All our users are experiencing this as well including myself. We never used to get signed out but now it seems like we are getting signed out every 30 minutes or less.

Hello, sadly that won't work for us since they item is not yet "built" or if we are waiting on back ordered items we also can't build it. It also effecs our inventory since the items that was built isn't actually back on the shelf yet.

Hello @Joy Noreen Magoling-Oracle that kinda works but we won't know what items are actively picked when looking at the work orders. We have the WIP features but I ran into an error with FIFO and Cost Accounting. Basically we have no idea what's been picked and what hasn't off work orders. It's an all or nothing when…

Hello @Tafara that is mostly correct. However, there are some other use cases right now too. For example we arent sure when reallocating products from one work order to another if that work order was picked or not. And sometimes we only pick part of a work order and then will want to come back to pick the rest. It's like…

Hi Ivy, thanks for the fast response! Take a look at the attached screenshot: we put up a planning work order for 26 of the columns because that's how many were previously shown as "Needed" (which are all columns on Work Orders created from sales orders + preferred stock level). But the search still shows that we need 16…

Hello @Ivy Lopez-Oracle , could you help us out with our Internal Items search. For some reason it is not functioning as planned. For example I just released a planned work order for (26pcs) 600-0338 Columns which was what was Suggested but they don't come off the report:

Thanks again Ivy & Happy Holidays! I will look into the T and F store value with a work flow to be able to show this once I get a response on setting up that workflow. There are just a couple of strangler items that are showing up on my Internal Items search. For example the three below are the only ones that I don't think…

Thank you Ivy! I will double check it to make sure it's working properly but so far it is! We were wondering if it's possible to source that TOTAL QTY IN PLANNED WO number onto a field on inventory and assembly items that we can then show on the Order Items page when we customize it? This way when using Order items we can…

Hello Ivy, please see the below screenshots of the new search. Actually we already have Phantom is False but they are still showing up if they are a Phantom on a work order.

Thank you Ivy that seems to be working for our Inventory Items now! We made another search for our Internal Items that we assemble from inventory and put on the shelf. I did this by copying our search and changing the criteria to "Item : Preferred Vendor to is none." However I am getting a couple strange results. Example…

So I looked into it and I found a really old PO so we do have 44 on order. However the 200-0534 should not really show up on the list since it has 44 on order and only 32 backordered.

Hi Ivy, it seems to have added some new items but isn't taking them off the list if they are on order. See attached screen show. So 200-0534 is backordered 32 pieces, 0 on planned work orders. However it shows 44 on order yet we only have a purchase order for 30 open.

Hi Ivy, thanks for the clarification! We noticed that the only thing missing from this search are items that are "only" back ordered but not on any planned work orders. So for example our part number 200-0534 is on a released work order but it's back orders is 32 quantity. It shows up on the Order Items page but not on…

Thank you again! We were wondering if it's possible that when we click on the item we can see which transactions its sorcing this info from? For example if an item is showing that we have a demand for 40 on two planned work orders and 25 back ordered on another two released work orders, is it possible to see those in…

Hi Ivy! We are loving this report! We have a couple tweaks if you could help out: There's a check box on Assembly items called Phantom. We would like assemblies that are phantoms to not show up as we don't stock those. Also we would like to also remove parts that don't have a Preferred vendor on them. I added this column…

Thank you! The final thing (I think!) we need is that if the Need qty is 0 to not show up on the list. This way the saved search only shows items we need to order.

Hello Ivy, thank you so much again! A couple more things: We also need to know the back ordered quantity as well to accurately predict the demand. So total demand for the item would be (Planned + Back Ordered ) - (Available + On Order) Once we added the back order could we also add another column with a formula to take the…

OMG!!! Thank you!!! This is going to be a huge help! I attached a screenshot to show you what I've got. Could you help me refine it with these request: Ability to add the item name to it? Option to add a column if it's an Inventory Item or Assembly Item Column to see if items is On Order Quantity. Column to see if Items…

Hi Ivy, we don't use the Demand Planning module right now. We think it's a bit too advanced for us. Basically what we do now is we create a work order in the Planned status. When we are ready to pick the items we release it. We have our engineering team enter the work orders in a planned stage once they are finished…

Hello, we need a way to do this with an assebly item. Basically something where an employee can add in a list of parts and request them out of inventory. Then we go and pick them and when completed we release them and it remove it from the inventory. Think of it like a service van that need to be restocked. The employee…

We are getting errors too and our logos arent showing up on sales orders that we print.

It's almost like I need a snapshot of the Open Deposits report at that time that matches the trail balance at that time.

Hi Shamaine, neither of these show what we need. We need to be able to see for example what Deposits were open on October 31st 2019. The totals from the trial balance and the saved search showing open deposits at that time must be the same.

Hello Shamaine, what we need is to know what Security Deposits were open at a specific period of time. For example when the trial balance at the end of Dec 2019 says we have $500,000 in deposits we want a report to show us what deposits they were. Right now I can just get that report to show the open ones. When I set the…

Hello, actually the first item is an Inventory Item, and then the following items are Assemblies. And yes, we are not able to correctly get costs into the final item with all these outside services.

Thank you!

Hello we actually do have the Emerging Market manufacturing module with assembly builds and work orders. It is somewhat impracticable for us to create an assembly item for every request for stock to a job for us. Maybe we just need to stick with the excel request document and then add these items to the existing work…

When we pay a vendor we usually just do "Write Check" and then record the Payment Method as ACH/WIRE and enter the number in there.

You could do either but I prefer 1 for each case size. That limits the drop down on the Purchase Orders/Sales Orders to just the U/Ms valid for that item Thank you! Do you have an answer for the second part of my questions about the reorder points & preferred stock level? Thanks again.

Thanks you very much! Do you recommend creating new rows for different case sizes (eg. Case 200, Case 250) or do you recommend an entirely new Unit Type? Also lets say we order 1 Case of 100 Widgets (Ea). When we get to 25 widgets remaining in stock does the "Order Items" when creating a purchase order create a quantity of…