Service Invoice Question 1

[randva]

Macola 7.5.102e, Pervasive SQL

Our company delivers to some of our distributors. We have obtained the necessary MC authority to haul other people's freight back. I want to bill these customers for freight.

When I try to use a service invoice for this, I do not have a place to put the shipper information, the receiver information and any load or reference numbers. Is there a place to put notes on a specific service invoice? I do not have a "notes" button next to the document number.

Any suggestions (other than telling me to upgrade Macola) are greatly appreciated.

 

[crystalreporting]

You're definitely limited with regards to notes and/or comments when using service invoices. There's a couple of lines available on the printing function itself that you could use, but this would apply to every invoice in the batch. Aside from that, there's really nowhere else to put notes in.

If it were me, I'd probably go with an 'I' type invoice/order in OE. Either setup a non-stocked, non-controlled product for the freight, or use a non-inventory item. You'll get more flexibility with notes going this route as well as better sales analysis in the future.

Peter Shirley

http://www.srhconsulting.com

 

[MacolaHelp]

Peter's right. I would use the non-stocked, non-controlled option so you can get sales history and trigger the accumulator buckets for future reporting needs as well.

 

[tpllc]

Service invoices are designed for a very limited use and may do what you want. There are two options that I can think of to solve this issue.
1. If you own the flexibility module, you can create your own table to hold this information as place these fields on the screen set to capture the information.
2. You can attach a note field to vurtually any field in Progression. You can contact your reseller to assist you in doing this or you can contact me and I can assist you. I am a reseller of the product. If you wish for my assistance reply to the thread and provide contact information.
Thanks

Steve Henley
trianglepartners.com
Exact Software consulting, sales and implementations.

 

[randva]

Macola 7.5.102e, Pervasive SQL

Thank you for the suggestion to use a non-stocked, non-controlled inventory item through OE.

I had already set up a new company for this accounting with GL and AR.

I have added OE and IM packages to this company. I went to SM and intialized all OE and IM packages. When I attempt to open OE setup or IM setup, I get an "Opening Procedure Failed". Any suggestions?

 

[MacolaHelp]

Maybe a dumb question, but why a different company? Aren't you going to collect $$ for these invoices and post cash receipts? Or, is it truly a different legal entity?

As for opening procedure failed, USUALLY it is looking for files that don't exist. Did you set the company up in macola system manager? When you turn the modules on, you should see it initializing the files related to that module. Compare the AR/OE/IM/SY/TAX files in the live company to the new company to be sure they are all there. If they are, go into the main live company and open the screen where you get the opening procedure failed in the new company. Open the pervasive monitor and note the files you have open for that session in the working company. I'm guessing there may be BM, PP or SF files opened in addition to the ones you would expect. Go back to the new company, turn on those modules, initialize all files in those modules, then turn them back off again. If you have feature items or pp items in your item master, you need to leave these modules turned on. Are you copying files from your main company to this company? Be sure you get all system level files as well as those that are module specific.

You can also get the opening procedure failed when you are out of pervasive licenses. The message isn't helpful, but it can be a cause. Check your resource usage in pervasive to determine how many licenses are in use.

 

[crystalreporting]

The "Opening Procedure Failed" message will most likely occur when you haven't completed the package settings for all of the modules related to the one you're trying to use.

For OE, depending on your license this could include GL, AR, IM, BOM, PO and OE. Make sure you have tabbed through and added all of the required values for all of the settings in these modules.

Peter Shirley

http://www.srhconsulting.com

 

[MacolaHelp]

randva, didn't you say you get the error when you try to open the OE and IM setup files?

 

[randva]

"Opening Procedure Failed" occurs in IM, OE and POP. (POP says that IM setup must be run first.) I am trying to open the IM and OE setup files.

I opened the setup screens for every other module (AP, AR, BB, GL, PO, SM) and tabbed through every field, but to no effect.

I did go to our existing company and files opened for IM setup exist in the new company's data directory.

To answer MacolaHelp's question: Yes, the trucking company is a new legal entity. Motor Carrier rules and Insurance compelled us to go this route. If you want me to tell you about it in detail, I will be happy to do so - but it is a long story.

 

[MacolaHelp]

Did you try my suggestion about looking in the pervasive monitor in your main company so that you know what files to initialize? Also, if you have POP on, you will also need BOM. If all else fails, maybe you could copy the BM/IM/PP/OE ctlfil.btr from the main company into the new company and then edit in the new company. It stills sounds, though, like you are missing key files for those modules. Here are how many btr files I see in 100a:
OE 77
IM 59
BM 18
PP 17
Some of these are work files, so your file count may be somewhat different.

 

[randva]

MacolaHelp:

Thank you!!

I copied the IMCTLFIL from our existing company and then I was able to edit the IM setup in the new company. That let me get into OE setup and POP setup. Everything appears to work as it should.

(Just for refernce, the IMCTLFIL did exist in the new company directory. I had to overwrite it.)

Again, thank you.