Sales Order Ship Date

jerameyork · ‎03-06-2018

We are using QBE 2018. When some users create a sales order, the Ship Date is listed as todays date; for others it is blank. Is there a way to set the Ship Date to blank for all users?

Thanks

Jerame

Shahji · ‎06-01-2018

Hi @jerameyork,

If you are using Shipdate field then by default it will pick a date which is current date or from the last transaction.It cannot be left blank as i have tried to save the transaction after deleting the date.Although there is an option which i found which might help you.Please check the screenshot i am attaching.

Also are you using any application to post the Sales Orders to Quickbooks or just manually entering sales Orders ? The reason i am asking is because these applications do have an option to override the shipdate field.

View solution in original post

MogulMonte · ‎03-07-2018

I need this answer as well. Seems to be blank on some occasions, but haven't been able to figure out when, why or how it happens. It would be nice to default it or know when it is set to blank. I've even tried to set up a phony order with a blank ship date and copy it. That doesn't work either.

Rustler · ‎03-08-2018

I am guessing here, since I have not seen this issue before, but

check menu edit>preferences and see if you have a check mark to prefill transactions with previously entered content. Sorry I can not remember off hand what left side choice it would be under or if it is on the company my pref tab

It sounds like that is what is happening, for that customer it is recalling the previous transaction information

MogulMonte · ‎03-09-2018

MogulMonte · ‎03-09-2018

I've already looked on the preferences and there is nothing there specifically for that. I does come up blank or null at times but not all the time. Yes it seems like it remembers the last transaction, but not always...When it's filled in, I don't know how to clear it, so I just work around it, shut it down or restart and try again.....and sometime it is clear and sometimes it's not....JUST NOT SURE!

Rustler · ‎03-10-2018

to clear it, have you tried clicking in the field and deleting the entry?

Are you by chance sometimes using a memorized transaction, or using an old transaction and duplicating it, if so that might be where it is coming from

Shahji · ‎06-01-2018

Hi @jerameyork,

If you are using Shipdate field then by default it will pick a date which is current date or from the last transaction.It cannot be left blank as i have tried to save the transaction after deleting the date.Although there is an option which i found which might help you.Please check the screenshot i am attaching.

Also are you using any application to post the Sales Orders to Quickbooks or just manually entering sales Orders ? The reason i am asking is because these applications do have an option to override the shipdate field.

View solution in original post

Browse by Topic

Training

Community

Resources

Sales Order Ship Date