Automate COS/WIP Activity

Yahoo Archive
1
We have several thousand pages of transactions each month. For us it would be impossible to review all of those before they are posted. We did have a few WIP captures that went to the review journal when we didn't have GL codes set up correctly. After we corrected the transactions in the review journal and sent them on, the capture finished in a couple of minutes. We fixed the GL codes and haven't had any trouble for quite a while now. It's true you can't reverse GL posting, but you can (and we have) make general journal entries to move dollars to another account or period.

Sue

---In vantage@yahoogroups.com, <agercar@...> wrote :

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Again…From the accounting side of business here…Having this automated is bad business practice… You should review all transactions prior to committing them to
the GL. Once you post, you cant reverse…

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]


Sent: Thursday, July 2, 2015 8:49 AM

To: vantage@yahoogroups.com

Subject: [Vantage] Re: Automate COS/WIP Activity

 

 

We automated too. It just takes too long and it's too easy for a transaction to throw it off when a user can make one. We run it weekly though, so it takes less time and we can look for errors in the review journal and repair them.

 

To start, you need to set up a process set under System Management > Utilities. Then you fill out the process run screen, using variables. To avoid locking the payroll details, we run it every weekend, and process through the Thursday before, so we use the
variable "Thursday." Instead of clicking submit, you click the "Save Process Set" button, and it will give another pop up asking what process set you want to add it to. Once that's done, you have to set up a schedule in the System Agent, which is also located
in "Utilities." In that same menu path, you would then click on "Schedule Process Set" and link them up. When you're done it will show in the System Monitor on the "Scheduled Tasks" tab. At month end Accounting runs the process, and it is only a few days so
it takes less time for them too.

 

Good luck!

2

Is there any way to automate the COS/WIP activity? I've searched and seen some people talk about using the Schedule or the Process set, but I'm not sure where to start with that.


Thanks. 

3

I wouldn’t automate that process…You should review the activity before posting!!!

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, June 26, 2015 11:40 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Automate COS/WIP Activity

 

 

Is there any way to automate the COS/WIP activity? I've searched and seen some people talk about using the Schedule or the Process set, but I'm not sure where to start with that.

 

Thanks. 

4
We had to schedule our COS/WIP Capture after we converted from Vantage to Epicor 9. The capture WIP process increased from 10-15 minutes in Vantage to over 3 hours in Epicor 9 (we run it monthly for reasons I won't go into here). It also basically brought Epicor to it's knees while the capture ran. Most users just gave up trying to get anything done while it was running. I created a schedule using the system agent. We used a monthly schedule to run on the 1st after working hours. At first I attached the WIP capture to the schedule each month on the 1st. In order to use the recurring options with dynamic dates I had to get a one-off fix where the dynamic dates worked correctly (we are on 9.05.701). We've scheduled the capture after hours for over a year and It works great. Once in a while the capture gets sent to the review journal. Accounting fixes the problem there and capture finishes in just a couple of minutes. I did a lot of testing with System Agent schedules, using dynamic dates, and process sets in our test database to get the best setup for us.

FYI...the recurring check boxes don't always do what you expect. Some places they're checked and don't recur; other places they're unchecked and recur anyway.

Sue
5

We automated too. It just takes too long and it's too easy for a transaction to throw it off when a user can make one. We run it weekly though, so it takes less time and we can look for errors in the review journal and repair them.


To start, you need to set up a process set under System Management > Utilities. Then you fill out the process run screen, using variables. To avoid locking the payroll details, we run it every weekend, and process through the Thursday before, so we use the variable "Thursday." Instead of clicking submit, you click the "Save Process Set" button, and it will give another pop up asking what process set you want to add it to. Once that's done, you have to set up a schedule in the System Agent, which is also located in "Utilities." In that same menu path, you would then click on "Schedule Process Set" and link them up. When you're done it will show in the System Monitor on the "Scheduled Tasks" tab. At month end Accounting runs the process, and it is only a few days so it takes less time for them too.


Good luck!

6

Again…From the accounting side of business here…Having this automated is bad business practice… You should review all transactions prior to committing them to the GL. Once you post, you cant reverse…

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 2, 2015 8:49 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Automate COS/WIP Activity

 

 

We automated too. It just takes too long and it's too easy for a transaction to throw it off when a user can make one. We run it weekly though, so it takes less time and we can look for errors in the review journal and repair them.

 

To start, you need to set up a process set under System Management > Utilities. Then you fill out the process run screen, using variables. To avoid locking the payroll details, we run it every weekend, and process through the Thursday before, so we use the variable "Thursday." Instead of clicking submit, you click the "Save Process Set" button, and it will give another pop up asking what process set you want to add it to. Once that's done, you have to set up a schedule in the System Agent, which is also located in "Utilities." In that same menu path, you would then click on "Schedule Process Set" and link them up. When you're done it will show in the System Monitor on the "Scheduled Tasks" tab. At month end Accounting runs the process, and it is only a few days so it takes less time for them too.

 

Good luck!