V8: I give! -- Returning Inventory to a Supplier for Credit

Sarah/Elizabeth/Cheryl-

Thank you all. I think we are going to try something that may be a
little more complex to give us an absolute paper trail.

We already do jobs as described originally to get replacement products,
etc. We're thinking about creating an RTV job with a subcontract
operation (CRMEMO) and a material component associated with that
operation (the items to be returned). We generate the appropriate Demand
Link to Stock (qty 900), then Issue Material to this job. That relieves
our inventory.

We then ship using the Subcontractor Shipment Entry (tracked in the
system, etc.) to ship the stuff to the supplier. Boom...it's out the
door and tracked, etc.

We THINK we should then be able to SCRAP all of the materials we shipped
against the job (not sure if we'll have to do a bogus receipt or
not...). When we scrap/destroy these items, we *think* we may be able to
set up a Reason Code that will hit the appropriate AP place (and this
can be used to "justify" the anticipated Supplier Credit Memo.)

We know it's a few steps, but we really don't want to have to depend on
"out-of-band" notes to track this stuff (Which is why we didn't want to
do the obvious quick and dirty Inv Adjust or Misc Issue, etc.)

I'll share what we come up with if it all comes out clean at the end of
the day (from an Inventory and Accounting/G/L perspective.)

Best,

John

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Wednesday, January 25, 2006 2:46 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for Credit

Sorry, I should have known you didn't have that module or you wouldn't
have
been asking the question... without DMR module, I would probably handle
this
more manually...

1) use QTY adjustment to get the parts out of inventory
2) this may require cost adjustment also depending on costing method and
price last time purchased
3) using some kind of coded note on the adjustment that you are doing a
return and reason
4) create a misc. P/S linked to the po to ship the parts back to the
vendor
5) send an email to A/P dept. that the credit should be coming..

definitely not an ideal solution... hopefully it's a rare occurrence, if
you
have a lot of returns the Quality module may pay for itself in time
savings
over this method :) know what you mean, there are some issues like this
that you know every business has and it makes you wonder why you need to
buy
an extra module to do those things correctly when you already have core
vantage with purchasing and financials... the functionality *should* be
included standard...


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of
John Sykes
Sent: Wednesday, January 25, 2006 02:26 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for
Credit


Thank you very much, Sarah.

Of course, we don't have DMR :-( -- The eLearning for Inventory says
something like "If you don't have DMR, it's tricky!" -- My cost
accountant/inv folks are getting through the final hour of this thing to
see if the instructor actually shares the "tricky" process in the online
eLearning tutorial.

Scheez -- You'd think people have to do this all the time in a dynamic
business (for non-quality related issues, e.g. "Oops, I ordered a 1,000
instead of 100....")

I am wondering if there's an acceptable, non-DMR-based method that
others use.

Best,

John

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Wednesday, January 25, 2006 2:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for Credit

I'm still on 5.2 but assuming it would be the same...you would use the
quality assurance module and treat it as if it were non-conforming
product
and create the non conformance, fail it in inspection and then create
the
DMR... (DMR then created a P/S to ship the parts back to the vendor and
also
creates the credit transaction). This is how we handle all of our
returns
(job or stock) using appropriate reason codes and comments for
explanation
of return... I haven't had to do one for an inventory return in a long
time,
but I would just keep an eye on the qty through the process, I seem to
recall a bug with the running total...



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of
John Sykes
Sent: Wednesday, January 25, 2006 5:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] V8: I give! -- Returning Inventory to a Supplier for
Credit

Gang-

For the life of us (our whole bloody user community!), we can't figure
out how to return materials to a supplier for credit that have already
been received into our inventory. We've got the fancy stuff figured out
-- Like returning defectives for replacements (create a job, issue
defective items to the job, ship against a subcontract operation
(repair...) and receive, receive into inventory, close the job.)

We're hoping that there's something really dopey that we're just plain
missing. A business case may be that I ordered 1,000 and only needed
500. The supplier is kind enough to accept the return and will credit
our account when the unneeded items show up. I want to: Relieve
Inventory (show the units going out) and have some sort of transaction
record/reference that indicates that supplier X owes us for 500 returned
widgets. The "credit" could be a credit memo that we can apply to the
original invoice for 1,000, or for future invoices.

Hoping this ain't hard...

John

________________________________


< http://www.kaleidescape.com/>

John Sykes
Director, IT Kaleidescape, Inc. < http://www.kaleidescape.com/>
520 Logue Avenue
Mountain View, CA
94043-4049
< http://maps.yahoo.com/py/maps.py?pyt=tmap
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ntain+view%2c+ca+94043-4049&country=us>

john.sykes@...
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fax
IT Hotline 650.625.6161
650.625.6101
650.625.6180

















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Crystal Reports and other 'goodies', please goto:
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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
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Gang-

For the life of us (our whole bloody user community!), we can't figure
out how to return materials to a supplier for credit that have already
been received into our inventory. We've got the fancy stuff figured out
-- Like returning defectives for replacements (create a job, issue
defective items to the job, ship against a subcontract operation
(repair...) and receive, receive into inventory, close the job.)

We're hoping that there's something really dopey that we're just plain
missing. A business case may be that I ordered 1,000 and only needed
500. The supplier is kind enough to accept the return and will credit
our account when the unneeded items show up. I want to: Relieve
Inventory (show the units going out) and have some sort of transaction
record/reference that indicates that supplier X owes us for 500 returned
widgets. The "credit" could be a credit memo that we can apply to the
original invoice for 1,000, or for future invoices.

Hoping this ain't hard...

John

________________________________


<http://www.kaleidescape.com/>

John Sykes
Director, IT Kaleidescape, Inc. <http://www.kaleidescape.com/>
520 Logue Avenue
Mountain View, CA
94043-4049
<http://maps.yahoo.com/py/maps.py?pyt=tmap&addr=520+logue+avenue&csz=mou
ntain+view%2c+ca+94043-4049&country=us>

john.sykes@...
tel
fax
IT Hotline 650.625.6161
650.625.6101
650.625.6180

















[Non-text portions of this message have been removed]
Thank you very much, Sarah.

Of course, we don't have DMR :-( -- The eLearning for Inventory says
something like "If you don't have DMR, it's tricky!" -- My cost
accountant/inv folks are getting through the final hour of this thing to
see if the instructor actually shares the "tricky" process in the online
eLearning tutorial.

Scheez -- You'd think people have to do this all the time in a dynamic
business (for non-quality related issues, e.g. "Oops, I ordered a 1,000
instead of 100....")

I am wondering if there's an acceptable, non-DMR-based method that
others use.

Best,

John

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Wednesday, January 25, 2006 2:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for Credit

I'm still on 5.2 but assuming it would be the same...you would use the
quality assurance module and treat it as if it were non-conforming
product
and create the non conformance, fail it in inspection and then create
the
DMR... (DMR then created a P/S to ship the parts back to the vendor and
also
creates the credit transaction). This is how we handle all of our
returns
(job or stock) using appropriate reason codes and comments for
explanation
of return... I haven't had to do one for an inventory return in a long
time,
but I would just keep an eye on the qty through the process, I seem to
recall a bug with the running total...



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of
John Sykes
Sent: Wednesday, January 25, 2006 5:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] V8: I give! -- Returning Inventory to a Supplier for
Credit

Gang-

For the life of us (our whole bloody user community!), we can't figure
out how to return materials to a supplier for credit that have already
been received into our inventory. We've got the fancy stuff figured out
-- Like returning defectives for replacements (create a job, issue
defective items to the job, ship against a subcontract operation
(repair...) and receive, receive into inventory, close the job.)

We're hoping that there's something really dopey that we're just plain
missing. A business case may be that I ordered 1,000 and only needed
500. The supplier is kind enough to accept the return and will credit
our account when the unneeded items show up. I want to: Relieve
Inventory (show the units going out) and have some sort of transaction
record/reference that indicates that supplier X owes us for 500 returned
widgets. The "credit" could be a credit memo that we can apply to the
original invoice for 1,000, or for future invoices.

Hoping this ain't hard...

John

________________________________


<http://www.kaleidescape.com/>

John Sykes
Director, IT Kaleidescape, Inc. <http://www.kaleidescape.com/>
520 Logue Avenue
Mountain View, CA
94043-4049
<http://maps.yahoo.com/py/maps.py?pyt=tmap&addr=520+logue+avenue&csz=mou
ntain+view%2c+ca+94043-4049&country=us>

john.sykes@...
tel
fax
IT Hotline 650.625.6161
650.625.6101
650.625.6180

















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



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and
Crystal Reports and other 'goodies', please goto:
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(2) To search through old msg's goto:
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Hi John,

To take the parts out of inventory we use the quantity adjustment and have a reason code "Return to Vendor". To actually ship them we use the Miscellaneous Packing slip, referencing the PO. When accounting gets the credit, they can either look at the PO, and see what ever notes we have made etc, and match the credit with the GL account linked with the "RTV" code. The bad thing is that there is no check to make sure that you do receive the credit.

Liz


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of John Sykes
Sent: Wednesday, January 25, 2006 02:26 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier for Credit


Thank you very much, Sarah.

Of course, we don't have DMR :-( -- The eLearning for Inventory says
something like "If you don't have DMR, it's tricky!" -- My cost
accountant/inv folks are getting through the final hour of this thing to
see if the instructor actually shares the "tricky" process in the online
eLearning tutorial.

Scheez -- You'd think people have to do this all the time in a dynamic
business (for non-quality related issues, e.g. "Oops, I ordered a 1,000
instead of 100....")

I am wondering if there's an acceptable, non-DMR-based method that
others use.

Best,

John

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Wednesday, January 25, 2006 2:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for Credit

I'm still on 5.2 but assuming it would be the same...you would use the
quality assurance module and treat it as if it were non-conforming
product
and create the non conformance, fail it in inspection and then create
the
DMR... (DMR then created a P/S to ship the parts back to the vendor and
also
creates the credit transaction). This is how we handle all of our
returns
(job or stock) using appropriate reason codes and comments for
explanation
of return... I haven't had to do one for an inventory return in a long
time,
but I would just keep an eye on the qty through the process, I seem to
recall a bug with the running total...



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of
John Sykes
Sent: Wednesday, January 25, 2006 5:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] V8: I give! -- Returning Inventory to a Supplier for
Credit

Gang-

For the life of us (our whole bloody user community!), we can't figure
out how to return materials to a supplier for credit that have already
been received into our inventory. We've got the fancy stuff figured out
-- Like returning defectives for replacements (create a job, issue
defective items to the job, ship against a subcontract operation
(repair...) and receive, receive into inventory, close the job.)

We're hoping that there's something really dopey that we're just plain
missing. A business case may be that I ordered 1,000 and only needed
500. The supplier is kind enough to accept the return and will credit
our account when the unneeded items show up. I want to: Relieve
Inventory (show the units going out) and have some sort of transaction
record/reference that indicates that supplier X owes us for 500 returned
widgets. The "credit" could be a credit memo that we can apply to the
original invoice for 1,000, or for future invoices.

Hoping this ain't hard...

John

________________________________


< http://www.kaleidescape.com/>

John Sykes
Director, IT Kaleidescape, Inc. < http://www.kaleidescape.com/>
520 Logue Avenue
Mountain View, CA
94043-4049
< http://maps.yahoo.com/py/maps.py?pyt=tmap <http://maps.yahoo.com/py/maps.py?pyt=tmap&addr=520+logue+avenue&csz=mou> &addr=520+logue+avenue&csz=mou
ntain+view%2c+ca+94043-4049&country=us>

john.sykes@...
tel
fax
IT Hotline 650.625.6161
650.625.6101
650.625.6180

















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



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have
already linked your email address to a yahoo id to enable access. )
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and
Crystal Reports and other 'goodies', please goto:
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(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
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(3) To view links to Vendors that provide Vantage services goto:
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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
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(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
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[Non-text portions of this message have been removed]
When you do the qty adjust the reason code pushes the variance to a
specific GL account. Let accounting know what reason code you used so
that they can off set your unfavorable variance with the credit memo.
When they enter that credit memo they can select what G/L account the
credit can go against.



C



_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Wednesday, January 25, 2006 5:46 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for Credit



Sorry, I should have known you didn't have that module or you wouldn't
have
been asking the question... without DMR module, I would probably handle
this
more manually...

1) use QTY adjustment to get the parts out of inventory
2) this may require cost adjustment also depending on costing method and
price last time purchased
3) using some kind of coded note on the adjustment that you are doing a
return and reason
4) create a misc. P/S linked to the po to ship the parts back to the
vendor
5) send an email to A/P dept. that the credit should be coming..

definitely not an ideal solution... hopefully it's a rare occurrence, if
you
have a lot of returns the Quality module may pay for itself in time
savings
over this method :) know what you mean, there are some issues like this
that you know every business has and it makes you wonder why you need to
buy
an extra module to do those things correctly when you already have core
vantage with purchasing and financials... the functionality *should* be
included standard...


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of
John Sykes
Sent: Wednesday, January 25, 2006 02:26 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for
Credit


Thank you very much, Sarah.

Of course, we don't have DMR :-( -- The eLearning for Inventory says
something like "If you don't have DMR, it's tricky!" -- My cost
accountant/inv folks are getting through the final hour of this thing to
see if the instructor actually shares the "tricky" process in the online
eLearning tutorial.

Scheez -- You'd think people have to do this all the time in a dynamic
business (for non-quality related issues, e.g. "Oops, I ordered a 1,000
instead of 100....")

I am wondering if there's an acceptable, non-DMR-based method that
others use.

Best,

John

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Wednesday, January 25, 2006 2:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for Credit

I'm still on 5.2 but assuming it would be the same...you would use the
quality assurance module and treat it as if it were non-conforming
product
and create the non conformance, fail it in inspection and then create
the
DMR... (DMR then created a P/S to ship the parts back to the vendor and
also
creates the credit transaction). This is how we handle all of our
returns
(job or stock) using appropriate reason codes and comments for
explanation
of return... I haven't had to do one for an inventory return in a long
time,
but I would just keep an eye on the qty through the process, I seem to
recall a bug with the running total...



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of
John Sykes
Sent: Wednesday, January 25, 2006 5:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] V8: I give! -- Returning Inventory to a Supplier for
Credit

Gang-

For the life of us (our whole bloody user community!), we can't figure
out how to return materials to a supplier for credit that have already
been received into our inventory. We've got the fancy stuff figured out
-- Like returning defectives for replacements (create a job, issue
defective items to the job, ship against a subcontract operation
(repair...) and receive, receive into inventory, close the job.)

We're hoping that there's something really dopey that we're just plain
missing. A business case may be that I ordered 1,000 and only needed
500. The supplier is kind enough to accept the return and will credit
our account when the unneeded items show up. I want to: Relieve
Inventory (show the units going out) and have some sort of transaction
record/reference that indicates that supplier X owes us for 500 returned
widgets. The "credit" could be a credit memo that we can apply to the
original invoice for 1,000, or for future invoices.

Hoping this ain't hard...

John

________________________________


< http://www.kaleidescape.com/>

John Sykes
Director, IT Kaleidescape, Inc. < http://www.kaleidescape.com/>
520 Logue Avenue
Mountain View, CA
94043-4049
< http://maps.yahoo.com/py/maps.py?pyt=tmap
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>
&addr=520+logue+avenue&csz=mou
ntain+view%2c+ca+94043-4049&country=us>

john.sykes@...
tel
fax
IT Hotline 650.625.6161
650.625.6101
650.625.6180

















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