Warn vs Stop on Negative Quantities

Yahoo Archive
1
Amen brother...we had that conversation here early on!



-----Original Message-----
From: robertb_versa@... <robertb_versa@...>
Sent: Friday, October 22, 2010 5:42 PM
To: vantage@yahoogroups.com <vantage@yahoogroups.com>
Subject: Re: [Vantage] Warn vs Stop on Negative Quantities



If you do a ot of backflushing, you'll bring the company to its knees buy disallowing (full stop) negative bin inventory - and any fledgling trust between IT and Operations will have to pe painstakingly re-established.
Might I suggest that you instead introduce a BAM that fires off a simple email to a small numberof prople that uindicates date/time, part/plant/whse/bin bin qty prior and after trans driving it negative & job/order mtl issued to that resulted in neg O/H.

This will allow you key people to pareto analyze riit causes (and likelybcime w/ simple, immediate solutions that have a wide scope WITHOUT shuttindg down the biz & breading diststrust within the company that will be hard fought to regain.

Proceed with caution, and even bring your key operations people in in avdvance so they feel part of the decision and see care is being taken to minimize impact yet resolve a very real issue.

That's a win-win approach that will make things easier forever if honestly meant & it becomes SOP.

Try it. (There really is no downside.)

Rob

--- Original Message ---
From:"Mark Wonsil" <mark_wonsil@... <mailto:mark_wonsil%40yahoo.com> >
Sent:Fri 10/22/10 10:53 am
To:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subj:Re: [Vantage] Warn vs Stop on Negative Quantities

> We would like to "flip the switch" and stop allowing folks to ship product into
> negative quantities. We currently are set to "warn", but would like to change
> to "stop". However, it would be nice if we could have a supervisory override on
> the "stop".

I think you should be able to do this with a BPM. It is possible to
have a BPM fire for members of a group but not for others. There are
some BPMs out there that prevent shipping under certain conditions,
you should be able to play with that to get what you want.

BTW, is it only shipping or are there other areas of concern?

Mark W.
2
I have a BAQ which displays invoices but I want to apply a filter on it at BAQ
design stage so it only shows 6 months worth of invoices based on
InvcHead.InvcDate.

I dont want to filter e.g. 30days x 6months. I want to actually say 6 full
months, so if some months have 30 days, others have 31 etc I want eg Date >=
Jan 1st and <= June 30th

How can I do this within criteria or calculated field in a BAQ?




[Non-text portions of this message have been removed]
3
Chris, are you saying that you want this range filter to be static and not actually prompt the user for a date range? So when they run the report it just automatically includes an actual 6 months of results?

What I've done in the past is handle this in Crystal. Your BAQ result should return "too much data" to Crystal. Then, in Crystal it's very easy to assign Invoice Dates a literal Month and build some suppression logic.

Consider including in your BAQ result:

...where InvoiceDate > (TODAY - 30) AND InvoiceDate < (TODAY + 200)

This would obviously return too much data but the data that you *do* want is safely in this static date range. Deliver this to Crystal and then trim up the data in Crystal.


Vic
--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> I have a BAQ which displays invoices but I want to apply a filter on it at BAQ
> design stage so it only shows 6 months worth of invoices based on
> InvcHead.InvcDate.
>
> I dont want to filter e.g. 30days x 6months. I want to actually say 6 full
> months, so if some months have 30 days, others have 31 etc I want eg Date >=
> Jan 1st and <= June 30th
>
> How can I do this within criteria or calculated field in a BAQ?
>
>
>
>
> [Non-text portions of this message have been removed]
>
4
Hi

yes. The problem is the data takes agggeees to export to crystal. Want to
minimise the amount of datat that is exported to crystal in the first place.




________________________________
From: vicdrecchio <vic.drecchio@...>
To: vantage@yahoogroups.com
Sent: Fri, 22 October, 2010 11:56:25
Subject: [Vantage] Re: Filtering BAQ by Date

Â
Chris, are you saying that you want this range filter to be static and not
actually prompt the user for a date range? So when they run the report it just
automatically includes an actual 6 months of results?

What I've done in the past is handle this in Crystal. Your BAQ result should
return "too much data" to Crystal. Then, in Crystal it's very easy to assign
Invoice Dates a literal Month and build some suppression logic.

Consider including in your BAQ result:

...where InvoiceDate > (TODAY - 30) AND InvoiceDate < (TODAY + 200)

This would obviously return too much data but the data that you *do* want is
safely in this static date range. Deliver this to Crystal and then trim up the
data in Crystal.

Vic
--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> I have a BAQ which displays invoices but I want to apply a filter on it at BAQ

> design stage so it only shows 6 months worth of invoices based on
> InvcHead.InvcDate.
>
> I dont want to filter e.g. 30days x 6months. I want to actually say 6 full
> months, so if some months have 30 days, others have 31 etc I want eg Date >=
> Jan 1st and <= June 30th
>
> How can I do this within criteria or calculated field in a BAQ?
>
>
>
>
> [Non-text portions of this message have been removed]
>







[Non-text portions of this message have been removed]
5
Business must be good if you have that many Invoices! :-)

A final thought would be to do a scheduled periodic dump of your BAQ via the BAQ Export Process and use that as a Dataset in Crystal instead of the actual BAQ (Hourly, Nightly, twice per day). When I used to work with Progress customers and develop convoluted BAQs resulting in very large datasets, I would sometimes take this route. I'm assuming since they are Invoices that "last night's data" may be sufficient.

Crystal hitting an already-dumped CSV or XML file will render faster. If you're on SQL, by chance, consider using ODBC and create a SQL View. I'm guessing you're not SQL, though.


Vic

--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> Hi
>
> yes. The problem is the data takes agggeees to export to crystal. Want to
> minimise the amount of datat that is exported to crystal in the first place.
>
>
>
>
> ________________________________
> From: vicdrecchio <vic.drecchio@...>
> To: vantage@yahoogroups.com
> Sent: Fri, 22 October, 2010 11:56:25
> Subject: [Vantage] Re: Filtering BAQ by Date
>
> ÂÂ
> Chris, are you saying that you want this range filter to be static and not
> actually prompt the user for a date range? So when they run the report it just
> automatically includes an actual 6 months of results?
>
> What I've done in the past is handle this in Crystal. Your BAQ result should
> return "too much data" to Crystal. Then, in Crystal it's very easy to assign
> Invoice Dates a literal Month and build some suppression logic.
>
> Consider including in your BAQ result:
>
> ...where InvoiceDate > (TODAY - 30) AND InvoiceDate < (TODAY + 200)
>
> This would obviously return too much data but the data that you *do* want is
> safely in this static date range. Deliver this to Crystal and then trim up the
> data in Crystal.
>
> Vic
> --- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@> wrote:
> >
> > I have a BAQ which displays invoices but I want to apply a filter on it at BAQ
>
> > design stage so it only shows 6 months worth of invoices based on
> > InvcHead.InvcDate.
> >
> > I dont want to filter e.g. 30days x 6months. I want to actually say 6 full
> > months, so if some months have 30 days, others have 31 etc I want eg Date >=
> > Jan 1st and <= June 30th
> >
> > How can I do this within criteria or calculated field in a BAQ?
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
6
Good morning all,

We would like to "flip the switch" and stop allowing folks to ship product into
negative quantities. We currently are set to "warn", but would like to change
to "stop". However, it would be nice if we could have a supervisory override on
the "stop".Â


Is this possible?Â

What ramifications if any have any of you found when changing to "stop" from
"warn"?

Thanks a lot for all your help as usual.

Regards,

Kerry Travis, CGA
Controller
International Name Plate Supplies Limited

[Non-text portions of this message have been removed]
7
The only way I could think to do that would be a client customization..
the vantage standard warnings etc aren't set up to be dynamic in the way
you might want them to be.



Rob Bucek

Production Control Manager

PH: (715) 284-5376 ext 311

Mobile: (715)896-0590

FAX: (715)284-4084

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

(Click the logo to view our site) <http://www.dsmfg.com/>





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kerry Travis
Sent: Friday, October 22, 2010 8:18 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Warn vs Stop on Negative Quantities





Good morning all,

We would like to "flip the switch" and stop allowing folks to ship
product into
negative quantities. We currently are set to "warn", but would like to
change
to "stop". However, it would be nice if we could have a supervisory
override on
the "stop".

Is this possible?

What ramifications if any have any of you found when changing to "stop"
from
"warn"?

Thanks a lot for all your help as usual.

Regards,

Kerry Travis, CGA
Controller
International Name Plate Supplies Limited

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





[Non-text portions of this message have been removed]
8
Hi Kerry

On the programing side I can't be to much of a help but on the practical side why do you need a override?
If you decide to ship you obviously have qty so why not do a qty adjustment to the right qty you found and then ship?
That way your inventory will be correct.

We are using FIFO in epicor 9 and then its a automatic stop and doesn't allow to go to negative and so far its working fine although some users get annoyed because they are a bit lazy to contact the shop guy to adjust inventory but still this is a additional check on our inventory accuracy.

Ephraim
Ephraim Feldman

-----Original Message-----
From: Kerry Travis <kerrytravis@...>
Sender: vantage@yahoogroups.com
Date: Fri, 22 Oct 2010 06:17:50
To: <vantage@yahoogroups.com>
Reply-To: vantage@yahoogroups.com
Subject: [Vantage] Warn vs Stop on Negative Quantities

Good morning all,

We would like to "flip the switch" and stop allowing folks to ship product into
negative quantities.� We currently are set to "warn", but would like to change
to "stop".� However, it would be nice if we could have a supervisory override on
the "stop".�


Is this possible?�

What ramifications if any have any of you found when changing to "stop" from
"warn"?

Thanks a lot for all your help as usual.

Regards,

Kerry Travis, CGA
Controller
International Name Plate Supplies Limited

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




[Non-text portions of this message have been removed]
9
> We would like to "flip the switch" and stop allowing folks to ship product into
> negative quantities. We currently are set to "warn", but would like to change
> to "stop". However, it would be nice if we could have a supervisory override on
> the "stop".

I think you should be able to do this with a BPM. It is possible to
have a BPM fire for members of a group but not for others. There are
some BPMs out there that prevent shipping under certain conditions,
you should be able to play with that to get what you want.

BTW, is it only shipping or are there other areas of concern?

Mark W.
10
Mark,

I would also like to do something like that with Credit Hold. Sometimes we
force a customer to pay by credit card in order to get a current order released,
due to past due invoices. I certainly don't want to take them off of credit
hold, or take them off and put them back on. It would be nice to have an
override on certain orders only or something like that.

Thanks very much,

Kerry




________________________________
From: Mark Wonsil <mark_wonsil@...>
To: vantage@yahoogroups.com
Sent: Fri, October 22, 2010 10:53:18 AM
Subject: Re: [Vantage] Warn vs Stop on Negative Quantities

Â
> We would like to "flip the switch" and stop allowing folks to ship product
into
> negative quantities. We currently are set to "warn", but would like to change
> to "stop". However, it would be nice if we could have a supervisory override
>on
> the "stop".

I think you should be able to do this with a BPM. It is possible to
have a BPM fire for members of a group but not for others. There are
some BPMs out there that prevent shipping under certain conditions,
you should be able to play with that to get what you want.

BTW, is it only shipping or are there other areas of concern?

Mark W.



[Non-text portions of this message have been removed]
11
Hi Kerry,

> I would also like to do something like that with Credit Hold. Sometimes we
> force a customer to pay by credit card in order to get a current order released,
> due to past due invoices. I certainly don't want to take them off of credit
> hold, or take them off and put them back on. It would be nice to have an
> override on certain orders only or something like that.

That is standard functionality that you will find in the Customer
Credit Manager (Financial Management | Accounts Receivable | General
Operations). On the Orders tab you can selectively take an order off
credit hold while leaving the Customer on credit hold.

Mark W.
12
If you do a ot of backflushing, you'll bring the company to its knees buy disallowing (full stop) negative bin inventory - and any fledgling trust between IT and Operations will have to pe painstakingly re-established.
Might I suggest that you instead introduce a BAM that fires off a simple email to a small numberof prople that uindicates date/time, part/plant/whse/bin bin qty prior and after trans driving it negative & job/order mtl issued to that resulted in neg O/H.

This will allow you key people to pareto analyze riit causes (and likelybcime w/ simple, immediate solutions that have a wide scope WITHOUT shuttindg down the biz & breading diststrust within the company that will be hard fought to regain.

Proceed with caution, and even bring your key operations people in in avdvance so they feel part of the decision and see care is being taken to minimize impact yet resolve a very real issue.

That's a win-win approach that will make things easier forever if honestly meant & it becomes SOP.

Try it. (There really is no downside.)

Rob

--- Original Message ---
From:"Mark Wonsil" <mark_wonsil@...>
Sent:Fri 10/22/10 10:53 am
To:vantage@yahoogroups.com
Subj:Re: [Vantage] Warn vs Stop on Negative Quantities

> We would like to "flip the switch" and stop allowing folks to ship product into
> negative quantities. We currently are set to "warn", but would like to change
> to "stop". However, it would be nice if we could have a supervisory override on
> the "stop".

I think you should be able to do this with a BPM. It is possible to
have a BPM fire for members of a group but not for others. There are
some BPMs out there that prevent shipping under certain conditions,
you should be able to play with that to get what you want.

BTW, is it only shipping or are there other areas of concern?

Mark W.