Purchase Orders

Forum Forums D-Tools General Forum Bugs Purchase Orders

This topic contains 2 replies, has 2 voices, and was last updated by  Naresh 1 year ago.

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  • #11510 Reply

    jimmy Wright

    When creating a purchase order (from outside the project), system will not allow for a PO with a qty less than the total units in the project.

    Example.  3268 ft of wire sold in project.  7 boxes at 500′ required to purchase to complete job.  Need to submit PO for 5 boxes as we have some already “in stock”.  Does not allow for PO to have QTY edited and PO saved

    #12192 Reply

    jimmy Wright


    #12194 Reply


    Sorry for delay.

    SI matches the project items selected to the purchase order item so it can mark the items as Ordered, set Order Number, Order Date etc. This is why we currently do not allow you to reduce the number of items than what you selected in project.

    When adding products from a Project to a PO you have two options – Summarized and Units. I suggest you try the Units option and select the number of units you want to order for this purchase order.

    Hope this helps.

    We will try and improve this in a next release where in the summary view you can select a lower number than provided.






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