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cheryl8736
December 13, 2022
Question

Duplicate Pos created from sales order

  • December 13, 2022
  • 1 reply
  • 0 views

I created a sales order and then created a PO from the transaction for all the items. My co-worker then also created ANOTHER PO for the same items on the same sales order (they created through the sales order as well) There was nothing that popped up to say a PO was already created for these items/sales order. This means that this was double ordered. I went back to see if I could create yet another PO for the same items/sales order and IT LET ME!! 

Is there a way to stop duplicate  purchase orders from happening?

Previous programs I used would show a PO was already created/ordered or would have a pop up letting you know its already been ordered.

1 reply

katherinejoyceO
katherinejoyceO
December 14, 2022

Hello there, @cheryl8736.

 

Thanks for sharing your observations with the Purchase Orders today. We didn't see this coming. 

 

It could be that you're data is going through integrity issues. Hence, the POs are sending twice.

 

Let's run the rebuild tool in QuickBooks Desktop to repair issues in your company file. Ensure first that you're using most updated QuickBooks Desktop version. Then, follow the steps below:

 

  1. Click File, Utilities, then Rebuild Data.
  2. Allow it to load, then select File again, Utilities then Verify Data.
  3. Click OK as soon as you get the message "Rebuild has completed".

 

To get more insights about this process, check this article for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

 

Feel free to post again and share more of your concerns. I'm always here to help if you need anything else. Take care!

K
Ktbarthedoor
May 23, 2024

We are having similar issues with QBD-Enterprise 2024.  While creating Estimates from a Sales Order it is creating duplicates.  I also have duplicate PO.

 

I just did what you suggested and ran a rebuild and a verify.  Is there anything else we need to do or anything else we need to be looking for?  Could our process be wrong?  Setup be wrong?

 

Thank you!

 

Katie Lantz

K
Kevin_C
May 23, 2024

You're not doing anything wrong with the process, Ktbarthedoor. I'll provide some troubleshooting steps to get around this issue.

 

In QuickBooks Desktop (QBDT), you can create multiple purchase orders from sales orders, regardless of whether they are closed. One of the possible reasons why a sales order has been duplicated is that another user converted it.

 

You'll want to ask them if they did it, or you can also run the Audit Trail report to see who made the changes in your company file and what those changes are. You'll also know when it was specifically changed. Here's how:

 

  1. Go to the Reports menu, then choose Accountant and Taxes.
  2. Select Audit Trail.
  3. Click the Customize Report.
  4. Under the Display tab, choose the specific data you want to see in the columns.
  5. Select the date range of the report and click Ok.

 

Otherwise, let's use the QuickBooks Toolhub to fix this problem if you don't have other users. It is designed to fix various issues in QBDT accounting software. Follow these steps to proceed:

 

  1. Close your QBDT account.
  2. Download the most recent version of the QuickBooks Tool Hub and save the file somewhere you can easily find it.
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install.
  5. When the installation finishes, open the Tool Hub on your Windows desktop.
  6. Select Program Problems and click Quick Fix my Program.
  7. Run the QBDT program and try to open your company file.

 

For more details about the process, refer to this article: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

Additionally, visit this article to view various workflows for recording customer transactions: Get started with customer transaction workflows in QuickBooks Desktop. This method efficiently tracks your cash flow while keeping track of sales, receivables, and profitability.

 

Please don’t hesitate to comment if you have any other questions or concerns besides selecting an item when generating sales transactions in your QBDT account. I’d be glad to assist you further.

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