Method Community

Hi team!

We have a series of recurring issues regarding specific line items.  I even created "similar but new" line items so that we wouldn't get the conflict, but it is still happening:

When using item # DTC CC-FLAT-FEE-CONTRACT or DTC CC-MATERIALS we have to open up the invoice - and re-enter the information using the same number once it is in the invoice.  We originally add those line items from within the service ticket area.  

I tried removing the old numbers, and putting in new, undeleting original, nothing seems to fix the issue.  Once we have redone the lines from within the actual invoice it works fine -- and since it is the exact same line item # that we put in from the service ticket, I'm at a loss.

Thoughts?

Skye

Skye:

We have a series of recurring issues regarding specific line items.

Are you getting an error message?  If so what's the message?  and what steps are you taking to trigger that message?

Skye:

...we have to open up the invoice - and re-enter the information...

Are you working with a custom screen or the stock Method screens?

Please post up more details on the steps to recreate the error and the message you're getting back from Method.

~C

So I have been waiting to get a screen shot, and haven't gotten one. I haven't forgotten you :)  I just haven't had anyone tell me it has happened recently.

Errors:

Could not add/edit the Invoice 'RecordID 843'. The response from QuickBooks Online was: -11218 - One of the list elements assigned to this transaction has been deleted. Before you can modify this transaction, you must restore DWS MAINT-ACG-REG (deleted).

And another one:

Could not add/edit the Invoice 'RecordID 855'. The response from QuickBooks Online was: -11218 - One of the list elements assigned to this transaction has been deleted. Before you can modify this transaction, you must restore DTC CC MATERIALS (deleted).

Hi Skye,

From the details of those conflicts it looks like you deleted items that were in use on invoices.  To correct these conflicts you'll need to either restore the items DWS MAINT-ACG-REG and DTC CC MATERIALS or remove those items from the recent invoices you used them on.

~C

It would seem like that wouldn't it :)  The problem is this.

The items are NOT deleted.  When we use the dropdown from within the work order to select them - it displays as it should in the page.

When we then create an invoice from that work order, it moves the number over and all the notes (number being item number) and puts it into the invoice.

In order to "fix" the fact that the error is being thrown, we must recreate that full line item by creating a new line, selecing the SAME ITEM EXACTLY from the dropdown and then updating the grid and deleting the original.

We know it is the same number (item number) because we named the original as (old) and created these NEW numbers, and those are the ones that we select.

It happens with only 3 items.

Hi Skye,

Sorry for the delay in response.  The mystery deepens on this one - if the items are not deleted yet they still throw up conflicts when using them on invoices makes me thing something on those item may have changed recently.  Are there any other conflicts on the account?  Do any of your conflicts mention rebuilding your QuickBooks file?

As a test can you make a copy of those items and just change the name slightly.  Please keep the originals and try making an invoice using the new items and let me know what happens.  Has anything changed with your QB data file after this problem started?  Have you been able to use these items successfully before?

~C

Hi Chad, thanks for bearing with me.

Ok, I did almost what you suggested. I went into QBO, and undeleted the "old" items - renaming them slightly.

What I found was that it looks like the lists between scheduling and invoicing task and materials line items, and invoices are not the same.

When I undeleted the line items, the "new" names showed up in the invoices, and I was able to save the items using those new numbers.

So what seems to be happening...is if we delete an item, and create another with the same name (which might seem a little silly) the programming doesn't take into account that it is actually a separate line item.  It is keeping the original programming on the scheduling and invoicing screen, and when you get to the invoice, it thinks it is looking for the one that was deleted.  So we would have to select the line item again to make it resolve correctly.

Once I saw this, I was able to rename the old deleted and it works the same between both elements.

PHEW.

I think that is what you might want to call a bug?  But it IS RESOLVED FOR ME!!!!!

Skye:

But it IS RESOLVED FOR ME!!!!!

Thanks for the follow up post Skye. I'm sure this will help another user in the future. If I've learned anything working with QBO it's that - delete is never truly a delete. Similar to deleting a customer, you should rename the item or customer to include the word "deleted" so the name isn't reserved.

~C