Isolating Purchased components cost in WIP Vantage 8.03.404a

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1
Hi Dan,

We are on 6.1, but also have similar requirements. I think you could do
something similar for 8.03 - I have a Crystal report that looks at all
STK-MTL and PUR-MTL transactions for the given job. If you have a
separate part class set up for the raw material, you can filter that
class(es) out. For the parts still showing in inventory (not issued to
the job yet) it can be a little trickier. I created a report that
showed all the material shortages and then the quantity on hand, and for
our purposes the cost. If you do not have any other jobs that require
the same part, then all you need to do is compare the difference. For
our purposes we only looked at the higher cost items to advance bill,
and did not worry about inexpensive parts. If you do use the parts you
want to bill in other jobs, then you would need to subtract any material
requirements that are ahead of the job to bill from your on hand
quantity.

I hope this explanation made sense!

Liz




________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Dan Shallbetter
Sent: Friday, July 11, 2008 01:38 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Isolating Purchased components cost in WIP
Vantage 8.03.404a



Rob,

Thanks for the reply. The canned WIP report co-mingles material. The
bank will not advance against raw material i.e. sheet stock once we've
sheared it to size, but they will advance against switches, breakers,
etc that have higher liquidity, provided we count it as inventory and
not WIP.

Dan Shallbetter

States Electric Mfg.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Robert Brown
Sent: Friday, July 11, 2008 3:30 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Isolating Purchased components cost in WIP
Vantage 8.03.404a

Production Management/Job Management/Reports/"Work In Process" report:

Ugly old report builder looking thing - but it does break out labor,
material, ovrhd, subcontract per job.

Rob Brown

--- On Fri, 7/11/08, Dan Shallbetter <dans@...
<mailto:dans%40stateselectric.com>
<mailto:dans%40stateselectric.com> > wrote:

From: Dan Shallbetter <dans@...
<mailto:dans%40stateselectric.com>
<mailto:dans%40stateselectric.com> >
Subject: [Vantage] Isolating Purchased components cost in WIP Vantage
8.03.404a
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Date: Friday, July 11, 2008, 1:07 PM

We purchase the majority of our material directly to a job, that hits
WIP upon receipt. We have material intensive jobs that might have 3- 4
month lead times. Our new line of credit excludes all material in WIP.
And only includes inventoried material. Short of receiving to an
inspection warehouse and then issuing to the job when material is
actually required, does anyone have any thoughts on how to get
visibility to purchase components in WIP?

Thanks,

Dan Shallbetter

States Electric Mfg.

[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]
2
We purchase the majority of our material directly to a job, that hits
WIP upon receipt. We have material intensive jobs that might have 3- 4
month lead times. Our new line of credit excludes all material in WIP.
And only includes inventoried material. Short of receiving to an
inspection warehouse and then issuing to the job when material is
actually required, does anyone have any thoughts on how to get
visibility to purchase components in WIP?



Thanks,



Dan Shallbetter

States Electric Mfg.





[Non-text portions of this message have been removed]
3
Production Management/Job Management/Reports/"Work In Process" report:

Ugly old report builder looking thing - but it does break out labor, material, ovrhd, subcontract per job.

Rob Brown

--- On Fri, 7/11/08, Dan Shallbetter <dans@...> wrote:

From: Dan Shallbetter <dans@...>
Subject: [Vantage] Isolating Purchased components cost in WIP Vantage 8.03.404a
To: vantage@yahoogroups.com
Date: Friday, July 11, 2008, 1:07 PM






We purchase the majority of our material directly to a job, that hits
WIP upon receipt. We have material intensive jobs that might have 3- 4
month lead times. Our new line of credit excludes all material in WIP.
And only includes inventoried material. Short of receiving to an
inspection warehouse and then issuing to the job when material is
actually required, does anyone have any thoughts on how to get
visibility to purchase components in WIP?

Thanks,

Dan Shallbetter

States Electric Mfg.

[Non-text portions of this message have been removed]
4
Rob,



Thanks for the reply. The canned WIP report co-mingles material. The
bank will not advance against raw material i.e. sheet stock once we've
sheared it to size, but they will advance against switches, breakers,
etc that have higher liquidity, provided we count it as inventory and
not WIP.



Dan Shallbetter

States Electric Mfg.





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert Brown
Sent: Friday, July 11, 2008 3:30 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Isolating Purchased components cost in WIP
Vantage 8.03.404a



Production Management/Job Management/Reports/"Work In Process" report:

Ugly old report builder looking thing - but it does break out labor,
material, ovrhd, subcontract per job.

Rob Brown

--- On Fri, 7/11/08, Dan Shallbetter <dans@...
<mailto:dans%40stateselectric.com> > wrote:

From: Dan Shallbetter <dans@...
<mailto:dans%40stateselectric.com> >
Subject: [Vantage] Isolating Purchased components cost in WIP Vantage
8.03.404a
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Friday, July 11, 2008, 1:07 PM

We purchase the majority of our material directly to a job, that hits
WIP upon receipt. We have material intensive jobs that might have 3- 4
month lead times. Our new line of credit excludes all material in WIP.
And only includes inventoried material. Short of receiving to an
inspection warehouse and then issuing to the job when material is
actually required, does anyone have any thoughts on how to get
visibility to purchase components in WIP?

Thanks,

Dan Shallbetter

States Electric Mfg.

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





[Non-text portions of this message have been removed]
5
So essentially you want to see (I assume Actual Cost since you buy direct) material value issued to Jobs that have not yet had their associated Op started - and within that qualifier (or perhaps as an 'OR') you want to include or exclude parts associated with specific Part Classes you may have set up?

That doesn't sound horrific to do as a BAQ report. JobHead, JobOper, JobAsmbl and PartTrans should have everything you need. If you have Part Classes set up, you might also want PartClass for additional filtering.

You might have to try it a few times as the Phrase Builder (and the resulting BAQ speed) is very sensitive to the order in which you initially add your tables. Once you find this optimal order, it is easy to adjust how the tables link to each other.

Sounds fun (yes I'm kidding - but it should be doable).

Good luck with it!

Rob Brown

--- On Fri, 7/11/08, Dan Shallbetter <dans@...> wrote:

From: Dan Shallbetter <dans@...>
Subject: RE: [Vantage] Isolating Purchased components cost in WIP Vantage 8.03.404a
To: vantage@yahoogroups.com
Date: Friday, July 11, 2008, 4:37 PM






Rob,

Thanks for the reply. The canned WIP report co-mingles material. The
bank will not advance against raw material i.e. sheet stock once we've
sheared it to size, but they will advance against switches, breakers,
etc that have higher liquidity, provided we count it as inventory and
not WIP.

Dan Shallbetter

States Electric Mfg.

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Robert Brown
Sent: Friday, July 11, 2008 3:30 PM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Isolating Purchased components cost in WIP
Vantage 8.03.404a

Production Management/Job Management/Reports/ "Work In Process" report:

Ugly old report builder looking thing - but it does break out labor,
material, ovrhd, subcontract per job.

Rob Brown

--- On Fri, 7/11/08, Dan Shallbetter <dans@stateselectric .com
<mailto:dans% 40stateselectric .com> > wrote:

From: Dan Shallbetter <dans@stateselectric .com
<mailto:dans% 40stateselectric .com> >
Subject: [Vantage] Isolating Purchased components cost in WIP Vantage
8.03.404a
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Date: Friday, July 11, 2008, 1:07 PM

We purchase the majority of our material directly to a job, that hits
WIP upon receipt. We have material intensive jobs that might have 3- 4
month lead times. Our new line of credit excludes all material in WIP.
And only includes inventoried material. Short of receiving to an
inspection warehouse and then issuing to the job when material is
actually required, does anyone have any thoughts on how to get
visibility to purchase components in WIP?

Thanks,

Dan Shallbetter

States Electric Mfg.

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

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