Not Finished Yet — IM2 Open Items — Tips

Not Finished Yet — IM2 Open Items — Tips & Tricks

What this screen is for. Track unfinished IM2 build items (TD-numbered) so the team knows what's broken, on hold, or waiting on a decision.

What you do here

• Check each line's TD-nn number when referencing it, since numbers are never reused.
• Look at the owner named on each line to see who must act next.
• Confirm Settings → Allow Inventory Posting to QB before expecting Post/Post now to work.
• Skip TD-12 through TD-15 (stock replenishment, truck stock, RMA) — they're on hold until Dave says otherwise.
• Use Create RO by hand to add non-inventory items or one-off buys, then release from Purchasing Workbench.
• Drop BuilderTrend BOM spreadsheets into the manual RO import until an automatic connection exists.
• Remove a line from this list once it is actually finished.
• Route anything merely informational to that screen's help page instead of this list.

Watch out

• Create POs and Ordered status don't do anything yet — no PO is ever written to QuickBooks.
• Rush alerts to Slack are silently dropped since the webhook was never set up; only recorded as not delivered.
• Text rush alerts are wired but off — needs System Controls switch on and at least one active rush contact.
• Surplus material handling only works on the PC pick list, not handhelds, and RO Import Issues has no Use Surplus option yet.