cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

When we enter a partial bill or cc charge against a PO, QB closes the PO entirely. We can not enter multiple bills against the PO.

this follows the "apply to open PO" popup issue that was resolved with a recent update.  We have noticed other unusual errors - QB retroactively charged sales tax to some invoices for non-taxable items and some invoices created from Sales Orders did not deduct from the SO.  All within the past few months

Solved
Best answer 12-10-2018

Accepted Solutions
Established Community Backer ***

"When we enter a partial bill or cc charge against a PO,...

"When we enter a partial bill or cc charge against a PO, QB closes the PO entirely. We can not enter multiple bills against the PO."

Pay Attention to Quantity.

A "partial" is supposed to be Partially Fulfilled by Quantity.

If you are describing something such as "$10,000 Contract, with partial payment" you need to Swap Qty and Rate.

$1 @ 10,000 Units.

Now you can Partially "fulfill" by purchasing that partial amount.

This is not new. The PO is a tracking tool; of course an actual purchase can end up with a different Cost. The tracking is for that line item, and if you got "all of them" or not. Qty 1 = only one time to fulfill it and then Done.

3 Comments
Established Community Backer ***

"When we enter a partial bill or cc charge against a PO,...

"When we enter a partial bill or cc charge against a PO, QB closes the PO entirely. We can not enter multiple bills against the PO."

Pay Attention to Quantity.

A "partial" is supposed to be Partially Fulfilled by Quantity.

If you are describing something such as "$10,000 Contract, with partial payment" you need to Swap Qty and Rate.

$1 @ 10,000 Units.

Now you can Partially "fulfill" by purchasing that partial amount.

This is not new. The PO is a tracking tool; of course an actual purchase can end up with a different Cost. The tracking is for that line item, and if you got "all of them" or not. Qty 1 = only one time to fulfill it and then Done.

Not applicable

Thanks for your answer - you are correct, it is because w...

Thanks for your answer - you are correct, it is because we only had one line item, qty 1 for the entire dollar amount. We were trying to enter partial payment for 1 quantity, which is unusual for us so I thought it was a new problem. Going forward, we will enter multiple line items for the individual payments that we anticipate making.
Established Community Backer ***

"Going forward, we will enter multiple line items for the...

"Going forward, we will enter multiple line items for the individual payments that we anticipate making."

Yes, you either reverse quantity and Rate = $1; or, listing partial payments as Phases also works fine.


Need to get in touch?

Contact us