Accounting Item Field - D-Tools Forum

**Kevin Mikelonis** · 02-05-2008, 10:22 PM

Is the 'accounting item' or 'vendor' field editable anywhere in MMPD?

Issue:

Take an item in the database that may be an accessory to MANY other items in the database.

Let's say the item that is the accessory to many other items is disco and replaced by a new item from the manufacturer.

Best way to make that change in your database and not have to reaccessorize is edit the model number of the item that was disco'd to the new model number.

The accounting item number if it has been populated as a result of being sent over to QB is greyed out and it does not seem that it can be changed.

True?

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Issue:

I want to add a new flat panel to my database by copying an existing item in my database.

The item I am copying already has an accounting item and vendor populated by sending over to QB once in the past.

So I copy a Fujitsu item that I buy from vendor AVAD to create a new flat panel from Runco that I buy from Vendor Runco.

The accounting item field is cleared, but the vendor field remains populated with AVAD.

How do I change this vendor field?

**Kevin Mikelonis** · 02-09-2008, 07:01 PM

bump

02-14-2008, 09:55 PM

Kevin, I was having the same issues and was told by SENOS that the only way to edit this field was in the Quicklinks interface in order to prevent users from making "accidental" changes.

SenoS · 02-14-2008, 10:07 PM

Actually, there is a way to edit these fields other than the QuickLinks interface. Export your data to Excel via the Product Grid tab in MMPD, modify, and import the CSV back file into SI 5.

**Kevin Mikelonis** · 02-15-2008, 12:30 AM

Originally Posted by SenoS

Actually, there is a way to edit these fields other than the QuickLinks interface. Export your data to Excel via the Product Grid tab in MMPD, modify, and import the CSV back file into SI 5.

Might want to rethink this 'protective' measure.

Adding items to D-Tools Database is very efficiently done by copying exisiting items.

This really throws a wrench in that.

How about an unlock step to access this field of data, just like editing a manufacturer.

02-16-2008, 12:39 AM

It would be very useful to be able to list the Vendor on a product without exporting to CSV or using Quicklinks because Quicklinks does not allow you to creat a purcahse order by Vendor anymore. In the report designer you can create a purchase order request that seperates by vendor, but unless you use Quicklinks first, you cannot edit the vendor. Does not really make sense to me. Also, many of the items we purchase may be able to be purchased from more than one vendor, it would be nice to be able to change the vendor per each project, if neccessary, when lets say VendorA has an item on backorder, but VendorB has them in stock. If you were able to edit the Vendor in MMPD or from the PDM, that would be a great help!

05-15-2008, 04:52 PM

Our staff is used to copying existing items to create new items - this was one of the benefits of using D-Tools in the first place.

No all of the new items that have been created using this method are linked to the wrong item in Quickbooks. This has caused a very tedious and manual process to fix. It would have been MUCH easier to simply remove the accounting field when we choose COPY, or allow the user to change this field.

This needs to be resolved some how. What is going on with this? I don't want to have to export to a CSV every time I add a bunch of products to the database.

fryeguy · 10-13-2008, 08:25 PM

What is the status of this item? Editing these fields in MMPD is important to many users.

RandyB · 10-20-2008, 06:21 PM

Fixing the bug where copied items get the same accounting ID as the original item is definitely part of the next release.

Being able to edit vendor and accounting ID in MMPD is under consideration and will probably make it. Editing will be only be allowed if the user does not have Restrict Accounting Information permission.

**Kevin Mikelonis** · 10-20-2008, 06:33 PM

Sweet - I love new releases!