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2 Search results for export Purchase Orders to Peachtree from the Purchasing

Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Misc     View All Features in Build
When an order type document is open in QuoteWerks and you open the Purchasing window, the "Currently Open Order" scope will be set in the filter on the Purchasing tab. When this is set, and the [Place Online Order->Create PO] button is clicked, the PONumber for the online order would default to, for example, POAAAO1244, where "AAAO1244" was the document number that is currently open. Now, it will default to being empty. This change makes this now consistent with the behaviour when selecting items from multiple order documents where the PONumber starts out blank and then you press the [...] button to obtain the next PONumber. Under the Utilities->Vendor Maintenance when editing a vendor you can specify a "Vendor PO Prefix/suffix" field. It can be a maximum of 3 characters, so for "Tech Data" you can specify "TD" and then the auto generated next po number for a Tech Data online order would be, for example, 20-1534TD. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into account that QuickBooks has a very small 11 character max po number and Ingram Micro being the next at 18 characters.
Version: 4.9    Build: 2    Release Date: 12/03/2013     Type: New     View All Features in Build
For Peachtree users, you can now export Purchase Orders to Peachtree from the Purchasing window. You can create the Purchase Order in Peachtree straight from the Purchasing window, or if you place online orders in QuoteWerks with the Tech Data, Ingram Micro, SYNNEX, or D&H, after the online order is placed, you will be asked if you want to export the online order to a Peachtree Purchase Order.
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