Account Allocation

Dennis,
You can run the Inventory/Wip Reconciliation report as many times as you
would like. The capture COS/WIP activity most people are only running once a
month is what it sounds like. Depending on what version you are running it
may lock labor records if you are using data collection. This doesn't let
you edit labor to correct jobs like you normally would be able to and you
have to use job adjustments to correct costs on the job. We run the
Inventory/wip Reconciliation report at least once a day usually twice. I
will look at the daily activity on the screen to make sure nothing has hit
variance accounts and then we have set up a report to look at COGS for all
the shipments. If something looks out of line then we will look at that part
and try to determine if the costs are okay. We only run the capture COS/WIP
once and that is usually about 5 days after month end. We print the
Inventory/WIP reconciliation and go through the whole report. Double
checking that things are hitting the proper accounts and looking at some of
the variance entries. After looking at everything and determining it is okay
we do the capture and post. HTH.
Jim Frice


-----Original Message-----
From: Dennis O'Hara [mailto:ohara@...]
Sent: Thursday, February 15, 2001 12:55 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Account Allocation

Jim
Thanks for your help . As a matter of interst can you run the COS/Wip
activity more than monthly?. The instructions are a little vague!
Regards

Dennis O'Hara
ohara@...
or
d.ohara@...
----- Original Message -----
From: Jim Frice
To: vantage@yahoogroups.com
Sent: Thursday, February 15, 2001 1:37 AM
Subject: RE: [Vantage] Account Allocation


Dennis,
Where are you looking to see the receipt journal entry? The receipt
journal
entry is not an individual entry like the invoice is. The receipt journal
entry is posted as part of the capture wip/cos activity at the end of the
month. If you are looking to see what account a receipt is going to hit
there are two ways to see it. 1) Is to look at the PO through PO tracker;
2)
is to run the inventory/wip reconciliation report for your clearing
account
number and choose the include offsetting accounts feature. You also need
to
make sure that in the company configuration for the A/P module that save
receipts is checked. You also need to make sure the you have an A/P G/L
account is set up under accounts payable master file maintenance. HTH.

Jim Frice

-----Original Message-----
From: Dennis O'Hara [mailto:ohara@...]
Sent: Wednesday, February 14, 2001 2:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Account Allocation

I am in the process of implementing Vantage V4 and seem to have screwed up
the allocation of accounts at the receipt of goods entry. It is my
understanding that when receiving goods to a purchase order the background
jnl entry is :

Dr Expense or Stock or WIP
Cr Accounts payable Clearing

When processing the invoice to the received PO the background entry is
Dr Accounts Payable Clearing
Cr Accounts Payable Control - Vendor

At the moment the process at goods receipt is apparently non existent and
at
invoice process is Dr Accts Payable Clearing
Cr Accts Payable control

Maybe its because we're Australians and we have it upside down but I've
looked and cannot find where the configuration is wrong

Regards

Dennis O'Hara
d.ohara@...


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I am in the process of implementing Vantage V4 and seem to have screwed up the allocation of accounts at the receipt of goods entry. It is my understanding that when receiving goods to a purchase order the background jnl entry is :

Dr Expense or Stock or WIP
Cr Accounts payable Clearing

When processing the invoice to the received PO the background entry is
Dr Accounts Payable Clearing
Cr Accounts Payable Control - Vendor

At the moment the process at goods receipt is apparently non existent and at invoice process is Dr Accts Payable Clearing
Cr Accts Payable control

Maybe its because we're Australians and we have it upside down but I've looked and cannot find where the configuration is wrong

Regards

Dennis O'Hara
d.ohara@...


[Non-text portions of this message have been removed]
Sorry I can't help you but a possible cause may be because an Irishman
is lost in Australia. :-) (Just Kidding)

-----Original Message-----
From: Dennis O'Hara [SMTP:ohara@...]
Sent: Wednesday, February 14, 2001 3:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Account Allocation

I am in the process of implementing Vantage V4 and seem to have
screwed up the allocation of accounts at the receipt of goods entry. It
is my understanding that when receiving goods to a purchase order the
background jnl entry is :

Dr Expense or Stock or WIP
Cr Accounts payable Clearing

When processing the invoice to the received PO the background
entry is
Dr Accounts Payable Clearing
Cr Accounts Payable Control - Vendor

At the moment the process at goods receipt is apparently non
existent and at invoice process is Dr Accts Payable Clearing
Cr Accts Payable control

Maybe its because we're Australians and we have it upside down
but I've looked and cannot find where the configuration is wrong

Regards

Dennis O'Hara
d.ohara@...


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


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Do you have the Inventory Interface turned on in the company configuration
GL?
Dennis,
Where are you looking to see the receipt journal entry? The receipt journal
entry is not an individual entry like the invoice is. The receipt journal
entry is posted as part of the capture wip/cos activity at the end of the
month. If you are looking to see what account a receipt is going to hit
there are two ways to see it. 1) Is to look at the PO through PO tracker; 2)
is to run the inventory/wip reconciliation report for your clearing account
number and choose the include offsetting accounts feature. You also need to
make sure that in the company configuration for the A/P module that save
receipts is checked. You also need to make sure the you have an A/P G/L
account is set up under accounts payable master file maintenance. HTH.

Jim Frice

-----Original Message-----
From: Dennis O'Hara [mailto:ohara@...]
Sent: Wednesday, February 14, 2001 2:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Account Allocation

I am in the process of implementing Vantage V4 and seem to have screwed up
the allocation of accounts at the receipt of goods entry. It is my
understanding that when receiving goods to a purchase order the background
jnl entry is :

Dr Expense or Stock or WIP
Cr Accounts payable Clearing

When processing the invoice to the received PO the background entry is
Dr Accounts Payable Clearing
Cr Accounts Payable Control - Vendor

At the moment the process at goods receipt is apparently non existent and at
invoice process is Dr Accts Payable Clearing
Cr Accts Payable control

Maybe its because we're Australians and we have it upside down but I've
looked and cannot find where the configuration is wrong

Regards

Dennis O'Hara
d.ohara@...


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



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Dennis, we do not use part classes, but I am wondering if you have set up
part classes and haven't tagged G/L numbers to them? Anyone using part
classes that could speak from first hand experience to this issue?
Deb Wilmoth
Reeder & Kline Machine Company, Inc.

-----Original Message-----
From: Dennis O'Hara [mailto:ohara@...]
Sent: Wednesday, February 14, 2001 3:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Account Allocation


I am in the process of implementing Vantage V4 and seem to have screwed up
the allocation of accounts at the receipt of goods entry. It is my
understanding that when receiving goods to a purchase order the background
jnl entry is :

Dr Expense or Stock or WIP
Cr Accounts payable Clearing

When processing the invoice to the received PO the background entry is
Dr Accounts Payable Clearing
Cr Accounts Payable Control - Vendor

At the moment the process at goods receipt is apparently non existent and at
invoice process is Dr Accts Payable Clearing
Cr Accts Payable control



[Non-text portions of this message have been removed]
Jim
Thanks for your help . As a matter of interst can you run the COS/Wip activity more than monthly?. The instructions are a little vague!
Regards

Dennis O'Hara
ohara@...
or
d.ohara@...
----- Original Message -----
From: Jim Frice
To: vantage@yahoogroups.com
Sent: Thursday, February 15, 2001 1:37 AM
Subject: RE: [Vantage] Account Allocation


Dennis,
Where are you looking to see the receipt journal entry? The receipt journal
entry is not an individual entry like the invoice is. The receipt journal
entry is posted as part of the capture wip/cos activity at the end of the
month. If you are looking to see what account a receipt is going to hit
there are two ways to see it. 1) Is to look at the PO through PO tracker; 2)
is to run the inventory/wip reconciliation report for your clearing account
number and choose the include offsetting accounts feature. You also need to
make sure that in the company configuration for the A/P module that save
receipts is checked. You also need to make sure the you have an A/P G/L
account is set up under accounts payable master file maintenance. HTH.

Jim Frice

-----Original Message-----
From: Dennis O'Hara [mailto:ohara@...]
Sent: Wednesday, February 14, 2001 2:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Account Allocation

I am in the process of implementing Vantage V4 and seem to have screwed up
the allocation of accounts at the receipt of goods entry. It is my
understanding that when receiving goods to a purchase order the background
jnl entry is :

Dr Expense or Stock or WIP
Cr Accounts payable Clearing

When processing the invoice to the received PO the background entry is
Dr Accounts Payable Clearing
Cr Accounts Payable Control - Vendor

At the moment the process at goods receipt is apparently non existent and at
invoice process is Dr Accts Payable Clearing
Cr Accts Payable control

Maybe its because we're Australians and we have it upside down but I've
looked and cannot find where the configuration is wrong

Regards

Dennis O'Hara
d.ohara@...


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



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