Price rule changes on saved invoices

Hello there, NDI MAIN.

It seems like there might be a specific setting or functionality within QuickBooks Enterprise that is causing this behavior.

When you override the price rule for a customer on an invoice and then add the salesman's name, QuickBooks might be designed to revert to the default price rule price and adjust other related settings like shipping fees accordingly.

This behavior could be part of the software's automation or rules to maintain consistency and ensure accurate pricing based on configured rules and conditions.

To resolve this issue or understand it better, reviewing QuickBooks Enterprise's pricing and sales settings, or consulting with QuickBooks support for detailed assistance, would be beneficial.

Let me know if you have other concerns. 

I don't think the response that was given is very helpful

Thank you for your patience and for bringing your concerns to our attention, mdt123. I understand how important it is to resolve issues related to the price rule changes on saved invoices. Let me share some insights regarding this matter.

To assist you more effectively, could you please provide specific details regarding the challenges you're facing with the price rule changes? The more information you share, the better I can tailor my response to your concerns.

In QuickBooks Desktop, once you manually override a price rule on an invoice, that price should remain fixed, regardless of whether a salesperson's name is added.

If the initial troubleshooting steps do not resolve the issue, it's crucial to ensure that the configuration of price rules in QuickBooks Desktop Enterprise is correct. If everything appears accurate, but you're still encountering problems with overridden prices reverting, I recommend performing a Verify and Rebuild on your company file.

To Verify your company file, here's how:

1. Go to Window and Close All. 
2. Navigate to File and select Utilities. 
3. Click Verify Data.

To Rebuild your company file, please follow the steps below:

1. Navigate to File, choose Utilities, and then select Rebuild Data.
2. QuickBooks will prompt you to create a backup before rebuilding your company file. Click OK. A backup is mandatory before proceeding.
3. Choose a location to save your backup and click OK. Ensure you don't overwrite an existing backup file. Provide a new name in the File Name field and click Save.
4. Once the rebuild is complete, you will see a message indicating Rebuild has been completed. Click OK.
5. To check for further issues, go back to File, select Utilities, and then choose Verify Data.

For reference, here's an article you can check: Verify and Rebuild Data.

Additionally, here's an article you can read more about the different ways you can track customer transactions in QuickBooks Desktop.

I hope this information proves helpful in resolving the issues you're experiencing with price rule changes on saved invoices. If you have any questions about the steps provided or encounter any difficulties during the process, please don't hesitate to reach out. We're here to committed to ensuring your success with QuickBooks.