Completing and closing jobs

Yahoo Archive
1
We run Invty/Wip everyday. After inventory is reconciled and gross
margin review is done for month end, the capture COS/WIP is then run and
posted.

Jim

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Tony Hughes
Sent: Friday, January 23, 2009 11:12 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Completing and closing jobs



I am curious,

How frequently do people run Capture COS/WIP?
Do you have a checklist to review prior?

Tony

________________________________
From: Brian W. Spolarich <bspolarich@...
<mailto:bspolarich%40advancedphotonix.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Friday, January 23, 2009 8:19:04 AM
Subject: RE: [Vantage] Completing and closing jobs

Production completes a job, accounting closes it, at least in our
process.

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@advanced photonix. com ~ 734-864-5618 ~
www.advancedphotoni x.com

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Thomas Rose
Sent: Thursday, January 22, 2009 5:04 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Completing and closing jobs

I probably have something set up wrong here. We complete a job and it is
ready to ship to the customer. We mark it complete. Now, if I close the
job before we ship it, I cannot create a packing slip. I have been able
to "unclose" a job where this problem has arisen. However, I am guessing
if I had posted costs through the Capture COS/WIP process, I would not
be able to unclose the job.

Is there some setting I need in order to make the job available for
shipping, and ensure the costs are available when I convert my shipment
to a customer invoice, even after I have closed the job? Do I need a
final operation in the job that is simply a transfer to the shipping
department, so the job is not completed until shipping actually ships
the job? If all our jobs went directly from the line into the truck for
shipment, this would not be a problem. But, for various reasons,
sometimes a job may sit for up to a few weeks after completion but
before shipment.

I am only a couple of months into using Vista (8.03.403), and this has
not been a big pain yet. But, it is a nagging issue, and I suspect it
could become a major problem in some future situation.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
F 425 491-8200
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror. com<http://www.electric mirror.com>

Note: The information contained in the e-mail, including any
attachments, is legally privileged and confidential. If you are not the
intended recipient you are hereby notified that any reading, use or
dissemination of this message is strictly prohibited. If you have
received this message in error, please immediately notify us by
telephone at 425-776-4946 and delete this message from your system. Even
though this e-mail and any attachments are believed to be free of any
virus or other defect that might affect any computer system into which
it is received and opened, it is the responsibility of the recipient to
ensure that it is virus free, and no responsibility is accepted by
Electric Mirror LLC for any loss or damage arising in any way from its
use

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[Non-text portions of this message have been removed]
2
I probably have something set up wrong here. We complete a job and it is ready to ship to the customer. We mark it complete. Now, if I close the job before we ship it, I cannot create a packing slip. I have been able to "unclose" a job where this problem has arisen. However, I am guessing if I had posted costs through the Capture COS/WIP process, I would not be able to unclose the job.

Is there some setting I need in order to make the job available for shipping, and ensure the costs are available when I convert my shipment to a customer invoice, even after I have closed the job? Do I need a final operation in the job that is simply a transfer to the shipping department, so the job is not completed until shipping actually ships the job? If all our jobs went directly from the line into the truck for shipment, this would not be a problem. But, for various reasons, sometimes a job may sit for up to a few weeks after completion but before shipment.

I am only a couple of months into using Vista (8.03.403), and this has not been a big pain yet. But, it is a nagging issue, and I suspect it could become a major problem in some future situation.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
F 425 491-8200
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

Note: The information contained in the e-mail, including any attachments, is legally privileged and confidential. If you are not the intended recipient you are hereby notified that any reading, use or dissemination of this message is strictly prohibited. If you have received this message in error, please immediately notify us by telephone at 425-776-4946 and delete this message from your system. Even though this e-mail and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free, and no responsibility is accepted by Electric Mirror LLC for any loss or damage arising in any way from its use




[Non-text portions of this message have been removed]
3
Completing a job stops labor from being charged to it, closing stops
all transactions from being done to the job. We leave jobs unclosed
for quite some time after they ship in order to gather correct
material costs which can take months to receive. Also you can close a
job, run COS/WIP, and unclose it with any problem.

Andrew

--- In vantage@yahoogroups.com, Thomas Rose <t.rose@...> wrote:
>
> I probably have something set up wrong here. We complete a job and
it is ready to ship to the customer. We mark it complete. Now, if I
close the job before we ship it, I cannot create a packing slip. I
have been able to "unclose" a job where this problem has arisen.
However, I am guessing if I had posted costs through the Capture
COS/WIP process, I would not be able to unclose the job.
>
> Is there some setting I need in order to make the job available for
shipping, and ensure the costs are available when I convert my
shipment to a customer invoice, even after I have closed the job? Do
I need a final operation in the job that is simply a transfer to the
shipping department, so the job is not completed until shipping
actually ships the job? If all our jobs went directly from the line
into the truck for shipment, this would not be a problem. But, for
various reasons, sometimes a job may sit for up to a few weeks after
completion but before shipment.
>
> I am only a couple of months into using Vista (8.03.403), and this
has not been a big pain yet. But, it is a nagging issue, and I
suspect it could become a major problem in some future situation.
>
> Thom Rose
> Controller
> Electric Mirror LLC
> HOTEL LUXURY
>
> "The World Leader in Back-lit Mirrors & Mirror TV Technology"
>
> T 425 776-4946
> F 425 491-8200
> A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> www.electricmirror.com<http://www.electricmirror.com>
>
> Note: The information contained in the e-mail, including any
attachments, is legally privileged and confidential. If you are not
the intended recipient you are hereby notified that any reading, use
or dissemination of this message is strictly prohibited. If you have
received this message in error, please immediately notify us by
telephone at 425-776-4946 and delete this message from your system.
Even though this e-mail and any attachments are believed to be free of
any virus or other defect that might affect any computer system into
which it is received and opened, it is the responsibility of the
recipient to ensure that it is virus free, and no responsibility is
accepted by Electric Mirror LLC for any loss or damage arising in any
way from its use
>
>
>
>
> [Non-text portions of this message have been removed]
>
4
But you CANNOT do any Labor Entry" edits after running Capture COS/WIP.
If you had any labor-edits to make, you'd have to either make Job
Adjustments, or add new labor-detail entries.

--Ari

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of andrew.tapper
Sent: Thursday, January 22, 2009 5:14 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Completing and closing jobs



Completing a job stops labor from being charged to it, closing stops
all transactions from being done to the job. We leave jobs unclosed
for quite some time after they ship in order to gather correct
material costs which can take months to receive. Also you can close a
job, run COS/WIP, and unclose it with any problem.

Andrew

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
Thomas Rose <t.rose@...> wrote:
>
> I probably have something set up wrong here. We complete a job and
it is ready to ship to the customer. We mark it complete. Now, if I
close the job before we ship it, I cannot create a packing slip. I
have been able to "unclose" a job where this problem has arisen.
However, I am guessing if I had posted costs through the Capture
COS/WIP process, I would not be able to unclose the job.
>
> Is there some setting I need in order to make the job available for
shipping, and ensure the costs are available when I convert my
shipment to a customer invoice, even after I have closed the job? Do
I need a final operation in the job that is simply a transfer to the
shipping department, so the job is not completed until shipping
actually ships the job? If all our jobs went directly from the line
into the truck for shipment, this would not be a problem. But, for
various reasons, sometimes a job may sit for up to a few weeks after
completion but before shipment.
>
> I am only a couple of months into using Vista (8.03.403), and this
has not been a big pain yet. But, it is a nagging issue, and I
suspect it could become a major problem in some future situation.
>
> Thom Rose
> Controller
> Electric Mirror LLC
> HOTEL LUXURY
>
> "The World Leader in Back-lit Mirrors & Mirror TV Technology"
>
> T 425 776-4946
> F 425 491-8200
> A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> www.electricmirror.com<http://www.electricmirror.com
<http://www.electricmirror.com> >
>
> Note: The information contained in the e-mail, including any
attachments, is legally privileged and confidential. If you are not
the intended recipient you are hereby notified that any reading, use
or dissemination of this message is strictly prohibited. If you have
received this message in error, please immediately notify us by
telephone at 425-776-4946 and delete this message from your system.
Even though this e-mail and any attachments are believed to be free of
any virus or other defect that might affect any computer system into
which it is received and opened, it is the responsibility of the
recipient to ensure that it is virus free, and no responsibility is
accepted by Electric Mirror LLC for any loss or damage arising in any
way from its use
>
>
>
>
> [Non-text portions of this message have been removed]
>






[Non-text portions of this message have been removed]
5
Production completes a job, accounting closes it, at least in our
process.



--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@... ~ 734-864-5618 ~
www.advancedphotonix.com



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Thomas Rose
Sent: Thursday, January 22, 2009 5:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Completing and closing jobs



I probably have something set up wrong here. We complete a job and it is
ready to ship to the customer. We mark it complete. Now, if I close the
job before we ship it, I cannot create a packing slip. I have been able
to "unclose" a job where this problem has arisen. However, I am guessing
if I had posted costs through the Capture COS/WIP process, I would not
be able to unclose the job.

Is there some setting I need in order to make the job available for
shipping, and ensure the costs are available when I convert my shipment
to a customer invoice, even after I have closed the job? Do I need a
final operation in the job that is simply a transfer to the shipping
department, so the job is not completed until shipping actually ships
the job? If all our jobs went directly from the line into the truck for
shipment, this would not be a problem. But, for various reasons,
sometimes a job may sit for up to a few weeks after completion but
before shipment.

I am only a couple of months into using Vista (8.03.403), and this has
not been a big pain yet. But, it is a nagging issue, and I suspect it
could become a major problem in some future situation.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
F 425 491-8200
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

Note: The information contained in the e-mail, including any
attachments, is legally privileged and confidential. If you are not the
intended recipient you are hereby notified that any reading, use or
dissemination of this message is strictly prohibited. If you have
received this message in error, please immediately notify us by
telephone at 425-776-4946 and delete this message from your system. Even
though this e-mail and any attachments are believed to be free of any
virus or other defect that might affect any computer system into which
it is received and opened, it is the responsibility of the recipient to
ensure that it is virus free, and no responsibility is accepted by
Electric Mirror LLC for any loss or damage arising in any way from its
use

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





[Non-text portions of this message have been removed]
6
I am curious,

How frequently do people run Capture COS/WIP?
Do you have a checklist to review prior?

Tony







________________________________
From: Brian W. Spolarich <bspolarich@...>
To: vantage@yahoogroups.com
Sent: Friday, January 23, 2009 8:19:04 AM
Subject: RE: [Vantage] Completing and closing jobs


Production completes a job, accounting closes it, at least in our
process.

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@advanced photonix. com ~ 734-864-5618 ~
www.advancedphotoni x.com

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Thomas Rose
Sent: Thursday, January 22, 2009 5:04 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Completing and closing jobs

I probably have something set up wrong here. We complete a job and it is
ready to ship to the customer. We mark it complete. Now, if I close the
job before we ship it, I cannot create a packing slip. I have been able
to "unclose" a job where this problem has arisen. However, I am guessing
if I had posted costs through the Capture COS/WIP process, I would not
be able to unclose the job.

Is there some setting I need in order to make the job available for
shipping, and ensure the costs are available when I convert my shipment
to a customer invoice, even after I have closed the job? Do I need a
final operation in the job that is simply a transfer to the shipping
department, so the job is not completed until shipping actually ships
the job? If all our jobs went directly from the line into the truck for
shipment, this would not be a problem. But, for various reasons,
sometimes a job may sit for up to a few weeks after completion but
before shipment.

I am only a couple of months into using Vista (8.03.403), and this has
not been a big pain yet. But, it is a nagging issue, and I suspect it
could become a major problem in some future situation.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
F 425 491-8200
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror. com<http://www.electric mirror.com>

Note: The information contained in the e-mail, including any
attachments, is legally privileged and confidential. If you are not the
intended recipient you are hereby notified that any reading, use or
dissemination of this message is strictly prohibited. If you have
received this message in error, please immediately notify us by
telephone at 425-776-4946 and delete this message from your system. Even
though this e-mail and any attachments are believed to be free of any
virus or other defect that might affect any computer system into which
it is received and opened, it is the responsibility of the recipient to
ensure that it is virus free, and no responsibility is accepted by
Electric Mirror LLC for any loss or damage arising in any way from its
use

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

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






[Non-text portions of this message have been removed]
7
Normally you want to run right before the period close. Review your WIP reports and/or run your COS/WIP reconciliation without posting to make sure job reporting looks correct and make sure all jobs have been closed for the period before your run the capture COS

--- On Fri, 1/23/09, Tony Hughes <thughes281@...> wrote:

From: Tony Hughes <thughes281@...>
Subject: Re: [Vantage] Completing and closing jobs
To: vantage@yahoogroups.com
Date: Friday, January 23, 2009, 12:12 PM






I am curious,

How frequently do people run Capture COS/WIP?
Do you have a checklist to review prior?

Tony

____________ _________ _________ __
From: Brian W. Spolarich <bspolarich@advanced photonix. com>
To: vantage@yahoogroups .com
Sent: Friday, January 23, 2009 8:19:04 AM
Subject: RE: [Vantage] Completing and closing jobs

Production completes a job, accounting closes it, at least in our
process.

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@advanced photonix. com ~ 734-864-5618 ~
www.advancedphotoni x.com

From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf
Of Thomas Rose
Sent: Thursday, January 22, 2009 5:04 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Completing and closing jobs

I probably have something set up wrong here. We complete a job and it is
ready to ship to the customer. We mark it complete. Now, if I close the
job before we ship it, I cannot create a packing slip. I have been able
to "unclose" a job where this problem has arisen. However, I am guessing
if I had posted costs through the Capture COS/WIP process, I would not
be able to unclose the job.

Is there some setting I need in order to make the job available for
shipping, and ensure the costs are available when I convert my shipment
to a customer invoice, even after I have closed the job? Do I need a
final operation in the job that is simply a transfer to the shipping
department, so the job is not completed until shipping actually ships
the job? If all our jobs went directly from the line into the truck for
shipment, this would not be a problem. But, for various reasons,
sometimes a job may sit for up to a few weeks after completion but
before shipment.

I am only a couple of months into using Vista (8.03.403), and this has
not been a big pain yet. But, it is a nagging issue, and I suspect it
could become a major problem in some future situation.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
F 425 491-8200
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror. com<http://www.electric mirror.com>

Note: The information contained in the e-mail, including any
attachments, is legally privileged and confidential. If you are not the
intended recipient you are hereby notified that any reading, use or
dissemination of this message is strictly prohibited. If you have
received this message in error, please immediately notify us by
telephone at 425-776-4946 and delete this message from your system. Even
though this e-mail and any attachments are believed to be free of any
virus or other defect that might affect any computer system into which
it is received and opened, it is the responsibility of the recipient to
ensure that it is virus free, and no responsibility is accepted by
Electric Mirror LLC for any loss or damage arising in any way from its
use

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

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

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


















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