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  • 1.  Send a copy of an SO to a vendor who is supplying those items

    Posted 08-13-2024 15:03
    Edited by Wayne Schulz 08-13-2024 15:03

    I have a customer in the promotional gift business. They do shirts, mugs, hats. Basically anything you can put a logo on.

    All of these items are ordered directly from a supplier. Nothing is shipped from stock.

    They start their process with a sales order. They use multi-part printing. One copy is kept at my customer's offices. The other is a form where instead of "Sales Order" they've changed the title to be "Purchase Order" and this copy goes to the vendor - typically by fax or individual email.

    What they would like to do is send that automatically to whoever the vendor is. And at the same time include artwork and any other information they normally send the vendor who is making the customized apparel.

    At first it seems like InstaDocs would be great for that except I am not sure I can get the paperless document to be sent to the vendor ( the email would have to changed depending on which vendor we use).

    Has anyone done this before were the SO is customized through Crystal to be a PO and in turn used paperless to send that "PO" to the vendor who will be supplying the goods? 



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 2.  RE: Send a copy of an SO to a vendor who is supplying those items

    Posted 08-13-2024 15:23

    Haven't thought this all the way through but possibly use the "email in data entry" option in paperless and put the vendor email on the sales order.  Maybe a script if they can't trust the order entry people to populate the field.



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    Phil McIntosh
    Friendly Systems, Inc.
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  • 3.  RE: Send a copy of an SO to a vendor who is supplying those items

    Posted 08-13-2024 15:24

    If you use the Generate PO, the comments IF they are on the line item will flow through to the PO, so you'd have your vendor info.



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    Beth Bowers
    (269) 358-0989
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  • 4.  RE: Send a copy of an SO to a vendor who is supplying those items

    Posted 08-13-2024 15:46

    Yes, use the SO to PO process and the SO's Ship To address can be set up to copy over automatically. 

    You can also add line UDF's in the PO to copy anything extra you might need from the SO lines.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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    Original Message


  • 5.  RE: Send a copy of an SO to a vendor who is supplying those items

    Posted 08-13-2024 17:03

    The customer presently doesn't use Purchase Orders and they don't use Inventory either ( although they own the modules). They have for years ( 20+ ) just used special items because they don't stock anything and adding a whole catalog of items would be pretty time consuming for a small company.

    I wonder if they could still use the SO to PO even with special items. I'll have to test it.



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 6.  RE: Send a copy of an SO to a vendor who is supplying those items

    Posted 08-13-2024 17:13

    If it doesn't work (or they simply don't want to change their processes to use PO), try an internal CC / BCC (using the Salesperson settings?) of the SO form, then forward that on to the correct vendor email address.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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    Original Message


  • 7.  RE: Send a copy of an SO to a vendor who is supplying those items

    Posted 08-13-2024 21:43

    I think the Auto Generate from SO screen determines the defaults for the Generate.  So go there first and make sure the non-inventory item types you want are checked. (Click the Default button at the bottom to change the DEFAULT, not just a one-time change)



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    Beth Bowers
    (269) 358-0989
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    Original Message


  • 8.  RE: Send a copy of an SO to a vendor who is supplying those items

    Posted 08-14-2024 09:52

    For one client who attached specific documents related to their invoice, we used Paperless with a combination of DSD's PLEE, InstaDocs, and little custom programming.  It seems like the custom programming would be needed to grab the Vendor# on the PO to pull their email address then send out via Paperless. 



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    Bob Pfahnl
    Manager - Silicon Valley
    DSD Business Systems
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    Original Message


  • 9.  RE: Send a copy of an SO to a vendor who is supplying those items

    Posted 08-15-2024 08:15

    It's probably overkill for this scenario, but I checked out Liaison Software's EDD a few years back, and their bread and butter is automating document attachments from inside and outside ERP.



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    Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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    Original Message


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