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01/29/2025 Meeting Notes

01/29/2025 Meeting Notes

Open Issues:

  • Pick Ticket Function not working

  • Tara’s team still testing “Review Item Categories”

  • When export POs to ERP, update the configuration to send csv to SFTP folder

  • Account Number, for both Customer and Vendor (make sure every Vendor has an account number) Waseem

  • PDF Printing, logo/company name/address by Division (SO, BOL, Packing List, PO) Waseem

  • Default Putaway to EA or Millimeter

  • Manual Do Not Send to NetStock (Need a new file - FG, not RM)

  • Chris, Check format update

  • Item List - Shortage (Inventory, Qty. on WO, Shortage Field)

  • Finish button - error if any component not fully consumed

Completed Issues:

  • Expected Receipt Date Issue done

 

Netstock Issue

  • Tara is waiting for information from Netstock and then she will connect with Scott later in the week

  • Do not Export on Netstock BOM and Do Not Export to Netstock field explained

    • image-20250127-200150.png

       

UOM Question:

  • Need a field that shows they order 1 box but get 500 pieces in the inventory

  • Function is there through the UOM Conversion factor

    • You can buy by box, but you can always consume by Each

  • They want when they receive the PO, it is received as Each

  • Task:

    • Default Putaway to EA

Quick Finish:

  • Discuss this feature

  • Error if any component is not fully consumed

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