Method:Classic General Q&A

Re: Quickbooks manually closing sales orders?

Method_Ben — Thu, 05 May 2016 19:30:19 GMT

Hi FurryWombat,

You got it. The IsFullyInvoiced, and IsManuallyCosed fields cannot both be TRUE simultaneously. IsFullyInvoiced is conditional on the fact that every line of the transaction has been invoiced. So if you have a Sales Order with 2 line items for example, and fully invoice both line items (at which point the SalesOrder IsFullyInvoiced = TRUE). You then add another Line Item to the Sales Order leaving you with 2 invoiced and 1 non-invoiced line item, the transaction is no longer flagged as Fully Invoiced, in which case you can Manually Close it without conflict.

Regards,

Ben

Re: Quickbooks manually closing sales orders?

furrywombat — Thu, 05 May 2016 17:41:46 GMT

Ben,

That's a solid answer if I've ever seen one. Thanks! So, if it's fully invoiced, the IsFullyInvoiced boolean will be TRUE, and IsManuallyClosed will be false, because the two cannot coexist. So the ONLY way we would get this message would be in a scenario where a sales order is already fully invoiced, or zeroed out, synced to QB, then somebody manually closes it and tries to sync. Is that correct? Is there any possibility that zeroing out a sales order for all line items could cause a false-positive?

Re: Quickbooks manually closing sales orders?

Method_Ben — Thu, 05 May 2016 17:26:12 GMT

Hi FurryWombat,

Short answer - Yes, QuickBooks closes fully Invoiced Sales Orders.

On the QuickBooks side, A Sales Order being 'Closed' and 'Fully Invoiced' are seen as two different statuses both ultimately representing the Sales Order in Non-Open status.

For example, if you create a sales Order in QuickBooks, and Close the Line Items (or mark as Closed) This syncs over to Method as being flagged as 'Closed', even though the lines havent yet been invoiced.

Then, If you were to Invoice this Sales Order completely, The Sales Order shows up as 'Fully Invoiced'

Notice that you now cant 'Close' this transaction, as QuickBooks has automatically flagged it as fully invoiced, and therefore closed. This transaction will show up in Method as having the Line items Invoiced, but the 'Closed' checkbox will not be checked. However the transaction will not show up in Method under open Sales Orders.

Thanks FurryWombat,

-Ben

Quickbooks manually closing sales orders?

furrywombat — Thu, 05 May 2016 13:58:44 GMT

Is this something new? Or has QuickBooks always manually closed sales orders after they've been fully invoiced? Lots of synchronization conflicts popping up, telling me that a sales order cannot be synced because it is manually closed, but is already fully invoiced. Is this a Method setting, or a QuickBooks setting?