Create a Sales Report for import into Tigerpaw? - D-Tools Forum

08-23-2007, 04:03 PM

I am in the process of learning this software and now I need to know how to first create a sales order number and then import it into Tigerpaw software. Has anyone done this before? Or at the very least I need to know how to create a Sales Order Number from a project.

Thanks in advance

Reed Phillips · 08-23-2007, 05:11 PM

You may wish to check the SI 4 Business Manager Guide for instructions on creating a Sales Order. I assume your are using SI 4.

http://www.d-tools.us/si4-documentation/

08-23-2007, 05:20 PM

Reed,

I read what that manual had, but I already went through that process on my own. What I need to know is how to get the project into the project name field so I can ADD it as a Sales Order Number. Right now there are only a few projects in there. Is this making sense? And yes I am utilizing SI4.

08-23-2007, 09:13 PM

What is the status of the project and is that status one of the approved status's under "Options" on the BizMgr page?

Reed Phillips · 08-23-2007, 10:01 PM

Yeah, that is an easy one to miss. We covered that in the V5 manual, but I do not believe it was highlighted in the V4 User Guide.

You set set up the Biz Mgr Options to only allow projects with a Particualr Project Status to generate a Sales Order. You set this "Permission" as indicated by ManUnitedFan.

08-24-2007, 06:20 PM

I got it working. If anyone else needs to know, make sure the project is 'Checked-In' before trying to create a Sales Order Number. When the project isn't on the server, SI doesn't see it.