Business Analytics Data - Purchase Order Vendor Number
complete
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Mark Cohea
In the Purchase Order section and the Purchase Order Item section of Business Analytics we are looking for one data field to be added - it seems counterintuitive that it's not available. We need the Vendor ID number. This is a unique identifier in D-Tools for vendors AND it is in other software programs. So, when we export the PO data from Business Analytics, we can't import it into our accounting software because the Vendor ID number is not there.
We are having to change all of our vendor names with the number.
How we'd like to have the data:
Vendor Name: ABC Distributor
Vendor Number: 12345
But since the vendor number is not available, we have to change our vendor names to this format:
Vendor Name: 12345 - ABC Distributor
PLEASE HELP
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Naresh Nichani
marked this post as
complete
Mark Cohea - This is implemented. Please update both SI Client and SI Server to see the Vendor Number in PO and PO Item BA.
https://downloads.d-tools.com/si/v23/SIClient.exe
https://downloads.d-tools.com/si/v23/SIServer.exe
Version: 23.25.5280.0
A Client update is enough to work for the PO. The PO Item BA requires an update to the SI Server as well.
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Mark Cohea
Naresh Nichani, thank you for the update and the work! Does this also bring in more product data, such as custom fields, or does it only address the vendor number?
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Naresh Nichani
Mark Cohea - Just vendor number for now.
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Naresh Nichani
marked this post as
in progress
Mark Cohea Kevin Frye - This is doable and we will look at getting this done in a v23 fix soon. Will keep you posted.
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Kevin Frye
Thanks for the feedback. Can I ask how exactly you use the Vendor Number? It would seem to me the that Vendor name is more important. I think it should be a simple update to get this in the report but I'm always interested in understanding workflows.
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Mark Cohea
Kevin Frye, our accounting software needs the vendor number in order to import PO's. That's how they tag the vendor info in the PO. But as a matter of fact, there are a lot of data fields that would be helpful to have. Any of these business analytics reports would do well to make any and all data fields available - not limit them to a select few. This gives us the most flexibility. For example, we would really like to have product custom fields available in the Item PO module. We use one of the fields for cost codes. This would give us the ability to import line-item cost codes on our PO's. As it is we currently have to make one cost code per PO. And we are using the Vendor Reference number to do this. It makes everything manual
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Kevin Frye
Mark Cohea The PO data flows back to the project where you then have access to custom fields. Maybe a project items BA report would give you what you are looking for. Also consider an Excel report which has access to a large number of data fields.
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Mark Cohea
Kevin Frye appreciate the feedback. This would be time consuming. we are trying to give our accounting team access to all the po's written within a given time period so they can import them in bulk. It would be very tedious to go into jobs one by one (even given if accounting knows which jobs have new PO's.)