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Level 2

Taking Long Time to Invoice Sales Orders

I have a client who has a few hundred open Sales Orders going back three months. The line items in the Sales Orders have large negative Available Quantities to them in Inventory because of this. When they Invoice one of these Sales Orders, it can take anywhere from a half hour to two hours to save the Invoice. If they were to create an Invoice (not from a Sales Order), there is no issue. I found a Sales Order that didn't have an allocation issue and I was able to Invoice it without any issues. I'm assuming that having these large negative Available Quantities is causing their issue.

I've instructed them to post all of their open Purchase Orders in order to increase the inventory levels in order to have positive Available Quantities. Is this the right approach? Will they still have long save times because there are so many open Sales Orders? Any advise is much appreciated.

Solved
Best answer September 21, 2020

Best Answers
Highlighted
Level 2

Taking Long Time to Invoice Sales Orders

Thank you for everyone's responses. I discovered what was causing my client's issues. The FIFO inventory calculation method was turned on. Since they had open Sales Orders going all the way back to 2018, it was taking literally hours to Invoice a Sales Order. There are two solutions.

  1. Start invoicing the most recent Sales Orders and work backwards. Make sure all the vendor Purchase Orders are posted first. It may not be the most sound accounting option but it's better than waiting a couple hours for each Sale Order to be invoiced.
  2. Turn off the FIFO calculation method.

My client wasn't aware that the FIFO option was turned on. They were operating under the assumption that they were using Average Costing. So I went with option 2. Sales Orders are now taking just a few seconds to Invoice.

View solution in original post

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QuickBooks Team

Taking Long Time to Invoice Sales Orders

Hi there, @gwfross.

 

Let’s run the Verify/Rebuild Utility Tools which often detects and resolves any data issues within the company file. Follow the steps below:

 

To run the verify utility:

 

  1. From the File menu, click on Utilities.
  2. Select Verify Data.

 

To run the rebuild utility:

 

  1. From the File menu, click on Utilities.
  2. Select Rebuild Data.

 

Here’s the article that details the steps to run verify and rebuild utilities: Resolve data damage on your company file.

 

Once done, create and copy the Sales Order then use it on the Invoice. That should help get past the hurdle you're experiencing.

 

Please let me know how this goes. I want to ensure everything's working fine on your end. Have a good day!

Highlighted
Level 2

Taking Long Time to Invoice Sales Orders

I've already done that along with condensing the file. I was on the phone with QuickBooks support and went through the basic troubleshooting processes. It seems to be related to the amount of open Sales Orders and the negative Available Quantities the items are showing. As I mentioned before, I was able to Invoice a Sales Order that had no Available Quantity problems and it saved very quickly.

Highlighted
Level 2

Taking Long Time to Invoice Sales Orders

In my research so far, I discovered that the older I make the Sales Order Date, it takes longer to save a Sales Order. If I save something in the current month, it takes seconds. When I make the date 7/1/20, it takes one minute and fifty seconds. I tried closing the Sales Order with the 7/1/20 date and it's at fifteen minutes and counting. Is this normal?

Highlighted
Level 2

Taking Long Time to Invoice Sales Orders

In my research, I discovered that the older I make the Sales Order Date, the longer it takes to save the Sales Order. When I save it in the current month, it takes seconds. When I save it with a date of 7/1/20, it takes one minute and fifty seconds. I tried closing the Sales Order it's taking over twenty minutes and still counting. Is this normal?

Highlighted
Moderator

Taking Long Time to Invoice Sales Orders

Thank you for connecting with the Quickbooks Community once again, gwfros. Several factors can cause latency. For example, if the company file size is too large, this can slow down the performance. Since you have recently condensed your company file, if you are entering a transaction within that condensed period, that can be the reason. I have added this article, which has suggestions and resolutions based on which areas in your program you are experiencing performance problems.

 

If the situation persists, I recommend that you contact our Support Team to investigate the matter in detail. They have tools such as screen sharing to take a more in-depth look. Here's how to contact us:

 

  1. In the top menu bar, go to Help, then QuickBooks Desktop Help.
  2. Select Contact Us.
  3. Enter a brief description of your issue.
  4. Click Continue.
  5. You'll be provided with a few support options. Select which the Call Back Feature.

 

Due to these recent changes, our hours of operation have been adjusted. Please review this so you know when you'll be able to get in touch with an expert.

 

Please let me know how this goes. If you need additional help or have any questions, don't hesitate to reply below. The Community and I are here to assist you always. Take care and be safe.

 

 

Highlighted
Level 2

Taking Long Time to Invoice Sales Orders

Have you found a solution to this? I am going nuts trying to figure this out. MULTIPLE calls to customer support have offered no help. It is taking forever to make invoices. 

Highlighted
QuickBooks Team

Taking Long Time to Invoice Sales Orders

Hello, @stevendupuisoil.

 

Let's do the following steps to isolate this concern for any possible data damage in your QuickBooks.

  1. Create a backup of the QuickBooks Desktop company file
  2. Repair QuickBooks
    1. Click Start.
    2. Select Control Panel.
    3. Go to Programs and Features.
    4. Choose QuickBooks.
      1. Click Uninstall/Change.
      2. Choose Continue, then Next.
      3. Select Repair, then click Next.
  3. Once completed, ensure to download the latest QuickBooks release when opening the program.

If the issue persists,  I’d recommend contacting our Technical Support Team. A specialist will look up your account and further assist you via a secured remote access session. Also, you can request a formal investigation to to further check the rootcause of this recurring concern.

 

Here’s how:

  1. Go to Help.
  2. Choose QuickBooks Desktop Help.
  3. Click on the Contact us link.
  4. Choose Search for something else.
  5. Type in a keyword about your concern.
  6. Hit Submit.
  7. Click on the Start a Message button.

Also, I've added these articles to help you resolve unexpected behaviors while navigating around QuickBooks:

Keep me posted if you have other questions about tracking your customer-related transactions. I'm always here to help.

Highlighted
Level 2

Taking Long Time to Invoice Sales Orders

Thank you for everyone's responses. I discovered what was causing my client's issues. The FIFO inventory calculation method was turned on. Since they had open Sales Orders going all the way back to 2018, it was taking literally hours to Invoice a Sales Order. There are two solutions.

  1. Start invoicing the most recent Sales Orders and work backwards. Make sure all the vendor Purchase Orders are posted first. It may not be the most sound accounting option but it's better than waiting a couple hours for each Sale Order to be invoiced.
  2. Turn off the FIFO calculation method.

My client wasn't aware that the FIFO option was turned on. They were operating under the assumption that they were using Average Costing. So I went with option 2. Sales Orders are now taking just a few seconds to Invoice.

View solution in original post

Highlighted
Level 2

Taking Long Time to Invoice Sales Orders

I found a solution. Please see my last response on this post.

Highlighted
Level 2

Taking Long Time to Invoice Sales Orders

Ah-ha! Good thinking. This could be the answer to my problem.... has to be. We do use FIFO. But ... I need to use FIFO. If I use the average cost, QB seriously throws off the amount my product costs. We sell fuel, so the price changes literally every day and sometimes throughout the day.  Now 

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