Topics started by Darren Ruddock

10 Topics

Match Invoices With New PO Receipts - Not Working?!?

Hi guys, Wondering if you could help with this issue that we are testing. Sometimes we get parts that arrive in dribs and drabs from a supplier, say 2 of the 5 parts turn up. We thought we could leave the posting proposal open and simply use the Match Invoices With New PO Receipts function to auto update the proposal. Unfortunately this does not seem to be how it works, not working at all for us.We are now manually adding the posting lines when the goods are receipted. Anybody else had issues with it?? Cheers

3 months ago

Darren RuddockDo Gooder (Customer)

asked in Supply Chain

Undo Delivery error

Hi, was wondering if anybody else had come across this issue… We were testing some scenarios regarding undoing deliveries. Going from Customer Order Reserved/Released - Create Pick List - Report Picking - Attach handling unit and then complete and deliver. We were seeing if we could undo a delivery at the last moment. We found we could successfully do this as long as the order consisted of only one part number. If the order contained different parts, the below error appears…. Has anybody else experienced this issue??

4 months ago

Darren RuddockDo Gooder (Customer)

asked in Finance (Financials)

Intercompany invoices via EDI

Hi all, Wonder if you can help with an issue we are having with the inter-company invoicing.We had an order for our Spanish site from a customer in Spain. The part was supplied by our UK site, sent over and then the accompanying invoice was sent from the UK to our Spanish site via the EDI messaging.The below screenshot confirms that the invoice was sent…. This is all well and good, but we can’t seem to find said invoice in the Supplier Invoice Analysis for our Spanish site…. Are there any settings we are missing or something we have overlooked?? Many thanks

5 months ago

Darren RuddockDo Gooder (Customer)

asked in Supply Chain

Automatic Dispatch Advice, not automatically dispatching advice!!!

Hi….again!This issue relates directly to the post below…We have the Send Dispatch Advice Automatically set on for all our sites, for inter-company orders. Yet when the order is delivered, the Dispatch Advice Sent box remains saying No….screenshot below.. As mentioned, the slider is ticked on the site to send the advice automatically…. We can send the advice manually but find it a tad annoying that in our config environment this was working perfectly. Has anybody had anything similar occur??? Many thanks.

5 months ago

Darren RuddockDo Gooder (Customer)

asked in Finance (Financials)

Reverse Journal, Manual Voucher

Hi there, We are having an issue with reversing a journal. From what we understand, this is done by creating a new voucher, pressing the Copy GL Voucher Rows button, selecting from the list the ones needing to be reversed and reversing….the problem is, nothing appears when pressing the Copy GL Voucher Rows button. Has anybody else had this problem? Many thanks

5 months ago

Darren RuddockDo Gooder (Customer)

asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Capping POC, Project WIP, Periodic capitalisation

Hi there, We are having a problem with our project WIP. We set up a project group with the following settings on the attached screen shots The estimated revenue was 100K with costs at 80k The results are show shown in the final screenshot after the periodic capitalization… The problem is, that it does not seem to recognise if the costs are going over and seems to report revenue that will never be received! Obviously this will be catastrophic for reporting! Is there a setting we are missing somewhere Any ideas?? Many thanks

5 months ago

Darren RuddockDo Gooder (Customer)

asked in Finance (Financials)

Define length for invoice, PO numbers

Hi,Can anybody enlighten us as to where we can define the numbering for Invoices and PO’s?? Seem to have lost where it was and are struggling to find it again!!! Many thanks..

7 months ago

Darren RuddockDo Gooder (Customer)

asked in Supply Chain

Create new pick list after unit fails QCLAB and get SCRAP

Hi Community, I create a Customer Order for 2 units. Reserved and Release the order.In Quick Order Flow Handling I have the button “Create Pick list”. I push the units to the QCLAB and 1x fails and get scrapped I then return to the Cust Order and reserve a new unit to replace it. Only this time, I do not have the option Create Pick List in the Quick Order Flow Handling page. The only place where I found I could create the new picking list is under Shipment→Operations→Create Pick List. I’m not sure why this does not appear on the Quick Order Flow Handling screen as before but only at Shipment? Am I correct or there is something I haven’t explored or done wrong. Thanks in advance for your comments.

7 months ago

Darren RuddockDo Gooder (Customer)

asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

MWO app problems.

Hi,We currently are experiencing some issues with the MWO App. Firstly, when issuing material on the app, the Issue All Reserved does not seem to be working. To get around this we have to use the Scan and Issue feature. This brings up a list of all parts, even those not related to the project. parts can be issued this way but obviously this is not ideal. Secondly, no work shows up on the Work Completed tile (main dashboard) when we do complete a job. Any ideas on either of these issue? Many thanks

10 months ago

Darren RuddockDo Gooder (Customer)

asked in Supply Chain

Return from the receipt location

We are a little stumped on how to return a unit to a supplier from the receipt location. We inspect and register the inspection result and add a return..But we cannot get the unit to actually show as returned.. A post on the community mentioned Supplier Shipments but we can’t seem to find out how to initiate one of these. Many thanks

11 months ago

Topics started by Darren Ruddock

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