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Lynn Trapp
MS Access MVP
www.ltcomputerdesigns.com
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> Tim,
> However, as I look at your table layout from your link,
> I noticed a couple of things that you may want to address.
>
> 1. I don't see any connection between your PO tables and
> your Invoice tables.
True, I do not have a connection going between the two.
Our purchase orders are coded by "boat/task" and sent onto
accounting for when the invoices (A/P) arrive. The invoices
I speak of here, are for billing out for the items used per boat.
These invoices are for A/R. But all A/P and A/R is still using
Quickbooks. I don't believe I am smart enough to know
all the ramifications of adding an accounting functionality to
this database. Future I may try to work with Quickbooks
and how the files can act with each other, but for now, it
is not on the list to handle our day to day activities.
> 2. Will there ever be a scenario in which you might need to
> allow a vendor to ship a given line item on a PO to different
> locations and/or on different shipment dates?
Yes, there are times when I order quantities of a product,
but will request weekly or bi-weekly shipments. We have no
other facilities so another location is not necessary, but the
multiple shipments is something we do.
> If so, then you will want to consider adding a
> PO_Line_Shipments table that would be related many to one
> to your tblPOLine. If you do this then your users would be
> able to designate different ship to locations for each line item.
> They could also designate multiple shipment dates for a given line.
I do like the part about having multiple shipments. I will review your
whole message again tomorrow so I can follow it thoroughly. My
plan, what we do now, is to have a RecQty field so that we can
order say 30 drums of a product, inform the vendor to send 6 per
week, then receive 6 per week in the purchase order. The Status
field can change from Active or Complete etc.... based on where
it is at. However, all forms of communication that we are to receive
the 6 drums per week is done verbally while ordering, and notes in
the purchase order on how we want it delivered. I will look at
our way and your suggested enhancement to see how to bring that
onboard.
> 3. Will there be a scenario in which you need to distribute the
> cost of a given PO line (or shipment per the previous question)
> to different departments or cost centers?
Actually, when we have multiple cost centers per line item on an invoice,
our purchase order has it broke down by line. Meaning that I may
order 20 total of a product to a vendor and get an invoice for 20, yet
we will have to purchase order line items of 10 each with the associated
cost center noted for each line.
> For your situation, this all may be a bit of overkill but, since I
> support a large enterprise Purchasing system, I thought I should
> bring up some things that you may not have thought of. Let me
> know if you have any questions.
And I appreciate the time you took to review my tables Lynn. I am
after any input to make sure I am set to go on the next phase of
this database. I will definetly consider how the above suggestions
can or do work into our setup we have here. The one that I can
think of above is the multiple shipment as we do this now. I just
hadn't thought there may be an alternative to how we do it.
Thank you,
Tim
Lynn Trapp - 06 May 2005 13:38 GMT
> Our purchase orders are coded by "boat/task" and sent onto
> accounting for when the invoices (A/P) arrive. The invoices
[quoted text clipped - 5 lines]
> and how the files can act with each other, but for now, it
> is not on the list to handle our day to day activities.
At the very least, then, you may want to go ahead and add a PO_Id field to
the invoice tables (probably the line level) just for possible future
changes. Then you don't have to worry about it later.
> I do like the part about having multiple shipments. I will review your
> whole message again tomorrow so I can follow it thoroughly. My
[quoted text clipped - 7 lines]
> our way and your suggested enhancement to see how to bring that
> onboard.
I think you will be happy with yourself if you go ahead and add the
shipment level to your PO's

Signature
Lynn Trapp
MS Access MVP
www.ltcomputerdesigns.com
Access Security: www.ltcomputerdesigns.com/Security.htm
Jeff Conrad's Big List: www.ltcomputerdesigns.com/JCReferences.html