ISTech Support Forum - Business Status

gtladmin

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Business Status - Calculations Used
05/12/06 at 08:21:35

Is there any way we can know exactly how the Business Status program arrives at it's calculations? We can't match up anything from what it generates to what we have in the balance sheet or when we run various reports, for example print open sales orders.

It just does not seem to make any sense, and so we can't use it, although we'd really like to! I'd like to add it to our president's menu, but not until we can explain why those numbers are different compared to running the reports we now run in EvoERP, including how they are derived (which he's sure to ask!).

TIA,
Val

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Val Feehan

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gtladmin Active Member Diving is fun, diving is fun! Posts: 1306 Gender:	Re: Business Status - Calculations Used Reply #1 - 05/16/06 at 07:38:10 Anybody have any response? As I said, we'd love to use this -- potentially a really useful addition. Would like some help. Thanks, Val
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NovaZyg Administrator When all else fails.. Read the instructions. Posts: 789 Gender:	Re: Business Status - Calculations Used Reply #2 - 05/16/06 at 07:49:50 Val, What is your email Address I will send you the documentation we gave out at the Feb Symposium.
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cathyh

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Re: Business Status - Calculations Used
Reply #3 - 05/17/06 at 10:02:31

I have been tracking the changes in the Business status for several days using the TMP3, temp and ISBSF files. I have been able to see the changes to data and follow them for the most part with actual transactions.
I have found I can verify most of the data in this screen with real reports in Evo. I am in the process of documenting where. However, I am having trouble with the Sales Orders and Purchase Orders.
I have noticed:

A Sales order invoice with a post date of 4/28 was processed some time in the first of May. The invoice added (was Changed) the amount of $450 to a line item, then invoiced. This added to the Shipped SO's in April, and subtracted from the Open orders in April, but added to the booked orders in May. This really messes with the open/booked orders in May. Not to mention booking an already shipped amount.
Shouldn't the changes in a sales order go to the order date month? or at least the invoice date month?

I have been tweaking some of the numbers in the ISBSF file and most of my numbers now can be verified by reports. Just the SO and PO sections are giving me trouble.
AS I said earlier, I am working on a list with reports that can verify the data and will share with anyone who wants it.

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Cathy Hamilton
Wing Inflatables, Inc.
EVO-ERP2008.1(20 users) w/IS Tech update 5/25/09 (as of 08/21/09)
Windows 2008 Server/client
Pervasive V10.1

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gtladmin Active Member Diving is fun, diving is fun! Posts: 1306 Gender:	Re: Business Status - Calculations Used Reply #4 - 05/18/06 at 12:18:03 Allen, Send it to gromit01904@yahoo.com. I would greatly appreciate seeing the documentation. Much appreciated, Val
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gtladmin Active Member Diving is fun, diving is fun! Posts: 1306 Gender:	Re: Business Status - Calculations Used Reply #5 - 05/18/06 at 12:19:29 Cathy, Once you have your list completed, I'd very much like a copy. Sounds like you're really spending a lot of time on this! Regards, Val
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NovaZyg Administrator When all else fails.. Read the instructions. Posts: 789 Gender:	Re: Business Status - Calculations Used Reply #6 - 05/18/06 at 12:32:53 Me too...
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gtladmin Active Member Diving is fun, diving is fun! Posts: 1306 Gender:	Re: Business Status - Calculations Used Reply #7 - 05/18/06 at 13:05:04 Allen, I received your e-mail, thank you! I'm hoping this will really help us. Regards, Val
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cathyh

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I used to be
indecisive; now I'm
not so sure......

Posts: 1210
Gender: female

Re: Business Status - Calculations Used
Reply #8 - 05/24/06 at 07:03:50

My daily BS report----
A PO for a N type part was added, the item number was pegged to a work order. The item was received. and went to the work order, and the TEMP transactions show correctly a RP type between WIP and RNI.
The TMP3 file shows one "Booked" transaction, for when the PO was added, and two " receipt" transactions ( with a post designation "J") for when it was received. Then result in the BS is +97.50 to bookings, -97.50 to open orders, and +195 to receipts.
I think it should be +97.50 to bookings, +0 to orders, and +97.50 to receipts.

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Cathy Hamilton
Wing Inflatables, Inc.
EVO-ERP2008.1(20 users) w/IS Tech update 5/25/09 (as of 08/21/09)
Windows 2008 Server/client
Pervasive V10.1

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rmh148 Member Posts: 84	Re: Business Status - Calculations Used Reply #9 - 05/24/06 at 08:00:18 Could you also sent it to: rhurdsman@verizon.net Thanks,
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Vman Senior Member If it ain't broke, don't fix it Posts: 460 Gender:	Re: Business Status - Calculations Used Reply #10 - 05/24/06 at 11:03:56 NovaZyg and CathyH, I'd be very greatful for any documentation you could send my way. Dlittlefield@manning-enviro.com TIA, David
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NovaZyg Administrator When all else fails.. Read the instructions. Posts: 789 Gender:	Re: Business Status - Calculations Used Reply #11 - 05/24/06 at 11:12:47 Cathy, Keep up the great work.. Lynn and I will be taking a look into all your findings.. We all want this pogram to work correctly.
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cathyh

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I used to be
indecisive; now I'm
not so sure......

Posts: 1210
Gender: female

Re: Business Status - Calculations Used
Reply #12 - 05/30/06 at 09:56:40

As do I !

Another question-- I have instances of people closing a PO with $$ still on it. It shows up in the ISBSF file with a "POKLSE" type transaction code, and it is subtracted from OPen orders. However there is no way to include this in any report and in fact I can't even find the event anywhere.
Is this a bad practice, closing a PO without zeroing out all unreceived quantities?

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Cathy Hamilton
Wing Inflatables, Inc.
EVO-ERP2008.1(20 users) w/IS Tech update 5/25/09 (as of 08/21/09)
Windows 2008 Server/client
Pervasive V10.1

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cathyh Active Member I used to be indecisive; now I'm not so sure...... Posts: 1210 Gender:	Re: Business Status - Calculations Used Reply #13 - 06/26/06 at 08:41:16 NOw that my Business Status is working....... I noticed today that the PO receipt to a work order posted two values to the PO Receipts file again( one P type,one J type), as before. This is a definite problem since it inflates the value of PO receipts in the Business Status.
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cathyh

Active Member

I used to be
indecisive; now I'm
not so sure......

Posts: 1210
Gender: female

Re: Business Status - Calculations Used
Reply #14 - 07/05/06 at 12:55:35

Seeing another instance of POKLSE mucking up the works. Many PO's were booked and received on June 30th, and two PO's were closed with a date of 6/30 after I had run the BS on July 1st. The month of June was updated in the BS for the total of Booked - closed - received. The month of JUly was only updated with Booked - received. So the month of July already has too much in open orders.

So no one ever answered my question about closing PO's with $$ still showing. The above suggests that the answer is an emphatic "don't do it" but would like it confirmed by higher powers......

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Cathy Hamilton
Wing Inflatables, Inc.
EVO-ERP2008.1(20 users) w/IS Tech update 5/25/09 (as of 08/21/09)
Windows 2008 Server/client
Pervasive V10.1

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