Re: Converting an estimate to invoice - unit cost carrying over instead of sales price

Method_Jason — Tue, 23 Jul 2013 16:59:47 GMT

Hi David,

If you edit the stock Quickbooks_Estimate screen (used in Method for Quickbooks Desktop) you should find the Create Sales Order action set within the More actions... button. It might help to reverse engineer this action set. There is a Basic Math Calculation action within this action set that calculates the sales order rate (sales price). You can use a similar action to calculate the rate for your invoice. There are also actions called Insert Records into Table which are used to insert data from the active estimate to the new sales order, or in your case to the new invoice.

Below is a screenshot of the Basic Math Calculation action within the Create Sales Order action set. This action result can later be inserted into the invoice table as the rate. Hope this helps!

Jason

Converting an estimate to invoice - unit cost carrying over instead of sales price

DavidD — Tue, 23 Jul 2013 12:53:10 GMT

We had Method customized so that sales orders are no longer an option so that you can convert an estimate into an invoice. However, when we do that, the unit cost of the non inventory items we sell carries over onto the invoice, instead of the sales price. Can you tell me how to fix this so that the sales price carries over to the newly created invoice instead of the unit cost?

Method:Classic General Q&A

Re: Converting an estimate to invoice - unit cost carrying over instead of sales price

Converting an estimate to invoice - unit cost carrying over instead of sales price