Confirm Ship Month End

[barton1]

At month end we have to tell all external warehouses not to confirm ship until we have cleared the accumulaters for the month. As far as I know the confirm ship process updates the MTD usage in INV/LOC regardless of which period you are working in.

Its important to us that the MTD volume and MTD sales coincide on product cat reports. As we tighten up our inventory controls its becoming more cumbersome to having this month end blackout period for the confirm ship process.

Has anybody wrestled with this?

 

[kscheeler]

Let's assume it's August month end. The confirm ship process relieves inventory in real time on the date that you physically do the transaction, not necessarly the invoice date. You want to have all of your shipments done for August and also billed and posted before you clear the accumulators. You also don't want to do ANY inventory transactions for September until you've closed out August in modules that affect inventory.

I personally don't like to use the accumulator fields, especially for sales. I would rather create a sales report against the order header history and order line history tables and calculate everything myself. That way, I know I am tying back directly to the invoices themselves.

Kevin Scheeler

 

[dgillz]

Kevin (as always) makes a very good point. In fact the entire accumulator concept is scrapped entirely in Macola ES, which I really like.

If you want sales statistics, query the OEHDRHST and OELINHST tables.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

 

[barton1]

Thanks

Yes, many of the procedures date way back to before we started using Crystal. In fact I print Crystal sales reports to prove the Prod Cat (usually timing errors).

Now I need to find out who uses the accumulaters and wrestle them away from them.