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Thanks, Dale.

We do the Pro Forma for international shipments so they can get funding
from their bank.

Could we do what you are doing by going into the order and performing
the discrete allocation?

BTW, programagically is the twin brother to automagically!

Cheers!


Charley

Charley Simpson
Director, Material Planning & Logistics
805-426-3414
www.turboneticsinc.com





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-----Original Message-----
From: mapics-l-bounces+csimpson=turboneticsinc.com@xxxxxxxxxxxx
[mailto:mapics-l-bounces+csimpson=turboneticsinc.com@xxxxxxxxxxxx] On
Behalf Of DaleGindlesperger@xxxxxxxxxxx
Sent: Tuesday, July 10, 2007 12:34 PM
To: MAPICS ERP System Discussion
Subject: Re: [MAPICS-L] Pro Forma Invoicing






Might be a dumb question here, but why do you want a pro-forma invoice?
If I read your posting correctly, what you want to be able to do is pick
the parts and have them ready to go, but not bill them yet, and also not
allow Customer Service/Sales to re-sell them.

We do that by programagically (I love that phrase, thanks Jeff!)
creating an SLALLO record for each item as it is picked (scanned and
logged in a log
file) and changing the status on the item to discretely allocated.
That
way, when Customer Service looks at availability of a part, they see we
have 10 on hand, but they also see that 7 of the 10 have been discretely
allocated to orders (which we translate as "picked and ready to go"), so
they know they only have 3 available. Plus, the neat part about that,
is they can see who is actually getting those parts.... that is handy
for when the same customer calls in and tries to order more of the same
- you can tell them they already have some coming!

Of course, the inventory relief and invoicing is a lot simpler for us
with this approach, since we use the free offline shipping enhancement.

I guess it also depends on why you want a pro-forma invoice. (By the
way,
we also send advance shipping notices from the log file...)

Dale Gindlesperger
IT Manager/Special Projects Leader
Fleetwood Folding Trailers, Inc.
258 Beacon Street
Somerset, PA 15501






"Charley Simpson"

<csimpson@TURBONE

TICSINC.COM>
To
Sent by: "MAPICS ERP System Discussion"

mapics-l-bounces@ <mapics-l@xxxxxxxxxxxx>

midrange.com
cc



Subject
07/10/2007 03:06 [MAPICS-L] Pro Forma Invoicing

PM





Please respond to

MAPICS ERP System

Discussion

<mapics-l@midrang

e.com>









XA R6, AM+, CSM

Howdy!

After reading through the COM User Guide, I am still not fully clear on
exactly the best way to handle Pro Forma Invoicing. We don't do a lot
of it, but the way we are currently doing it is painful, mostly for
customers.

My goal is to prevent customer service from double booking the inventory
(our current process is it's in a box, bagged and tagged, but because it
shows "on-hand" they think they can commit it again). BTW, we're not
using ATP as we use CSM for order entry.

If I do a 'Shipment Pro Forma' does that treat inventory as if it has
shipped (relieve qty-on-hand)? Also, does it suspend the real invoice
until we intervene or will the real invoice be cut loose on the next
invoice run?

Would using a pick list and a stage location be a possible option?

TIA for any insight.

Charley

Charley Simpson
Director, Material Planning & Logistics
805-426-3414
www.turboneticsinc.com <http://www.turboneticsinc.com/>





*** Please note that the information contained in this message may be
privileged and confidential and protected from disclosure. If the
reader of this message is not the intended recipient, or an employee or
agent responsible for delivering this message to the intended recipient,
you are hereby notified that any dissemination, distribution or copying
of this communication is strictly prohibited. If you have received this
communication in error, please notify us by replying to the message and
deleting it from your computer. Thank you. Turbonetics, Inc. ***





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