Sending Purchase Orders (with lines) to ERP system

#1

Hello,

I am having trouble figuring out the exact fields I should be pulling in for integrating Purchase Orders (either purchase consumables, order new, or order available) with our ERP accounting system.

I have been able to figure out Movements for the most part (i.e. just updating inventory quantities in various locations), but we also need to be able to integrate over Purchase Orders with the associated lines (with Quantities and Costs of each inventory item) to our ERP system, in order to get posting correct.

Since there is not a separate ‘Purchase Order’ object, I am assuming this information is rolled into Movements somehow? I have seen several examples of how to add Purchase Orders into Quantify, but not the other way around - for example I know that the ‘Back Order Number’ is actually the PO Number.

Please let me know if you need more information from me on how our ERP works to answer this question.

Thanks so much,
Alex

#2

Hi Alex. You’ll need to experiment with Movements to accomplish this. We don’t delve into the details of various ERP systems. If you’re having trouble with Movements we can assist with that, just give us a bit of code you’re having trouble with.

#3

I actually think I may have figured it out - it looks like I want to be grabbing MovementTypes of ‘PurchaseNew’, ‘PurchaseForRent’, and ‘PurchaseConsumables’, and that should account for the various types of ‘purchases’ that can be made.

Then, it looks like I can go into MovementProducts for all Movements of those 3 MovementTypes, and just grab the Quantity/Cost info from there.

Does that sound right at a high level?

Finally, one related question - for Inventory ‘adjustments’ (e.g. if we need to increment/decrement inventory after a physical count of inventory), are those kept as Movements as well? And if so which MovementType(s) should I be looking for?

Thanks for the very quick response on this,
Alex

#4

You got it! Want to open a new thread on the inventory adjustments.

#5

Excellent! Definitely - one second and I’ll copy/paste that part of the question.

Thanks a lot,
Alex