The way I found to do something similar to this was to make a re-usable
blank template that uses the raw report data from Service Titan to feed
a pivot table in Excel. You can set up the pivot table to give overall
totals used per item number, or bre...
There is a new feature you can activate on a per-item basis in the
Pricebook where items are automatically consumed, via an adjustment,
when you transfer them onto a Truck. That would let you still
automatically track them in your warehouse for re-or...
You can email the order to yourself, then send it to the vendor, that
way you have a known and visible record of the order being sent in your
email. A little less efficient, but better tracking/visibility.
The system flaw of old PO creation dates causing issues has been brought
up to ST, and they are not terribly interested in genuinely fixing it,
just offering bad/ineffective workarounds. The only fix I've figured out
was to keep an eye on older POs, ...