Purchase Order Wizard

[CarolCook]

We do not allow sales people to create price book items, therefore any items quoted and service ordered that have not been previously sold are added as a misc part with the new item's description - to be added to the price book at a later time by our inventory clerk. We would like the quote / SO entered description to follow through to the purchase order, but it doesn't - instead uses the misc part description that resides in the pricebook. Is there any way to easily accomplish this? In addition - it combines all of the misc parts to one line item - multiple quantities. ARGHHHH

[Bob Williams]

Don't use a Special item like 'Misc', since it is a defined item in the Price Book. Instead, use the Non-Stock feature of Tigerpaw. If the person trying to receive the items doesn't have the security setting to create PB items, it will fail, and you'll need to notify the inventory clerk.

[jborello]

We had a similar problem when we first starting using TP, however, I can't remember if it was a flow to invoice issue or to the PO or both. In our case, where it didn't work, we had to use a custom report to at least get it to appear correctly on the PO that went to our vendor.

Also, you can still run into the combining of items problem if you happen to have two "generic" items on the same SO with the exact same price.

It seems two of the same Item ID with exact prices and then combines them. As long as the price is different, they will stay separate. So, not quite as bad but does sneak up and bite you every now and then.

I hope that helps.

Regards,
Jeff