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ekramber
March 1, 2021
Question

Item price changes and invoices automatically changing price when changing dates

  • March 1, 2021
  • 1 reply
  • 0 views

I understand this might not be the ideal way to run without sales orders, but currently we just use Invoices to be our Work Order (traveler in our mfg shop) and then we change the template to be an invoice and then change the date when we invoice it out.  Has been working fine for many years.  I'm guessing when I enable advanced pricing something changed.  We had to do a company wide price increase (due to the rising costs) with all of our products.  I have old Work Orders (invoices) that we've finished and want to bill out.  As soon as I change the invoice date from whatever it was to something different, poof all of my items with base rate pricing change to match that.  Doesn't matter if I change the date to older or newer. Even when I had overrode certain prices on a ticket. 

 

Is there any way to disable this automatic price change once and invoice is done, regardless of date changes?  I've searched and looked through all the preferences and can't seem to find it.

    1 reply

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    ChristieAnn 11
    March 1, 2021

    Hi there, ekramber.

     

    Welcome and thank you for posting your concern here in QuickBooks Community. I appreciate you for sharing detailed information about your concern. I'll share steps to ensure you're able to disable the automatic price change once and invoice is done.

     

    To stop the automatic price change, you'll have to turn off or deselect the settings of the Advanced Pricing in QuickBooks Desktop. Please note that when you turn off this feature, you'll also disabling the pricing rule. That being said, it will affect all the sales orders associated with it. Before disabling this feature, you'll want to ensure there are no other transactions linked with the rule to avoid any issues.

     

    Here's how to turn off or deselect the Advanced Pricing:

     

    1. From the QuickBooks Edit menu, select Preferences.
    2. Choose Sales & Customers in the left panel. Then, go to the Company Preferences tab.
    3. From the Custom Pricing section, deselect Enable Advanced Pricing.
    4. Hit OK.

     

     

    For additional information, you can click this article: Use Advanced Pricing.

     

    Please refer to this article to see steps on how you can make any changes to your items and different pieces of information on how items work in your QuickBooks Desktop: Add, edit, and delete items.

     

    Please let me know how it goes or if I can be of additional assistance. I'll be here should you have any follow-up questions. Have a great rest of the day!

    E
    ekramberAuthor
    March 2, 2021

    This doesn't work as all new orders that I type up no longer have their custom advanced pricing.  I just don't want any current order to change when I change a date or something else.  I want to stop them from re-running price rules or auto-updating.

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    ekramberAuthor
    March 3, 2021

    So that's the only solution?  Turn off advanced pricing, change dates, invoice stuff out, and then turn it back on later, all the while in single user, and hope that nothing breaks in that process or anyone else needs to use QB?

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