Finish Phase product with an included accessory that would be Rough In Phase - D-Tools Forum

Andy N · 04-03-2008, 08:41 PM

What is the preferred method of handling this?

For example an XM/AM/FM Tuner that comes with an antenna to be placed in a sealed attic.

The antenna would need to be installed in the rough in phase but we do not need to receive/order/keep track of the tuner until we build the rack or are finishing the project.

Other than simply changing the phase of the product that has the desired rough in accessory included with it over to a Rough in phase product, Is there another way of simplifying this?

Thanks!

Andy N · 04-07-2008, 02:19 PM

Thoughts anyone?

JoseM · 04-07-2008, 05:59 PM

Originally Posted by Andy N

Thoughts anyone?

Andy,

SethE sent you a response via email, please take a look at it and see if that works. Thanks!

04-08-2008, 08:00 PM

Please post it publicly - I'm curious on this as well!!!

**Kevin Mikelonis** · 04-09-2008, 04:27 PM

Originally Posted by Andy N

What is the preferred method of handling this?

For example an XM/AM/FM Tuner that comes with an antenna to be placed in a sealed attic.

The antenna would need to be installed in the rough in phase but we do not need to receive/order/keep track of the tuner until we build the rack or are finishing the project.

Other than simply changing the phase of the product that has the desired rough in accessory included with it over to a Rough in phase product, Is there another way of simplifying this?

Thanks!

Hi Andy,

Great question.

I have a suggesstion on how to handle 'included accessories' from our own internal database building methods.

I will first start by tackling your statement that "we do not need to receive/order/keep track of the tuner until we build the rack or are finishing the project"

++++++++++++++++++++++++++++++++++++++++++++++++

If the included antenna (needed at rough-in) can only be purchased with the tuner, then you do indeed need to track the tuner during rough-in phase.

So looking at the big picture which includes Sales Orders in Biz Mgr and the pull into your accounting system, filtering by appropriate phase is important.

We also want to consider the scenario presented by clients sometimes who accept your design and want to only purchase the rough-in from you, this causes you to filter the project to include only rough in items, and again you need your item to be included in the project.

I have tackled this issue with items such as in-wall subwoofers that include an enclosure, a driver, and an amp all under one part number. In such cases, I place the item into the rough-in phase because I want to be sure to purchase that item at the right time, which is what phases help us to do. Additionally, I accessorize the item with 'DNO' items (more on that in the second part of my answer to you).

+++++++++++++++++++++++++++++++++++++++++++

We use a designation in our Manufacturer Naming of "-DNO" for items that are included with other items and are wholly separate items, where -DNO is universal through the database to mean DO NOT ORDER for items that have no cost, no price. These items can carry labor tied to their appropriate phase, but when they make it through to BizMgr and to Quicklinks, they can be ignored on purchase orders, and even if they make their way onto a purchase order, they have no cost or real part number for a manufacturer to act on anyway.

Example:

MFG--MODEL--DESCRIPTION

CRESTRON--CNX-TXMWX--AM/FM/WX TUNER AND INDOOR ANTENNA

CRESTRON-DNO--AM/FM/WX TUNER--TUNER INCLUDED WITH CNX-TXMWX

CRESTRON-DNO--INDOOR ANTENNA--INDOOR ANTENNA INCLUDED WITH CNX-TXMWX

++++++++++++++++++++++++++++++++++++++

So let's apply this to you specific example to show this in your database:

Create 3 items in you database as shown above and make the 2 -DNO items default accessories (with prompt and recommend unchecked) to the main item

CRESTRON, CNX-TXMWX, AM/FM/WX TUNER AND INDOOR ANTENNA

PHASE: Rough-In
COST: $NNN.NN
PRICE: $NNN.NN
LABOR: 0 Hours

CRESTRON-DNO, AM/FM/WX TUNER, TUNER INCLUDED WITH CNX-TXMWX

PHASE: Finish
COST: $0
PRICE: $0
LABOR: N Hours

CRESTRON-DNO, INDOOR ANTENNA, INDOOR ANTENNA INCLUDED WITH CNX-TXMWX

PHASE: Rough-In
COST: $0
PRICE: $0
LABOR: N Hours

Try this and let the community know how it works for you!

Andy N · 04-28-2008, 04:03 PM

Thank You Kevin -

I took your advice and applied it to our business model. This will be the method that we use to account for products that are finish/rack build and also have included rough in accessories. We have taken steps to ensure the product coming in "early" is accounted for and have utilized many aspects of your suggested methods.

We Thank You !

Originally Posted by Kevin Mikelonis

Hi Andy,

Great question.

I have a suggesstion on how to handle 'included accessories' from our own internal database building methods.

I will first start by tackling your statement that "we do not need to receive/order/keep track of the tuner until we build the rack or are finishing the project"

++++++++++++++++++++++++++++++++++++++++++++++++

If the included antenna (needed at rough-in) can only be purchased with the tuner, then you do indeed need to track the tuner during rough-in phase.

So looking at the big picture which includes Sales Orders in Biz Mgr and the pull into your accounting system, filtering by appropriate phase is important.

We also want to consider the scenario presented by clients sometimes who accept your design and want to only purchase the rough-in from you, this causes you to filter the project to include only rough in items, and again you need your item to be included in the project.

I have tackled this issue with items such as in-wall subwoofers that include an enclosure, a driver, and an amp all under one part number. In such cases, I place the item into the rough-in phase because I want to be sure to purchase that item at the right time, which is what phases help us to do. Additionally, I accessorize the item with 'DNO' items (more on that in the second part of my answer to you).

+++++++++++++++++++++++++++++++++++++++++++

We use a designation in our Manufacturer Naming of "-DNO" for items that are included with other items and are wholly separate items, where -DNO is universal through the database to mean DO NOT ORDER for items that have no cost, no price. These items can carry labor tied to their appropriate phase, but when they make it through to BizMgr and to Quicklinks, they can be ignored on purchase orders, and even if they make their way onto a purchase order, they have no cost or real part number for a manufacturer to act on anyway.

Example:

MFG--MODEL--DESCRIPTION

CRESTRON--CNX-TXMWX--AM/FM/WX TUNER AND INDOOR ANTENNA

CRESTRON-DNO--AM/FM/WX TUNER--TUNER INCLUDED WITH CNX-TXMWX

CRESTRON-DNO--INDOOR ANTENNA--INDOOR ANTENNA INCLUDED WITH CNX-TXMWX

++++++++++++++++++++++++++++++++++++++

So let's apply this to you specific example to show this in your database:

Create 3 items in you database as shown above and make the 2 -DNO items default accessories (with prompt and recommend unchecked) to the main item

CRESTRON, CNX-TXMWX, AM/FM/WX TUNER AND INDOOR ANTENNA

PHASE: Rough-In
COST: $NNN.NN
PRICE: $NNN.NN
LABOR: 0 Hours

CRESTRON-DNO, AM/FM/WX TUNER, TUNER INCLUDED WITH CNX-TXMWX

PHASE: Finish
COST: $0
PRICE: $0
LABOR: N Hours

CRESTRON-DNO, INDOOR ANTENNA, INDOOR ANTENNA INCLUDED WITH CNX-TXMWX

PHASE: Rough-In
COST: $0
PRICE: $0
LABOR: N Hours

Try this and let the community know how it works for you!

**Kevin Mikelonis** · 04-28-2008, 05:39 PM

Originally Posted by Andy N

Thank You Kevin -

I took your advice and applied it to our business model. This will be the method that we use to account for products that are finish/rack build and also have included rough in accessories. We have taken steps to ensure the product coming in "early" is accounted for and have utilized many aspects of your suggested methods.

We Thank You !

Thanks LOADS for your feedback, we are stocked that this solution is working for you and one you can apply throughout your database!

Best-