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#50588 - 07/18/16 08:39 AM Print status for Purchase Orders 9.2B
Brian Stief Offline
Waterloo Guy

Registered: 04/04/06
Posts: 1738
Loc: Waterloo, Ontario, Canada
Hi,
We recently updated a PO site, and there appears to be a change from previous versions that affects the print status of PO's when emailed versus printed.

We are looking for the print status to be defined within the profile so that if you emailed a PO, then you could simply print without having to manually override and click on reprint previously printed.

Is there a setting in PO module that works in a similar fashion to Order Entry, where you can default the settings to printed or considered not printed depending on whether a PO has been printed to the screen or emailed?

We can resolve with PrintBoss but thought it would be a reporting setting in company profile.

Thanks,
Brian
_________________________
Brian Stief,CPA,CA
Stief Group www.stiefgroup.com
Link2 Systems www.link2systems.com
800.540.3164

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#50595 - 07/18/16 04:38 PM Re: Print status for Purchase Orders 9.2B [Re: Brian Stief]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11550
Loc: Vancouver, BC Canada
Hi Brian,

In April 2013, we changed Adagio PurchaseOrders to always set the Print Status of emailed or faxed documents, so that one doesn't accidentally send a replicate PO to a vendor. In terms of version numbers, this would be the initial release of Adagio PurchaseOrders 8.1C. Thus this is the behaviour of all Adagio versions of PurchaseOrders, as compared to the versions from Purple, 8.1B or older.

Indeed you are correct that there are no analogous Company Profile options to OrderEntry for choosing whether or not emailed or faxed documents get the status changed or not when sending. I have written up this request to R&D for you.
_________________________
Regards,
Softrak Tech Support

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#50622 - 07/19/16 06:18 PM Re: Print status for Purchase Orders 9.2B [Re: Softrak Support]
Brian Stief Offline
Waterloo Guy

Registered: 04/04/06
Posts: 1738
Loc: Waterloo, Ontario, Canada
Thanks.

We agree that it is good feature so not to not replicate PO's but please talk to people who do purchasing, and consultants who install and support purchase orders, to get a perspective of best practices. We went around the horn to get this feature in Order Entry, and it just works and adjusts for the logistics of many client site requirements.

And people do not always install upgrades immediately after the release so to say you changed in April 2013 means nothing. But we appreciate the sending of request to R&D.

It's just too bad that there is no consistency on analogous company profile options across modules. It's as if no one is talking to one another about how to deal with emailing and print status's across all Adagio modules.

You would think by the time we get to 9.2 versions we would have consistency. I suppose people could say that Order Entry is more important that Purchasing, but step back and take a look how you got that product to sell. Purchase Orders is equally important.

Analogous company profiles are way easier to install, configure, train, and support. It's all about efficiency. Working smarter, not harder.

Brian
_________________________
Brian Stief,CPA,CA
Stief Group www.stiefgroup.com
Link2 Systems www.link2systems.com
800.540.3164

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