Method Community

What causes LinkToTxn QB conflict errors? I'm getting this error every now and then when creating Invoices and linking Invoice line items back to Sales Order line items. I'm able to remedy the problem each time by deleting the line items and addding them back exactly the same way.

What's the situation with data synchronization to/from QBD that might cause this?

Hi Blake

Typically when this happens it is because the invoice line item is linked to a sales order that has been closed. This would happen either if the sales order has been invoiced already or if it was closed manually. If you are deleting the line and readding it directly into the invoice you are probably removing the link to the sales order hence why it goes through fine.

Can you please check to see if the line items in question are linked to closed sales orders?

Jeff

No, the Sales Order that each of the items are linked to is not closed (manually or otherwise).

There was an Invoice created that was linked to this Sales Order but was deleted. In fact, I think there were actually 2 Invoices created then subsequently deleted. This is the 3rd invoice created. All of the Invoice line items are linking back to a Sales Order.

It's weird...the conflict details (xml request data) show a TxnLineID set for each of the invoice line items but when I export the InvoiceLine table, the TxnLineID data is empty for each of these rows.

I'm just trying to understand how something like this happens so I can put in place some sort of safeguard going forward (be it technical in nature or simply a process to follow) to prevent these sorts of errors.

I wish I could throw out the message being sent to QB for the invoice and just hit 'save' again in Method with the current data to generate a new message. Is there a way to do this?

This invoice has already been sent to the customer so I don't want to delete this invoice and re-create it b/c the system would gen. a new customer facing Inv Number.

Okay, here's another situation related to Invoice data sync conflicts from Method to QB.

Let's say I have a Sales Order with a single line item for Construction, Qty 1, Amount $10,000

I bill the customer for this order over two weeks. The first invoice syncs to QB and causes the Sales Order to be closed b/c I'm invoicing Qty 1, Amount $5,000. Any following invoices for the remaining amount attached to this Sales Order cause a data conflict b/c the Sales Order has been closed due to the total Qty invoiced.

That's BS. Why wouldn't the total $ amount invoiced dictate whether an order is closed or not?

Am I missing something?

Blake C:

Okay, here's another situation related to Invoice data sync conflicts from Method to QB.

Let's say I have a Sales Order with a single line item for Construction, Qty 1, Amount $10,000

I bill the customer for this order over two weeks. The first invoice syncs to QB and causes the Sales Order to be closed b/c I'm invoicing Qty 1, Amount $5,000. Any following invoices for the remaining amount attached to this Sales Order cause a data conflict b/c the Sales Order has been closed due to the total Qty invoiced.

That's BS. Why wouldn't the total $ amount invoiced dictate whether an order is closed or not?

Hi Blake

This is how Quickbooks handles it. It doesn't pay attention to the value of the invoice just if the full quantity has been invoiced.

For the first matter, can you please call our support line?

Jeff

I'd like to get an explanation from QB as to why they chose to key on total Quantity to determine if a Sales Order is 'closed' or not but it doesn't make sense on the surface.

I don't mind calling the support line but I did want to document one thing I discovered this afternoon while troubleshooting/testing these LinkToTxn QB data sync errors.

I'm creating my Invoice and inserting Invoice Line Items from an Action, not unlike the stock 'create invoice from sales order' screen does it. When creating the Invoice and I insert the line item and leave off the link back to the sales order line item, the invoice is created just fine and syncs with QB no problem. At that point I can add another line item WITH the link back to the sales order and the sync to QB works just fine.

It's clear the sync error only occurs when the initial Invoice record is being sent to QB and it's initial line items have that link back to a closed Sales Order. Once that initial sync occurs, line items added after the fact with the link to the sales order don't seem to have a sync problem.

I wouldn't know which system is causing this data conflict. E.g. is QB kicking back the data as invalid or is it a check Method is enforcing?

Hope that makes sense.

Thanks