V6.10 Making Shipment & Invoice Corrections

Yahoo Archive
1
Thanks, Charlie. Like I thought (and like you said), we're going to use
the RMA process to bring the material back into inventory and re-ship
it.

What we've been doing up to now has been to make count-adjustments in
inventory, then open the original sales-order, increase quantities, and
ship. This, obviously, is not the right way to do it: "How could you
have had 72 pieces in inventory if you only ever made 36?"

For my tests, I've been processing the RMA and then re-opening the
closed order, opening the line, opening the release, and shipping the
material that was returned to stock per the RMA. I haven't added a new
line to the sales-order to link to the RMA - I'll have to check that out
next week.

What bugs me, though, is that on the "Shipments" information in the
Order Tracker, you don't see the receipt of the material into stock,
which would help someone visualize the actual flow (as in 1) mis-ship,
2) RMA return, 3) re-ship). Perhaps adding that new line will show us
what we want? Otherwise, we'll end up re-vamping an existing
custom-report to show RMAs on the same report as shipments, which will
be enough for our needs.

Have a great weekend!
--Ari
________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charlie Smith
Sent: Friday, February 29, 2008 4:38 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] v6.10 Making Shipment & Invoice Corrections



No. Because you indicated you shipped them by way of a packing slip, the
system says they are shipped.

You will need to bring them back in through a RMA and then create a NEW
LINE on the sales order with the link to the RMA you created. The
release should NOT be 'Make Direct' if the item is a non-stock item. If
it is non-stock, you will have to override it.

Dispose of the RMA by returning them to stock. Then you can reship them
under the new line.

Create the RMA credit in the RMA processing. You can link it to the
original invoice there.

Yes the order will show that you have shipped the 200 twice. For all
intents and purposes you did. You have two packers and two invoices. You
will also recognize that the RMA is linked to the additional sales order
line and a memo would also be helpful to indicate the reasons for the
RMA line on the order. Reviewing the original invoice you will see a
credit memo attached to it.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Ari Footlik
Sent: Thursday, February 28, 2008 7:28 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] v6.10 Making Shipment & Invoice Corrections

Hi, Charlie -

The issue we're running into is that sometimes we don't catch the
mistake until after the invoice posts.

Today, I used the test system to run the following workflow:
1) Ship 200 pieces
2) Generate and post invoice

This got me to the point we run into the issue.

Then:
3) Issue, process, close RMA for 200 pieces
4) Re-open sales-order, lines, and releases
5) Re-ship the 200 pieces

Now! Here's the rub! When I add a new packing-slip and select the
re-opened line-item, I see that there's already "200" in the "Shipped to
Date" fields. However, that's not really the case - we technically
haven't shipped ANYTHING, and a report of parts-shipped will be wrong!
Shouldn't I be able to clear the "Shipped-to-Date" fields so it properly
reflects the RMA?

Or are we looking at the wrong report?
Or am I just completely out of my mind?
--Ari

________________________________

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 Charlie Smith
Sent: Tuesday, February 26, 2008 8:07 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] v6.10 Making Shipment & Invoice Corrections

Art, so long as the invoice has not been posted, you can delete the
invoice and unship the packer. Fix the packer and then ship it. The
invoice will then get recreated.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Ari Footlik
Sent: Monday, February 25, 2008 4:51 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] v6.10 Making Shipment & Invoice Corrections

Say, for example, we manufacture 150 pieces of part number 54321, which
are supposed to be released as one shipment of 125 pieces and one
shipment of 25 pieces.

Our shipping department accidentally enters a shipment of 151 pieces (in
other words, all 150 of the actual plus an additional "typo" piece).
The error is caught after the shipment is converted to an invoice but
before it actually leaves our building.

How can we best correct this so that we can "un-invoice" the customer
(without needing a credit-memo), put 25 pieces back into inventory, and
do away with the extra "typo" piece (the 151st piece)? Do we need to
process this situation as a kind of a "return"?

Until now, Accounting would issue a credit-memo to the customer and make
another shipment of 25 pieces, so the customer gets what they want, the
dollar-values somehow work out (so says the Accounting department), but
it looks like we shipped 176 pieces, and we go crazy 2 months later
wondering where the extra 26 pieces came from!

Thanks in advance.
--Ari

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

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

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

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






[Non-text portions of this message have been removed]
2
Has any had trouble accessing the temp table records in BPM
directives? We are trying to change ttJobOper in the JobEntry.Update
Post-Processing directive but the for each loop on the ttJopOper table
does not find any records even though the job has 24.

Has anyone found a solution for this?

Thanks,

Matthew MacFarland
Manager of Software Development | Dril-Quip, Inc.
3
I have had similar problems with the part class change and update on the
plant info. I was told that not all processes were included BPM method like
changing the partplant.kittime and had to send an enhancement up to try to
get them to change the methods. I can get the value to change on a pre
process, but not a post process.



Steve



-----Original Message-----
From: macfarmw [mailto:matthew_macfarland@...]
Sent: February 21, 2008 3:53 PM
To: vantage@yahoogroups.com
Subject: [Vantage] BPM cannot access records in temp table



Has any had trouble accessing the temp table records in BPM
directives? We are trying to change ttJobOper in the JobEntry.Update
Post-Processing directive but the for each loop on the ttJopOper table
does not find any records even though the job has 24.

Has anyone found a solution for this?

Thanks,

Matthew MacFarland
Manager of Software Development | Dril-Quip, Inc.





[Non-text portions of this message have been removed]
4
Have you added the "find" before you update? E.g.

find first ttCustomer where ttCustomer.RowMod = 'A' or ttCustomer.RowMod
= 'U' no-error.

if available ttCustomer then do:



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of macfarmw
Sent: Thursday, February 21, 2008 5:53 PM
To: vantage@yahoogroups.com
Subject: [Vantage] BPM cannot access records in temp table



Has any had trouble accessing the temp table records in BPM
directives? We are trying to change ttJobOper in the JobEntry.Update
Post-Processing directive but the for each loop on the ttJopOper table
does not find any records even though the job has 24.

Has anyone found a solution for this?

Thanks,

Matthew MacFarland
Manager of Software Development | Dril-Quip, Inc.





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



Can you set the ttxxxxx.RowMod to a value to get the method process to run?



Steve



-----Original Message-----
From: Mike Anstey [mailto:manstey@...]
Sent: February 22, 2008 6:27 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM cannot access records in temp table



Have you added the "find" before you update? E.g.

find first ttCustomer where ttCustomer.RowMod = 'A' or ttCustomer.RowMod
= 'U' no-error.

if available ttCustomer then do:

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of macfarmw
Sent: Thursday, February 21, 2008 5:53 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: [Vantage] BPM cannot access records in temp table

Has any had trouble accessing the temp table records in BPM
directives? We are trying to change ttJobOper in the JobEntry.Update
Post-Processing directive but the for each loop on the ttJopOper table
does not find any records even though the job has 24.

Has anyone found a solution for this?

Thanks,

Matthew MacFarland
Manager of Software Development | Dril-Quip, Inc.

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





[Non-text portions of this message have been removed]
6
I don't think so, I can be three values that are set by the system "U"
for update, "A" for add and "D" for delete. So it should already be
set.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of vantage
Sent: Friday, February 22, 2008 10:02 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM cannot access records in temp table



Mike,

Can you set the ttxxxxx.RowMod to a value to get the method process to
run?

Steve

-----Original Message-----
From: Mike Anstey [mailto:manstey@...
<mailto:manstey%40flakeboard.ca> ]
Sent: February 22, 2008 6:27 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM cannot access records in temp table

Have you added the "find" before you update? E.g.

find first ttCustomer where ttCustomer.RowMod = 'A' or ttCustomer.RowMod
= 'U' no-error.

if available ttCustomer then do:

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of macfarmw
Sent: Thursday, February 21, 2008 5:53 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: [Vantage] BPM cannot access records in temp table

Has any had trouble accessing the temp table records in BPM
directives? We are trying to change ttJobOper in the JobEntry.Update
Post-Processing directive but the for each loop on the ttJopOper table
does not find any records even though the job has 24.

Has anyone found a solution for this?

Thanks,

Matthew MacFarland
Manager of Software Development | Dril-Quip, Inc.

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

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





[Non-text portions of this message have been removed]
7
What I have been having problems with I would like to set some default
values in the ttPlant fields when the ttpart file is set. Like if you
change a part to Manufactured I would like to set the ttPlant.Kittime to a
specific value. I can get the value to change, but the method will not run
to save the data. I have been told by technical support that this was not
designed in to this method. Any thoughts?



Steve



-----Original Message-----
From: Mike Anstey [mailto:manstey@...]
Sent: February 22, 2008 8:28 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BPM cannot access records in temp table



I don't think so, I can be three values that are set by the system "U"
for update, "A" for add and "D" for delete. So it should already be
set.

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of vantage
Sent: Friday, February 22, 2008 10:02 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: RE: [Vantage] BPM cannot access records in temp table

Mike,

Can you set the ttxxxxx.RowMod to a value to get the method process to
run?

Steve

-----Original Message-----
From: Mike Anstey [mailto:manstey@flakeboard.
<mailto:manstey%40flakeboard.ca> ca
<mailto:manstey%40flakeboard.ca> ]
Sent: February 22, 2008 6:27 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BPM cannot access records in temp table

Have you added the "find" before you update? E.g.

find first ttCustomer where ttCustomer.RowMod = 'A' or ttCustomer.RowMod
= 'U' no-error.

if available ttCustomer then do:

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of macfarmw
Sent: Thursday, February 21, 2008 5:53 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: [Vantage] BPM cannot access records in temp table

Has any had trouble accessing the temp table records in BPM
directives? We are trying to change ttJobOper in the JobEntry.Update
Post-Processing directive but the for each loop on the ttJopOper table
does not find any records even though the job has 24.

Has anyone found a solution for this?

Thanks,

Matthew MacFarland
Manager of Software Development | Dril-Quip, Inc.

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

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

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





[Non-text portions of this message have been removed]
8
Say, for example, we manufacture 150 pieces of part number 54321, which
are supposed to be released as one shipment of 125 pieces and one
shipment of 25 pieces.

Our shipping department accidentally enters a shipment of 151 pieces (in
other words, all 150 of the actual plus an additional "typo" piece).
The error is caught after the shipment is converted to an invoice but
before it actually leaves our building.

How can we best correct this so that we can "un-invoice" the customer
(without needing a credit-memo), put 25 pieces back into inventory, and
do away with the extra "typo" piece (the 151st piece)? Do we need to
process this situation as a kind of a "return"?

Until now, Accounting would issue a credit-memo to the customer and make
another shipment of 25 pieces, so the customer gets what they want, the
dollar-values somehow work out (so says the Accounting department), but
it looks like we shipped 176 pieces, and we go crazy 2 months later
wondering where the extra 26 pieces came from!

Thanks in advance.
--Ari


[Non-text portions of this message have been removed]
9
Art, so long as the invoice has not been posted, you can delete the
invoice and unship the packer. Fix the packer and then ship it. The
invoice will then get recreated.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ari Footlik
Sent: Monday, February 25, 2008 4:51 PM
To: vantage@yahoogroups.com
Subject: [Vantage] v6.10 Making Shipment & Invoice Corrections



Say, for example, we manufacture 150 pieces of part number 54321, which
are supposed to be released as one shipment of 125 pieces and one
shipment of 25 pieces.

Our shipping department accidentally enters a shipment of 151 pieces (in
other words, all 150 of the actual plus an additional "typo" piece).
The error is caught after the shipment is converted to an invoice but
before it actually leaves our building.

How can we best correct this so that we can "un-invoice" the customer
(without needing a credit-memo), put 25 pieces back into inventory, and
do away with the extra "typo" piece (the 151st piece)? Do we need to
process this situation as a kind of a "return"?

Until now, Accounting would issue a credit-memo to the customer and make
another shipment of 25 pieces, so the customer gets what they want, the
dollar-values somehow work out (so says the Accounting department), but
it looks like we shipped 176 pieces, and we go crazy 2 months later
wondering where the extra 26 pieces came from!

Thanks in advance.
--Ari

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





[Non-text portions of this message have been removed]
10
Hi, Charlie -

The issue we're running into is that sometimes we don't catch the
mistake until after the invoice posts.

Today, I used the test system to run the following workflow:
1) Ship 200 pieces
2) Generate and post invoice

This got me to the point we run into the issue.

Then:
3) Issue, process, close RMA for 200 pieces
4) Re-open sales-order, lines, and releases
5) Re-ship the 200 pieces

Now! Here's the rub! When I add a new packing-slip and select the
re-opened line-item, I see that there's already "200" in the "Shipped to
Date" fields. However, that's not really the case - we technically
haven't shipped ANYTHING, and a report of parts-shipped will be wrong!
Shouldn't I be able to clear the "Shipped-to-Date" fields so it properly
reflects the RMA?

Or are we looking at the wrong report?
Or am I just completely out of my mind?
--Ari


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Charlie Smith
Sent: Tuesday, February 26, 2008 8:07 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] v6.10 Making Shipment & Invoice Corrections



Art, so long as the invoice has not been posted, you can delete the
invoice and unship the packer. Fix the packer and then ship it. The
invoice will then get recreated.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Ari Footlik
Sent: Monday, February 25, 2008 4:51 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] v6.10 Making Shipment & Invoice Corrections

Say, for example, we manufacture 150 pieces of part number 54321, which
are supposed to be released as one shipment of 125 pieces and one
shipment of 25 pieces.

Our shipping department accidentally enters a shipment of 151 pieces (in
other words, all 150 of the actual plus an additional "typo" piece).
The error is caught after the shipment is converted to an invoice but
before it actually leaves our building.

How can we best correct this so that we can "un-invoice" the customer
(without needing a credit-memo), put 25 pieces back into inventory, and
do away with the extra "typo" piece (the 151st piece)? Do we need to
process this situation as a kind of a "return"?

Until now, Accounting would issue a credit-memo to the customer and make
another shipment of 25 pieces, so the customer gets what they want, the
dollar-values somehow work out (so says the Accounting department), but
it looks like we shipped 176 pieces, and we go crazy 2 months later
wondering where the extra 26 pieces came from!

Thanks in advance.
--Ari

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

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






[Non-text portions of this message have been removed]
11
No. Because you indicated you shipped them by way of a packing slip, the
system says they are shipped.

You will need to bring them back in through a RMA and then create a NEW
LINE on the sales order with the link to the RMA you created. The
release should NOT be 'Make Direct' if the item is a non-stock item. If
it is non-stock, you will have to override it.

Dispose of the RMA by returning them to stock. Then you can reship them
under the new line.

Create the RMA credit in the RMA processing. You can link it to the
original invoice there.



Yes the order will show that you have shipped the 200 twice. For all
intents and purposes you did. You have two packers and two invoices. You
will also recognize that the RMA is linked to the additional sales order
line and a memo would also be helpful to indicate the reasons for the
RMA line on the order. Reviewing the original invoice you will see a
credit memo attached to it.





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ari Footlik
Sent: Thursday, February 28, 2008 7:28 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] v6.10 Making Shipment & Invoice Corrections



Hi, Charlie -

The issue we're running into is that sometimes we don't catch the
mistake until after the invoice posts.

Today, I used the test system to run the following workflow:
1) Ship 200 pieces
2) Generate and post invoice

This got me to the point we run into the issue.

Then:
3) Issue, process, close RMA for 200 pieces
4) Re-open sales-order, lines, and releases
5) Re-ship the 200 pieces

Now! Here's the rub! When I add a new packing-slip and select the
re-opened line-item, I see that there's already "200" in the "Shipped to
Date" fields. However, that's not really the case - we technically
haven't shipped ANYTHING, and a report of parts-shipped will be wrong!
Shouldn't I be able to clear the "Shipped-to-Date" fields so it properly
reflects the RMA?

Or are we looking at the wrong report?
Or am I just completely out of my mind?
--Ari


________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Charlie Smith
Sent: Tuesday, February 26, 2008 8:07 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] v6.10 Making Shipment & Invoice Corrections

Art, so long as the invoice has not been posted, you can delete the
invoice and unship the packer. Fix the packer and then ship it. The
invoice will then get recreated.

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 Ari Footlik
Sent: Monday, February 25, 2008 4:51 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] v6.10 Making Shipment & Invoice Corrections

Say, for example, we manufacture 150 pieces of part number 54321, which
are supposed to be released as one shipment of 125 pieces and one
shipment of 25 pieces.

Our shipping department accidentally enters a shipment of 151 pieces (in
other words, all 150 of the actual plus an additional "typo" piece).
The error is caught after the shipment is converted to an invoice but
before it actually leaves our building.

How can we best correct this so that we can "un-invoice" the customer
(without needing a credit-memo), put 25 pieces back into inventory, and
do away with the extra "typo" piece (the 151st piece)? Do we need to
process this situation as a kind of a "return"?

Until now, Accounting would issue a credit-memo to the customer and make
another shipment of 25 pieces, so the customer gets what they want, the
dollar-values somehow work out (so says the Accounting department), but
it looks like we shipped 176 pieces, and we go crazy 2 months later
wondering where the extra 26 pieces came from!

Thanks in advance.
--Ari

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

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

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





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