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arkvalleyinfo
Dec 11, 2018 5:32 AM UTC
Solved

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.

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

qbteachmt
qbteachmtAnswer
Dec 11, 2018 5:32 AM UTC

"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.

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9 replies

qbteachmt
qbteachmtAnswer
Dec 11, 2018 5:32 AM UTC

"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.

    arkvalleyinfoAuthor
    Dec 11, 2018 5:32 AM UTC
    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
    qbteachmt
    Dec 11, 2018 5:32 AM UTC

    "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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