WIP Reconciliation (or unreconciliation)

interesting thought..certainly bears more considerations. My current thoughts are that it is something else with your logic if you ran Inventory/WIP Reconciliations for a period...EVER you would freeze all costs going to any job you shipped during that period. This is an unlikely scenario in my mind. I think its somewhere between invoicing and posting to the general ledger that sends these costs to a variance account. To that end Capture COS/WIP program may fix this.
--- In vantage@yahoogroups.com, "Geary, Stephanie" <sgeary@...> wrote:
>
> I find that when you run the report it "freezes" costs... so that if
> more activity occurs on that particular work order it doesn't flow
> through to the invoice. The benefit of shipping parts from
> manufacturing is that if more cost are incurred they will follow through
> to the cost of sales with the invoice. If you are running wip/rec
> daily/weekly then you are freezing these cost that are taken to cost of
> sales and if corrections are made or additional cost posted to the work
> order ... these cost will end up in variances situations instead of with
> the cost of sales on the invoice.
>
>
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of rob.bucek
> Sent: Wednesday, March 18, 2009 3:34 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)
>
>
>
> Absolutely! WIP/Rec can fix alot of issues with costs before they roll
> into the invdtl table, your gross margins are evaluated as costs vs
> price, running wip/rec gives you a better shot at having this as
> accurate as possible. I have seen this actually modify unit costs on
> transactions withing the parttran table. Post and capture we typically
> run once at end of month, exceptions may occur.
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Geary, Stephanie" <sgeary@> wrote:
> >
> > You run the wip/rec before you invoice???? Do you run and post capture
> > that often as well?
> >
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of rob.bucek
> > Sent: Wednesday, March 18, 2009 2:05 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)
> >
> >
> >
> > WIP Reconciliation is not just a simple report...its got some wierd
> mojo
> > goin on in there. We are working on a huge project to improve job
> > costing in order to be able to have better data so we can predict cost
> > of sales material going forward (in this economy cost is king). Using
> > BPM's and vb scripts we are working at forcing ourselves to run
> WIP/Rec
> > before we invoice (you better make sure all ops are completed and all
> > materials are issued), as well as the same condition before all jobs
> are
> > receipted to stock. Our experience has shown us dont believe any costs
> > you see in the system if you didnt give it everything it needed to
> cost
> > the job correctly. This we also feel will more closely align the sales
> > gross margin report to the financials.
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> > "Mike Lowe" <MLowe@> wrote:
> > >
> > > I don't have the details in front of me, but I know there is an
> issue
> > > (at least on 6.1) where DMR processing from Jobs will cause WIP on
> the
> > > WIP report to be incorrect. The GL transactions are accurate but the
> > > WIP report is not. Thus, you can't actually reconcile the WIP report
> > to
> > > the GL.
> > >
> > > I think it was related to DMR rejects from Jobs not removing the
> costs
> > > from the total costs in the Job Assembly table. Not only did it
> cause
> > > problems with the WIP report but it also caused some problems with
> > some
> > > manufacturing variance analysis reports we have created in Crystal.
> > >
> > > Mike Lowe
> > > Corporate I.T. Manager
> > > Connor Manufacturing Services
> > > Direct: (949) 713-3328
> > > Fax: (949) 666-5268
> > > Cell: (949) 973-7621
> > > Skype: Mike.Lowe
> > > Email: MLowe@ <mailto:MLowe@>
> > > Web: www.connorms.com <http://www.connorms.com/
> <http://www.connorms.com/>
> > <http://www.connorms.com/ <http://www.connorms.com/> > >
> > >
> > >
> > > ________________________________
> > >
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > > Of Kathleen Tyrrell
> > > Sent: Wednesday, March 18, 2009 9:36 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > > Subject: RE: [Vantage] WIP Reconciliation (or unreconciliation)
> > >
> > >
> > >
> > > Hi Chris, this is some great information. I'd like to share this
> with
> > > our management team, but have a couple more questions.
> > >
> > > Are your jobs marked as complete until the AP invoices are entered
> and
> > > then closed? or are they completed and closed when received to
> stock,
> > or
> > > shipped to the customer?
> > >
> > > Could you also tell me what program type of Vantage you are working
> > with
> > > ...is it Progress or SQL?
> > >
> > > What is interesting is that a job doesn't need to be closed for the
> > Mfg
> > > Variance to book, just completed. When we had a Vantage consultant
> > here
> > > to help with our migration from 6.0 to 8.0, he questioned why we
> > > completed and closed our jobs at the same time, regardless of the AP
> > > invoice status. Though he didn't elaborate.... now I'm wondering if
> > > your information is the unexplained "why".
> > >
> > > I have not had a chance to test anything with 8.0.407a, but am
> always
> > > suspect that there is a hidden "bonus feature" tied with DMR
> > processing
> > > since this has been the source of many a WIP valuation problems or
> > > glitches.
> > >
> > > Kathleen Tyrrell
> > >
> > > 360-453-3445
> > >
> > > TJI & Affiliates
> > >
> > > ________________________________
> > >
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com>
> > > [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com> ] On
> > > Behalf
> > > Of chrisb53029
> > > Sent: Wednesday, March 18, 2009 5:53 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com>
> > > Subject: [Vantage] WIP Reconciliation (or unreconciliation)
> > >
> > > I don't know if we were just behind the times a little, but we
> proved
> > > out a nice tidbit of information regarding the reconciliation of WIP
> > > accounts that I wanted to share with others. We are on version
> > 803.404,
> > > went live last June. In reconciling our work in process accounts
> > > (comparing GL balance to the WIP report), we found that Vantage
> causes
> > > an unreconciliation in the GL accounts for job variances.
> > >
> > > Specifically, if a job is initially closed, re-opened, with an
> > > additional transaction entered, and then re-closed, that transaction
> > > gets hung up in the WIP account and does not "Purge" out to the
> > product
> > > groups variance account. More specifically, we determined that this
> > > occurs when the job is marked WIP Cleared and then re-opened. If a
> job
> > > was closed but not WIP cleared, the transaction is fine, but if that
> > WIP
> > > Cleared flag is on, the additional variance on the job will remain
> in
> > > the WIP GL account causing an unreconciliation to the WIP report.
> > >
> > > A good example of this is if a P.O. transaction is tied to a job,
> the
> > > receipt transaction is generated, but the AP Invoice not received
> > prior
> > > to job closing and posting (i.e. WIP Clear flag is flipped)(This
> also
> > > depends on how often you COS WIP Capture). Then when the AP Invoice
> is
> > > processed and if there is a variance to the PO price, that variance
> > will
> > > show on the job results and it will post to the WIP account, but it
> > will
> > > not Purge that variance again to the variance account, it will
> remain
> > in
> > > the GL WIP account, but of course there is nothing on the WIP
> report,
> > > thus the unreconciliation.
> > >
> > > We now are trying to figure out a way to identify these specific
> > > transactions. However, I thought I would share this in case there
> are
> > > others who have scratched their heads about unreconciliations in the
> > WIP
> > > accounts.
> > >
> > > NOTICE OF CONFIDENTIALITY: This e-mail message, including
> attachments,
> > > is for the sole use of the intended recipients and may contain
> > > confidential and privileged information. If you are not an intended
> > > recipient, please contact the sender by reply e-mail and destroy all
> > > copies of this message, including attachments. Any unauthorized
> > review,
> > > use, disclosure or distribution is prohibited.
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > >
> > >
> > >
> > >
> > > __________________________________________________________
> > > This email has been scanned by the MessageLabs Email Security
> System.
> > > For more information please visit http://www.messagelabs.com/email
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>
> > > __________________________________________________________
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> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> > This message has been processed via your triumphgroup.com e-mail
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> > [Non-text portions of this message have been removed]
> >
>
>
>
>
> This message has been processed via your triumphgroup.com e-mail
> address.
>
>
>
> [Non-text portions of this message have been removed]
>
I don't know if we were just behind the times a little, but we proved out a nice tidbit of information regarding the reconciliation of WIP accounts that I wanted to share with others. We are on version 803.404, went live last June. In reconciling our work in process accounts (comparing GL balance to the WIP report), we found that Vantage causes an unreconciliation in the GL accounts for job variances.

Specifically, if a job is initially closed, re-opened, with an additional transaction entered, and then re-closed, that transaction gets hung up in the WIP account and does not "Purge" out to the product groups variance account. More specifically, we determined that this occurs when the job is marked WIP Cleared and then re-opened. If a job was closed but not WIP cleared, the transaction is fine, but if that WIP Cleared flag is on, the additional variance on the job will remain in the WIP GL account causing an unreconciliation to the WIP report.

A good example of this is if a P.O. transaction is tied to a job, the receipt transaction is generated, but the AP Invoice not received prior to job closing and posting (i.e. WIP Clear flag is flipped)(This also depends on how often you COS WIP Capture). Then when the AP Invoice is processed and if there is a variance to the PO price, that variance will show on the job results and it will post to the WIP account, but it will not Purge that variance again to the variance account, it will remain in the GL WIP account, but of course there is nothing on the WIP report, thus the unreconciliation.

We now are trying to figure out a way to identify these specific transactions. However, I thought I would share this in case there are others who have scratched their heads about unreconciliations in the WIP accounts.
I have been using Vantage for six months now, and have been trying to figure out why my WIP is off every month. This gives me a good direction to go in to investigate. Thanks!!!

--- In vantage@yahoogroups.com, "chrisb53029" <chris.berger@...> wrote:
>
> I don't know if we were just behind the times a little, but we proved out a nice tidbit of information regarding the reconciliation of WIP accounts that I wanted to share with others. We are on version 803.404, went live last June. In reconciling our work in process accounts (comparing GL balance to the WIP report), we found that Vantage causes an unreconciliation in the GL accounts for job variances.
>
> Specifically, if a job is initially closed, re-opened, with an additional transaction entered, and then re-closed, that transaction gets hung up in the WIP account and does not "Purge" out to the product groups variance account. More specifically, we determined that this occurs when the job is marked WIP Cleared and then re-opened. If a job was closed but not WIP cleared, the transaction is fine, but if that WIP Cleared flag is on, the additional variance on the job will remain in the WIP GL account causing an unreconciliation to the WIP report.
>
> A good example of this is if a P.O. transaction is tied to a job, the receipt transaction is generated, but the AP Invoice not received prior to job closing and posting (i.e. WIP Clear flag is flipped)(This also depends on how often you COS WIP Capture). Then when the AP Invoice is processed and if there is a variance to the PO price, that variance will show on the job results and it will post to the WIP account, but it will not Purge that variance again to the variance account, it will remain in the GL WIP account, but of course there is nothing on the WIP report, thus the unreconciliation.
>
> We now are trying to figure out a way to identify these specific transactions. However, I thought I would share this in case there are others who have scratched their heads about unreconciliations in the WIP accounts.
>
This sounds like a good reason in itself not to go to Vantage 8. Are
they working on fixing this?





________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of mlezivk
Sent: Wednesday, March 18, 2009 10:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)



I have been using Vantage for six months now, and have been trying to
figure out why my WIP is off every month. This gives me a good direction
to go in to investigate. Thanks!!!

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"chrisb53029" <chris.berger@...> wrote:
>
> I don't know if we were just behind the times a little, but we proved
out a nice tidbit of information regarding the reconciliation of WIP
accounts that I wanted to share with others. We are on version 803.404,
went live last June. In reconciling our work in process accounts
(comparing GL balance to the WIP report), we found that Vantage causes
an unreconciliation in the GL accounts for job variances.
>
> Specifically, if a job is initially closed, re-opened, with an
additional transaction entered, and then re-closed, that transaction
gets hung up in the WIP account and does not "Purge" out to the product
groups variance account. More specifically, we determined that this
occurs when the job is marked WIP Cleared and then re-opened. If a job
was closed but not WIP cleared, the transaction is fine, but if that WIP
Cleared flag is on, the additional variance on the job will remain in
the WIP GL account causing an unreconciliation to the WIP report.
>
> A good example of this is if a P.O. transaction is tied to a job, the
receipt transaction is generated, but the AP Invoice not received prior
to job closing and posting (i.e. WIP Clear flag is flipped)(This also
depends on how often you COS WIP Capture). Then when the AP Invoice is
processed and if there is a variance to the PO price, that variance will
show on the job results and it will post to the WIP account, but it will
not Purge that variance again to the variance account, it will remain in
the GL WIP account, but of course there is nothing on the WIP report,
thus the unreconciliation.
>
> We now are trying to figure out a way to identify these specific
transactions. However, I thought I would share this in case there are
others who have scratched their heads about unreconciliations in the WIP
accounts.
>




This message has been processed via your triumphgroup.com e-mail
address.



[Non-text portions of this message have been removed]
Hi Chris, this is some great information. I'd like to share this with
our management team, but have a couple more questions.



Are your jobs marked as complete until the AP invoices are entered and
then closed? or are they completed and closed when received to stock, or
shipped to the customer?



Could you also tell me what program type of Vantage you are working with
...is it Progress or SQL?



What is interesting is that a job doesn't need to be closed for the Mfg
Variance to book, just completed. When we had a Vantage consultant here
to help with our migration from 6.0 to 8.0, he questioned why we
completed and closed our jobs at the same time, regardless of the AP
invoice status. Though he didn't elaborate.... now I'm wondering if
your information is the unexplained "why".



I have not had a chance to test anything with 8.0.407a, but am always
suspect that there is a hidden "bonus feature" tied with DMR processing
since this has been the source of many a WIP valuation problems or
glitches.



Kathleen Tyrrell

360-453-3445

TJI & Affiliates



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of chrisb53029
Sent: Wednesday, March 18, 2009 5:53 AM
To: vantage@yahoogroups.com
Subject: [Vantage] WIP Reconciliation (or unreconciliation)



I don't know if we were just behind the times a little, but we proved
out a nice tidbit of information regarding the reconciliation of WIP
accounts that I wanted to share with others. We are on version 803.404,
went live last June. In reconciling our work in process accounts
(comparing GL balance to the WIP report), we found that Vantage causes
an unreconciliation in the GL accounts for job variances.

Specifically, if a job is initially closed, re-opened, with an
additional transaction entered, and then re-closed, that transaction
gets hung up in the WIP account and does not "Purge" out to the product
groups variance account. More specifically, we determined that this
occurs when the job is marked WIP Cleared and then re-opened. If a job
was closed but not WIP cleared, the transaction is fine, but if that WIP
Cleared flag is on, the additional variance on the job will remain in
the WIP GL account causing an unreconciliation to the WIP report.

A good example of this is if a P.O. transaction is tied to a job, the
receipt transaction is generated, but the AP Invoice not received prior
to job closing and posting (i.e. WIP Clear flag is flipped)(This also
depends on how often you COS WIP Capture). Then when the AP Invoice is
processed and if there is a variance to the PO price, that variance will
show on the job results and it will post to the WIP account, but it will
not Purge that variance again to the variance account, it will remain in
the GL WIP account, but of course there is nothing on the WIP report,
thus the unreconciliation.

We now are trying to figure out a way to identify these specific
transactions. However, I thought I would share this in case there are
others who have scratched their heads about unreconciliations in the WIP
accounts.




NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments, is for the sole use of the intended recipients and may contain confidential and privileged information. If you are not an intended recipient, please contact the sender by reply e-mail and destroy all copies of this message, including attachments. Any unauthorized review, use, disclosure or distribution is prohibited.


[Non-text portions of this message have been removed]
I don't have the details in front of me, but I know there is an issue
(at least on 6.1) where DMR processing from Jobs will cause WIP on the
WIP report to be incorrect. The GL transactions are accurate but the
WIP report is not. Thus, you can't actually reconcile the WIP report to
the GL.

I think it was related to DMR rejects from Jobs not removing the costs
from the total costs in the Job Assembly table. Not only did it cause
problems with the WIP report but it also caused some problems with some
manufacturing variance analysis reports we have created in Crystal.

Mike Lowe
Corporate I.T. Manager
Connor Manufacturing Services
Direct: (949) 713-3328
Fax: (949) 666-5268
Cell: (949) 973-7621
Skype: Mike.Lowe
Email: MLowe@... <mailto:MLowe@...>
Web: www.connorms.com <http://www.connorms.com/>


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kathleen Tyrrell
Sent: Wednesday, March 18, 2009 9:36 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] WIP Reconciliation (or unreconciliation)



Hi Chris, this is some great information. I'd like to share this with
our management team, but have a couple more questions.

Are your jobs marked as complete until the AP invoices are entered and
then closed? or are they completed and closed when received to stock, or
shipped to the customer?

Could you also tell me what program type of Vantage you are working with
...is it Progress or SQL?

What is interesting is that a job doesn't need to be closed for the Mfg
Variance to book, just completed. When we had a Vantage consultant here
to help with our migration from 6.0 to 8.0, he questioned why we
completed and closed our jobs at the same time, regardless of the AP
invoice status. Though he didn't elaborate.... now I'm wondering if
your information is the unexplained "why".

I have not had a chance to test anything with 8.0.407a, but am always
suspect that there is a hidden "bonus feature" tied with DMR processing
since this has been the source of many a WIP valuation problems or
glitches.

Kathleen Tyrrell

360-453-3445

TJI & Affiliates

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of chrisb53029
Sent: Wednesday, March 18, 2009 5:53 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] WIP Reconciliation (or unreconciliation)

I don't know if we were just behind the times a little, but we proved
out a nice tidbit of information regarding the reconciliation of WIP
accounts that I wanted to share with others. We are on version 803.404,
went live last June. In reconciling our work in process accounts
(comparing GL balance to the WIP report), we found that Vantage causes
an unreconciliation in the GL accounts for job variances.

Specifically, if a job is initially closed, re-opened, with an
additional transaction entered, and then re-closed, that transaction
gets hung up in the WIP account and does not "Purge" out to the product
groups variance account. More specifically, we determined that this
occurs when the job is marked WIP Cleared and then re-opened. If a job
was closed but not WIP cleared, the transaction is fine, but if that WIP
Cleared flag is on, the additional variance on the job will remain in
the WIP GL account causing an unreconciliation to the WIP report.

A good example of this is if a P.O. transaction is tied to a job, the
receipt transaction is generated, but the AP Invoice not received prior
to job closing and posting (i.e. WIP Clear flag is flipped)(This also
depends on how often you COS WIP Capture). Then when the AP Invoice is
processed and if there is a variance to the PO price, that variance will
show on the job results and it will post to the WIP account, but it will
not Purge that variance again to the variance account, it will remain in
the GL WIP account, but of course there is nothing on the WIP report,
thus the unreconciliation.

We now are trying to figure out a way to identify these specific
transactions. However, I thought I would share this in case there are
others who have scratched their heads about unreconciliations in the WIP
accounts.

NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments,
is for the sole use of the intended recipients and may contain
confidential and privileged information. If you are not an intended
recipient, please contact the sender by reply e-mail and destroy all
copies of this message, including attachments. Any unauthorized review,
use, disclosure or distribution is prohibited.

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





______________________________________________________________________
This email has been scanned by the MessageLabs Email Security System.
For more information please visit http://www.messagelabs.com/email
______________________________________________________________________



[Non-text portions of this message have been removed]
WIP Reconciliation is not just a simple report...its got some wierd mojo goin on in there. We are working on a huge project to improve job costing in order to be able to have better data so we can predict cost of sales material going forward (in this economy cost is king). Using BPM's and vb scripts we are working at forcing ourselves to run WIP/Rec before we invoice (you better make sure all ops are completed and all materials are issued), as well as the same condition before all jobs are receipted to stock. Our experience has shown us dont believe any costs you see in the system if you didnt give it everything it needed to cost the job correctly. This we also feel will more closely align the sales gross margin report to the financials.


--- In vantage@yahoogroups.com, "Mike Lowe" <MLowe@...> wrote:
>
> I don't have the details in front of me, but I know there is an issue
> (at least on 6.1) where DMR processing from Jobs will cause WIP on the
> WIP report to be incorrect. The GL transactions are accurate but the
> WIP report is not. Thus, you can't actually reconcile the WIP report to
> the GL.
>
> I think it was related to DMR rejects from Jobs not removing the costs
> from the total costs in the Job Assembly table. Not only did it cause
> problems with the WIP report but it also caused some problems with some
> manufacturing variance analysis reports we have created in Crystal.
>
> Mike Lowe
> Corporate I.T. Manager
> Connor Manufacturing Services
> Direct: (949) 713-3328
> Fax: (949) 666-5268
> Cell: (949) 973-7621
> Skype: Mike.Lowe
> Email: MLowe@... <mailto:MLowe@...>
> Web: www.connorms.com <http://www.connorms.com/>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Kathleen Tyrrell
> Sent: Wednesday, March 18, 2009 9:36 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] WIP Reconciliation (or unreconciliation)
>
>
>
> Hi Chris, this is some great information. I'd like to share this with
> our management team, but have a couple more questions.
>
> Are your jobs marked as complete until the AP invoices are entered and
> then closed? or are they completed and closed when received to stock, or
> shipped to the customer?
>
> Could you also tell me what program type of Vantage you are working with
> ...is it Progress or SQL?
>
> What is interesting is that a job doesn't need to be closed for the Mfg
> Variance to book, just completed. When we had a Vantage consultant here
> to help with our migration from 6.0 to 8.0, he questioned why we
> completed and closed our jobs at the same time, regardless of the AP
> invoice status. Though he didn't elaborate.... now I'm wondering if
> your information is the unexplained "why".
>
> I have not had a chance to test anything with 8.0.407a, but am always
> suspect that there is a hidden "bonus feature" tied with DMR processing
> since this has been the source of many a WIP valuation problems or
> glitches.
>
> Kathleen Tyrrell
>
> 360-453-3445
>
> TJI & Affiliates
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of chrisb53029
> Sent: Wednesday, March 18, 2009 5:53 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] WIP Reconciliation (or unreconciliation)
>
> I don't know if we were just behind the times a little, but we proved
> out a nice tidbit of information regarding the reconciliation of WIP
> accounts that I wanted to share with others. We are on version 803.404,
> went live last June. In reconciling our work in process accounts
> (comparing GL balance to the WIP report), we found that Vantage causes
> an unreconciliation in the GL accounts for job variances.
>
> Specifically, if a job is initially closed, re-opened, with an
> additional transaction entered, and then re-closed, that transaction
> gets hung up in the WIP account and does not "Purge" out to the product
> groups variance account. More specifically, we determined that this
> occurs when the job is marked WIP Cleared and then re-opened. If a job
> was closed but not WIP cleared, the transaction is fine, but if that WIP
> Cleared flag is on, the additional variance on the job will remain in
> the WIP GL account causing an unreconciliation to the WIP report.
>
> A good example of this is if a P.O. transaction is tied to a job, the
> receipt transaction is generated, but the AP Invoice not received prior
> to job closing and posting (i.e. WIP Clear flag is flipped)(This also
> depends on how often you COS WIP Capture). Then when the AP Invoice is
> processed and if there is a variance to the PO price, that variance will
> show on the job results and it will post to the WIP account, but it will
> not Purge that variance again to the variance account, it will remain in
> the GL WIP account, but of course there is nothing on the WIP report,
> thus the unreconciliation.
>
> We now are trying to figure out a way to identify these specific
> transactions. However, I thought I would share this in case there are
> others who have scratched their heads about unreconciliations in the WIP
> accounts.
>
> NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments,
> is for the sole use of the intended recipients and may contain
> confidential and privileged information. If you are not an intended
> recipient, please contact the sender by reply e-mail and destroy all
> copies of this message, including attachments. Any unauthorized review,
> use, disclosure or distribution is prohibited.
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> ______________________________________________________________________
> This email has been scanned by the MessageLabs Email Security System.
> For more information please visit http://www.messagelabs.com/email
> ______________________________________________________________________
>
>
>
> [Non-text portions of this message have been removed]
>
closing a job prevents any further transactions against that job that have financial ties. You cant even ship direct from a job that is closed. Never close a job until all ops are completed, all materials issued etc etc..the second you reciept a job to stock it calculates its cost based on what it currently knows and then re-evaluates inventory based on that cost. when you ship from the job this happens during invoicing. you can seriously hose your gross margin and your inventory values from jobs that arent costed well.
-- In vantage@yahoogroups.com, "Kathleen Tyrrell" <ktyrrell@...> wrote:
>
> Hi Chris, this is some great information. I'd like to share this with
> our management team, but have a couple more questions.
>
>
>
> Are your jobs marked as complete until the AP invoices are entered and
> then closed? or are they completed and closed when received to stock, or
> shipped to the customer?
>
>
>
> Could you also tell me what program type of Vantage you are working with
> ...is it Progress or SQL?
>
>
>
> What is interesting is that a job doesn't need to be closed for the Mfg
> Variance to book, just completed. When we had a Vantage consultant here
> to help with our migration from 6.0 to 8.0, he questioned why we
> completed and closed our jobs at the same time, regardless of the AP
> invoice status. Though he didn't elaborate.... now I'm wondering if
> your information is the unexplained "why".
>
>
>
> I have not had a chance to test anything with 8.0.407a, but am always
> suspect that there is a hidden "bonus feature" tied with DMR processing
> since this has been the source of many a WIP valuation problems or
> glitches.
>
>
>
> Kathleen Tyrrell
>
> 360-453-3445
>
> TJI & Affiliates
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of chrisb53029
> Sent: Wednesday, March 18, 2009 5:53 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] WIP Reconciliation (or unreconciliation)
>
>
>
> I don't know if we were just behind the times a little, but we proved
> out a nice tidbit of information regarding the reconciliation of WIP
> accounts that I wanted to share with others. We are on version 803.404,
> went live last June. In reconciling our work in process accounts
> (comparing GL balance to the WIP report), we found that Vantage causes
> an unreconciliation in the GL accounts for job variances.
>
> Specifically, if a job is initially closed, re-opened, with an
> additional transaction entered, and then re-closed, that transaction
> gets hung up in the WIP account and does not "Purge" out to the product
> groups variance account. More specifically, we determined that this
> occurs when the job is marked WIP Cleared and then re-opened. If a job
> was closed but not WIP cleared, the transaction is fine, but if that WIP
> Cleared flag is on, the additional variance on the job will remain in
> the WIP GL account causing an unreconciliation to the WIP report.
>
> A good example of this is if a P.O. transaction is tied to a job, the
> receipt transaction is generated, but the AP Invoice not received prior
> to job closing and posting (i.e. WIP Clear flag is flipped)(This also
> depends on how often you COS WIP Capture). Then when the AP Invoice is
> processed and if there is a variance to the PO price, that variance will
> show on the job results and it will post to the WIP account, but it will
> not Purge that variance again to the variance account, it will remain in
> the GL WIP account, but of course there is nothing on the WIP report,
> thus the unreconciliation.
>
> We now are trying to figure out a way to identify these specific
> transactions. However, I thought I would share this in case there are
> others who have scratched their heads about unreconciliations in the WIP
> accounts.
>
>
>
>
> NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments, is for the sole use of the intended recipients and may contain confidential and privileged information. If you are not an intended recipient, please contact the sender by reply e-mail and destroy all copies of this message, including attachments. Any unauthorized review, use, disclosure or distribution is prohibited.
>
>
> [Non-text portions of this message have been removed]
>
You run the wip/rec before you invoice???? Do you run and post capture
that often as well?



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of rob.bucek
Sent: Wednesday, March 18, 2009 2:05 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)



WIP Reconciliation is not just a simple report...its got some wierd mojo
goin on in there. We are working on a huge project to improve job
costing in order to be able to have better data so we can predict cost
of sales material going forward (in this economy cost is king). Using
BPM's and vb scripts we are working at forcing ourselves to run WIP/Rec
before we invoice (you better make sure all ops are completed and all
materials are issued), as well as the same condition before all jobs are
receipted to stock. Our experience has shown us dont believe any costs
you see in the system if you didnt give it everything it needed to cost
the job correctly. This we also feel will more closely align the sales
gross margin report to the financials.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Mike Lowe" <MLowe@...> wrote:
>
> I don't have the details in front of me, but I know there is an issue
> (at least on 6.1) where DMR processing from Jobs will cause WIP on the
> WIP report to be incorrect. The GL transactions are accurate but the
> WIP report is not. Thus, you can't actually reconcile the WIP report
to
> the GL.
>
> I think it was related to DMR rejects from Jobs not removing the costs
> from the total costs in the Job Assembly table. Not only did it cause
> problems with the WIP report but it also caused some problems with
some
> manufacturing variance analysis reports we have created in Crystal.
>
> Mike Lowe
> Corporate I.T. Manager
> Connor Manufacturing Services
> Direct: (949) 713-3328
> Fax: (949) 666-5268
> Cell: (949) 973-7621
> Skype: Mike.Lowe
> Email: MLowe@... <mailto:MLowe@...>
> Web: www.connorms.com <http://www.connorms.com/
<http://www.connorms.com/> >
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Kathleen Tyrrell
> Sent: Wednesday, March 18, 2009 9:36 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] WIP Reconciliation (or unreconciliation)
>
>
>
> Hi Chris, this is some great information. I'd like to share this with
> our management team, but have a couple more questions.
>
> Are your jobs marked as complete until the AP invoices are entered and
> then closed? or are they completed and closed when received to stock,
or
> shipped to the customer?
>
> Could you also tell me what program type of Vantage you are working
with
> ...is it Progress or SQL?
>
> What is interesting is that a job doesn't need to be closed for the
Mfg
> Variance to book, just completed. When we had a Vantage consultant
here
> to help with our migration from 6.0 to 8.0, he questioned why we
> completed and closed our jobs at the same time, regardless of the AP
> invoice status. Though he didn't elaborate.... now I'm wondering if
> your information is the unexplained "why".
>
> I have not had a chance to test anything with 8.0.407a, but am always
> suspect that there is a hidden "bonus feature" tied with DMR
processing
> since this has been the source of many a WIP valuation problems or
> glitches.
>
> Kathleen Tyrrell
>
> 360-453-3445
>
> TJI & Affiliates
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of chrisb53029
> Sent: Wednesday, March 18, 2009 5:53 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] WIP Reconciliation (or unreconciliation)
>
> I don't know if we were just behind the times a little, but we proved
> out a nice tidbit of information regarding the reconciliation of WIP
> accounts that I wanted to share with others. We are on version
803.404,
> went live last June. In reconciling our work in process accounts
> (comparing GL balance to the WIP report), we found that Vantage causes
> an unreconciliation in the GL accounts for job variances.
>
> Specifically, if a job is initially closed, re-opened, with an
> additional transaction entered, and then re-closed, that transaction
> gets hung up in the WIP account and does not "Purge" out to the
product
> groups variance account. More specifically, we determined that this
> occurs when the job is marked WIP Cleared and then re-opened. If a job
> was closed but not WIP cleared, the transaction is fine, but if that
WIP
> Cleared flag is on, the additional variance on the job will remain in
> the WIP GL account causing an unreconciliation to the WIP report.
>
> A good example of this is if a P.O. transaction is tied to a job, the
> receipt transaction is generated, but the AP Invoice not received
prior
> to job closing and posting (i.e. WIP Clear flag is flipped)(This also
> depends on how often you COS WIP Capture). Then when the AP Invoice is
> processed and if there is a variance to the PO price, that variance
will
> show on the job results and it will post to the WIP account, but it
will
> not Purge that variance again to the variance account, it will remain
in
> the GL WIP account, but of course there is nothing on the WIP report,
> thus the unreconciliation.
>
> We now are trying to figure out a way to identify these specific
> transactions. However, I thought I would share this in case there are
> others who have scratched their heads about unreconciliations in the
WIP
> accounts.
>
> NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments,
> is for the sole use of the intended recipients and may contain
> confidential and privileged information. If you are not an intended
> recipient, please contact the sender by reply e-mail and destroy all
> copies of this message, including attachments. Any unauthorized
review,
> use, disclosure or distribution is prohibited.
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> __________________________________________________________
> This email has been scanned by the MessageLabs Email Security System.
> For more information please visit http://www.messagelabs.com/email
<http://www.messagelabs.com/email>
> __________________________________________________________
>
>
>
> [Non-text portions of this message have been removed]
>




This message has been processed via your triumphgroup.com e-mail
address.



[Non-text portions of this message have been removed]
Absolutely! WIP/Rec can fix alot of issues with costs before they roll into the invdtl table, your gross margins are evaluated as costs vs price, running wip/rec gives you a better shot at having this as accurate as possible. I have seen this actually modify unit costs on transactions withing the parttran table. Post and capture we typically run once at end of month, exceptions may occur.
--- In vantage@yahoogroups.com, "Geary, Stephanie" <sgeary@...> wrote:
>
> You run the wip/rec before you invoice???? Do you run and post capture
> that often as well?
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of rob.bucek
> Sent: Wednesday, March 18, 2009 2:05 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)
>
>
>
> WIP Reconciliation is not just a simple report...its got some wierd mojo
> goin on in there. We are working on a huge project to improve job
> costing in order to be able to have better data so we can predict cost
> of sales material going forward (in this economy cost is king). Using
> BPM's and vb scripts we are working at forcing ourselves to run WIP/Rec
> before we invoice (you better make sure all ops are completed and all
> materials are issued), as well as the same condition before all jobs are
> receipted to stock. Our experience has shown us dont believe any costs
> you see in the system if you didnt give it everything it needed to cost
> the job correctly. This we also feel will more closely align the sales
> gross margin report to the financials.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Mike Lowe" <MLowe@> wrote:
> >
> > I don't have the details in front of me, but I know there is an issue
> > (at least on 6.1) where DMR processing from Jobs will cause WIP on the
> > WIP report to be incorrect. The GL transactions are accurate but the
> > WIP report is not. Thus, you can't actually reconcile the WIP report
> to
> > the GL.
> >
> > I think it was related to DMR rejects from Jobs not removing the costs
> > from the total costs in the Job Assembly table. Not only did it cause
> > problems with the WIP report but it also caused some problems with
> some
> > manufacturing variance analysis reports we have created in Crystal.
> >
> > Mike Lowe
> > Corporate I.T. Manager
> > Connor Manufacturing Services
> > Direct: (949) 713-3328
> > Fax: (949) 666-5268
> > Cell: (949) 973-7621
> > Skype: Mike.Lowe
> > Email: MLowe@ <mailto:MLowe@>
> > Web: www.connorms.com <http://www.connorms.com/
> <http://www.connorms.com/> >
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of Kathleen Tyrrell
> > Sent: Wednesday, March 18, 2009 9:36 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: RE: [Vantage] WIP Reconciliation (or unreconciliation)
> >
> >
> >
> > Hi Chris, this is some great information. I'd like to share this with
> > our management team, but have a couple more questions.
> >
> > Are your jobs marked as complete until the AP invoices are entered and
> > then closed? or are they completed and closed when received to stock,
> or
> > shipped to the customer?
> >
> > Could you also tell me what program type of Vantage you are working
> with
> > ...is it Progress or SQL?
> >
> > What is interesting is that a job doesn't need to be closed for the
> Mfg
> > Variance to book, just completed. When we had a Vantage consultant
> here
> > to help with our migration from 6.0 to 8.0, he questioned why we
> > completed and closed our jobs at the same time, regardless of the AP
> > invoice status. Though he didn't elaborate.... now I'm wondering if
> > your information is the unexplained "why".
> >
> > I have not had a chance to test anything with 8.0.407a, but am always
> > suspect that there is a hidden "bonus feature" tied with DMR
> processing
> > since this has been the source of many a WIP valuation problems or
> > glitches.
> >
> > Kathleen Tyrrell
> >
> > 360-453-3445
> >
> > TJI & Affiliates
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > Of chrisb53029
> > Sent: Wednesday, March 18, 2009 5:53 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] WIP Reconciliation (or unreconciliation)
> >
> > I don't know if we were just behind the times a little, but we proved
> > out a nice tidbit of information regarding the reconciliation of WIP
> > accounts that I wanted to share with others. We are on version
> 803.404,
> > went live last June. In reconciling our work in process accounts
> > (comparing GL balance to the WIP report), we found that Vantage causes
> > an unreconciliation in the GL accounts for job variances.
> >
> > Specifically, if a job is initially closed, re-opened, with an
> > additional transaction entered, and then re-closed, that transaction
> > gets hung up in the WIP account and does not "Purge" out to the
> product
> > groups variance account. More specifically, we determined that this
> > occurs when the job is marked WIP Cleared and then re-opened. If a job
> > was closed but not WIP cleared, the transaction is fine, but if that
> WIP
> > Cleared flag is on, the additional variance on the job will remain in
> > the WIP GL account causing an unreconciliation to the WIP report.
> >
> > A good example of this is if a P.O. transaction is tied to a job, the
> > receipt transaction is generated, but the AP Invoice not received
> prior
> > to job closing and posting (i.e. WIP Clear flag is flipped)(This also
> > depends on how often you COS WIP Capture). Then when the AP Invoice is
> > processed and if there is a variance to the PO price, that variance
> will
> > show on the job results and it will post to the WIP account, but it
> will
> > not Purge that variance again to the variance account, it will remain
> in
> > the GL WIP account, but of course there is nothing on the WIP report,
> > thus the unreconciliation.
> >
> > We now are trying to figure out a way to identify these specific
> > transactions. However, I thought I would share this in case there are
> > others who have scratched their heads about unreconciliations in the
> WIP
> > accounts.
> >
> > NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments,
> > is for the sole use of the intended recipients and may contain
> > confidential and privileged information. If you are not an intended
> > recipient, please contact the sender by reply e-mail and destroy all
> > copies of this message, including attachments. Any unauthorized
> review,
> > use, disclosure or distribution is prohibited.
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
> >
> >
> > __________________________________________________________
> > This email has been scanned by the MessageLabs Email Security System.
> > For more information please visit http://www.messagelabs.com/email
> <http://www.messagelabs.com/email>
> > __________________________________________________________
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
> This message has been processed via your triumphgroup.com e-mail
> address.
>
>
>
> [Non-text portions of this message have been removed]
>
I'm not quite understanding you. Does the fact that you run the report all by itself fix the problems? Or, do you review the report and then fix any problems you uncover from the report?

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
F 425 491-8200
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

Note: The information contained in the e-mail, including any attachments, is legally privileged and confidential. If you are not the intended recipient you are hereby notified that any reading, use or dissemination of this message is strictly prohibited. If you have received this message in error, please immediately notify us by telephone at 425-776-4946 and delete this message from your system. Even though this e-mail and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free, and no responsibility is accepted by Electric Mirror LLC for any loss or damage arising in any way from its use


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of rob.bucek
Sent: Wednesday, March 18, 2009 12:34 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)


Absolutely! WIP/Rec can fix alot of issues with costs before they roll into the invdtl table, your gross margins are evaluated as costs vs price, running wip/rec gives you a better shot at having this as accurate as possible. I have seen this actually modify unit costs on transactions withing the parttran table. Post and capture we typically run once at end of month, exceptions may occur.
--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Geary, Stephanie" <sgeary@...> wrote:
>
> You run the wip/rec before you invoice???? Do you run and post capture
> that often as well?
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
> Of rob.bucek
> Sent: Wednesday, March 18, 2009 2:05 PM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)
>
>
>
> WIP Reconciliation is not just a simple report...its got some wierd mojo
> goin on in there. We are working on a huge project to improve job
> costing in order to be able to have better data so we can predict cost
> of sales material going forward (in this economy cost is king). Using
> BPM's and vb scripts we are working at forcing ourselves to run WIP/Rec
> before we invoice (you better make sure all ops are completed and all
> materials are issued), as well as the same condition before all jobs are
> receipted to stock. Our experience has shown us dont believe any costs
> you see in the system if you didnt give it everything it needed to cost
> the job correctly. This we also feel will more closely align the sales
> gross margin report to the financials.
>
> --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ,
> "Mike Lowe" <MLowe@> wrote:
> >
> > I don't have the details in front of me, but I know there is an issue
> > (at least on 6.1) where DMR processing from Jobs will cause WIP on the
> > WIP report to be incorrect. The GL transactions are accurate but the
> > WIP report is not. Thus, you can't actually reconcile the WIP report
> to
> > the GL.
> >
> > I think it was related to DMR rejects from Jobs not removing the costs
> > from the total costs in the Job Assembly table. Not only did it cause
> > problems with the WIP report but it also caused some problems with
> some
> > manufacturing variance analysis reports we have created in Crystal.
> >
> > Mike Lowe
> > Corporate I.T. Manager
> > Connor Manufacturing Services
> > Direct: (949) 713-3328
> > Fax: (949) 666-5268
> > Cell: (949) 973-7621
> > Skype: Mike.Lowe
> > Email: MLowe@ <mailto:MLowe@>
> > Web: www.connorms.com <http://www.connorms.com/
> <http://www.connorms.com/> >
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of Kathleen Tyrrell
> > Sent: Wednesday, March 18, 2009 9:36 AM
> > To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> > Subject: RE: [Vantage] WIP Reconciliation (or unreconciliation)
> >
> >
> >
> > Hi Chris, this is some great information. I'd like to share this with
> > our management team, but have a couple more questions.
> >
> > Are your jobs marked as complete until the AP invoices are entered and
> > then closed? or are they completed and closed when received to stock,
> or
> > shipped to the customer?
> >
> > Could you also tell me what program type of Vantage you are working
> with
> > ...is it Progress or SQL?
> >
> > What is interesting is that a job doesn't need to be closed for the
> Mfg
> > Variance to book, just completed. When we had a Vantage consultant
> here
> > to help with our migration from 6.0 to 8.0, he questioned why we
> > completed and closed our jobs at the same time, regardless of the AP
> > invoice status. Though he didn't elaborate.... now I'm wondering if
> > your information is the unexplained "why".
> >
> > I have not had a chance to test anything with 8.0.407a, but am always
> > suspect that there is a hidden "bonus feature" tied with DMR
> processing
> > since this has been the source of many a WIP valuation problems or
> > glitches.
> >
> > Kathleen Tyrrell
> >
> > 360-453-3445
> >
> > TJI & Affiliates
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > Of chrisb53029
> > Sent: Wednesday, March 18, 2009 5:53 AM
> > To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] WIP Reconciliation (or unreconciliation)
> >
> > I don't know if we were just behind the times a little, but we proved
> > out a nice tidbit of information regarding the reconciliation of WIP
> > accounts that I wanted to share with others. We are on version
> 803.404,
> > went live last June. In reconciling our work in process accounts
> > (comparing GL balance to the WIP report), we found that Vantage causes
> > an unreconciliation in the GL accounts for job variances.
> >
> > Specifically, if a job is initially closed, re-opened, with an
> > additional transaction entered, and then re-closed, that transaction
> > gets hung up in the WIP account and does not "Purge" out to the
> product
> > groups variance account. More specifically, we determined that this
> > occurs when the job is marked WIP Cleared and then re-opened. If a job
> > was closed but not WIP cleared, the transaction is fine, but if that
> WIP
> > Cleared flag is on, the additional variance on the job will remain in
> > the WIP GL account causing an unreconciliation to the WIP report.
> >
> > A good example of this is if a P.O. transaction is tied to a job, the
> > receipt transaction is generated, but the AP Invoice not received
> prior
> > to job closing and posting (i.e. WIP Clear flag is flipped)(This also
> > depends on how often you COS WIP Capture). Then when the AP Invoice is
> > processed and if there is a variance to the PO price, that variance
> will
> > show on the job results and it will post to the WIP account, but it
> will
> > not Purge that variance again to the variance account, it will remain
> in
> > the GL WIP account, but of course there is nothing on the WIP report,
> > thus the unreconciliation.
> >
> > We now are trying to figure out a way to identify these specific
> > transactions. However, I thought I would share this in case there are
> > others who have scratched their heads about unreconciliations in the
> WIP
> > accounts.
> >
> > NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments,
> > is for the sole use of the intended recipients and may contain
> > confidential and privileged information. If you are not an intended
> > recipient, please contact the sender by reply e-mail and destroy all
> > copies of this message, including attachments. Any unauthorized
> review,
> > use, disclosure or distribution is prohibited.
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
> >
> >
> > __________________________________________________________
> > This email has been scanned by the MessageLabs Email Security System.
> > For more information please visit http://www.messagelabs.com/email
> <http://www.messagelabs.com/email>
> > __________________________________________________________
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
> This message has been processed via your triumphgroup.com e-mail
> address.
>
>
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]
I find that when you run the report it "freezes" costs... so that if
more activity occurs on that particular work order it doesn't flow
through to the invoice. The benefit of shipping parts from
manufacturing is that if more cost are incurred they will follow through
to the cost of sales with the invoice. If you are running wip/rec
daily/weekly then you are freezing these cost that are taken to cost of
sales and if corrections are made or additional cost posted to the work
order ... these cost will end up in variances situations instead of with
the cost of sales on the invoice.





________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of rob.bucek
Sent: Wednesday, March 18, 2009 3:34 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)



Absolutely! WIP/Rec can fix alot of issues with costs before they roll
into the invdtl table, your gross margins are evaluated as costs vs
price, running wip/rec gives you a better shot at having this as
accurate as possible. I have seen this actually modify unit costs on
transactions withing the parttran table. Post and capture we typically
run once at end of month, exceptions may occur.
--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Geary, Stephanie" <sgeary@...> wrote:
>
> You run the wip/rec before you invoice???? Do you run and post capture
> that often as well?
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of rob.bucek
> Sent: Wednesday, March 18, 2009 2:05 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)
>
>
>
> WIP Reconciliation is not just a simple report...its got some wierd
mojo
> goin on in there. We are working on a huge project to improve job
> costing in order to be able to have better data so we can predict cost
> of sales material going forward (in this economy cost is king). Using
> BPM's and vb scripts we are working at forcing ourselves to run
WIP/Rec
> before we invoice (you better make sure all ops are completed and all
> materials are issued), as well as the same condition before all jobs
are
> receipted to stock. Our experience has shown us dont believe any costs
> you see in the system if you didnt give it everything it needed to
cost
> the job correctly. This we also feel will more closely align the sales
> gross margin report to the financials.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
> "Mike Lowe" <MLowe@> wrote:
> >
> > I don't have the details in front of me, but I know there is an
issue
> > (at least on 6.1) where DMR processing from Jobs will cause WIP on
the
> > WIP report to be incorrect. The GL transactions are accurate but the
> > WIP report is not. Thus, you can't actually reconcile the WIP report
> to
> > the GL.
> >
> > I think it was related to DMR rejects from Jobs not removing the
costs
> > from the total costs in the Job Assembly table. Not only did it
cause
> > problems with the WIP report but it also caused some problems with
> some
> > manufacturing variance analysis reports we have created in Crystal.
> >
> > Mike Lowe
> > Corporate I.T. Manager
> > Connor Manufacturing Services
> > Direct: (949) 713-3328
> > Fax: (949) 666-5268
> > Cell: (949) 973-7621
> > Skype: Mike.Lowe
> > Email: MLowe@ <mailto:MLowe@>
> > Web: www.connorms.com <http://www.connorms.com/
<http://www.connorms.com/>
> <http://www.connorms.com/ <http://www.connorms.com/> > >
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of Kathleen Tyrrell
> > Sent: Wednesday, March 18, 2009 9:36 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> > Subject: RE: [Vantage] WIP Reconciliation (or unreconciliation)
> >
> >
> >
> > Hi Chris, this is some great information. I'd like to share this
with
> > our management team, but have a couple more questions.
> >
> > Are your jobs marked as complete until the AP invoices are entered
and
> > then closed? or are they completed and closed when received to
stock,
> or
> > shipped to the customer?
> >
> > Could you also tell me what program type of Vantage you are working
> with
> > ...is it Progress or SQL?
> >
> > What is interesting is that a job doesn't need to be closed for the
> Mfg
> > Variance to book, just completed. When we had a Vantage consultant
> here
> > to help with our migration from 6.0 to 8.0, he questioned why we
> > completed and closed our jobs at the same time, regardless of the AP
> > invoice status. Though he didn't elaborate.... now I'm wondering if
> > your information is the unexplained "why".
> >
> > I have not had a chance to test anything with 8.0.407a, but am
always
> > suspect that there is a hidden "bonus feature" tied with DMR
> processing
> > since this has been the source of many a WIP valuation problems or
> > glitches.
> >
> > Kathleen Tyrrell
> >
> > 360-453-3445
> >
> > TJI & Affiliates
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > Of chrisb53029
> > Sent: Wednesday, March 18, 2009 5:53 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] WIP Reconciliation (or unreconciliation)
> >
> > I don't know if we were just behind the times a little, but we
proved
> > out a nice tidbit of information regarding the reconciliation of WIP
> > accounts that I wanted to share with others. We are on version
> 803.404,
> > went live last June. In reconciling our work in process accounts
> > (comparing GL balance to the WIP report), we found that Vantage
causes
> > an unreconciliation in the GL accounts for job variances.
> >
> > Specifically, if a job is initially closed, re-opened, with an
> > additional transaction entered, and then re-closed, that transaction
> > gets hung up in the WIP account and does not "Purge" out to the
> product
> > groups variance account. More specifically, we determined that this
> > occurs when the job is marked WIP Cleared and then re-opened. If a
job
> > was closed but not WIP cleared, the transaction is fine, but if that
> WIP
> > Cleared flag is on, the additional variance on the job will remain
in
> > the WIP GL account causing an unreconciliation to the WIP report.
> >
> > A good example of this is if a P.O. transaction is tied to a job,
the
> > receipt transaction is generated, but the AP Invoice not received
> prior
> > to job closing and posting (i.e. WIP Clear flag is flipped)(This
also
> > depends on how often you COS WIP Capture). Then when the AP Invoice
is
> > processed and if there is a variance to the PO price, that variance
> will
> > show on the job results and it will post to the WIP account, but it
> will
> > not Purge that variance again to the variance account, it will
remain
> in
> > the GL WIP account, but of course there is nothing on the WIP
report,
> > thus the unreconciliation.
> >
> > We now are trying to figure out a way to identify these specific
> > transactions. However, I thought I would share this in case there
are
> > others who have scratched their heads about unreconciliations in the
> WIP
> > accounts.
> >
> > NOTICE OF CONFIDENTIALITY: This e-mail message, including
attachments,
> > is for the sole use of the intended recipients and may contain
> > confidential and privileged information. If you are not an intended
> > recipient, please contact the sender by reply e-mail and destroy all
> > copies of this message, including attachments. Any unauthorized
> review,
> > use, disclosure or distribution is prohibited.
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
> >
> >
> > __________________________________________________________
> > This email has been scanned by the MessageLabs Email Security
System.
> > For more information please visit http://www.messagelabs.com/email
<http://www.messagelabs.com/email>
> <http://www.messagelabs.com/email <http://www.messagelabs.com/email> >

> > __________________________________________________________
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
> This message has been processed via your triumphgroup.com e-mail
> address.
>
>
>
> [Non-text portions of this message have been removed]
>




This message has been processed via your triumphgroup.com e-mail
address.



[Non-text portions of this message have been removed]
The WIP/Reconciliation report found in production management, job management, reports is more than just a report. Running this report will adjust costs when certain conditions exist. Im still trying to get more information myself on what it is doing in the background, but that it IS doing something is indisputable. Look at the job closing form to look for costing issues to fix. Thats a good place to see open ops, unissued materials etc...fix those, complete the job then run WIP.
--- In vantage@yahoogroups.com, Thomas Rose <t.rose@...> wrote:
>
> I'm not quite understanding you. Does the fact that you run the report all by itself fix the problems? Or, do you review the report and then fix any problems you uncover from the report?
>
> Thom Rose
> Controller
> Electric Mirror LLC
> HOTEL LUXURY
>
> "The World Leader in Back-lit Mirrors & Mirror TV Technology"
>
> T 425 776-4946
> F 425 491-8200
> A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> www.electricmirror.com<http://www.electricmirror.com>
>
> Note: The information contained in the e-mail, including any attachments, is legally privileged and confidential. If you are not the intended recipient you are hereby notified that any reading, use or dissemination of this message is strictly prohibited. If you have received this message in error, please immediately notify us by telephone at 425-776-4946 and delete this message from your system. Even though this e-mail and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free, and no responsibility is accepted by Electric Mirror LLC for any loss or damage arising in any way from its use
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of rob.bucek
> Sent: Wednesday, March 18, 2009 12:34 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)
>
>
> Absolutely! WIP/Rec can fix alot of issues with costs before they roll into the invdtl table, your gross margins are evaluated as costs vs price, running wip/rec gives you a better shot at having this as accurate as possible. I have seen this actually modify unit costs on transactions withing the parttran table. Post and capture we typically run once at end of month, exceptions may occur.
> --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Geary, Stephanie" <sgeary@> wrote:
> >
> > You run the wip/rec before you invoice???? Do you run and post capture
> > that often as well?
> >
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
> > Of rob.bucek
> > Sent: Wednesday, March 18, 2009 2:05 PM
> > To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: WIP Reconciliation (or unreconciliation)
> >
> >
> >
> > WIP Reconciliation is not just a simple report...its got some wierd mojo
> > goin on in there. We are working on a huge project to improve job
> > costing in order to be able to have better data so we can predict cost
> > of sales material going forward (in this economy cost is king). Using
> > BPM's and vb scripts we are working at forcing ourselves to run WIP/Rec
> > before we invoice (you better make sure all ops are completed and all
> > materials are issued), as well as the same condition before all jobs are
> > receipted to stock. Our experience has shown us dont believe any costs
> > you see in the system if you didnt give it everything it needed to cost
> > the job correctly. This we also feel will more closely align the sales
> > gross margin report to the financials.
> >
> > --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ,
> > "Mike Lowe" <MLowe@> wrote:
> > >
> > > I don't have the details in front of me, but I know there is an issue
> > > (at least on 6.1) where DMR processing from Jobs will cause WIP on the
> > > WIP report to be incorrect. The GL transactions are accurate but the
> > > WIP report is not. Thus, you can't actually reconcile the WIP report
> > to
> > > the GL.
> > >
> > > I think it was related to DMR rejects from Jobs not removing the costs
> > > from the total costs in the Job Assembly table. Not only did it cause
> > > problems with the WIP report but it also caused some problems with
> > some
> > > manufacturing variance analysis reports we have created in Crystal.
> > >
> > > Mike Lowe
> > > Corporate I.T. Manager
> > > Connor Manufacturing Services
> > > Direct: (949) 713-3328
> > > Fax: (949) 666-5268
> > > Cell: (949) 973-7621
> > > Skype: Mike.Lowe
> > > Email: MLowe@ <mailto:MLowe@>
> > > Web: www.connorms.com <http://www.connorms.com/
> > <http://www.connorms.com/> >
> > >
> > >
> > > ________________________________
> > >
> > > From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
> > Behalf
> > > Of Kathleen Tyrrell
> > > Sent: Wednesday, March 18, 2009 9:36 AM
> > > To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> > > Subject: RE: [Vantage] WIP Reconciliation (or unreconciliation)
> > >
> > >
> > >
> > > Hi Chris, this is some great information. I'd like to share this with
> > > our management team, but have a couple more questions.
> > >
> > > Are your jobs marked as complete until the AP invoices are entered and
> > > then closed? or are they completed and closed when received to stock,
> > or
> > > shipped to the customer?
> > >
> > > Could you also tell me what program type of Vantage you are working
> > with
> > > ...is it Progress or SQL?
> > >
> > > What is interesting is that a job doesn't need to be closed for the
> > Mfg
> > > Variance to book, just completed. When we had a Vantage consultant
> > here
> > > to help with our migration from 6.0 to 8.0, he questioned why we
> > > completed and closed our jobs at the same time, regardless of the AP
> > > invoice status. Though he didn't elaborate.... now I'm wondering if
> > > your information is the unexplained "why".
> > >
> > > I have not had a chance to test anything with 8.0.407a, but am always
> > > suspect that there is a hidden "bonus feature" tied with DMR
> > processing
> > > since this has been the source of many a WIP valuation problems or
> > > glitches.
> > >
> > > Kathleen Tyrrell
> > >
> > > 360-453-3445
> > >
> > > TJI & Affiliates
> > >
> > > ________________________________
> > >
> > > From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com>
> > > [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com> ] On
> > > Behalf
> > > Of chrisb53029
> > > Sent: Wednesday, March 18, 2009 5:53 AM
> > > To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> > <mailto:vantage%40yahoogroups.com>
> > > Subject: [Vantage] WIP Reconciliation (or unreconciliation)
> > >
> > > I don't know if we were just behind the times a little, but we proved
> > > out a nice tidbit of information regarding the reconciliation of WIP
> > > accounts that I wanted to share with others. We are on version
> > 803.404,
> > > went live last June. In reconciling our work in process accounts
> > > (comparing GL balance to the WIP report), we found that Vantage causes
> > > an unreconciliation in the GL accounts for job variances.
> > >
> > > Specifically, if a job is initially closed, re-opened, with an
> > > additional transaction entered, and then re-closed, that transaction
> > > gets hung up in the WIP account and does not "Purge" out to the
> > product
> > > groups variance account. More specifically, we determined that this
> > > occurs when the job is marked WIP Cleared and then re-opened. If a job
> > > was closed but not WIP cleared, the transaction is fine, but if that
> > WIP
> > > Cleared flag is on, the additional variance on the job will remain in
> > > the WIP GL account causing an unreconciliation to the WIP report.
> > >
> > > A good example of this is if a P.O. transaction is tied to a job, the
> > > receipt transaction is generated, but the AP Invoice not received
> > prior
> > > to job closing and posting (i.e. WIP Clear flag is flipped)(This also
> > > depends on how often you COS WIP Capture). Then when the AP Invoice is
> > > processed and if there is a variance to the PO price, that variance
> > will
> > > show on the job results and it will post to the WIP account, but it
> > will
> > > not Purge that variance again to the variance account, it will remain
> > in
> > > the GL WIP account, but of course there is nothing on the WIP report,
> > > thus the unreconciliation.
> > >
> > > We now are trying to figure out a way to identify these specific
> > > transactions. However, I thought I would share this in case there are
> > > others who have scratched their heads about unreconciliations in the
> > WIP
> > > accounts.
> > >
> > > NOTICE OF CONFIDENTIALITY: This e-mail message, including attachments,
> > > is for the sole use of the intended recipients and may contain
> > > confidential and privileged information. If you are not an intended
> > > recipient, please contact the sender by reply e-mail and destroy all
> > > copies of this message, including attachments. Any unauthorized
> > review,
> > > use, disclosure or distribution is prohibited.
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > >
> > >
> > >
> > >
> > > __________________________________________________________
> > > This email has been scanned by the MessageLabs Email Security System.
> > > For more information please visit http://www.messagelabs.com/email
> > <http://www.messagelabs.com/email>
> > > __________________________________________________________
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> > This message has been processed via your triumphgroup.com e-mail
> > address.
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
> [Non-text portions of this message have been removed]
>