Question

When removing pending status to close a build assembly, how can I have QuickBooks automatically have the build date default to today's date?

Forum|Forum|1 year ago
December 4, 2024
3 replies
0 views

Hi -

When removing pending status to close a build assembly, how can I have QuickBooks automatically have the build date default to today's date? This would be an extremely helpful feature because it would help us avoid accidentally closing a build on a past date. If a build is closed on a past date, that will cause parts to be removed from stock that were needed to close the build. As a result, that could unintentionally cause other closed builds to revert back to pending status and perhaps re-open some shipped Sales Orders.

For example:

Let's say today (12/3/24) you accidentally closed Build Assembly M on 09/01/24 and Build Assembly M required you to use 4 screws. Let's say you only had a total of 4 screws in stock in Sept. You had closed a similar build, Build Assembly H, on 09/15/24 that also needed those 4 screws. So, since you accidentally closed Build Assembly M on 09/01/24 before Build Assembly H was closed on 09/15/24, it caused Build Assembly H to revert back to pending status. Build Assembly H reverted back to pending status because technically you no longer had those 4 screws in stock that are needed to close Build H. Those 4 screws were used up closing Build M on 09/01/24. This situation might also cause a Sales Order to re-open if you had shipped to a customer closed Build H in Sept., but now QuickBooks reverted Build H back to pending status.

Candice C

Hey there, @Dav.

It's great to see you back in the Community!

To clarify, which version of QuickBooks are you trying to do these actions in? This will help us determine if there is any steps we can give you or if you'll need to send in feedback for your request.

I'll be waiting for your response!

D

DavAuthor

Hi @Candice C -

We use QuickBooks Desktop Enterprise with Advanced Inventory, 2022.

D

DavAuthor

Hi -

Just checking in on this - does anyone know the answer or have any feedback on this?

Thank you in advance!

G

GlinetteC

QuickBooks will use the date you last closed a build assembly, Dav.

We appreciate your interest in this feature and recognize its importance in streamlining your accounting processes. I encourage submitting a feature request for this functionality directly to our development team. They actively consider customer suggestions when planning future updates and enhancements to QuickBooks.

Please know that we receive numerous requests from our customers for new features, and the time it takes to implement them varies based on demand and specific needs.

Here's how:

Go to the Help menu on the upper right side.
Select Send Feedback Online and choose Product Suggestion.
Type your comments in the box.
Click Send Feedback.

I'm sharing these resources to help you out with your inventory:

If you have further questions about managing inventory or require assistance with any other QuickBooks tasks, please don't hesitate to add them below, Dav. I'll be here to lend a hand.

D

DavAuthor

Hi @GlinetteC -

Our QuickBooks does not default to close builds with last build date.

When closing a pending build, the date shows the day the pending build was created. For example, let's say we created a pending build on 09/01/24. On 12/3/24, when the build is now completed and we want to close it, the date will still show 09/01/24. When we remove the pending build status to close the build, we want the date to default to the current date of 12/3/24. We don't want the build to close on a past date because the can cause problems within QuickBooks. Those problems could be that other past closed builds unintentionally revert back to pending status and some closed and shipped Sales Orders could revert back to open status.

How do I set in QuickBooks to have the current date appear when I remove pending status to close a build assembly?

D

DavAuthor

Hi -

I don't believe I have the answer to this question yet. If you know the answer, could you please let me know?

Thank you!

M

MAnneJ

Thank you for your comprehensive response, @Dav. Let me further elaborate on the information regarding closing an assembly.

As my colleague mentioned, QuickBooks uses the most recent date you closed a build assembly. Therefore, the feature that automatically sets the date to the current day is functioning as intended.

Meanwhile, I suggest providing your feedback to our Product Development team regarding this functionality, as they may consider your suggestions for future improvements.

Additionally, you may find this resource useful for learning how to address negative inventory issues: Fix negative inventory issues in QuickBooks Desktop.

If you require further help managing your inventory, please feel free to contact the Community. Have a great day.

D

DavAuthor

Hi @MAnneJ , @GlinetteC , & QuickBooks Team -

It does not seem that you saw in my prior replies that I've indicated -

our QuickBooks DOES NOT use most recent date you closed a build assembly when changing a pending build to closed build status.

You've stated "As my colleague mentioned, QuickBooks uses the most recent date you closed a build assembly." This is NOT automatically happening with our QuickBooks when closing pending builds.

Did you try to close a pending build on today's date, for a pending build that was set up a few weeks ago? If so, I doubt the pending build is automatically changing the date to today's date when you remove pending status. If that is occurring for you, then how do I get that to occur in my QuickBooks? Do I need to adjust a setting?

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