Sales and costs impossible to get in Vantage?

Probably. Report Builder might be able to do it in theory, but even
if it can your users will have to be very patient people. Even
Crystal using a single query will be a challenge, as the query is
complex and some of the needed joins across the job / invoice related
tables are not well indexed. It will depend on the volume of jobs and
invoices you have to deal with, of course, but if you find it's
really bogging down, consider a couple of smaller queries into Access
that create job side and invoice side tables separately and then
reporting against them. Our invoice and job volume is very large, and
this is the kind of thing that eventually drove us to using 4GL push
exports to external apps.

good luck,
John

--- In vantage@yahoogroups.com, Gordon Schindell <gordons@a...> wrote:
> John,
>
> I'll try using Report Builder first. Think I'll have to go to
Crystal for
> this?
>
> Gord
>
> -----Original Message-----
> From: johnahannaford [mailto:johnh@p...]
> Sent: Thursday, September 04, 2003 2:05 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Sales and costs impossible to get in Vantage?
>
>
> Gordon,
>
> What reporting tool are you using?
>
> John
>
> --- In vantage@yahoogroups.com, Gordon Schindell <gordons@a...>
wrote:
> > John, thanks for this. I'm going to try re-building cost and
> revenue
> > reports using jobasmbl table as per below...
> >
> > -----Original Message-----
> > From: johnahannaford [mailto:johnh@p...]
> > Sent: Wednesday, September 03, 2003 9:01 AM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Re: Sales and costs impossible to get in
Vantage?
> >
> >
> > Doesn't seem all that hard, unless I'm misunderstanding your
> > requirement.
> >
> > 1. Get the required job cost data - jobasmbl has the current
> > summaries - create a unit cost from that, per job number.
> > 2. Get the required invoice information, create a unit revenue
per
> SO
> > line from that, reference the packing slip.
> > 3. Join the cost and revenue data on the lot information in the
> > packing slip if you ship from inventory, or the job number if you
> > ship from the job. We're inventory based, so we use the job
number
> as
> > the lot number to make this connection simple. It's even more
> obvious
> > if you ship from the job.
> >
> > We don't typically slice it at the SO line level, more usually
it's
> a
> > customer/part/month view, but there's no reason you couldn't as
> long
> > as the invoice export contains the fields. I use my own Progress
> > applets to get the data and manipulate it from a menu choice, but
> you
> > could use the export utility, or an ODBC connection to feed
tables
> > that could be used in Crystal or Access as well.
> >
> > The reporting has been the easy part. Getting production to enter
> the
> > cost data correctly (or at all) is the real test.
> >
> > regards,
> > John
>
>
>
> 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/
That's not exactly the case here. We have quite a few subcontract costs
(such as grinding, heat treating, painting, etc.) that we can only estimatre
on the P/O. Hense, the actual invoice (up to 30-40 days later) will affect
those costs by the difference between P/O and actual.

Just something to consider.


RG
-----Original Message-----
From: Gordon Schindell [mailto:gordons@...]
Sent: Thursday, September 04, 2003 3:15 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Sales and costs impossible to get in Vantage?


Mike,

We ship directly from jobs 90% of the time, as I expect most job shops
would. Costs are usually all in the next day after shipping, as I expect
most shops would do that don't use real-time data collection. Our
procedures must be fairly typical for the type of business we are in.
What
this adds up to is that Vantage is not really suitable for the job-shop
environment, at least if you are interested in what your costs and
revenues
are.



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

I uploaded a report builder file that may help you. Take a look and see if
it meets your needs... no sense recreating the wheel. Let me know if it
works for you.

Good Luck,
Darren Mann
Miller Products Co.

-----Original Message-----
From: Gordon Schindell [mailto:gordons@...]
Sent: Thursday, September 04, 2003 3:36 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Re: Sales and costs impossible to get in Vantage?


John,

I'll try using Report Builder first. Think I'll have to go to Crystal for
this?

Gord

-----Original Message-----
From: johnahannaford [mailto:johnh@...]
Sent: Thursday, September 04, 2003 2:05 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Sales and costs impossible to get in Vantage?


Gordon,

What reporting tool are you using?

John

--- In vantage@yahoogroups.com, Gordon Schindell <gordons@a...> wrote:
> John, thanks for this. I'm going to try re-building cost and
revenue
> reports using jobasmbl table as per below...
>
> -----Original Message-----
> From: johnahannaford [mailto:johnh@p...]
> Sent: Wednesday, September 03, 2003 9:01 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Sales and costs impossible to get in Vantage?
>
>
> Doesn't seem all that hard, unless I'm misunderstanding your
> requirement.
>
> 1. Get the required job cost data - jobasmbl has the current
> summaries - create a unit cost from that, per job number.
> 2. Get the required invoice information, create a unit revenue per
SO
> line from that, reference the packing slip.
> 3. Join the cost and revenue data on the lot information in the
> packing slip if you ship from inventory, or the job number if you
> ship from the job. We're inventory based, so we use the job number
as
> the lot number to make this connection simple. It's even more
obvious
> if you ship from the job.
>
> We don't typically slice it at the SO line level, more usually it's
a
> customer/part/month view, but there's no reason you couldn't as
long
> as the invoice export contains the fields. I use my own Progress
> applets to get the data and manipulate it from a menu choice, but
you
> could use the export utility, or an ODBC connection to feed tables
> that could be used in Crystal or Access as well.
>
> The reporting has been the easy part. Getting production to enter
the
> cost data correctly (or at all) is the real test.
>
> regards,
> John



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/


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Darren, Thanks for this. I'm going to try to modify it to consider
credits, misc charges, and sales out of inventory.

Wouldn't it be nice if Epicor had already done this?

-----Original Message-----
From: Darren Mann [mailto:dmann@...]
Sent: Friday, September 05, 2003 6:59 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Sales and costs impossible to get in Vantage?


Gordon,

I uploaded a report builder file that may help you. Take a look and see if
it meets your needs... no sense recreating the wheel. Let me know if it
works for you.

Good Luck,
Darren Mann
Miller Products Co.

-----Original Message-----
From: Gordon Schindell [mailto:gordons@...]
Sent: Thursday, September 04, 2003 3:36 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Re: Sales and costs impossible to get in Vantage?


John,

I'll try using Report Builder first. Think I'll have to go to Crystal for
this?

Gord

-----Original Message-----
From: johnahannaford [mailto:johnh@...]
Sent: Thursday, September 04, 2003 2:05 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Sales and costs impossible to get in Vantage?


Gordon,

What reporting tool are you using?

John

--- In vantage@yahoogroups.com, Gordon Schindell <gordons@a...> wrote:
> John, thanks for this. I'm going to try re-building cost and
revenue
> reports using jobasmbl table as per below...
>
> -----Original Message-----
> From: johnahannaford [mailto:johnh@p...]
> Sent: Wednesday, September 03, 2003 9:01 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Sales and costs impossible to get in Vantage?
>
>
> Doesn't seem all that hard, unless I'm misunderstanding your
> requirement.
>
> 1. Get the required job cost data - jobasmbl has the current
> summaries - create a unit cost from that, per job number.
> 2. Get the required invoice information, create a unit revenue per
SO
> line from that, reference the packing slip.
> 3. Join the cost and revenue data on the lot information in the
> packing slip if you ship from inventory, or the job number if you
> ship from the job. We're inventory based, so we use the job number
as
> the lot number to make this connection simple. It's even more
obvious
> if you ship from the job.
>
> We don't typically slice it at the SO line level, more usually it's
a
> customer/part/month view, but there's no reason you couldn't as
long
> as the invoice export contains the fields. I use my own Progress
> applets to get the data and manipulate it from a menu choice, but
you
> could use the export utility, or an ODBC connection to feed tables
> that could be used in Crystal or Access as well.
>
> The reporting has been the easy part. Getting production to enter
the
> cost data correctly (or at all) is the real test.
>
> regards,
> John



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/


---
Incoming mail is certified Virus Free.
Checked by AVG anti-virus system (http://www.grisoft.com).
Version: 6.0.515 / Virus Database: 313 - Release Date: 9/1/2003


---
Outgoing mail is certified Virus Free.
Checked by AVG anti-virus system (http://www.grisoft.com).
Version: 6.0.515 / Virus Database: 313 - Release Date: 9/1/2003



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/