Re: BPCS 4.05 Progress Payments...How to ??

["Tom Jedrzejewicz @ San Pedro" <TJedrzejewicz@xxxxxxxxxxxx>]

Actually, if I understand properly, the "progress reports" need to be real 
invoices, and they will be collected before the shipment actually happens.

It appears that what needs to be done is:

3 Type 8 invoices, one at each payment stage.
--> Type 8 affects AR, but not Sales or Inventory.
--> They will hit the A/R aging for the customer, and the payments can be 
properly credited.

then, when the stuff is made and the payments received, ship the stuff with a 
Type 2 order.
--> Type 2 affects Sales and Inventory, but not AR.

If you want it all to reflect to a single sales order, you may want to enter 
Special lines for the 3 pre-payment steps and ship them.

Obviously, test this first!  

Take care.

>>> bpcs-l-request@xxxxxxxxxxxx 05/13/03 10:00AM >>>
>> Message: 4
>> Date: Mon, 12 May 2003 17:29:39 -0600
>> From: Lisa.Abney@xxxxxxxxxxxxxxxxx 
>> Subject: Re: BPCS 4.05 Progress Payments...How to ??

>> Jim ...

>> If I understand what you're trying to do, I would do type 5 invoices
>> through Post Ship Billing as your "progress reports" ... these do not
>> affect AR, inventory, or sales statistics.  I don't quite understand why
>> your progress report needs to be in the form of an invoice, but this ought
>> to have the desired result.  (Actually, I suppose this is one way to keep a
>> "permanent" record of these reports in BPCS, in a consistant format ... the
>> only other way I can think of would be through order notes, which are a
>> little more random.)

>> >> "Jim Barry" <zzbpcs@xxxxxxxxxxx>
>> >> To:      "SSA's BPCS ERP System" <bpcs-l@xxxxxxxxxxxx>                    
>> >>               

>> >> Good Monday Morning......

>> >> We have a customer that we must collect from BEFORE
>> >> we ship to them.
>> >> AND we need to send them 3 invoices:
>> >>   1/3 when we receieve the order
>> >>   1/3 after we make the special tooling  needed
>> >>   1/3 just before we ship the product
>> >> How do you handle this scenario ??
>> >> Post Ship Billing to generate an invoice with no inventory
>> >>  ?

>> >>  Thanks
>> >>  Jim Barry
>> >>  Belchertown