WANTED: WIP Report with Sales and Invoice Information

Because each line in our sales order is linked to a job, our new financial
controller would like to see the order line value + invoice value / balance
on the WIP report. Most of our jobs are big dollar value and can be open
for several months, so monitoring WIP compared to the order is important so
that our costs don't blow out.

Does anyone already have such a report that they are willing to share ?
Even if you just had the equivalent of a WIP report so that I can see how to
extract "To Inv", "C.O.S.", "W.I.P", and then link this to the order and
invoice tables would be a great help.

I'm assuming PartTran is where I will get the data, just not sure on how to
determine Inv/COS/WIP.

Thanks
Michael Miles
Continental Conveyor
4.00.904
We are planning to make the step from 4.0 to 5.0 at the end of this
month. I know someone posted a message on the steps, but I cannot
locate it in my files. Also if there are any accounting types out
there who can give me some tips on the 5.0 problems and changes, I
would appreciate some feed back there also.

Thanks
Gary Ditto
Senior Accountant
Westinghouse Electric Co.
We are planning to make the step from 4.0 to 5.0 at the end of this
month. I know someone posted a message on the steps, but I cannot
locate it in my files. Also if there are any accounting types out
there who can give me some tips on the 5.0 problems and changes, I
would appreciate some feed back there also.

Thanks
Gary Ditto
Senior Accountant
Westinghouse Electric Co.
Don't remember the 'steps' posting, but this from Patrick Winter was
helpful to us:


--- In vantage@y..., "Winter, Patrick" <pjw@s...> wrote:
I upgrade to 5.00.317 on May 25th. (1.1gb database, 7 hours to
convert)

*) I'm finding it very stable and no performance loss over version 4.0
*) I have 15 data collection stations which are 60 and 90mhz PC's
running
win95 & 98 some with only 16mb of RAM. Slow to boot but run data
collection
screens just fine.
*) Any issue I ran across during the conversion process Epicor had the
answer for on the web site. This is a good thing.
*) Part Maintenance Screen - Buttons have been removed. (Users will
call you
for weeks after upgrading) I'm not sure if this was a good thing.
*) Order Tracker - If you have different SHIP TO address one releases
you
can not see them anymore. This was a bad thing.
*) Report Builder - If you have any reports adding Part.AVG or STD or
LAST
costs to find out cost per ea. You will have to look at your formulas
because Material has been broken out to Material and SubContract
fields.
Breaking out costs was good reviewing reports, ehh!
*) Report Builder - If you have any reports using the Order Release
ShipQty,
JobShipQuantity, InvShipQty they will have been changed to OurShipQty,
OurJobShipQty, OurInvShipQty and their counter parts SelShipQty,
SelJobShipQty, SelInvShipQty are new. This is also bad if you have
written a
lot of open order type reports.
*) Report Builder - BookDtl.BookQty is now BookDtl.OurBookQty,
BookDtl.SellingBookQty
*) New Field - JobOper.LastLaborDate, This is a great thing for
Stalled WIP
reports in report builder or just noteing on a report the last labor
date of
an operation without reading all labor tickets.
*) Posting Cost Adjustments to Jobs - You will have to enter a
quantity now
so material costs calculate, must be because they added material
burden as a
percentage. This you probably won't notice until you run accross it
yourself.
*) Purchase Order Receipts - With Lot Tracking turned on - verifies
against
all lots now, not just the lots under that part. This is not so good
if you
have the same lot number under different parts.
*) BOM Cost Report - prints the SINGLE level instead of the INDENTED
level
version.
*) New table POBookDtl - For PO Change Information similar to Order
Management. But no data gets written to the table. Tech Support says
it will
get removed in 5.1
*) Projected Sales Report - Listed in the 5.0 Orientation Book, no
where to
be found in system.


Patrick Winter
sSc Specialty Screw Corporation
Vantage 5.00.317, Progress 9.1a
--- End forwarded message ---


--- In vantage@y..., dittog@w... wrote:
> We are planning to make the step from 4.0 to 5.0 at the end of this
> month. I know someone posted a message on the steps, but I cannot
> locate it in my files. Also if there are any accounting types out
> there who can give me some tips on the 5.0 problems and changes, I
> would appreciate some feed back there also.
>
> Thanks
> Gary Ditto
> Senior Accountant
> Westinghouse Electric Co.
Look under Vantage Administration on the Egroups list, and you'll find a Word Doc with some of the steps we were looking at in going from 3.0 to 5.0. There might be something that could help you there.

Troy

----- Original Message -----
From: dittog@...
To: vantage@yahoogroups.com
Sent: Monday, August 06, 2001 12:19 PM
Subject: [Vantage] Conversion Tips-5.0


We are planning to make the step from 4.0 to 5.0 at the end of this
month. I know someone posted a message on the steps, but I cannot
locate it in my files. Also if there are any accounting types out
there who can give me some tips on the 5.0 problems and changes, I
would appreciate some feed back there also.

Thanks
Gary Ditto
Senior Accountant
Westinghouse Electric Co.


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