Service Only Orders w/o using Field Service Module - Vantage 8.0

system · May 14, 2008, 9:55pm

Maybe Mark meant to say uncheck the quantity-bearing flag.

To: vantage@yahoogroups.comFrom: mark_wonsil@...: Wed, 14 May 2008 14:37:41 -0400Subject: RE: [Vantage] Re: Service Only Orders w/o using Field Service Module - Vantage 8.03.403D

> We understand that if we enter the "Service" into the part master we> will have to create inventory. We were just hoping that there was> another way around this issue.If you marked the part as non-stocking, wouldn't that remove that issue?Mark W.

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

system · May 13, 2008, 5:17pm

We did not purchase the "Field Service Module" but have a need to
occassionaly (3-4 times a year) enter service only orders. These are
orders where we provide a service to our customer without any materials
or jobs being involved. Other than creating a "Service" part in the
part master and adding it as a line item, is there a way to enter a
service only sales order?

We have tried to enter the sales order with just a misc. charge but it
will not show up on the Sales Order Acknowledgement without a line item.

We just went live last week and today received a request for service
that is due next week so this is a high priority for us.

Thanks in advance for any help.
Wendy Hodgson
Contracts Administrator
Nor-Ral Plastics

system · May 13, 2008, 5:53pm

We too have the same issue. We occasionally have a customer that wants to
send in a separate P.O. for a tooling charge. As you mentioned, it can not
be a miscellaneous charge without a line item. Keep in mind before you add
"service" as a part in the part master, you would have to add inventory to
that "service" part number in order to create a packing slip and invoice.

Not knowing another work around we just enter a miscellaneous invoice
without creating a sales order.

"wl_bl"
<wl_bl@...>
Sent by: To
vantage@yahoogrou vantage@yahoogroups.com
ps.com cc

Subject
05/13/2008 04:17 [Vantage] Service Only Orders w/o
PM using Field Service Module -
Vantage 8.03.403D

Please respond to
vantage@yahoogrou
ps.com

We did not purchase the "Field Service Module" but have a need to
occassionaly (3-4 times a year) enter service only orders. These are
orders where we provide a service to our customer without any materials
or jobs being involved. Other than creating a "Service" part in the
part master and adding it as a line item, is there a way to enter a
service only sales order?

We have tried to enter the sales order with just a misc. charge but it
will not show up on the Sales Order Acknowledgement without a line item.

We just went live last week and today received a request for service
that is due next week so this is a high priority for us.

Thanks in advance for any help.
Wendy Hodgson
Contracts Administrator
Nor-Ral Plastics

system · May 14, 2008, 1:03pm

Thanks for the tip on the Misc. Invoice. We will most likely use
that for other customers. The problem is that on the order that is
due next week, the customer requires copies of the sales order as
acknowledgment of receipt of their order. It seems that they want
proof that we have received & entered their order into our systems.

We understand that if we enter the "Service" into the part master we
will have to create inventory. We were just hoping that there was
another way around this issue.

Thanks again for your help.
Wendy

--- In vantage@yahoogroups.com, tblakely@... wrote:
>
> We too have the same issue. We occasionally have a customer that
wants to
> send in a separate P.O. for a tooling charge. As you mentioned, it
can not
> be a miscellaneous charge without a line item. Keep in mind before
you add
> "service" as a part in the part master, you would have to add
inventory to
> that "service" part number in order to create a packing slip and
invoice.
>
> Not knowing another work around we just enter a miscellaneous
invoice
> without creating a sales order.
>
>
>

> "wl_bl"

>
<wl_bl@...>
> Sent
by: To
> vantage@yahoogrou
vantage@yahoogroups.com
>
ps.com cc
>

>
Subject
> 05/13/2008 04:17 [Vantage] Service Only
Orders w/o
> PM using Field Service Module -

> Vantage
8.03.403D
>

> Please respond
to
>
vantage@yahoogrou
>
ps.com
>

>

>
>
>
>
>

>

>

>

>

> We did not purchase the "Field Service Module" but have a need
to
> occassionaly (3-4 times a year) enter service only orders. These
are
> orders where we provide a service to our customer without any
materials
> or jobs being involved. Other than creating a "Service" part in
the
> part master and adding it as a line item, is there a way to enter
a
> service only sales
order?
>

> We have tried to enter the sales order with just a misc. charge
but it
> will not show up on the Sales Order Acknowledgement without a line
item.
>

> We just went live last week and today received a request for
service
> that is due next week so this is a high priority for
us.
>

> Thanks in advance for any
help.
> Wendy
Hodgson

> Contracts
Administrator

> Nor-Ral Plastics
>

system · May 14, 2008, 2:38pm

> We understand that if we enter the "Service" into the part master we
> will have to create inventory. We were just hoping that there was
> another way around this issue.

If you marked the part as non-stocking, wouldn't that remove that issue?

Mark W.

system · May 14, 2008, 2:50pm

If you create a packing slip, the part "Service" would have to pull from
somewhere. Non-stock would need a job to pull from.

"Mark Wonsil"
<mark_wonsil@yaho
o.com> To
Sent by: <vantage@yahoogroups.com>
vantage@yahoogrou cc
ps.com
Subject
RE: [Vantage] Re: Service Only
05/14/2008 01:37 Orders w/o using Field Service
PM Module - Vantage 8.03.403D

Please respond to
vantage@yahoogrou
ps.com

> We understand that if we enter the "Service" into the part master we
> will have to create inventory. We were just hoping that there was
> another way around this issue.

If you marked the part as non-stocking, wouldn't that remove that issue?

Mark W.
___,_.___

.

system · May 14, 2008, 2:52pm

Have you considered miscellaneous charges? We used to use Part numbers
to bill our service, but zeroing out the part number every month is a
PITA.

So instead we are considering using miscellaneous charges on a Sales
Order to show our time and material billing. I'd love to get eh Field
Service module, but right now I cannot justify the expense.

M. Manasa Reddy
manasa@...
P: 630-806-2000
F: 630-806-2001

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of wl_bl
Sent: Wednesday, May 14, 2008 12:03 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Service Only Orders w/o using Field Service
Module - Vantage 8.03.403D

Thanks for the tip on the Misc. Invoice. We will most likely use
that for other customers. The problem is that on the order that is
due next week, the customer requires copies of the sales order as
acknowledgment of receipt of their order. It seems that they want
proof that we have received & entered their order into our systems.

We understand that if we enter the "Service" into the part master we
will have to create inventory. We were just hoping that there was
another way around this issue.

Thanks again for your help.
Wendy

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
tblakely@... wrote:

>
> We too have the same issue. We occasionally have a customer that

wants to

> send in a separate P.O. for a tooling charge. As you mentioned, it

can not

> be a miscellaneous charge without a line item. Keep in mind before

you add

> "service" as a part in the part master, you would have to add

inventory to

> that "service" part number in order to create a packing slip and

invoice.

>
> Not knowing another work around we just enter a miscellaneous

invoice

> without creating a sales order.
>
>
>

> "wl_bl"

>

<wl_bl@...>

> Sent

by: To

> vantage@yahoogrou

vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

>

ps.com cc

>

>

Subject

> 05/13/2008 04:17 [Vantage] Service Only

Orders w/o

> PM using Field Service Module -

> Vantage

8.03.403D

>

> Please respond

to

>

vantage@yahoogrou

>

ps.com

>

>

>
>
>
>
>

>

>

>

>

> We did not purchase the "Field Service Module" but have a need

to

> occassionaly (3-4 times a year) enter service only orders. These

are

> orders where we provide a service to our customer without any

materials

> or jobs being involved. Other than creating a "Service" part in

the

> part master and adding it as a line item, is there a way to enter

a

> service only sales

order?

>

> We have tried to enter the sales order with just a misc. charge

but it

> will not show up on the Sales Order Acknowledgement without a line

item.

>

> We just went live last week and today received a request for

service

> that is due next week so this is a high priority for

us.

>

> Thanks in advance for any

help.

> Wendy

Hodgson

> Contracts

Administrator

> Nor-Ral Plastics
>

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

system · May 14, 2008, 3:30pm

We tried Misc. Charges on the Sales Order but they will not show up
on the Sales Order Acknowledgement without a line item. We also
tried to set the line item for a Misc. Charge and it would not appear
on the Acknowledgement unless we had a part number.

--- In vantage@yahoogroups.com, "Manasa Reddy" <manasa@...> wrote:
>
> Have you considered miscellaneous charges? We used to use Part
numbers
> to bill our service, but zeroing out the part number every month is
a
> PITA.
>
> So instead we are considering using miscellaneous charges on a Sales
> Order to show our time and material billing. I'd love to get eh
Field
> Service module, but right now I cannot justify the expense.
>
>
>
> M. Manasa Reddy
> manasa@...
> P: 630-806-2000
> F: 630-806-2001
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of wl_bl
> Sent: Wednesday, May 14, 2008 12:03 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Service Only Orders w/o using Field Service
> Module - Vantage 8.03.403D
>
>
>
> Thanks for the tip on the Misc. Invoice. We will most likely use
> that for other customers. The problem is that on the order that is
> due next week, the customer requires copies of the sales order as
> acknowledgment of receipt of their order. It seems that they want
> proof that we have received & entered their order into our systems.
>
> We understand that if we enter the "Service" into the part master
we
> will have to create inventory. We were just hoping that there was
> another way around this issue.
>
> Thanks again for your help.
> Wendy
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> tblakely@ wrote:
> >
> > We too have the same issue. We occasionally have a customer that
> wants to
> > send in a separate P.O. for a tooling charge. As you mentioned,
it
> can not
> > be a miscellaneous charge without a line item. Keep in mind
before
> you add
> > "service" as a part in the part master, you would have to add
> inventory to
> > that "service" part number in order to create a packing slip and
> invoice.
> >
> > Not knowing another work around we just enter a miscellaneous
> invoice
> > without creating a sales order.
> >
> >
> >
>
> > "wl_bl"
>
> >
> <wl_bl@>
> > Sent
> by: To
> > vantage@yahoogrou
> vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> >
> ps.com cc
> >
>
> >
> Subject
> > 05/13/2008 04:17 [Vantage] Service Only
> Orders w/o
> > PM using Field Service Module -
>
> > Vantage
> 8.03.403D
> >
>
> > Please respond
> to
> >
> vantage@yahoogrou
> >
> ps.com
> >
>
> >
>
> >
> >
> >
> >
> >
>
> >
>
> >
>
> >
>
> >
>
> > We did not purchase the "Field Service Module" but have a need
> to
> > occassionaly (3-4 times a year) enter service only orders. These
> are
> > orders where we provide a service to our customer without any
> materials
> > or jobs being involved. Other than creating a "Service" part in
> the
> > part master and adding it as a line item, is there a way to enter
> a
> > service only sales
> order?
> >
>
> > We have tried to enter the sales order with just a misc. charge
> but it
> > will not show up on the Sales Order Acknowledgement without a
line
> item.
> >
>
> > We just went live last week and today received a request for
> service
> > that is due next week so this is a high priority for
> us.
> >
>
> > Thanks in advance for any
> help.
> > Wendy
> Hodgson
>
> > Contracts
> Administrator
>
> > Nor-Ral Plastics
> >
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

system · May 14, 2008, 3:35pm

> If you create a packing slip, the part "Service" would have to pull from
> somewhere. Non-stock would need a job to pull from.

We indeed create jobs for service work and use a non-stocking part to ship
against. We create a sales order and link the order to the job. We make sure
that we change the Product Type on the order line so that the sales dollars go
to the correct account (Repair or Warranty as necessary). Since it's on an
order, you can print an acknowledgment. The order gets shipped and invoiced
like any other order. We close the job and the Production Detail Report shows
us how much we made - or didn't make. We've been using this system for a year.

My main reply was that it is quite possible to create a part in the item
master without messing with inventory quantities on your version of Vantage
(Non-Stock = True; Quantity Bearing = False).

Mark W.

system · May 14, 2008, 3:56pm

Mark,

Thanks for the tip on Quantity Bearing=False. I haven't noticed that field
before. That opens many opportunities for improvement for us.

"Mark Wonsil"
<mark_wonsil@yaho
o.com> To
Sent by: <vantage@yahoogroups.com>
vantage@yahoogrou cc
ps.com
Subject
RE: [Vantage] Re: Service Only
05/14/2008 02:34 Orders w/o using Field Service
PM Module - Vantage 8.03.403D

Please respond to
vantage@yahoogrou
ps.com

> If you create a packing slip, the part "Service" would have to pull from
> somewhere. Non-stock would need a job to pull from.

We indeed create jobs for service work and use a non-stocking part to ship
against. We create a sales order and link the order to the job. We make sure
that we change the Product Type on the order line so that the sales dollars go
to the correct account (Repair or Warranty as necessary). Since it's on an
order, you can print an acknowledgment. The order gets shipped and invoiced
like any other order. We close the job and the Production Detail Report shows
us how much we made - or didn't make. We've been using this system for a year.

My main reply was that it is quite possible to create a part in the item
master without messing with inventory quantities on your version of Vantage
(Non-Stock = True; Quantity Bearing = False).

Mark W.

__.

.