How to: Set up Comsense to track and resolve supplier shipment errors.

Environment: Comsense Advantage and Enterprise

In this article:

Creating a General Ledger Account for Disputed Charges

You require an expense account to hold and track disputed charges while you deal with the charges. Only use this account to hold funds you are currently disputing.

Create a new general ledger account using the procedures in Creating a General Ledger Account and the information in Table 1.

Table 1: Disputed Charges General Ledger Account Information

Account ID	Company account ID for disputed charges account
Name	"Disputed Charges"
Account Class	"Purchase Order Expense (Expense)"

Creating a Cost Group for Errors

Advantage > Maintenance > Product Cost Groups

In the Product Cost Groups window:

1. Right-click in the Product Cost Group pane

2. Click Add
   • A fillable line item will appear at the bottom of the pane

In the fillable line item:

3. Type "Errors" under the Name column
4. Enter sort sequence number under the Sort Sequence column
   • Sort sequence is the order Comsense sorts the list of cost groups in other windows

5. Click OK

 You now have a product cost group for errors.

Creating a Project Section for Non-Sales Errors

Advantage > Tools > System Administration > Project Sections

In the Project Sections window:

1. Right-click anywhere in the Project Sections pane

2. Click Add
   • A fillable line item will appear at the bottom of the pane
3. Type "Non-Sales Errors" under the Section Name column

4. Click Save/Close

You now have a project section for non-sales errors.

Creating a Product Category for Supplier Errors

Advantage > Maintenance > Product Category

In the Product Categories window:

1. Right-click in the Product Categories pane

2. Click Add
   • A fillable line item will appear at the bottom of the pane
3. Fill in the fillable line item using the information in Table 2

4. Click OK 

You now have a product category for supplier errors.

Table 2: Supplier Error Product Category Information

Prod Category	Four-letter identification for the category e.g. ERRO
Description	"Supplier Errors"
Sort	Order placement of the product category in other windows
Cost Group	"Errors"
Section	"Non-Sales Errors"

Creating a Managed Product for Products Shipped in Error

You use the "Product Shipped in Error" managed product to track the receipt of non-stock products or products you do not want to keep on your purchase order. Create the managed product as a special product.

Accessing Special Products Window

Enterprise > Inventory/Purchasing > Product Master

In the Product Master window:

1. Click New
2. Click Special Product

You are now ready to create your special products.

Filling In the Special Product Fields

In the Special Product window:

1. Fill in the fields using the information in Table 3

2. Click OK

You now have a special product.

Table 3: New Managed Product Information

Category	"Miscellaneous"
Product Category	"Supplier Errors"
Short Description	"Product"
Catalog Number	"SHIPPED IN ERROR BY SUPPLIER"
Full Description	"Product Shipped in Error by Supplier"

Adding Product Details

In the Managed Product window:

1. Check the Stock Item checkbox

2. Click the Warehouse Locations tab
3. Right-click in the Warehouse Locations pane
4. Click Add
   • A blank warehouse line item will appear
5. Click the Find Warehouse Location button

In the Find Warehouse Location window:

6. Select the Supplier Returns warehouse location

7. Click Open
8. Click Save

You now have a managed product for products shipped in error.