• master item list is invisible/

    When using trackit to create a Purchase Order, then adding items from the master item list. It is blank, Well it looks blank, i can select items, not seeing them, but once i blindly select and hit select, the line it...
    Ron Bennington
    last modified by Ron Bennington
  • More flexibility with linking POs to Assets

    score5
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    1 vote
    This is essentially two requests into one:   IDEA 1: My understanding is that a PO has to be generated, which in turn creates an asset (if selected), and then the Asset Name is changed to match the Asset Name f...
    Richard Rowe
    last modified by Richard Rowe
  • Customise Purchase Order Reports in 20xx

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    0 votes
    Could we request the ability to custom the purchase orders in Track-It! 20xx?   Currently it is defaulted to a single view, which doesn't allow personalisation: Ideally, there should be functionality to perso...
    Richard Rowe
    last modified by Richard Rowe
  • Have a currency field type

    score5
    Below Review Threshold
    1 vote
    Hi,   I have a customer that would like to have a currency type field (at least in Purchase Orders).   They would like to view the value in the views with the currency symbol.   I must add that we ne...
    Bruno Domingues
    last modified by Bruno Domingues
  • Track-it migration 11.4-2019 field comparison

    Because we've done some customization and repurposing of fields in Track-it 11.4's purchasing module, I'm trying to setup a new template for the Purchasing module in this Dev version we just setup of 2019 before I mig...
    DDS Acquisitions
    last modified by DDS Acquisitions
  • Migrating from 11.4 to 2019 - purchase field repurposing

    We've setup a dev version of Track-it 2019.  We're only using the Purchasing Module but we use it as a purchase tracking tool.  We don't actually generate purchase orders from Track-it. Because we didn'...
    DDS Acquisitions
    last modified by DDS Acquisitions
  • Form Customization

    I am trying to customize the Purchase Order form to fit our needs. Is there a way to add Drop Down menus and to customize those drop downs?
    Doug Moore
    last modified by Doug Moore
  • Purchase Order Migration logic for comments field and Notes field from 11.4.1

    We recently migrated all our Purchase order data to the new 2019 R3.  The issue I see is the following on the logic of migration and need confirmation.   Logic If comments exists in 11.4.1 and no note the...
    IS Support
    last modified by IS Support
  • Track-It! Reporting & Consulting Services

    Track-It! Implementation and Support Services Flycast Partners 1-844-FLY-CAST info@flycastpartners.com www.flycastpartners.com/track-it/   Report writing services and Crystal Reports training Rosemary Liebe...
    Cris Coffey
    last modified by Cris Coffey
  • Allow PO number prefix to end in numbers.

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    0 votes
    When setting up the prefix my company requires that to end in a number then the generated number.  So our PO's look like D51T-000000  So I'd need to have the prefix be D51T-00 however we can't do that becaus...
    Robin Goins
    last modified by Robin Goins
  • Tie PO to asset no longer available?

    We are on Trackit 2019 and cant seem to manually tie a PO to an asset any longer. Upon calling support they advised this is only possible with physical assets. Has anyone found an alternative way of having PO informat...
    Sonja Vicchiollo
    last modified by Sonja Vicchiollo
  • Being Able to Mark Items in a Purchase Order as Tax Exempt

    score10
    Delivered
    2 votes
    We have had certain goods or services which are Tax exempt.  During the addition of these items to a purchase order, we have to make a price adjustment to accommodate not having to pay tax on these items. Can we ...
    Roy Richmond
    last modified by Roy Richmond
  • Purchase Order Number Generation

    Is there a way in the 2019 version to have this auto fill as soon as the PO is opened, and not having to wait until it's saved?
    Robin Goins
    last modified by Robin Goins
  • Purchase Order numbering should work like Work Order numbering: don't increment until saved

    score35
    Delivered
    7 votes
    If you enable auto-numbering for Purchase Orders, numbers in the sequence may be used up even if the Purchase Order is not saved. This is not consistent with the Work Order numbering, which is not used until the work ...
    Terry Hartup
    last modified by Terry Hartup
  • Rule produces 3 update events and I don't know why?

    Hello!! We are moving to the new Track-It!.....LOVE IT. I created a rule that (is supposed to) send SA's an email 6480 hours (9months) after Date Closed is entered in the PO module   My conditions: When Purcha...
    Sonja Vicchiollo
    last modified by Sonja Vicchiollo
  • Search in current module vs global

    score15
    Below Review Threshold
    3 votes
    For Track-It 2018:   Most times I want to perform a search, it is in the module that I am already working in. I would rather have the search come back quickly by searching only where I want it to search. So, eve...
    Michael Ishii
    last modified by Michael Ishii
  • Allow notes on a purchasing record even after received

    score0
    Below Review Threshold
    0 votes
    For Track-It 2018:   Just like with ticket notes, which can describe the work done on a ticket, we would like the ability to record notes on a purchase record. As I see it, the notes records would be metadata re...
    Michael Ishii
    last modified by Michael Ishii
  • Track-It 2018 Purchasing - Is it supposed to make the entire record non-editable after being received?

    Our process is currently to verify and receive the inventory from the Purchasing module, but then still have a need to modify the "Additional Information" summary field for the purchase order after receiving. However,...
    Michael Ishii
    last modified by Michael Ishii
  • Calculate totals for group of records in a Track-It! 2018 Reports

    You must have came across situations where you want to add total, count of record e,g, Purchase Item totals, Cost totals, Number of assignments, etc in your own custom report with in Track-It! 2018. This is easily po...
    Manish Gadgil
    last modified by Manish Gadgil
  • Track-It! 2018 Custom Datasource

    score5
    Below Review Threshold
    1 vote
    I need to add an additional field from the Master Item record to my Purchase orders. Having the abiltiy to create a custom database join or a custom datasoruce would allow me to make better reports. The current dataso...
    Mike Fortier
    last modified by Mike Fortier