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Level 1

Rep field Auto-Population is inconsistent on Sales Orders / Invoices

Every customer on my customer list has a Rep assigned to them. Whenever my team makes a sales order and then an invoice, it should auto-populate it with the Rep assigned.

However, the auto-population has been very inconsistent. I run a monthly report that shows me detailed sales with 'Rep' being one of the columns and 80% (no exaggeration) of the fields are blank. Even within the same customer, I see the vast majority of the invoices without a Rep assigned.

 

Looking into the invoices themselves, I realize they did in fact fail to auto-populate and it isn't a case of the report just not showing the data. 

 

I have verified and rebuilt the data of our QB file, but it has not fixed this.

 

The methodology of sales order and invoice generation has not changed. It would be impractical to tell my team to keep an eye on the Rep field while they create invoices due to sheer volume of invoices processed especially since this shouldn't even be an issue.

 

Please help me figure out what could be causing this, thank you.

 

 

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QuickBooks Team

Rep field Auto-Population is inconsistent on Sales Orders / Invoices

Thanks for letting us know that you already used the Verify/Rebuild Data Utility Tool to check if there data issues in your company file, Arnsberg.

 

Aside from the steps you've already taken, you can also use the QuickBooks Desktop Tool Hub to fix company file issues when working in QuickBooks Desktop.

 

Here's how:

 

  1. Close QuickBooks.
  2. Download the most recent version (1.4.0.0) of the QuickBooks Tool Hub. Save it in a location where you can easily find it (like your Downloads folder or your Windows desktop). 
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen instructions to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.

 

Once opened, proceed to the Company File Issues tab. This will open the Quick Fix my file and the QuickBooks File Doctor tool. If you need additional assistance, select File Dr Help on the company file tab.

 

Then, create a couple of sales orders and invoices to check if the Sales Rep is automatically field in. 

 

Please don't hesitate to reach out to us again if you have other questions. 

 

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