Tracking Job Transmittals, Submittals and RFI's
Did you know that there is a way for you to enter and track job transmittals, submittals, and RFI documents? Additionally, you can attach them to jobs and recall them in the Project Manager Inquiry routine in Job Cost. Here are some of the features:
- Creation of templates for RFI's, Submittals and Transmittals
- Creation of folders within Microsoft word to store these documents
- Using templates, creation of new RFI's, Transmittals and Submittals
- Using VMS-developed macros with Microsoft Outlook
- Transferring the created documents to Microsoft Outlook Calendar for date reminder follow-up
- Transferring the created documents to their respective folder within Microsoft Word
- Within Job Cost Project Management routine, attaching the documents to a job
VMS support can supply documentation on how to use this powerful feature. The documentation can be obtained in either a PowerPoint or pdf format. Please email support@vertical-market.com to request the documentation. Thank you!
Templates for RFI's, Transmittals and Submittals are defined by you. Examples of templates are attached below.
(Back by Popular Demand)
Why More VMS User's Are Adapting Field Mobile Data
Based on the number of requests from our users who want to see Mobile Data, we are rescheduling another session on this exciting product.
Date: Wednesday, September 8th, 2010
Session Length: 1 hour
Session Time: 2:00pm Central Time
Location: Internet WebEx (login instructions to be provided upon registration)
Cost: No Charge
Trainer: Tom Collins
This webinar will cover the following items:
- VMS users are adapting Mobile Data to include:
- Technology behind Mobile
- Equipment options
- Pricing structure
- Full demonstration to include:
- Complete processing of work order by field technician
- Processing of mobile work order through completed ticket entry in VMS back office software.
We expect a high number of attendees for of this session and would encourage you to sign up as soon as possible.
To register please call or email Linda Bishop: (800)-476-0094.
Financial Statement Formats in Ventus
Please join us as we present Financial Statement Formats for Ventus. You will explore the concepts of how to build financial statements. This class is for both Ventus users and those with an interest in moving to Ventus .
Date: Wednesday, September 22nd, 2010
Session Length: 1-2 hours
Session Time: 1:00pm Central Time
Location: Internet WebEx (login instructions to be provided upon registration)
Cost: $200
Trainer: Dot Desrosiers
Topics to be discussed will be:
- Length & Width of Financial Statements
- Property Types
- Financial Statement Format Tips
We expect a high number of attendees for of this session and would encourage you to sign up as soon as possible.
To register please call or email Linda Bishop: (800)-476-0094.
Inventory Reports
VMS SUPPORT-INVENTORY REPORTS
The VMS Support Group receives calls each month from VMS customers with questions about inventory reports, and where the reports extract their data. Please see the attached document. As always if you have questions, you can contact us at support@vertical-market.com
INVENTORY VALUATION BY DATE REPORT
This report goes out and looks at the last physical count date and quantity.
Next it looks at the Purchase Order History file for purchases after the last physical count date.
Then it reads the Accounts receivable file and looks for sales after the physical count date.
Last it looks at the Inventory history file for any activity in Inventory such as transfers etc.
To balance this report you would need to run it with the “detail” box checked. You will see all of the transactions from the above files. You would add your POHIST subtract your ARINHS and then add or subtract your Inventory transfers.
ITEM HISTORY REPORT:
The item history report looks at all transactions that ever happened for an item. Unlike the Valuation by date report, it looks at everything before and after the physical count. This report will never balance to the valuation report unless you have perfect history.
INVENTORY VALUATION – FORMAT 1
This report is printed as of real time. It simply looks at the location file and takes the quantity on hand and multiplies by the average cost from the item file. (Depending on the costing method in the company file).
VMS Referral Program
Please click image to open up pdf document.
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