Sorry, I should have known you didn't have that module or you wouldn't have
been asking the question... without DMR module, I would probably handle this
more manually...
1) use QTY adjustment to get the parts out of inventory
2) this may require cost adjustment also depending on costing method and
price last time purchased
3) using some kind of coded note on the adjustment that you are doing a
return and reason
4) create a misc. P/S linked to the po to ship the parts back to the vendor
5) send an email to A/P dept. that the credit should be coming..
definitely not an ideal solution... hopefully it's a rare occurrence, if you
have a lot of returns the Quality module may pay for itself in time savings
over this method :) know what you mean, there are some issues like this
that you know every business has and it makes you wonder why you need to buy
an extra module to do those things correctly when you already have core
vantage with purchasing and financials... the functionality *should* be
included standard...
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of
John Sykes
Sent: Wednesday, January 25, 2006 02:26 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier for
Credit
Thank you very much, Sarah.
Of course, we don't have DMR :-( -- The eLearning for Inventory says
something like "If you don't have DMR, it's tricky!" -- My cost
accountant/inv folks are getting through the final hour of this thing to
see if the instructor actually shares the "tricky" process in the online
eLearning tutorial.
Scheez -- You'd think people have to do this all the time in a dynamic
business (for non-quality related issues, e.g. "Oops, I ordered a 1,000
instead of 100....")
I am wondering if there's an acceptable, non-DMR-based method that
others use.
Best,
John
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Wednesday, January 25, 2006 2:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for Credit
I'm still on 5.2 but assuming it would be the same...you would use the
quality assurance module and treat it as if it were non-conforming
product
and create the non conformance, fail it in inspection and then create
the
DMR... (DMR then created a P/S to ship the parts back to the vendor and
also
creates the credit transaction). This is how we handle all of our
returns
(job or stock) using appropriate reason codes and comments for
explanation
of return... I haven't had to do one for an inventory return in a long
time,
but I would just keep an eye on the qty through the process, I seem to
recall a bug with the running total...
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of
John Sykes
Sent: Wednesday, January 25, 2006 5:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] V8: I give! -- Returning Inventory to a Supplier for
Credit
Gang-
For the life of us (our whole bloody user community!), we can't figure
out how to return materials to a supplier for credit that have already
been received into our inventory. We've got the fancy stuff figured out
-- Like returning defectives for replacements (create a job, issue
defective items to the job, ship against a subcontract operation
(repair...) and receive, receive into inventory, close the job.)
We're hoping that there's something really dopey that we're just plain
missing. A business case may be that I ordered 1,000 and only needed
500. The supplier is kind enough to accept the return and will credit
our account when the unneeded items show up. I want to: Relieve
Inventory (show the units going out) and have some sort of transaction
record/reference that indicates that supplier X owes us for 500 returned
widgets. The "credit" could be a credit memo that we can apply to the
original invoice for 1,000, or for future invoices.
Hoping this ain't hard...
John
________________________________
< http://www.kaleidescape.com/>
John Sykes
Director, IT Kaleidescape, Inc. < http://www.kaleidescape.com/>
520 Logue Avenue
Mountain View, CA
94043-4049
< http://maps.yahoo.com/py/maps.py?pyt=tmap
<http://maps.yahoo.com/py/maps.py?pyt=tmap&addr=520+logue+avenue&csz=mou>
&addr=520+logue+avenue&csz=mou
ntain+view%2c+ca+94043-4049&country=us>
john.sykes@...
tel
fax
IT Hotline 650.625.6161
650.625.6101
650.625.6180
[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
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
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
SPONSORED LINKS
Manufacturing
<http://groups.yahoo.com/gads?t=ms&k=Manufacturing+software&w1=Manufacturing
+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=P
da+database+software&w5=Database+management+software&w6=Database+marketing+s
oftware&c=6&s=188&.sig=OG5F3819UOUOg63i0bu6kA> software Membership
<http://groups.yahoo.com/gads?t=ms&k=Membership+database+software&w1=Manufac
turing+software&w2=Membership+database+software&w3=Database+mortgage+softwar
e&w4=Pda+database+software&w5=Database+management+software&w6=Database+marke
ting+software&c=6&s=188&.sig=N5BGdur84p-jyuOomcQdbQ> database software
Database
<http://groups.yahoo.com/gads?t=ms&k=Database+mortgage+software&w1=Manufactu
ring+software&w2=Membership+database+software&w3=Database+mortgage+software&
w4=Pda+database+software&w5=Database+management+software&w6=Database+marketi
ng+software&c=6&s=188&.sig=8rvcSQnCqJhTCZu-0Si39A> mortgage software
Pda
<http://groups.yahoo.com/gads?t=ms&k=Pda+database+software&w1=Manufacturing+
software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pd
a+database+software&w5=Database+management+software&w6=Database+marketing+so
ftware&c=6&s=188&.sig=u3KQrTRPAQfsWIT39aHDkg> database software
Database
<http://groups.yahoo.com/gads?t=ms&k=Database+management+software&w1=Manufac
turing+software&w2=Membership+database+software&w3=Database+mortgage+softwar
e&w4=Pda+database+software&w5=Database+management+software&w6=Database+marke
ting+software&c=6&s=188&.sig=R3CF3ODPY4gwjDZjykQYvw> management software
Database
<http://groups.yahoo.com/gads?t=ms&k=Database+marketing+software&w1=Manufact
uring+software&w2=Membership+database+software&w3=Database+mortgage+software
&w4=Pda+database+software&w5=Database+management+software&w6=Database+market
ing+software&c=6&s=188&.sig=lmBkRUiBtvHI1u5dkymDcw> marketing software
_____
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" on the web.
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_____
[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
been asking the question... without DMR module, I would probably handle this
more manually...
1) use QTY adjustment to get the parts out of inventory
2) this may require cost adjustment also depending on costing method and
price last time purchased
3) using some kind of coded note on the adjustment that you are doing a
return and reason
4) create a misc. P/S linked to the po to ship the parts back to the vendor
5) send an email to A/P dept. that the credit should be coming..
definitely not an ideal solution... hopefully it's a rare occurrence, if you
have a lot of returns the Quality module may pay for itself in time savings
over this method :) know what you mean, there are some issues like this
that you know every business has and it makes you wonder why you need to buy
an extra module to do those things correctly when you already have core
vantage with purchasing and financials... the functionality *should* be
included standard...
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of
John Sykes
Sent: Wednesday, January 25, 2006 02:26 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier for
Credit
Thank you very much, Sarah.
Of course, we don't have DMR :-( -- The eLearning for Inventory says
something like "If you don't have DMR, it's tricky!" -- My cost
accountant/inv folks are getting through the final hour of this thing to
see if the instructor actually shares the "tricky" process in the online
eLearning tutorial.
Scheez -- You'd think people have to do this all the time in a dynamic
business (for non-quality related issues, e.g. "Oops, I ordered a 1,000
instead of 100....")
I am wondering if there's an acceptable, non-DMR-based method that
others use.
Best,
John
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Wednesday, January 25, 2006 2:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] V8: I give! -- Returning Inventory to a Supplier
for Credit
I'm still on 5.2 but assuming it would be the same...you would use the
quality assurance module and treat it as if it were non-conforming
product
and create the non conformance, fail it in inspection and then create
the
DMR... (DMR then created a P/S to ship the parts back to the vendor and
also
creates the credit transaction). This is how we handle all of our
returns
(job or stock) using appropriate reason codes and comments for
explanation
of return... I haven't had to do one for an inventory return in a long
time,
but I would just keep an eye on the qty through the process, I seem to
recall a bug with the running total...
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of
John Sykes
Sent: Wednesday, January 25, 2006 5:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] V8: I give! -- Returning Inventory to a Supplier for
Credit
Gang-
For the life of us (our whole bloody user community!), we can't figure
out how to return materials to a supplier for credit that have already
been received into our inventory. We've got the fancy stuff figured out
-- Like returning defectives for replacements (create a job, issue
defective items to the job, ship against a subcontract operation
(repair...) and receive, receive into inventory, close the job.)
We're hoping that there's something really dopey that we're just plain
missing. A business case may be that I ordered 1,000 and only needed
500. The supplier is kind enough to accept the return and will credit
our account when the unneeded items show up. I want to: Relieve
Inventory (show the units going out) and have some sort of transaction
record/reference that indicates that supplier X owes us for 500 returned
widgets. The "credit" could be a credit memo that we can apply to the
original invoice for 1,000, or for future invoices.
Hoping this ain't hard...
John
________________________________
< http://www.kaleidescape.com/>
John Sykes
Director, IT Kaleidescape, Inc. < http://www.kaleidescape.com/>
520 Logue Avenue
Mountain View, CA
94043-4049
< http://maps.yahoo.com/py/maps.py?pyt=tmap
<http://maps.yahoo.com/py/maps.py?pyt=tmap&addr=520+logue+avenue&csz=mou>
&addr=520+logue+avenue&csz=mou
ntain+view%2c+ca+94043-4049&country=us>
john.sykes@...
tel
fax
IT Hotline 650.625.6161
650.625.6101
650.625.6180
[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
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
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
SPONSORED LINKS
Manufacturing
<http://groups.yahoo.com/gads?t=ms&k=Manufacturing+software&w1=Manufacturing
+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=P
da+database+software&w5=Database+management+software&w6=Database+marketing+s
oftware&c=6&s=188&.sig=OG5F3819UOUOg63i0bu6kA> software Membership
<http://groups.yahoo.com/gads?t=ms&k=Membership+database+software&w1=Manufac
turing+software&w2=Membership+database+software&w3=Database+mortgage+softwar
e&w4=Pda+database+software&w5=Database+management+software&w6=Database+marke
ting+software&c=6&s=188&.sig=N5BGdur84p-jyuOomcQdbQ> database software
Database
<http://groups.yahoo.com/gads?t=ms&k=Database+mortgage+software&w1=Manufactu
ring+software&w2=Membership+database+software&w3=Database+mortgage+software&
w4=Pda+database+software&w5=Database+management+software&w6=Database+marketi
ng+software&c=6&s=188&.sig=8rvcSQnCqJhTCZu-0Si39A> mortgage software
Pda
<http://groups.yahoo.com/gads?t=ms&k=Pda+database+software&w1=Manufacturing+
software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pd
a+database+software&w5=Database+management+software&w6=Database+marketing+so
ftware&c=6&s=188&.sig=u3KQrTRPAQfsWIT39aHDkg> database software
Database
<http://groups.yahoo.com/gads?t=ms&k=Database+management+software&w1=Manufac
turing+software&w2=Membership+database+software&w3=Database+mortgage+softwar
e&w4=Pda+database+software&w5=Database+management+software&w6=Database+marke
ting+software&c=6&s=188&.sig=R3CF3ODPY4gwjDZjykQYvw> management software
Database
<http://groups.yahoo.com/gads?t=ms&k=Database+marketing+software&w1=Manufact
uring+software&w2=Membership+database+software&w3=Database+mortgage+software
&w4=Pda+database+software&w5=Database+management+software&w6=Database+market
ing+software&c=6&s=188&.sig=lmBkRUiBtvHI1u5dkymDcw> marketing software
_____
YAHOO! GROUPS LINKS
* Visit your group " vantage <http://groups.yahoo.com/group/vantage>
" on the web.
* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
* Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .
_____
[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