Negative Ramifications of using the Disount Window in Packages - D-Tools Forum

Andy N · 10-10-2008, 07:39 PM

When the Discount Window is utilized and the package is pushed over from a sales order to QB it obviously does not transfer quantity properly.

Have there been any steps to take handle this issue?

**Kevin Mikelonis** · 10-10-2008, 10:29 PM

Through rigorous testing of QL into several financial management models, we have determined that the best way to do a discount on a project is through a line item in the database called discount.

The discount in packages, as well as the equipment+/- d and the misc part % all create severe headaches when pshing over to quickbooks - don't do it!

fryeguy · 10-10-2008, 10:41 PM

Great feedback! Any word on whether this is being addressed in SI5.5?
I have been advocating for the adoption of LinkTools (eventually) but it must work perfectly!

**Kevin Mikelonis** · 10-10-2008, 11:22 PM

Originally Posted by fryeguy

Great feedback! Any word on whether this is being addressed in SI5.5?
I have been advocating for the adoption of LinkTools (eventually) but it must work perfectly!

Although some bugs have existed, Linktools behaves itself when everything pushed over froma project is an item from the database.

Think about it...

What's in quickbooks is an item list connected to a chart of accounts.

When these discounts and misc parts multipliers that are found in D-Tools are used, numbers are created in your project that push to quickbooks and do not act like items in the quickbooks item list, so you end up with anomalies that you have to define in your item list and it gets messy.

fryeguy · 10-13-2008, 07:58 PM

So I guess this means that LinkTools should work well for me. We do not use miscellaneous parts, or any of the labor multipliers for our work. Instead we have created "Wire Allowances" that are associated as accessories to specific products and additional Phases for Engineering, Programming, and Project Management to handle this portion of the scope.

I suppose if we push over a an Estimate with the "Wire Allowances" items and we have matching items in Quickbooks it should behave well. Then, when the allowances turn into real items, like a 2m HDMI interconnect, we can enter a Sales Order based on the actual cables and compare against the allowances from Quickbooks for job costing.

Currently, in order to have reasonable estimates of the work we have on the books, we enter equipment allowances & labor allowances as Estimates into Quickbooks to represent a Schedule of Values.
Then when equipment is ordered a PO is generated from the Estimate.
When equipment is received a Sales Order is generated from the Estimate.

With that said, LinkTooml would simply cut out the middleman and allow for the Estimate to be created in Quickbooks without double data entry.

Does this sound accurate?