Sage 100

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  • 1.  P/M Work Ticket Import Job

    Posted 08-06-2024 18:29

    Hello. This is a long shot, but here goes. Does anyone have a V/I job that imports P/M work tickets that they are willing to share with me? I realize that there are a lot of details and moving parts, but any basic layout will help me get started.

    Karen



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    Karen O'Lane
    Accounting Systems, Inc. (ASI)
    kolane@asifocus.com
    559-448-0900
    559-577-4142
    http://www.asifocus.com
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  • 2.  RE: P/M Work Ticket Import Job

    Posted 08-07-2024 17:39

    I attempted and finally gave up, but went with the ScanForce Make to Order add-on.

    Created an import into sales order entry, the source file only had the item and the quantity, everything else required assigned in the job. Then go to sales order and select create Work Ticket, and print work tickets then deleted the sales order. Works great. My client was importing about 100-200 lines to the sales order, from import to printing process takes about 2 minutes.



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    Lisa Dion
    Vrakas/Blum Computer Consulting, Inc. ldion@v-bcc.com
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  • 3.  RE: P/M Work Ticket Import Job

    Posted 08-07-2024 18:28

    Interesting/impressive workaround. I have a customer using the ScanForce Make to Order add-on with PM and they keep telling me how happy they are to use it. They don't do the VI step but they create the orders and follow through with work tickets.



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 4.  RE: P/M Work Ticket Import Job

    Posted 08-08-2024 01:46

    I highly recommend the ScanForce make to order addon for PM.  I have a few clients using it.



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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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  • 5.  RE: P/M Work Ticket Import Job

    Posted 08-08-2024 09:53

    I am looking into this add-on for a client.  Just to confirm - it doesn't automatically allocate the work ticket completions to the customer's sales order, correct?  It's more like the standard Production Management "soft sales order link", but it automates the whole work ticket creation (and auto creates subassembly WTs which is great)?



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    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
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  • 6.  RE: P/M Work Ticket Import Job

    Posted 08-08-2024 13:02

    Yes, it automates the work ticket creation and links the work ticket and sales order.  I'm pretty sure it allocates the qty completed for the sales order.  ScanForce can easily answer that and they are very responsive.  Contact Mae Roche, mae@scanforce.com.



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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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  • 7.  RE: P/M Work Ticket Import Job

    Posted 08-09-2024 08:23

    Why is the ScanForce add-on needed if you're importing into S/O Entry and then selecting Create W/T?  Or is it the add-on that allows for selecting Create W/T in S/O Entry?  Is that not a standard PM feature? 



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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 8.  RE: P/M Work Ticket Import Job

    Posted 08-09-2024 08:33

    @Brett Zimmerman it is the add-on that allows creation of W/T from Sales Order Entry.  I also got the answer to my question, which is that work ticket completions DO NOT auto-create a shipment/invoice from the customer sales order (as in Operations Management).



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    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------



  • 9.  RE: P/M Work Ticket Import Job

    Posted 08-13-2024 23:51

    I have another customer who uses Scanforce Make To Order. That works well. Unfortunately, it won't work for the customer for whom I made this inquiry. This customer has an outside application that generates a list of items and quantities needed to manufacture. It can create a csv file that they would like to import. 

    I'm getting the impression that no one has created a V/I import yet. That's cool. I enjoy being a trailblazer. :-))

    Karen



    ------------------------------
    Karen O'Lane
    Accounting Systems, Inc. (ASI)
    kolane@asifocus.com
    559-448-0900
    559-577-4142
    http://www.asifocus.com
    ------------------------------