jims

Does anyone use the old feature called Order Tools? Here are my questions.
Where does the PO Report live? I cannot find it. It appears to be a crystal report but it's no in the SI directory with the rest. I would like to edit it.
(I won't even get into it's design, it doesn't even resemble any PO I have ever seen.)

Secondly:
When I hit "email the PO" it inserts the following into my email message:

The attached file contains an electronic Purchase Order Number 2 from Integrated Home Systems (Avest Ltd).

This order was created by D-Tools SI software. For more information on how you can receive all your orders electronically contact us at:

D-Tools, Inc.
1850 Gateway Blvd. Suite 1060
Concord, CA 94520
Tel. (866) 386-6571
Fax: (925) 681-2900
email: ordertools@d-tools.com
Web: http://www.d-tools.com

Is there any way to get rid of, or change this text?

That's all.

Jim

jims

Ok, I found the report it's Ordertools.rpt and it is in the SI directory. Any input on the later question appreciated, but it's not such a big deal since I need to rename my PO files anyway. Anyone know how I can inject the PO Number into the name of the file? Fat Chance I am sure.

jims

I edited the ordertools.rpt file to make it resemble a PO. It's infact pretty good I think. It's in Landscape instead of portrait, but I'll get used to it. I actually LIKE this Order Tools feature. It was a good idea, around since version 2.5 but they dropped the ball in a major way on the output report.

Some Other Notes on implementing this:

1. Rename the attached file to ordertools.rpt and drop it in the C:\Program Files\D-Tools\Si 4 directory. (It should replace the existing file.)

Managing the Rep List:
The file called. OrderTools.mdb is an Access File. If you have access you can open it with that. Go to the Table with the list of 100 or so nationwide independant Sales Reps and Delete them! That will make manageing the list much easier. inside the Order Tools application.

Another Table in that file is called "Next PO Number" or similar. Open it and insert your next PO Number and it will start the count from there insead of at "1"

Create a Representative called "<SP>Show All" and put all your Manufacturers into it. Then from the PO Window you can choose that to see if anything in the project has not been ordered yet.

Don't thank me, Just send cool Visio Shapes to me email address. Thanks jim@i-h-s.com

GSI

I did a search and the directory sent me here, good stuff but for the older version 4.0… I think….

Anyway I we are using the order tools more and more often we really like it, but there are some issues that would be nice to resolve. First on the purchase under “PO Date:” 23/09/2009 12:00 am
The time always comes up 12:00 am… is this a bug in the software? Why won’t it show the proper time:
Second and like Jims posted in this thread, when you select email your purchase order you get:

The attached file contains an electronic Purchase Order Number 10152 from GS Installations.

For assistance and software tools to read the attached file, please visit www.d-tools.com/reptools.htm.

This order was created by D-Tools Si software. For more information on how you can receive all your orders electronically contact us at:

D-Tools, Inc.
1850 Gateway Blvd. Suite 1060
Concord, CA 94520
Tel. 925.681.2326 x300
Fax: (925) 681-2900
email: bill@d-tools.com
Web: D-Tools Inc. - D-Tools AV, Energy, IT, and Security System Software

I read Jims post put I don’t get it, is can we get rid of this default text? Or input with our own?

Also the attached PDF purchase order comes up “OrderToolsPO.PDF”
Our suppliers are complaining there is no number in the PDF document identifying the purchase order, They always get “OrderToolsPO.pdf” Can we not have the purchase order number added to the text, example: “OrderToolsPO10152.pdf” this would be extremely helpful.

NareshN

Thanks GSI.
We will correct this report in the next service pack. The 12:00 am will be taken out of the date in the report. Also the PO number will be added to the PDF file name.

NareshN

SP2 adds the PO number to the OrderTools pdf and also the 12:00am time is taken out.