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When we enter a partial bill or cc charge against a PO, QB closes the PO entirely. We can not enter multiple bills against the PO.

Forum|Forum|7 years ago
December 11, 2018
2 replies
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this follows the "apply to open PO" popup issue that was resolved with a recent update. We have noticed other unusual errors - QB retroactively charged sales tax to some invoices for non-taxable items and some invoices created from Sales Orders did not deduct from the SO. All within the past few months

QuickBooks Enterprise Suite

Best answer by qbteachmt

"When we enter a partial bill or cc charge against a PO, QB closes the PO entirely. We can not enter multiple bills against the PO."

Pay Attention to Quantity.

A "partial" is supposed to be Partially Fulfilled by Quantity.

If you are describing something such as "$10,000 Contract, with partial payment" you need to Swap Qty and Rate.

$1 @ 10,000 Units.

Now you can Partially "fulfill" by purchasing that partial amount.

This is not new. The PO is a tracking tool; of course an actual purchase can end up with a different Cost. The tracking is for that line item, and if you got "all of them" or not. Qty 1 = only one time to fulfill it and then Done.

qbteachmtAnswer

"When we enter a partial bill or cc charge against a PO, QB closes the PO entirely. We can not enter multiple bills against the PO."

Pay Attention to Quantity.

A "partial" is supposed to be Partially Fulfilled by Quantity.

If you are describing something such as "$10,000 Contract, with partial payment" you need to Swap Qty and Rate.

$1 @ 10,000 Units.

Now you can Partially "fulfill" by purchasing that partial amount.

This is not new. The PO is a tracking tool; of course an actual purchase can end up with a different Cost. The tracking is for that line item, and if you got "all of them" or not. Qty 1 = only one time to fulfill it and then Done.

A

arkvalleyinfoAuthor

Thanks for your answer - you are correct, it is because we only had one line item, qty 1 for the entire dollar amount. We were trying to enter partial payment for 1 quantity, which is unusual for us so I thought it was a new problem. Going forward, we will enter multiple line items for the individual payments that we anticipate making.

qbteachmt

"Going forward, we will enter multiple line items for the individual payments that we anticipate making."

Yes, you either reverse quantity and Rate = $1; or, listing partial payments as Phases also works fine.

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