ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Sales >> S/R WO's problem
http://www.istechforum.com/YaBB.pl?num=1305824055

Message started by carie on 05/19/11 at 09:54:15

Title: S/R WO's problem
Post by carie on 05/19/11 at 09:54:15

I closed one S/R WO and issued materials to the remaining 2 WO from 1 S/R, when I posted the S/R Invoice it did not enter finished production to either WO. Should I have purged the one I closed for it to do this correctly?

~Carie

Title: Re: S/R WO's problem
Post by GasGiant on 05/19/11 at 09:58:49

You should not manually close SR WOs unless they remain open due to an error _after_ invoicing. We've learned from experience that the sequence of events in the RMA/SR stack are fairly delicate and need to be handled gingerly, especially if more than one item on an RMA is dispositioned to repair.

Title: Re: S/R WO's problem
Post by carie on 05/19/11 at 10:01:52

So if I close them now do you know what it does to inventory?

Title: Re: S/R WO's problem
Post by Lynn_Pantic on 05/19/11 at 19:18:39

The equivalent "Enter Finished Production" process for S/R work Orders happens when the S/R invoice is posted but only for the WO that were created by converting the SR Order. If you manually close S/R WOand back door some manual WO then the SR doesn't know about them.

Title: Re: S/R WO's problem
Post by dbernhard on 07/28/11 at 07:00:14

Problem: Parts Routings do not carry over to the RMA/SR WORK ORDER so workers have no sequence to enter labor.
The RMA module automatically creates work orders when a part is dispositioned to REPAIR - but the work order has no sequence or routing so we have to manually enter routings every time...shouldn't the EVO system carry over the parts routing?

Title: Re: S/R WO's problem
Post by GasGiant on 07/28/11 at 13:11:47

In a word, no. In our case, BOM and Routing items are not used in toto. A part or two and the final inspection routing, but adding two or three things, as needed, is much preferable to removing 40 BOM items and five Routings.

Title: Re: S/R WO's problem
Post by Lynn_Pantic on 07/28/11 at 19:56:24

SR Defaults has a place to enter a "Generic SR Number". This part can be given a Routing such as "Inspect, Disassemble, Repair" or whatever is appropriate for your parts and it will be attached to all S/R work orders for the purpose of reporting labor.

Title: Re: S/R WO's problem
Post by dbernhard on 07/29/11 at 05:46:30

Thank you all for your help
I added Service as a Location, added Labor as a generic part number with test & repair as routings - Added these to SR defaults. Now when we disposition an RMA as a Repair the wo generated includes routings.
One more question - is it possible for the location SERVICE to show inventory? After recieving the unit it is not visable as rec'd in the Service location - this would be very helpful for reporting - if not, do you have any other suggestions on accurate inventory reporting on RMA units located in house?

Title: Re: S/R WO's problem
Post by GasGiant on 07/29/11 at 06:34:40

The items do not show up as being in stock, but they do show as being on order for that location.

You can also report all open S/R lines with CR or Excel reports using a query like this:

Code:

SELECT i.bkar_inv_sonum, l.bkar_invl_asd, i.bkar_inv_cuscod, i.bkar_inv_cusnme, l.bkar_invl_pcode, l.bkar_invl_pdesc, l.bkar_invl_ooqty
FROM ISSRINV i INNER JOIN ISSRINVL l
ON i.bkar_inv_sonum = l.bkar_invl_invnm
WHERE i.bkar_inv_invcd = 'S'
AND l.bkar_invl_ooqty > 0
AND l.bkar_invl_um_ln_1 BETWEEN '1' AND '99'
ORDER BY i.bkar_inv_sonum

We use this to create a report that shows S/R#, Date In, Customer #, Customer Name, Product #, Product Name, and Qty

Title: Re: S/R WO's problem
Post by dbernhard on 07/29/11 at 08:16:20

Thank you Colin - Thank you for your input - very helpful when you spell out the report like that - we have a very similar report in Crystal that I will adjust but it is still something I have to run for them weekly. I thought since SERVICE is a location that the end users would be able to run a report by LOCATION in EVO to see how many instruments arrived and are sitting in the RMA department

Title: Re: S/R WO's problem
Post by GasGiant on 07/29/11 at 09:59:30

That's just it. Since customer items do not belong to our companies, they should not show as being in our inventory, at least as far as accounting is concerned. They are not like returned goods.

When invoicing is done on repairs, the items very briefly pass through inventory as the repair WO is completed and then the invoice removes the items. The value of the item does not hit COGS, only the parts used do.

Unfortunately, I don't see any internal report in EvoERP the will allow you to see open SO items by location. There should be a repair queue report that users can run, I agree.