Forcasting Looks Like it will work on 46.5

I tested the new forecasting function in 46.5 and it works very well. Couple of things we need: The field of when the part had a sq/op put on it. That way we do not send back new items. They need to get the DC sales feed going. That is the YTD/LYR sales for your servicing DC loaded that will be nice. They need to work on getting lost parts out of the system ie NWP 1121 is the old part number and with forecasting and the wrong MC on the part it wants to forecast it back into your inventory. I did not use the Jcon forecasting. I felt it was to cumbersome for the results you got. But this is much better.

trouble selling sourced items

I run a daily pickup run to the dc everyday and pick up specials for commercial and retail customers. For the retail customers we have been using the suggested method of finishing the invoice and placing it on hold by putting a zero deposit on the item. If your customer wants to pick up the part the same day you cannot use the reference number and just release the held invoice. The computer will not release a sourced invoice because it has not received the asn yet,( which will come down tomorrow morning). This needs to be corrected, why can we not have an option such as sell anyway button for these types of situations. There are far too many controls on this damn thing. Carquest is obviously worried than an employee may take them for five cents!

items not taken out of inventory

Like jim I have had items received, sold , returned for credit and returned to the dc. My system still shows the product in stock. Exploris help desk thinks that it has something to do with items not sourced on the system. Ie; if I buy something from montreal and return it before receiving my e-invoice, the system does not go into a negative on hand , so that when it is received on asn , it would bring the on hands back to 0. They say they are aware of this, but who knows when they will fix it. Makes inventory control interesting!

Miising information

My wife was looking at day end sheets and trying to balance a file. We found the entries on the statement but fund one half of the entry did not appear on the day end paperwork. When questioned Exploris did not know where the entry was. They assumed we entered it during day end and it went to the Black Hole. I assured them this was not the case and I want to know where it is the paperwork. It has to balance and it doesn't. To this point I have no respnse from Exploris. Great customer service.

Missing information

XCODE pricing schedules

In Exploris when you enter and Xcode they have been telling us to set up a dummy account and then do your copy procedure. Time consuming but not too bad. I discovered a button called Group that enables you to set up the price plan for everyone in a particular billing schedule group with one key stroke. If you want to narrow it down to a more finite number of customers you still have to use the copy function. The group key adds this to the billing schedule and Angela has varified that the Xcode will not be ereased when they do an update. Questions on this call me 5198533410 Jim

re mode 2

When the system is down (from Raliegh) and you have no catalogue, the system prints pick tickets with the odd numbers that Jim is talking about. When the system comes back up you have to take these pick tickets and reprint them to create proper invoices. The problem is that the pick tickets look just like an invoice which i think is confusing to our customers. I think there needs to be printed on those slips in very bold print the words " this is a pick ticket only, not an invoice".

billing schedules

the worst part of the new system. No longer are models available for pricing. You virtually have to enter billing changes by customer. You can enter group changes , but you have to select the customers that you want to change, there is no function that allows you to save that group of customers for future changes. If you wish to change an existing pricing level, you will have to do it individually by customer. The system will not allow you to enter a correction and have that new correction over write the existing price that you want to change. In fact the system would actully enter a new price exception, thus creating 2 price exceptions for a product , subline. The billing schedule as it is now is cumbersome, we need to be able to preselct groups or create models to make this simpler.

pati report

This report tracks purchases. Why when we are entering information , such as product code and part numbers, do we have to enter dots, dashes etc. as part of the part number. In virtually every other aspect of the system dots and dashes are wild card items that the computer enters for us.

line sales report

the line sales and purchaseing report is not calculateing the profit margin properly. Example if you are looking at the sales for the current month in friction it would show a profit margin around 28% because it is not taking into account the pl4 rebates. In reality your profit on the line is much higher with the rebate.
Ian

sourcing issue

When sourcing parts from the dc , you will encounter this situation. If you are ordering a pump and a tie rod end. . Start the sourcing process, the dc shows the pump in stock but not the tie rod. At this point you can't delete the tie rod from the sourcing screen and just order the pump, you have to go back into your invoice delete the tie rod and then resource the pump. It would be helpful to be able to delete an item from the sourcing screen, when you are on that particular page, and not have to go backwards.
Ian

Exploris Catalogue

When the system goes down to mode 2 you have no catalogue. The system also prints bogus invoice numbers which don't match the customers statement. We have been down more times and for longer with Exploris than we ever were with Jcon. Doug explains that if your internet connection is down you will have catalguing. This has never been the case it is always Exploris that is down. Dougs fix for the statements is to have your customer find the invoice by amount on the statement or we can reprint all the invoices and resend them when the system is back up I don't know about anyone else but I see a real mess doing this.

Exploris not relieving inventory

We are experiencing problems where we manually receive a part and then sell it. exploris does not relive inventory. If you look in part ledger you will see the receipt, then look in Lisa you will see the sale, But your inventory still thinks you have one. We find this quite regularly. If you add a part with a PINK screen the same thing happens. Frustrating to keep your inventories accurate. Note Exploris does not know why this happens. I have just logged it again maybe this time I will get an answer

Test From Jim

This a test from Jim

exploris

Before you switch to exploris, chexk all your accounts thoroughly. For examle I have 4 accounts with the letter A after the customer number. as a result the wild card function can't find the customer for invoicing

test from Ian

this a quick test , of blogs

post #1

It took a bit to get the nerve to start this blog - lets see where this takes us. If this blog continues and grows - it will be due to the help of EXPLORIS users like you-- you have TWO OPTIONS --if you have the time and desire - e-mail me at info@NO_SPAMdtauto.ca (pull out the no spam letters of course ) and we can chat on you getting authoring as a co-partner here.

Or - just add a comment to an article ( we will probably set up previews for comments - to avoid spam and porno comments - so give us 24 hours ) or send us an e-maul with info and tips for a post (see e-mail address above)