Purchase Order Audits

PO comments, VB Forms and User Fields are all workable but I had hoped to
minimize extra steps Purchasing might have to perform. I thought perhaps I
was not seeing the issue clearly and one of you folks might have a slick way
of accomplishing this. End result is I wrote a quick RB with a Custom Report
Link in Vantage that enables AP operator to insert specific PO numbers into
the filter and do a print preview which returns PO # and authorized method
of shipment.

Thank you all for your help.

-----Original Message-----
From: Lydia Coffman [mailto:lcoffman@...]
Sent: Friday, May 02, 2003 11:17 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Purchase Order Audits


Why not use the "User Fields" if they aren't already in use, saves having to
create a VB form for just the freight info? And it's easier to grab a user
field to print, if you want to do that. Does AP get a copy of the PO from
receiving?

Lydia
Canyon Engineering Products, Inc.

-----Original Message-----
From: Rick Lane [mailto:rickl@...]
Sent: Friday, May 02, 2003 7:37 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Purchase Order Audits

How about putting a checkbox on the PO's VBForm like "Premium Freight OK".
This will then be accessible from the PO tracker. And it would be an easy
thing for purchasing to use as well.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275
www.intelligentsi.com

"Helping Business Make Intelligent Use of Technology"


-----Original Message-----
From: Mike Daniel [mailto:m_daniel@...]
Sent: Friday, May 02, 2003 8:35 AM
To: Vantage List (E-mail)
Subject: [Vantage] Purchase Order Audits


We receive most of our parts in relatively small shipments by UPS, Fed Ex or
US Postal. We have a policy of no premium freight (such as UPS Red) unless
authorized by our Puchasing Department to meet production schedules.

Our AP department, when auditing invoices, are unable to see in PO tracker
when a premium freight rate has been authorized so AP operators then have to
go to the hard copy of PO to verify.

Is anyone aware of any way (systematically within Vanatge) to be able to
view the ship via on PO's without enabling the viewer to change the order in
any way?

Michael P. Daniel, CPA
Controller
Nimbus Technologies, Inc.
Phone: (336)-431-4487 ext. 204
Fax: (336)-431-4084




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/



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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
We receive most of our parts in relatively small shipments by UPS, Fed Ex or
US Postal. We have a policy of no premium freight (such as UPS Red) unless
authorized by our Puchasing Department to meet production schedules.

Our AP department, when auditing invoices, are unable to see in PO tracker
when a premium freight rate has been authorized so AP operators then have to
go to the hard copy of PO to verify.

Is anyone aware of any way (systematically within Vanatge) to be able to
view the ship via on PO's without enabling the viewer to change the order in
any way?

Michael P. Daniel, CPA
Controller
Nimbus Technologies, Inc.
Phone: (336)-431-4487 ext. 204
Fax: (336)-431-4084
You could write a report that lists PO# and shipvia that they can run for a
specific PO to verify.



[Non-text portions of this message have been removed]
Also, Doesn't the Purchasing ShipVia show up in the Receipt Tracker?



[Non-text portions of this message have been removed]
Yes but the receipt tracker reflects the ship via method entered byu the
receiving department; not what was authorized by Purchasing.

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Friday, May 02, 2003 8:43 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Purchase Order Audits


Also, Doesn't the Purchasing ShipVia show up in the Receipt Tracker?



[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
Purchasing could always put it in a comment on the PO.

Edward F. Fox, Jr., CPA
Controller
Maxson Automatic Machinery Company
Phone: 401-596-0162 x110
Fax: 401-596-1050
www.maxsonautomatic.com


-----Original Message-----
From: Mike Daniel [mailto:m_daniel@...]
Sent: Friday, May 02, 2003 9:34 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Purchase Order Audits


Yes but the receipt tracker reflects the ship via method entered byu the
receiving department; not what was authorized by Purchasing.

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Friday, May 02, 2003 8:43 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Purchase Order Audits


Also, Doesn't the Purchasing ShipVia show up in the Receipt Tracker?



[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/






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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
How about putting a checkbox on the PO's VBForm like "Premium Freight OK". This will then be accessible from the PO tracker. And it would be an easy thing for purchasing to use as well.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275
www.intelligentsi.com

"Helping Business Make Intelligent Use of Technology"


-----Original Message-----
From: Mike Daniel [mailto:m_daniel@...]
Sent: Friday, May 02, 2003 8:35 AM
To: Vantage List (E-mail)
Subject: [Vantage] Purchase Order Audits


We receive most of our parts in relatively small shipments by UPS, Fed Ex or
US Postal. We have a policy of no premium freight (such as UPS Red) unless
authorized by our Puchasing Department to meet production schedules.

Our AP department, when auditing invoices, are unable to see in PO tracker
when a premium freight rate has been authorized so AP operators then have to
go to the hard copy of PO to verify.

Is anyone aware of any way (systematically within Vanatge) to be able to
view the ship via on PO's without enabling the viewer to change the order in
any way?

Michael P. Daniel, CPA
Controller
Nimbus Technologies, Inc.
Phone: (336)-431-4487 ext. 204
Fax: (336)-431-4084




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
Why not use the "User Fields" if they aren't already in use, saves having to
create a VB form for just the freight info? And it's easier to grab a user
field to print, if you want to do that. Does AP get a copy of the PO from
receiving?

Lydia
Canyon Engineering Products, Inc.

-----Original Message-----
From: Rick Lane [mailto:rickl@...]
Sent: Friday, May 02, 2003 7:37 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Purchase Order Audits

How about putting a checkbox on the PO's VBForm like "Premium Freight OK".
This will then be accessible from the PO tracker. And it would be an easy
thing for purchasing to use as well.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275
www.intelligentsi.com

"Helping Business Make Intelligent Use of Technology"


-----Original Message-----
From: Mike Daniel [mailto:m_daniel@...]
Sent: Friday, May 02, 2003 8:35 AM
To: Vantage List (E-mail)
Subject: [Vantage] Purchase Order Audits


We receive most of our parts in relatively small shipments by UPS, Fed Ex or
US Postal. We have a policy of no premium freight (such as UPS Red) unless
authorized by our Puchasing Department to meet production schedules.

Our AP department, when auditing invoices, are unable to see in PO tracker
when a premium freight rate has been authorized so AP operators then have to
go to the hard copy of PO to verify.

Is anyone aware of any way (systematically within Vanatge) to be able to
view the ship via on PO's without enabling the viewer to change the order in
any way?

Michael P. Daniel, CPA
Controller
Nimbus Technologies, Inc.
Phone: (336)-431-4487 ext. 204
Fax: (336)-431-4084




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/




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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/