Re: Filter Items on PO Screen by shipping address

Method_Greg — Tue, 02 Sep 2014 16:48:16 GMT

Hello Bart,
The underscore ("_") would be very hard to use in sorting inventory and non-inventory items. It would be more beneficial if you create a field that records if the item is inventory or non-inventory. You can add it to the table and do an import update to populate the field. You can then add the field to the drop down to indicate if the item is in inventory or is not. It can also be used for filtering and/or sorting the items on screens. Below is the Item drop down properties.

As it is now, the filters would only be able to display items with an underscore or display all items without an underscore. You would have to create two Purchase Orders screens to deal with both kinds but you would not be able to have both appear.

Greg

Filter Items on PO Screen by shipping address

BartH — Thu, 28 Aug 2014 14:37:16 GMT

We purchase items to be stored and sold out of a warehouse but we also sell direct from our suppliers to our customers. The current view in the Purchase order screen list all items in alphabetical order and lists the item for both the inventory and non-inventory versions.

For example

Customer A wants to but 15 widgets from us and have them shipped to him. We don't have that many in stock so we send a PO to the supplier to ship direct to the customer.

The next we decide to put in a stock order to bring the items into our warehouse to have to fulfill future orders.

In our system we have two item codes for widgets

Inventory = Widget_Acme

Non-Inventory = Widget Acme

Is it possible to filter the item selections in the purchase order screen based on where the items are shipping to, so that any direct shipments to customers only the non-inventory items show up? Conversely if the item ordered is to go to the warehouse that only Inventory items appear in the grid?

Method:Classic General Q&A

Re: Filter Items on PO Screen by shipping address

Filter Items on PO Screen by shipping address