Separating sales in Vantage

system · January 6, 2011, 1:47pm

Yes, Sales Cat and Group are both there. We'll try it out in TEST and see how we can make it work. Thanks for the suggestions.

Ed
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Linda Lowney
Sent: Thursday, January 06, 2011 8:45 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Separating sales in Vantage

We are on 8.03.407 and we can change the product group on a sales order
line. What about the Sales Category field - could you use that?

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Ed Garbowski
Sent: Thursday, January 06, 2011 9:08 AM
To: 'vantage@yahoogroups.com<mailto:%27vantage%40yahoogroups.com>'
Subject: RE: [Vantage] Re: Separating sales in Vantage

Thanks for the suggestion. We are on 8.03.404 and cannot change the
product group for a part in order entry. Is that available in a newer
release?
We had considered something like that, but it would require setting up
multiple part numbers to be used for the same part, since we sometimes
make the same parts that we purchase. But this would affect MRP since it
wouldn't take into account the manufactured parts already in stock, so
the idea was rejected.
So far the idea we have is to use only the labor and burden costs from
the part, try to compute the average time it took to make the part, then
compute the part's sale price by using our shop sales rate/hour, and
compute the difference as shop income. We haven't figured out if this is
doable yet and hope to find a simpler solution.

Thanks,
Ed
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 cl22003
Sent: Thursday, January 06, 2011 7:19 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Separating sales in Vantage

Use the product group code and generate sales reports based upon product
group sold.
1. Set up one code for machine shop the other for distributed parts.
2. In the sales order entry, select the product group code which is
applicable to each line item. Using this method, you could have a sales
order where line one is a part you manufacture, line two could be a
purchased part.
3. Develop a sales report based upon either invoiced sales or "booked"
sales.

Hope this helps
Cynthia

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "ed.garbowski@..." <egarbowski@...>
wrote:

>
> Our company does basically two things - it buys finished goods and

stocks them for our customers, and it makes finished goods in our
machine shop to stock for our customers. The problem we are trying to
solve is how to separate sales of the product we make from the product
we purchase so we can calculate the profitability of our machine shop
operations.

>
> Since material and sub-contract costs are not attributable to the

machine shop, and since the machine shop also assembles parts that have
been purchased, adding only labor and burden costs to the parts, those
sales cannot be added to machine shop sales. We also make some of the
same parts that are purchased, further complicating the separation, and
do not have a 'standard' sales markup on actual job costs.

>
> How can sales be separated in Vantage to accurately reflect machine

shop operations from purchased product sales? We've considered setting
up a company just for the machine shop, but that complicates the rest of
our processes and operations. Has anyone run into this issue too, and if
so, care to share a solution?

>
> Thanks,
> Ed
>

________________________________
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]

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]

system · January 5, 2011, 10:21am

Our company does basically two things - it buys finished goods and stocks them for our customers, and it makes finished goods in our machine shop to stock for our customers. The problem we are trying to solve is how to separate sales of the product we make from the product we purchase so we can calculate the profitability of our machine shop operations.

Since material and sub-contract costs are not attributable to the machine shop, and since the machine shop also assembles parts that have been purchased, adding only labor and burden costs to the parts, those sales cannot be added to machine shop sales. We also make some of the same parts that are purchased, further complicating the separation, and do not have a 'standard' sales markup on actual job costs.

How can sales be separated in Vantage to accurately reflect machine shop operations from purchased product sales? We've considered setting up a company just for the machine shop, but that complicates the rest of our processes and operations. Has anyone run into this issue too, and if so, care to share a solution?

Thanks,
Ed

system · January 6, 2011, 8:18am

Use the product group code and generate sales reports based upon product group sold.
1. Set up one code for machine shop the other for distributed parts.
2. In the sales order entry, select the product group code which is applicable to each line item. Using this method, you could have a sales order where line one is a part you manufacture, line two could be a purchased part.
3. Develop a sales report based upon either invoiced sales or "booked" sales.

Hope this helps
Cynthia

--- In vantage@yahoogroups.com, "ed.garbowski@..." <egarbowski@...> wrote:
>
> Our company does basically two things - it buys finished goods and stocks them for our customers, and it makes finished goods in our machine shop to stock for our customers. The problem we are trying to solve is how to separate sales of the product we make from the product we purchase so we can calculate the profitability of our machine shop operations.
>
> Since material and sub-contract costs are not attributable to the machine shop, and since the machine shop also assembles parts that have been purchased, adding only labor and burden costs to the parts, those sales cannot be added to machine shop sales. We also make some of the same parts that are purchased, further complicating the separation, and do not have a 'standard' sales markup on actual job costs.
>
> How can sales be separated in Vantage to accurately reflect machine shop operations from purchased product sales? We've considered setting up a company just for the machine shop, but that complicates the rest of our processes and operations. Has anyone run into this issue too, and if so, care to share a solution?
>
> Thanks,
> Ed
>

system · January 6, 2011, 9:08am

Thanks for the suggestion. We are on 8.03.404 and cannot change the product group for a part in order entry. Is that available in a newer release?
We had considered something like that, but it would require setting up multiple part numbers to be used for the same part, since we sometimes make the same parts that we purchase. But this would affect MRP since it wouldn't take into account the manufactured parts already in stock, so the idea was rejected.
So far the idea we have is to use only the labor and burden costs from the part, try to compute the average time it took to make the part, then compute the part's sale price by using our shop sales rate/hour, and compute the difference as shop income. We haven't figured out if this is doable yet and hope to find a simpler solution.

Thanks,
Ed
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of cl22003
Sent: Thursday, January 06, 2011 7:19 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Separating sales in Vantage

Use the product group code and generate sales reports based upon product group sold.
1. Set up one code for machine shop the other for distributed parts.
2. In the sales order entry, select the product group code which is applicable to each line item. Using this method, you could have a sales order where line one is a part you manufacture, line two could be a purchased part.
3. Develop a sales report based upon either invoiced sales or "booked" sales.

Hope this helps
Cynthia

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "ed.garbowski@..." <egarbowski@...> wrote:
>
> Our company does basically two things - it buys finished goods and stocks them for our customers, and it makes finished goods in our machine shop to stock for our customers. The problem we are trying to solve is how to separate sales of the product we make from the product we purchase so we can calculate the profitability of our machine shop operations.
>
> Since material and sub-contract costs are not attributable to the machine shop, and since the machine shop also assembles parts that have been purchased, adding only labor and burden costs to the parts, those sales cannot be added to machine shop sales. We also make some of the same parts that are purchased, further complicating the separation, and do not have a 'standard' sales markup on actual job costs.
>
> How can sales be separated in Vantage to accurately reflect machine shop operations from purchased product sales? We've considered setting up a company just for the machine shop, but that complicates the rest of our processes and operations. Has anyone run into this issue too, and if so, care to share a solution?
>
> Thanks,
> Ed
>

________________________________
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]

system · January 6, 2011, 9:43am

We are on 8.03.407 and we can change the product group on a sales order
line. What about the Sales Category field - could you use that?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ed Garbowski
Sent: Thursday, January 06, 2011 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Re: Separating sales in Vantage

Thanks for the suggestion. We are on 8.03.404 and cannot change the
product group for a part in order entry. Is that available in a newer
release?
We had considered something like that, but it would require setting up
multiple part numbers to be used for the same part, since we sometimes
make the same parts that we purchase. But this would affect MRP since it
wouldn't take into account the manufactured parts already in stock, so
the idea was rejected.
So far the idea we have is to use only the labor and burden costs from
the part, try to compute the average time it took to make the part, then
compute the part's sale price by using our shop sales rate/hour, and
compute the difference as shop income. We haven't figured out if this is
doable yet and hope to find a simpler solution.

Thanks,
Ed
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of cl22003
Sent: Thursday, January 06, 2011 7:19 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Separating sales in Vantage

Use the product group code and generate sales reports based upon product
group sold.
1. Set up one code for machine shop the other for distributed parts.
2. In the sales order entry, select the product group code which is
applicable to each line item. Using this method, you could have a sales
order where line one is a part you manufacture, line two could be a
purchased part.
3. Develop a sales report based upon either invoiced sales or "booked"
sales.

Hope this helps
Cynthia

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "ed.garbowski@..." <egarbowski@...>
wrote:

>
> Our company does basically two things - it buys finished goods and

stocks them for our customers, and it makes finished goods in our
machine shop to stock for our customers. The problem we are trying to
solve is how to separate sales of the product we make from the product
we purchase so we can calculate the profitability of our machine shop
operations.

>
> Since material and sub-contract costs are not attributable to the

machine shop, and since the machine shop also assembles parts that have
been purchased, adding only labor and burden costs to the parts, those
sales cannot be added to machine shop sales. We also make some of the
same parts that are purchased, further complicating the separation, and
do not have a 'standard' sales markup on actual job costs.

>
> How can sales be separated in Vantage to accurately reflect machine

shop operations from purchased product sales? We've considered setting
up a company just for the machine shop, but that complicates the rest of
our processes and operations. Has anyone run into this issue too, and if
so, care to share a solution?

>
> Thanks,
> Ed
>

________________________________
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]