Question

Merging two Item Receipts

Forum|Forum|7 years ago
October 12, 2018
8 replies
0 views

One of our vendors will often send us purchase in separate deliveries. Then, they will invoice us once, essentially tying two item receipts to one invoice. Our workaround, since I do not see any real way to solve this, was to delete one item receipt and receive the items on the other item receipt, therefore merging the item receipts.

The problem is, and you can see it in the attached image, that the item receipt window will forget that re-received item is tied to a PO, and the PO window will show the item still not received, though you can clearly see it is on the Item Receipt.

Is there a fix for this or a better way to go about it?

Thanks

AlcaeusF

Welcome aboard to the Intuit Community, Ashley65.

Right now, you're unable to merge two item receipts automatically in QuickBooks Desktop. This would be a great suggestion since I believe that the more flexibility the product has, the more it will appeal to a wider audience.

The more suggestions received, the easier it is to improve our products. So for this reason, I recommend that you send feedback through these steps:

1. Click the Help tab at the top menu bar.

2. Select Send Feedback Online.

3. Click Product Suggestion.

4. Enter your suggestion.

5. Click Send Feedback.

If there's something else that you need concerning your QuickBooks Desktop, let me know. I'll be sure to get back to you.

A

Ashley65Author

Hello and thank you for the response. I respectfully disagree with you - this should not be classified as a product suggestion. This is Quickbooks malfunctioning as item receipts are unlinking from POs, and should not be voted on in a popularity contest.

Although product suggestions should be voted on based on popularity, product issues should not. If it is broken, it should be placed on a list and fixed when it's possible.

Thanks for your help.

J

JCarey5478

I want this, too!

I also sent in Feedback. I know other people who would benefit from this, so I've asked that they also send Feedback.

Fingers crossed.

M

MikeGPRentals

My personal work-around for this issue, is to delete *all* item receipts associated with the PO once I confirm all item have been received. Then go back to the PO and convert it to a bill.

D

dianem1

Yes, this to me is a flaw with quickbooks; I too will leave feedback. Currently I delete the original item receipt then re-enter when I receive the bill and all the items.

J

jsh62

The work-around that I use is, I enter the invoice against each of the receipts separately. Since you can't have move than one invoice with the same number, I add an "a", "b", "c" etc. after the invoice number. Then I go to pay bills and select all the bills and print one check.

D

Dean_B

The absence of this feature is a nightmare for receiving partial shipments and making adjustments for final tax and shipping fees for vendors like Amazon who will piece meal an order into 4 deliveries then bill for taxes in the end. We have to spend time redoing the multiple receipts to combine them into individual reconcilable numbers against the credit card bill. Paying people to undo history and re-receive items to work around this limitation is ridiculous. For what Intuit charges for the "enterprise" edition, needed program features and fixes seem to be an incredibly slow process. This thread is 3+ years old.

A

AbeEd

I think I found a solution. let me know if it works for you

When you go back to a saved 'item receipt' and click 'Select PO' from the top taskbar. You'll see a check next to the PO you received the items for. Click on that line to deselect it then select it again. Click 'OK'. You should now have the option to receive more inventory towards this same PO. Click 'recalculate' and then 'Save'

I hope that helps.

Abe

AChipOffTheOldBlock

Really could use this feature, especially with the amount of partial shipments now due to the supply chain disruptions. Do the developers even understand how business operations work? I wonder sometimes...

Excellent Point !!!

Still no fix! My workaround: I am creating multiple item receipts as items are received. Then when I get the bill, I enter that same invoice number and a letter after for each item receipt (i.e. INV1234-A & INV1234-B). Then when I pay the bill, I check both A & B invoices so the total payment is correct. I wish they would fix the issue of the POs not tying back anymore, AND most importantly, offer a way to enter a bill for mulitple item receipts.

JaeAnnC

Thanks for dropping by here today, @Spicewood71.

We appreciate you sharing your workaround with the Community about merging two item receipts in QuickBooks Desktop (QBDT). I'm sure it will be beneficial for other users who run into the same issue.

Since the concern is unresolved, it's best to get in touch with our customer support team. They'll be able to initiate a screen-sharing session with you in a secure setting to check your account and provide you with a fix. If necessary, they can also raise an investigation to resolve this matter.

To do that:

Go to the Help menu and select QuickBooks Desktop Help/Contact Us.
Click Contact Us.
Provide a summary of your concern and select Continue.
Log in to your Intuit account, click Continue, and then Continue with my account.
Enter the single-use code you received in your email and select Continue.
Choose between Chat with us or Have us call you.

Additionally, you can utilize reports to gain insightful data about the items you buy and sell, as well as the status of your inventory.

Should you have any inventory-related concerns in QBDT, please let us know through the comment section below. We're available 24/7 in the Community to assist you further.

C

CAW-MI

I was really hoping to find a solution as this original post is from years past. I am stuck with 10 open received items and one bill. I do not want to delete those receipts and have it mess with my assembly builds. Having to go back and fix the many pending bills it causes always screws up my inventory.

It seems like this shouldn't be so difficult to add as a feature.

R

RoseJillB

Hi there, @CAW-MI.

I can see how convenient it is to merge multiple item receipts into one bill. This will allow you to manage your transactions in one place and prevent you from messing up your inventory entries.

Currently, QuickBooks Desktop (QBDT) doesn't have the option to merge multiple item receipts and combine them into one bill. Instead, we can delete them and enter them in a bill to ensure accurate records of your inventory. However, since you prefer to keep these records, I recommend sending feedback directly to our product developers:

Go to the Help menu and select Send Feedback Online.
Choose Product Suggestion.
In the QuickBooks Feedback window, enter the details that apply to your request.

Additionally, you can use reports to find information about inventory value, stock status, and pending builds, including a worksheet for checking your physical inventory. For specific reports, you can run the Inventory Valuation Summary and the Inventory Valuation Detail reports.

Should you need further assistance managing inventories or vendor transactions, @CAW-MI, don't hesitate to post them in this thread. I’m always here to help. Stay safe!

D

dianem1

Our company has the feature on QB set to NOT allow negative inventory...It is in place as a safeguard so we don't accidently bill out an item that a customer did not receive.

With this feature on; we cannot simply delete an item receipt and reenter if the customer has already been invoiced as it then takes it to negative inventory; QB won't allow us to delete the item receipt.

We have to manually alter inventory to get the invoice entered. It is a hassle definitely;

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