Project Item Catalog Check | Voters | D-Tools System Integrator

Project Item Catalog Check

complete

Dan Monti

Other than attempting an estimate or PO, there is no way to check from a project, if an item is approved and not discontinued.

October 25, 2021

Seth

marked this post as

complete

This was done in v18 via an improved "Compare and Sync with Catalog" and the new Project Open Validation Settings. https://support.d-tools.com/001_SI_Documentation_(v18)/Administrator_Guide/04_Setup/02_Control_Panel/17_Project_Settings#Project_Open_Validation_Settings

David Olson

Seth: This doesn't check items against the discontinued or approved columns, just Cost and whether its in the catalog, right?

Seth

David Olson: It does. The link above is for the settings related specifically to the comparison that takes place on project editor open which checks for, based on your preferences: Pricing Differences, Unapproved, Discontinued, Not in Catalog. You can also run the Compare and Sync with Catalog function at any time to check for even more fields: https://support.d-tools.com/001_SI_Documentation_(v18)/User_Guide/04_Projects/02_Project_Editor/03_Catalog_Tab/01_Compare_with_Catalog

Shawn Lemay

Yes, please... this has burned us a few times and we don't catch it until we're in the purchasing phase... which becomes a pain as you have to "unapprove/unauthorize" the project to make the changes. When it happens, it's a terrible amount of workaround to fix that late in the process.

Seth

marked this post as

in progress

Seth

Merged in a post:

Discontinued Products

Bill

Need a better way of handling discontinued products. Ability to replace all usages of a product on projects/quotes. Should be able to replace all usages of a product, not just show where it has been used. Also send a notification to salesperson, that a product has been discontinued on a project and needs resubmited to customer.

December 2, 2021

Seth

Merged in a post:

Check for discontinued products on project open

Cody Frisch

Either on project open or a validation function to check if any products in the project have been discontinued (and suggest alternates).

This only applies to unapproved projects.

December 2, 2021

Chantelle Pierce

Discontinued products impact PO's to vendors when not caught as well. Some kind of error message would be helpful.

Simon Fulstow

This should also include approved projects

Kristen Baker

I 100% agree with needing the ability to replace all usages of a product, or have the option to choose which projects to update. I would love to be able to make this update from the product catalog (much like I can update the product catalog from project editor). Maybe for any projects that aren't updated, get an error or warning message about the discontinued product?