Invoice On Hold Question

Deb & Manasa-

Thanks. I will check this out. Sounds like our order entry person may
be accidently checking this box. On a related topic, this give me an
idea for our intercompany shipments and the use of this checkbox... we
enter orders and price them with the actual price per the Production
Detail Report - since the price is unknown at the time of entry, a $0
price is input. The use of this feature will give me a double check to
ensure a price gets input prior to posting.

Thanks!



Rick Ludwig



-----Original Message-----
From: Wilmoth, Deb [mailto:Deb@...]
Sent: Monday, September 13, 2004 3:10 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Invoice On Hold Question


This can be generated by your sales dept.....
we purposely use this function on time and material jobs............they
don't have a sales price, so they use the hold
function. There is a little check box in sales order entry. This
follows
the invoice thru to your "get shipments" - even though the sales dept
has
released the order and shipped it, it still shows as a held order at
time of
invoicing.

Deb Wilmoth
Controller
Reeder & Kline Machine Company, Inc.
Vantage 5.0


-----Original Message-----
From: Ludwig, Rick [mailto:RickL@...]
Sent: Monday, September 13, 2004 3:06 PM
To: Vantage@yahoogroups.com
Subject: [Vantage] Invoice On Hold Question


Just curious, about once every couple of months, our shipping clerk
calls me and says an invoice is on hold (it won't appear on the Invoice
Edit List). We (accounting/credit) are not placing this sort of hold -
I've sort of figured our shipping clerk has accidently checked this box
in the invoice header. Everytime this happens, I need to walk her
through how to remove this hold - which is getting old. She claims that
she was never in the invoice header as she uses the "GET SHIPMENTS"
button to create invoices. Does anyone know what is causing this to
occur??

P.S. I've checked the customer's credit limit, and there is plenty of
available credit.

Thanks in advance!

Sincerely,

Rick Ludwig

Vice President of Finance & Administration
Metal Spinners, Inc.
Angola, IN 46703
DIRECT (260) 665-2158 x25
FAX (260) 665-5327





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[Non-text portions of this message have been removed]
Just curious, about once every couple of months, our shipping clerk
calls me and says an invoice is on hold (it won't appear on the Invoice
Edit List). We (accounting/credit) are not placing this sort of hold -
I've sort of figured our shipping clerk has accidently checked this box
in the invoice header. Everytime this happens, I need to walk her
through how to remove this hold - which is getting old. She claims that
she was never in the invoice header as she uses the "GET SHIPMENTS"
button to create invoices. Does anyone know what is causing this to
occur??

P.S. I've checked the customer's credit limit, and there is plenty of
available credit.

Thanks in advance!

Sincerely,

Rick Ludwig

Vice President of Finance & Administration
Metal Spinners, Inc.
Angola, IN 46703
DIRECT (260) 665-2158 x25
FAX (260) 665-5327
Rick, what version are you on? I ask because we had the same problem about
a few weeks ago. It turned out that there is a check box next in the sales
order to put an Invoice on hold for Time and Material Billing (this is
version 6.1).

If you are on the same version, check out the sales order.

M. Manasa Reddy
ERP Specialist
Crestview Aerospace Corporation
Email: mreddy@...
Phone: (850) 682-2746 x 272


-----Original Message-----
From: Ludwig, Rick [mailto:RickL@...]
Sent: Monday, September 13, 2004 3:06 PM
To: Vantage@yahoogroups.com
Subject: [Vantage] Invoice On Hold Question


Just curious, about once every couple of months, our shipping clerk
calls me and says an invoice is on hold (it won't appear on the Invoice
Edit List). We (accounting/credit) are not placing this sort of hold -
I've sort of figured our shipping clerk has accidently checked this box
in the invoice header. Everytime this happens, I need to walk her
through how to remove this hold - which is getting old. She claims that
she was never in the invoice header as she uses the "GET SHIPMENTS"
button to create invoices. Does anyone know what is causing this to
occur??

P.S. I've checked the customer's credit limit, and there is plenty of
available credit.

Thanks in advance!

Sincerely,

Rick Ludwig

Vice President of Finance & Administration
Metal Spinners, Inc.
Angola, IN 46703
DIRECT (260) 665-2158 x25
FAX (260) 665-5327




Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links


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ADVERTISEMENT





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[Non-text portions of this message have been removed]
check out the detail of the line on the sales order....

M. Manasa Reddy
ERP Specialist
Crestview Aerospace Corporation
Email: mreddy@...
Phone: (850) 682-2746 x 272


-----Original Message-----
From: Manasa Reddy [mailto:mreddy@...]
Sent: Monday, September 13, 2004 3:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Invoice On Hold Question


Rick, what version are you on? I ask because we had the same problem
about
a few weeks ago. It turned out that there is a check box next in the
sales
order to put an Invoice on hold for Time and Material Billing (this is
version 6.1).

If you are on the same version, check out the sales order.

M. Manasa Reddy
ERP Specialist
Crestview Aerospace Corporation
Email: mreddy@...
Phone: (850) 682-2746 x 272


-----Original Message-----
From: Ludwig, Rick [mailto:RickL@...]
Sent: Monday, September 13, 2004 3:06 PM
To: Vantage@yahoogroups.com
Subject: [Vantage] Invoice On Hold Question


Just curious, about once every couple of months, our shipping clerk
calls me and says an invoice is on hold (it won't appear on the Invoice
Edit List). We (accounting/credit) are not placing this sort of hold -
I've sort of figured our shipping clerk has accidently checked this box
in the invoice header. Everytime this happens, I need to walk her
through how to remove this hold - which is getting old. She claims that
she was never in the invoice header as she uses the "GET SHIPMENTS"
button to create invoices. Does anyone know what is causing this to
occur??

P.S. I've checked the customer's credit limit, and there is plenty of
available credit.

Thanks in advance!

Sincerely,

Rick Ludwig

Vice President of Finance & Administration
Metal Spinners, Inc.
Angola, IN 46703
DIRECT (260) 665-2158 x25
FAX (260) 665-5327




Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links


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ADVERTISEMENT





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Service.



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



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links


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[Non-text portions of this message have been removed]
This can be generated by your sales dept.....
we purposely use this function on time and material jobs............they
don't have a sales price, so they use the hold
function. There is a little check box in sales order entry. This follows
the invoice thru to your "get shipments" - even though the sales dept has
released the order and shipped it, it still shows as a held order at time of
invoicing.

Deb Wilmoth
Controller
Reeder & Kline Machine Company, Inc.
Vantage 5.0


-----Original Message-----
From: Ludwig, Rick [mailto:RickL@...]
Sent: Monday, September 13, 2004 3:06 PM
To: Vantage@yahoogroups.com
Subject: [Vantage] Invoice On Hold Question


Just curious, about once every couple of months, our shipping clerk
calls me and says an invoice is on hold (it won't appear on the Invoice
Edit List). We (accounting/credit) are not placing this sort of hold -
I've sort of figured our shipping clerk has accidently checked this box
in the invoice header. Everytime this happens, I need to walk her
through how to remove this hold - which is getting old. She claims that
she was never in the invoice header as she uses the "GET SHIPMENTS"
button to create invoices. Does anyone know what is causing this to
occur??

P.S. I've checked the customer's credit limit, and there is plenty of
available credit.

Thanks in advance!

Sincerely,

Rick Ludwig

Vice President of Finance & Administration
Metal Spinners, Inc.
Angola, IN 46703
DIRECT (260) 665-2158 x25
FAX (260) 665-5327





Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links






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