Sales Gross Margin Report

Hello all,

Does anyone have a Sales Gross Margin report in REPORT BUILDER? There is
already one in vantage but I want an RB that I can modify. My email is
mmarlar@...

Thanks,


Marites Marlar
MIS Department
SPS Non-Ferrous
(702) 262-9922 ext. 118
Wayne, I appreciate your explanation. HOWEVER, I could care less about the
cost at time of shipment!!!!!!! It's totally meaningless. We have outside
services which are on the tail end of a job in numerous cases. All of which
have VERY EXPENSIVE freight bills that I adjust onto the job. We're a job
shop who talks the language of ones and twos in a lot. Not thousands. I
don't want to hear about standard costs or variances either. We want
actuals for each job or release on a sales order.

Don't get me started on the useless PPV (Purchase Price Variances) or worse
yet, it's buddy (my MAJOR thorn in the side), the A/P Clearing Account.
Analogous to the Bermuda Triangle! An unreconcileable slop account. Or how
Vantage uses system dates instead of the transaction date which adds to the
troubles reconciling the A/P Clearing Account. GAAP needs to complied with -
just an old fashioned accounting idea!

I want to have my jobs reflect the total cost to produce that job!! AND I
want that reflected on the Sales Gross Margin Report. I don't want stuff
hiding in ANY variance accounts.

Not to stop there though. I agree, there shouldn't be any bugs in something
as vital as a WIP report which of course needs to match to physical counts
and the G/L and production detail reports which should match Gross Sales
Margin Reports. Integrated system right?

I do like Vantage. I just want Vantage to comply with GAAP, be reliable,
accurate and RECONCILABLE.

Another late Friday afternoon soapbox. It's time to go hug the kids and the
bunnies - start fresh again tomorrow!!!!

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: Friday, September 21, 2001 4:15 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Gross Margin Report


At 04:15 PM 9/21/2001 , you wrote:
>Another thing to note about Vantage is that if you ship from a job, then
>receive an invoice for that job afterwards, that data is not reflected on
>the Sales Gross Margin Report even though it is correctly reflected on the
>production detail report. Contact Support to get this idiosynchrisy
>changed.

If you understand the logic behind it, it sort of makes sense. Since some
customers leave jobs open and make multiple shipments from the job over
time, they were trying to calculate (approximate?) the cost incurred at the
time of shipment. They do that by running through the job's transactions
up to the date, and juggling some other numbers to get the quantity
completed at that point. Yes, any transactions after the ship date are
ignored.

And while the invoicing might generate an ADJ-MTL or ADJ-PUR to WIP, if
you have a cost on the purchase order, that price will be used in the
transactions going into WIP.

Search for 253MPS on EraNet if you want all the gory details ;)

The WIP report, however, has flat out BUGS in it! See 4997MPS.

-Wayne



[Non-text portions of this message have been removed]
At 06:10 PM 9/21/2001 -0400, you wrote:
>Wayne, I appreciate your explanation. HOWEVER, I could care less about the
>cost at time of shipment!!!!!!! It's totally meaningless. We have outside

Woah! Sorry, didn't mean to hit a nerve :)

I've spent a bunch of the last 4 months working with our cost
accountant trying to make sense of Vantage's logic. In many cases where
people were yelling that it was flawed, it actually made sense once we
figured it out. The Sales Margin was a recent one. Yo! Epicor, some more
documentation would be nice.

>We're a job shop who talks the language of ones and twos in a lot. Not
>thousands. I don't want to hear about standard costs or variances
>either. We want actuals for each job or release on a sales order.

Yup, same here. For a package that claims to target the custom
manufacturer, its logic seems really flawed in places. Like moving WIP to COS.

>worse yet ..... the A/P Clearing Account. Analogous to the Bermuda
>Triangle! An unreconcilable slop account. Or how Vantage uses system
>dates instead of the

Were you part of the recent thread on that? Thanks! Helped explain some
of the other bizarre stuff we were seeing.

>and the G/L and production detail reports which should match Gross Sales
>Margin Reports. Integrated system right?

Hehe... ever wondered why Vantage doesn't print totals at the bottom of
those columns in the PDR? 4.0 *may* have fixed it, but in 3 there were
system bugs that screwed up the "this level actual" material and
subcontract costs on the jobs so they didn't match the transactions'
total. Maybe they hoped no one would notice if there weren't two totals to
compare?! I have a report to compare them, and got our's patched. Hope to
share that one with the group here soon...

-Wayne Cox
Wayne:

Are you sure about those numbers? Neither yielded a find on ERANet.

Thanks.

Rick Gors

Wayne Cox wrote:

> At 04:15 PM 9/21/2001 , you wrote:
> >Another thing to note about Vantage is that if you ship from a job,
> then
> >receive an invoice for that job afterwards, that data is not
> reflected on
> >the Sales Gross Margin Report even though it is correctly reflected
> on the
> >production detail report. Contact Support to get this idiosynchrisy
> >changed.
>
> If you understand the logic behind it, it sort of makes sense. Since
> some
> customers leave jobs open and make multiple shipments from the job
> over
> time, they were trying to calculate (approximate?) the cost incurred
> at the
> time of shipment. They do that by running through the job's
> transactions
> up to the date, and juggling some other numbers to get the quantity
> completed at that point. Yes, any transactions after the ship date
> are
> ignored.
>
> And while the invoicing might generate an ADJ-MTL or ADJ-PUR to WIP,
> if
> you have a cost on the purchase order, that price will be used in the
> transactions going into WIP.
>
> Search for 253MPS on EraNet if you want all the gory details ;)
>
> The WIP report, however, has flat out BUGS in it! See 4997MPS.
>
> -Wayne
>
>
>
>
>
> Yahoo! Groups Sponsor
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>
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[Non-text portions of this message have been removed]
At 07:55 AM 9/24/2001 , you wrote:
>Are you sure about those numbers? Neither yielded a find on ERANet.

Just tried them again, links are below. Did you remember to check the
Vantage box under products? The searches will come back empty if not.

http://eranet.epicor.com/ansbook/vantage/public/2/25/253/253mps.htm
http://eranet.epicor.com/ansbook/vantage/public/4/49/499/cr4997mps.htm

I haven't had a chance to test 5.0 to see if the WIP Report fix also cures
the problem I saw in it, but the problem appears bigger than what they say
in the report.

-Wayne Cox
Hi...me again! :)

Does anyone have any idea why credit memos are not "subtracted" on this
report? I'm trying to use it to tie out my COGS on my Inv/WIP
Reconciliation. All the costs of the credits are "added" to the rest of the
regular invoice-related costs.

Thanks again!

Tricia Simon, Controller
Riten Industries
5.00.332
OK...upon further review....the credits memos aren't showing at all! Is
that correct? What report can I run that will give me ALL the costs? Or is
this another one for Report Builder??!! UGH! :)

Thanks!

Tricia Simon, Controller
Riten Industries
5.00.332
I did cost entry, roll up and posted. Now all the parts have the
costs but no costs show in the Sales Gross Margin Report.

What am I missing here?

Thanks,
Are you looking at Parts that you shipped before the cost rollup or after the cost rollup?

-----Original Message-----
From: progress92000 [mailto:nvong@...]
Sent: Friday, October 08, 2004 12:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Gross Margin Report



I did cost entry, roll up and posted. Now all the parts have the
costs but no costs show in the Sales Gross Margin Report.

What am I missing here?

Thanks,





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[Non-text portions of this message have been removed]
Before the cost rollup! Please explain?

Thank you,

--- In vantage@yahoogroups.com, "Cheryl Rigsbee" <Cherylr@u...> wrote:
> Are you looking at Parts that you shipped before the cost rollup or
after the cost rollup?
>
> -----Original Message-----
> From: progress92000 [mailto:nvong@m...]
> Sent: Friday, October 08, 2004 12:29 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Sales Gross Margin Report
>
>
>
> I did cost entry, roll up and posted. Now all the parts have the
> costs but no costs show in the Sales Gross Margin Report.
>
> What am I missing here?
>
> Thanks,
>
>
>
>
>
> 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 Sponsor
>
> ADVERTISEMENT
>
<http://us.ard.yahoo.com/SIG=129it99sj/M=294855.5468653.6549235.300117
6/D=groups/S=1705007183:HM/EXP=1097339330/A=2376776/R=0/SIG=11ldm1jvc/
*http://promotions.yahoo.com/ydomains2004/index.html> click here

> <http://us.adserver.yahoo.com/l?
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> [Non-text portions of this message have been removed]
Does anyone have a Crystal Report, or Report Builder report
for Sales Gross Margin?



I am looking for the Tables and fields that are used in the canned
Vantage Sales Gross Margin report.


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[Non-text portions of this message have been removed]
Clint attached is a crystal report which may help you. Note that I am pulling the current ave. cost from the part table however there is costing data in invdtl table which may be more closing matched to the invoice. I pull from 4 tables (part, invdtl, invchead, customer).

Brian

Clint Muhlestein <cmuhlestein@...> wrote:
Does anyone have a Crystal Report, or Report Builder report
for Sales Gross Margin?



I am looking for the Tables and fields that are used in the canned
Vantage Sales Gross Margin report.


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This footnote also confirms that this email message has been swept by
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[Non-text portions of this message have been removed]
I want to recreate the sales gross margin report. Does anybody know what tables are used to create this report?

Thanks,
Jasper


[Non-text portions of this message have been removed]
InvcDtl ShipDtl Customer OrderRel are the main tables that I have been
using. Epicor will send you a copy of the Programming notes if you
request them from customer support.

-----Original Message-----
From: Jasper Recto [mailto:jrecto@...]
Sent: Monday, January 30, 2006 12:31 PM
To: Vantage Groups (E-mail)
Subject: [Vantage] Sales Gross Margin Report

I want to recreate the sales gross margin report. Does anybody know
what tables are used to create this report?

Thanks,
Jasper


[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
Yahoo! Groups Links









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