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lcastellow
December 4, 2024
Question

Invoice calculation coding not working for what we need

  • December 4, 2024
  • 1 reply
  • 0 views

I need Invoice to allow calculations for partial shipments to be based on quantity, not dollar amount.  If I am shipping a 1000 units of something and 300 are on backorder.  I want to be able to simply change quantiy to 700.  Not have to get out calculator see what the total dollar amount is that shipped.  I simply want to adjust quantity shipped, it updates the total dollar amount of each line based on that change of quantity.

 

This is the most backwards way I have ever seen to adjust for parital shipments on the invoice.  The simplest way to do partial shipments is for the DUE column to pull from Qty column.  As the example above then it would read 700 of 1000 shipped.  in no world does trying to figure out quantity shipped based on unit cost make sense.  Simplest most convient way to do partial shipment calculations is to have Qty field the governing field for the DUE Column.  

 

Is this possible?  The expert help line I could barely understand, says that a very very simple manipulation of the code and cells isn't possible.  I find this hard to believe that a change as simple as telling the Due Column where to pull its data from on the Estimate from Qty is that difficult to do.  All the other calculations would still line up perfect by adjusting QTY column manually.

1 reply

G
GianSeth_A
December 4, 2024

We want you to have a convenient way of calculating partial shipments based on quantity, lcastellow. Yet, the current system calculates invoice amounts based on the dollar value linked to the quantity changes in quantity automatically adjust the amounts owed. 

However, you could consider using sales orders if your version of QBO supports it. Sales orders allow tracking quantities more flexibly until the order is complete.

 

In the meantime, we encourage you to submit your suggestion. This way, our dedicated software engineers team will consider your idea as they work on our future product enhancements.

 

To do that:
 

  1. Open your QuickBooks Online Account.
  2. Select Settings, then feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

For reference, you can also check this article: Submit feedback for your guide in submitting feedback.

 

Moreover, you can check this article if you want to create a manual sales order: Create and manage sales orders in QuickBooks Online.

 

For more questions about managing partial shipments, please do not hesitate to hit the Reply button.

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