BAQ - Jobs Ready to Close

Yahoo Archive
1
I also would be interested in any job closing processes/BAQ's/Dashboard etc. that would make the closing process easier/faster. We also seem to have a lot of issues to resolve.
Brian
Cell 920-342-2266

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Stuart Noble
Sent: Friday, September 30, 2011 2:29 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: BAQ - Jobs Ready to Close



I've got an extremely simple one, might be too simple but it picks up jobs with no operations, no labour booked etc etc.

6.1, hope it helps

for each JobHead Where JobHead.Company = cur-comp
and JobHead.JobClosed = no
and JobHead.JobComplete = no
and JobHead.JobReleased = yes
and (JobHead.ShippedQty + JobHead.ReceivedQty ) >= JobHead.ProdQty no-lock
BY JobHead.JobNum:

Stuart Noble
Thompson Meat Machinery
stuart@...<mailto:stuart%40tmach.com.au>
' + 61 7 3803 6643

________________________________
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Hellings, Lauren
Sent: Wednesday, 28 September 2011 8:12 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: BAQ - Jobs Ready to Close

Hi Bob,

I am very interested in seeing your dashboard/BAQ for Jobs Ready To Close. We are starting to look at the job completion/closing process and are ending up with a lot of issues that we are trying to resolve.

Thank you,

Lauren Hellings
Business Analyst
Cell: 832-472-1736
email: lauren.hellings@...<mailto:lauren.hellings%40c-p-i.com><mailto:lauren.hellings%40c-p-i.com><mailto:lauren.hellings@...<mailto:lauren.hellings%40c-p-i.com><mailto:lauren.hellings%40c-p-i.com>>
www.c-p-i.com<http://www.c-p-i.com/>

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of Robert Carlson
Sent: Thursday, December 16, 2010 11:14 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Re: BAQ - Jobs Ready to Close

We have a dashboard that we built that lines up jobs for closing but
it is predicated on your method having the last operation so checked
in the Vantage check box provided.

It is designed to work in 2 stages:

Condition 1 exist: job last op is completed (green checked)

Stage 1: Place Job on dashboard for immediate "Completion"
marking in Job Closing. Set close date to 13 days later (this allows
time to get
straggling transactions in for materials, labor, & subcontractors.

Condition 2: Job stays on dashboard while in "Complete"
status but is color-highlighted

Stage 2: On the 14th day highlight the job for "Closing"
using Job Close.

Condition 3: Job is removed from dashboard when marked
"Closed" in Job Close

If you are interested in it, send me your e-mail and I'll send back
the dashboard/BAQ export along with screen caps.

Bob Carlson
bcarlson@...<mailto:bcarlson%40fillc.com><mailto:bcarlson%40fillc.com><mailto:bcarlson%40fillc.com>

At 10:49 AM 12/16/2010, you wrote:
>monte.tomerlin@...<mailto:monte.tomerlin%40gmail.com><mailto:monte.tomerlin%40gmail.com><mailto:monte.tomerlin%40gmail.com>

Robert (Bob) Carlson
rcarlson@...<mailto:rcarlson%40robcar.mv.com><mailto:rcarlson%40robcar.mv.com><mailto:rcarlson%40robcar.mv.com>
Mobile: 603-883-8093

----------Legal Disclaimer----------

The information contained in this message may be privileged and confidential, and is intended solely for the use of the named addressee. No other person is authorized to access, copy or re-use this message (or any information contained herein). If you are not the intended recipient, please notify us immediately by replying to this message and delete it from your computer.

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

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[Non-text portions of this message have been removed]
2
Having trouble creating a BAQ which will generate a list of Jobs Ready to Close. My filter on JobHead: 1) Job Closed = No, and 2) Job Complete = Yes and on RcvDtl: 1) Invoiced = Yes. This works 98% of the time but sometimes it will list a job which has uninvoiced receipts. Any suggestions or has anyone already created this BAQ?
3
JobHead.Candidate identifies jobs that are ready to close. Give that a shot.

--- In vantage@yahoogroups.com, "Monte" <monte@...> wrote:
>
> Having trouble creating a BAQ which will generate a list of Jobs Ready to Close. My filter on JobHead: 1) Job Closed = No, and 2) Job Complete = Yes and on RcvDtl: 1) Invoiced = Yes. This works 98% of the time but sometimes it will list a job which has uninvoiced receipts. Any suggestions or has anyone already created this BAQ?
>
4
Thanks...I checked out the "Candidate" field but it identifies Jobs which are Candidates for Completing and not Jobs ready for Closing.

The AutoClosing utility just isn't clean enough for me. It still creates a lot of work. When I manually Close Jobs, they are Jobs marked Complete and Not Closed and all Receipts have been Invoiced. How can I replicate that in a BAQ?


--- In vantage@yahoogroups.com, "aimee.grebe" <aimee.grebe@...> wrote:
>
> JobHead.Candidate identifies jobs that are ready to close. Give that a shot.
>
> --- In vantage@yahoogroups.com, "Monte" <monte@> wrote:
> >
> > Having trouble creating a BAQ which will generate a list of Jobs Ready to Close. My filter on JobHead: 1) Job Closed = No, and 2) Job Complete = Yes and on RcvDtl: 1) Invoiced = Yes. This works 98% of the time but sometimes it will list a job which has uninvoiced receipts. Any suggestions or has anyone already created this BAQ?
> >
>
5
Ah...you are correct. I read the field definition wrong. I didn't like the AutoClosing utility either. I ended up writing a SQL script that runs every night that closes any jobs that were completed prior to the day before. This gives everyone a day or two after marking the job complete to finish any last transactions and then the job is automatically closed. This does not factor in any receipts that have not been invoiced though, as we do not purchase anything direct to a job. All receipts go into inventory. Sorry, I know that doesn't really help any.

--- In vantage@yahoogroups.com, "Monte" <monte.tomerlin@...> wrote:
>
> Thanks...I checked out the "Candidate" field but it identifies Jobs which are Candidates for Completing and not Jobs ready for Closing.
>
> The AutoClosing utility just isn't clean enough for me. It still creates a lot of work. When I manually Close Jobs, they are Jobs marked Complete and Not Closed and all Receipts have been Invoiced. How can I replicate that in a BAQ?
>
>
> --- In vantage@yahoogroups.com, "aimee.grebe" <aimee.grebe@> wrote:
> >
> > JobHead.Candidate identifies jobs that are ready to close. Give that a shot.
> >
> > --- In vantage@yahoogroups.com, "Monte" <monte@> wrote:
> > >
> > > Having trouble creating a BAQ which will generate a list of Jobs Ready to Close. My filter on JobHead: 1) Job Closed = No, and 2) Job Complete = Yes and on RcvDtl: 1) Invoiced = Yes. This works 98% of the time but sometimes it will list a job which has uninvoiced receipts. Any suggestions or has anyone already created this BAQ?
> > >
> >
>
6
Do you not have subcontracted operations for which you would receive an invoice?

--- In vantage@yahoogroups.com, "aimee.grebe" <aimee.grebe@...> wrote:
>
> Ah...you are correct. I read the field definition wrong. I didn't like the AutoClosing utility either. I ended up writing a SQL script that runs every night that closes any jobs that were completed prior to the day before. This gives everyone a day or two after marking the job complete to finish any last transactions and then the job is automatically closed. This does not factor in any receipts that have not been invoiced though, as we do not purchase anything direct to a job. All receipts go into inventory. Sorry, I know that doesn't really help any.
>
> --- In vantage@yahoogroups.com, "Monte" <monte.tomerlin@> wrote:
> >
> > Thanks...I checked out the "Candidate" field but it identifies Jobs which are Candidates for Completing and not Jobs ready for Closing.
> >
> > The AutoClosing utility just isn't clean enough for me. It still creates a lot of work. When I manually Close Jobs, they are Jobs marked Complete and Not Closed and all Receipts have been Invoiced. How can I replicate that in a BAQ?
> >
> >
> > --- In vantage@yahoogroups.com, "aimee.grebe" <aimee.grebe@> wrote:
> > >
> > > JobHead.Candidate identifies jobs that are ready to close. Give that a shot.
> > >
> > > --- In vantage@yahoogroups.com, "Monte" <monte@> wrote:
> > > >
> > > > Having trouble creating a BAQ which will generate a list of Jobs Ready to Close. My filter on JobHead: 1) Job Closed = No, and 2) Job Complete = Yes and on RcvDtl: 1) Invoiced = Yes. This works 98% of the time but sometimes it will list a job which has uninvoiced receipts. Any suggestions or has anyone already created this BAQ?
> > > >
> > >
> >
>
7
We have a dashboard that we built that lines up jobs for closing but
it is predicated on your method having the last operation so checked
in the Vantage check box provided.

It is designed to work in 2 stages:

Condition 1 exist: job last op is completed (green checked)

Stage 1: Place Job on dashboard for immediate "Completion"
marking in Job Closing. Set close date to 13 days later (this allows
time to get
straggling transactions in for materials, labor, & subcontractors.

Condition 2: Job stays on dashboard while in "Complete"
status but is color-highlighted

Stage 2: On the 14th day highlight the job for "Closing"
using Job Close.

Condition 3: Job is removed from dashboard when marked
"Closed" in Job Close

If you are interested in it, send me your e-mail and I'll send back
the dashboard/BAQ export along with screen caps.

Bob Carlson
bcarlson@...


At 10:49 AM 12/16/2010, you wrote:
>monte.tomerlin@...

Robert (Bob) Carlson
rcarlson@...
Mobile: 603-883-8093
8
Hi Bob,

I am very interested in seeing your dashboard/BAQ for Jobs Ready To Close. We are starting to look at the job completion/closing process and are ending up with a lot of issues that we are trying to resolve.

Thank you,

Lauren Hellings
Business Analyst
Cell: 832-472-1736
email: lauren.hellings@...<mailto:lauren.hellings@...>
www.c-p-i.com<http://www.c-p-i.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Robert Carlson
Sent: Thursday, December 16, 2010 11:14 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: BAQ - Jobs Ready to Close



We have a dashboard that we built that lines up jobs for closing but
it is predicated on your method having the last operation so checked
in the Vantage check box provided.

It is designed to work in 2 stages:

Condition 1 exist: job last op is completed (green checked)

Stage 1: Place Job on dashboard for immediate "Completion"
marking in Job Closing. Set close date to 13 days later (this allows
time to get
straggling transactions in for materials, labor, & subcontractors.

Condition 2: Job stays on dashboard while in "Complete"
status but is color-highlighted

Stage 2: On the 14th day highlight the job for "Closing"
using Job Close.

Condition 3: Job is removed from dashboard when marked
"Closed" in Job Close

If you are interested in it, send me your e-mail and I'll send back
the dashboard/BAQ export along with screen caps.

Bob Carlson
bcarlson@...<mailto:bcarlson%40fillc.com>

At 10:49 AM 12/16/2010, you wrote:
>monte.tomerlin@...<mailto:monte.tomerlin%40gmail.com>

Robert (Bob) Carlson
rcarlson@...<mailto:rcarlson%40robcar.mv.com>
Mobile: 603-883-8093



----------Legal Disclaimer----------

The information contained in this message may be privileged and confidential, and is intended solely for the use of the named addressee. No other person is authorized to access, copy or re-use this message (or any information contained herein). If you are not the intended recipient, please notify us immediately by replying to this message and delete it from your computer.



[Non-text portions of this message have been removed]
9
I've got an extremely simple one, might be too simple but it picks up jobs with no operations, no labour booked etc etc.

6.1, hope it helps

for each JobHead Where JobHead.Company = cur-comp
and JobHead.JobClosed = no
and JobHead.JobComplete = no
and JobHead.JobReleased = yes
and (JobHead.ShippedQty + JobHead.ReceivedQty ) >= JobHead.ProdQty no-lock
BY JobHead.JobNum:


Stuart Noble
Thompson Meat Machinery
stuart@...
' + 61 7 3803 6643


________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Hellings, Lauren
Sent: Wednesday, 28 September 2011 8:12 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: BAQ - Jobs Ready to Close



Hi Bob,

I am very interested in seeing your dashboard/BAQ for Jobs Ready To Close. We are starting to look at the job completion/closing process and are ending up with a lot of issues that we are trying to resolve.

Thank you,

Lauren Hellings
Business Analyst
Cell: 832-472-1736
email: lauren.hellings@...<mailto:lauren.hellings%40c-p-i.com><mailto:lauren.hellings@...<mailto:lauren.hellings%40c-p-i.com>>
www.c-p-i.com<http://www.c-p-i.com/>

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Robert Carlson
Sent: Thursday, December 16, 2010 11:14 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Re: BAQ - Jobs Ready to Close

We have a dashboard that we built that lines up jobs for closing but
it is predicated on your method having the last operation so checked
in the Vantage check box provided.

It is designed to work in 2 stages:

Condition 1 exist: job last op is completed (green checked)

Stage 1: Place Job on dashboard for immediate "Completion"
marking in Job Closing. Set close date to 13 days later (this allows
time to get
straggling transactions in for materials, labor, & subcontractors.

Condition 2: Job stays on dashboard while in "Complete"
status but is color-highlighted

Stage 2: On the 14th day highlight the job for "Closing"
using Job Close.

Condition 3: Job is removed from dashboard when marked
"Closed" in Job Close

If you are interested in it, send me your e-mail and I'll send back
the dashboard/BAQ export along with screen caps.

Bob Carlson
bcarlson@...<mailto:bcarlson%40fillc.com><mailto:bcarlson%40fillc.com>

At 10:49 AM 12/16/2010, you wrote:
>monte.tomerlin@...<mailto:monte.tomerlin%40gmail.com><mailto:monte.tomerlin%40gmail.com>

Robert (Bob) Carlson
rcarlson@...<mailto:rcarlson%40robcar.mv.com><mailto:rcarlson%40robcar.mv.com>
Mobile: 603-883-8093

----------Legal Disclaimer----------

The information contained in this message may be privileged and confidential, and is intended solely for the use of the named addressee. No other person is authorized to access, copy or re-use this message (or any information contained herein). If you are not the intended recipient, please notify us immediately by replying to this message and delete it from your computer.

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





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