<< Click to Display Table of Contents >> Navigation: Introduction > AyaNova Inventory vs Peachtree Inventory |
A common question asked by AyaNova users when using the optional add-on PTI is "Do I use AyaNova inventory features, or PeachTree's or a combination of both?". The answer to that depends on what you want to do.
AyaNova inventory includes a number of unique features:
Part Requests
•With AyaNova Part Request feature, a user can request a part (and quantity and for a specific warehouse) from the AyaNova service workorder.
•The Part Request is "tied" to that specific service workorder
•Purchasing can easily include in an AyaNova Purchase Order the parts requested to be ordered tied to the specific service workorder
•And when the part is received in AyaNova, if subscribed to the notification "Workorder item part request – parts received", the user logged in who requested the part will be notified the part has been received; and the scheduled user in that service workorder will be notified that the part has been received so that the service can be provided.
Part Inventory
•Quantity on-hand in AyaNova is based on what has been entered into inventory via AyaNova Part Adjustments, entered into inventory via AyaNova Purchase Order Receipts. And quantity on-hand is immediately updated whenever anyone indicates the part quantity set in a AyaNova service workorder has been Used In Service.
•This way you can always see at a glance via the Part Inventory grid what warehouses (if used in AyaNova) have what quantity of what parts on-hand
Serialization
•You can track serial numbers for Parts in AyaNova
•When receiving parts into inventory via an AyaNova Purchase Order Receipt or entering inventory in via an AyaNova Part Adjustment, if the part has been set as serialized, you can enter serial numbers for the received parts
•And in the AyaNova service workorder, when you select a serialized part, AyaNova will automatically identify this setting the part quantity to 1 and opening the Serial Number field so that you can drop down and select from the list of available serial numbers for this part in inventory.
Whereas with Peachtree inventory:
AyaNova is not an accounting program and does not include Accounts Payable. It does not track how much you owe to your vendors, and when to pay them etc.
Because of the above, you might want to use Peachtree inventory only (Peachtree purchase orders, receiving, inventory on hand amounts, etc) or you might want to use only AyaNova inventory or you might want to do a combination of both:
If you want to use Peachtree inventory only, so that when receiving it updates your Accounts Payable to your vendors:
Turn off inventory features in AyaNova
•Have all AyaNova users out of AyaNova
•Log in as the AyaNova Administrator
•View Global Settings in the Administration navigation pane
•Set Use Inventory to False
•Save and exit out of AyaNova
•Now log back into AyaNova - you will see in the Inventory navigation pane only the Parts grid is now viewable, as Purchase Orders, Purchase Order Receipts, Part Adjustments and Part Inventory grid is now removed as you will no longer be tracking on-hand amounts or ordering through AyaNova.
•Note that if you turn Use Inventory back on, any parts that you have Used in Service in service workorders while inventory was turned off will not have their amounts updated in previous inventory that was tracked.
Use Peachtree only for entering PO's and receiving inventory
•This way you have only one program that you are entering such data
Only quantity of parts used is entered in AyaNova service workorders
•In an AyaNova workorder, you select a part and enter its quantity.
You might want to use only AyaNova inventory only:
Use AyaNova for entering Purchase Orders and receiving
•Take advantage of AyaNova features such as Part Requests in service workorders to order parts for specific workorders
•Take advantage of AyaNova inventory serial numbers entry and selection in workorders
•To track Accounts Payable, you may want to enter total amounts manually into Peachtree for what you owe vendors that you have purchased for resale
Or you might want to do a combination of both:
•Enter purchase orders and receive in AyaNova, and enter these again in Peachtree
PTI does not have the feature to import AyaNova Purchase Order and Purchase Order Receipt into Peachtree.