Purchase Orders _ HELP!? - D-Tools Forum

JordanC · 01-11-2011, 10:54 PM

Is there a field that in SI that lets me check it to say whether it has been ordered, received and installed? When I print a pick list, I dont want items to show up that are already ordered. And I dont want a change order to reflect items that have already been installed.

Also, is there a way to track purchase order information in SI without using Quickbooks? We are a Peachtree using company, and there is no current integration with SI. What is the best practice in this scenario?

**Ryan Brown** · 01-13-2011, 03:27 PM

Jordan, There aren't any fields specifically set aside for this. I have a few clients who have made use of custom properties to track this information. It works well as it allows you to filter based on the various entries - however there are a few cons as well.

Cons: it's a text field you can type anything you want, could be error prone process if you aren't careful. The fields could get pushed back to the master table if you 'update to master'. I'm sure there are more.

Since the PDM in D-Tools allows you to group and sort the items, it does make it easier to QC this information as well as to update many items at once with information such as: Ordered, Received, etc...

IF you aren't using the sales orders/ work orders you might be able to re-purpose some things over there as well.

Hope that gets you thinking of something that could work for you!