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Proadvsor_qq
July 30, 2022
Question

Sales Order Fullfillment Worksheet - Non inventory items

  • July 30, 2022
  • 2 replies
  • 0 views

I just upgraded to enterprise platinum for a few main reasons. 2 of them are the sales order fulfillment worksheet (pick pack ship) and the PO management. I do a lot of custom work and most of my items are non-inventory items. Any sales order or purchase order that contains these non-inventory items will not show up on the management pages. Has anyone found a fix for this issue?

2 replies

J
JonpriL
July 30, 2022

Let's sort this one out, @Proadvsor_qq.

 

I'll make sure to help complete your sales order and purchase order worksheet in QuickBooks Desktop.

 

We can use the QuickBooks utility to identify and fix why all of your non-inventory items in a sales order or purchase order worksheet are blank. I'll show you how to do so.

 

A. To Verify Data

 

  1. Go to File.
  2. Click Utilities.
  3. Select Verify Data.
  4. Click OK.

 

B. To Rebuild Data

 

  1. Go to File.
  2. Click Utilities.
  3. Select Rebuild Data.
  4. Click OK.

 

 

Here's a link you can read to learn more about the troubleshooting steps: How to Fix Possible Data Damage on your Company File in QuickBooks Desktop?.

 

Once done, restart your desktop first before working again with QuickBooks. Then, right-click on the QuickBooks icon on your Desktop, select Run as Administrator, and work with your transactions accordingly.

 

However, we may need to continue our troubleshooting steps if the tool above didn't perform any changes. Use this link for reference: Run Quick Fix my Program from the QuickBooks Tools Hub.

 

I'm adding these articles with the topics you can use while recording the common customer and vendor transactions:

 

 

It'll always be my pleasure to help if you've got additional questions about purchase orders. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe, @Proadvsor_qq!

R
redjed
August 8, 2022

@JonpriL  Thank you for your response. @Proadvsor_qq  posted this for me because I was getting error messages when I was trying to do so. 

 

I have previously done all of this multiple times with customer support. I have no issues or errors with my company file. Can you do it on your computer? Create a PO or SO using a non-inventory item. The does it show up under the Sales Order Fulfillment Worksheet and the Purchase Order Management Worksheet? One of the CS reps I have spent hours on the phone with had the exact same issue when they tried it. 

 

Thank you!

R
RCV
August 8, 2022

This is not the impression we want you to experience, redjed.

 

QuickBooks only tracks purchases or sales orders for inventory items. In this case, you'll want to run reports for purchase order and sales order. Then, export them to Excel to modify the column to add the non-inventory items. Here's how to run a report to see purchase orders and sales orders by item: 

 

  1. From the Reports menu, choose Custom Report.
  2. Select Transaction Detail.
  3. Under the Display tab, choose the following columns:
    • Amount
    • Balance
    • Date
    • Name
    • Num
    • Item
    • Qty
    • Type
  4. On the Total by drop-down menu, select Item detail.
  5. Under the Filters tab, select the following filters:
    • Detail Level: All except summary
    • Item: All Sales Item
    • Posting Status: Non-posting
    • Transaction Type: Multiple Transaction Types: Sales Orders and Purchase Order.

 

To learn more about the two worksheets, check out these articles:

 

 

If you need help performing any report tasks related to your account and company settings, browse all articles from this link: Reports Related Help. This guides you on how you can manage your financial reports.

 

Leave a comment below if you have other concerns related to exporting or managing report data. The Community and I will be around to help you. Have a great day ahead.

S
SUSIEQ410
August 15, 2024

Any new update on fixing the problem of non inventory items not showing up on the Sales order fulfillment worksheet?

 

I
Irene R
August 15, 2024

Let me help you obtain updates about the noninventory items not displaying in the Sales Order worksheet by directing you to our QuickBooks Desktop (QBDT) customer care team, SusieQ410.

 

Specialized tools are available to them, allowing secure access to the investigation and providing detailed information. This will enable them to provide you with the most adequate solution to address the issue.

 

To reach our customer support team, you can follow the steps below:

 

  1. Open your QBDT account.
  2. At the top of your account, select Help.
  3. Choose QuickBooks Desktop Help/Contact Us.
  4. Click on Contact Us.
  5. Please give a brief explanation of your concern, then press Continue.
  6. Log into your Intuit account. Select Continue, then Continue with my account.
  7. An email with a single-use code will be sent to you. Type in your code and click Continue.
  8. Choose if you want to Chat with us or Have us call you.

 

Additionally, the information provided in this article about monitoring customer transactions in QBDT could be helpful in the future: Get Started with Customer Transaction Workflows in QuickBooks Desktop.

 

Let me know if you have additional inquiries about the Sales Order or any QBDT-related questions, SusieQ410. Just leave a comment below. I'll be sure to address them in no time.

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