Len Hartka
Sent: Thursday, March 01, 2012 1:33 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Sales Order with no lines?
Good Day Charlie:
Wanted to use a SO just so that it will show in Grids that display
sales to the customer vs. invoices to the customer; if no SO then that
"Business" with the customer does not show as part of his Sales-Volume.
Manage-2000 allowed a G\L line - that is, you put the G\L# in as the
Part# and then gave it an appropriate Description; so we were used to
doing it that way.
Also, in some cases might want to do Quote and I assume the quote is
the same.
Sun is on 9.05.605 since 10/2/11 - SQL-Unidata
Live on 9.05.601B since 11/29/10
Sun was previously on M2K (Manage-2000) 7.0 SP 5 (Informix)
len.hartka@... <mailto:len.hartka%40sunautomation.com>
Leonard C. Hartka, IS Project Manager\ERP Specialist
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@... <mailto:len.hartka%40sunautomation.com>
www.Sunautomation.com <http://www.sunautomation.com/>
________________________________
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of CharlieSmith
Sent: Thursday, March 01, 2012 12:33 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Sales Order with no lines?
You can have an empty order line with a misc charge attached to the
line, but you need at least one line.
Why would you want a sales order with a misc line? Do you need some kind
of signoff from the customer before proceeding?
Charlie Smith
2W Technologies LLC, Sr. Business Consultant
Phone: (312) 533-4033 x8046
(860) 620-9553
Fax: (847) 374-3620
2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>
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 Len Hartka
Sent: Thursday, March 01, 2012 10:20 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Sales Order with no lines?
Good Day:
RE: Sales Order with no lines?
Sun is on 9.05.605 since 10/2/11 - SQL-Unidata
Live on 9.05.601B since 11/29/10
Sun was previously on M2K (Manage-2000) 7.0 SP 5 (Informix)
Can you process a SO with no lines but has Miscellaneous-Charges?
Does anyone do that?
We need to charge the customer for some time spent researching
something, so there is nothing to 'ship'. We have an Misc-Charge code
for that, but you need a SO to attach it to; but that SO would have no
lines.
Possible Solutions:
1. Part-on-the-fly - have problems since the salesmen must indicate the
G\L codes and we found that a big problem.
2. A non-qty-Bearing Part# "Research Charge" - put that on the SO-Line,
but that has a GM of 100% since no cost.
3. SO with no lines - can that be shipped and invoiced - Helpline is
chasing.
4. Some sort of "Dummy" line with Price = 0, then add Misc-Charge.
Any one doing any of the above?
len.hartka@... <mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<blocked::blocked::mailto:len.hartka@...
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com> >
Leonard C. Hartka, IS Project Manager\ERP Specialist
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@... <mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<blocked::blocked::mailto:len.hartka@...
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com>
<mailto:len.hartka%40sunautomation.com> >
www.Sunautomation.com <blocked::blocked::http://www.sunautomation.com/>
**************************************************************
Sun Automation Group
Celebrating
25 Years of Service
to the Corrugated Industry
**************************************************************
This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
This e-mail and any attachments may contain proprietary and/or
confidential information. If you are not the intended recipient, please
notify the sender immediately by reply e-mail or at 410-472-2900 and
then delete the message without using, disseminating, or copying this
message or any portion thereof. With e-mail communications you are urged
to protect against viruses.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]