In the 9-5 Window, if you populate the Vendor field, it allows you to quickly create Purchase Orders by exporting. But what if you have the stuff already in inventory? Then you don't need to buy it; you need to do an inventory allocation.

I have built a report from the takeoff window that shows the Qty on Hand of each part. All the purchaser should have to do is look at the takeoff and allocate from inventory the parts we have, and choose a vendor/create POs for the stuff we don't have.

The export to PO part works really great, just the other half is missing.

by: Ryan B. | over a year ago | Estimating