PM219
Level 1
‎August 23, 2022 08:16 AM

Advanced pricing - price rules

PRICE RULES  - NOT WORKING PROPERLY (In Quickbooks Enterprise Desktop - version 21)

 

I have added price rules to each customer and each customer job.  When I create an invoice and enter items,  it works fine – the correct price for an item automatically is entered onto the invoice based on the customer I am working with.

 

When I use “TIME AND COST” the price rule does not work:

 - I enter a bill for an item purchase

 - I tag the item to a customer

 - I use the TIME AND COST to pull the items onto the customer invoice

 - The correct price does not reflect.  It defaults to the base price.  At this point I have to manually enter the correct pricing. 

 - The odd thing is that it IS reading the rule because if I select the red exclamation to look at the price options, the ONLY price to select is the correct price.

(This completely defeats the purpose of setting up pricie rules.)

 

Can anyone help?

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AileneA
Moderator
Moderator
‎August 23, 2022 09:17 AM

Other questions

Hello, PM219. 

 

I'll take this opportunity and help you fix the Price rules issue.  

 

If the rules don't apply correctly, we can run the Verify/Rebuild Utility. This built-in tool automatically helps detect any issues in your company file and corrects them. 

 

Beforehand, create a backup copy of your QuickBooks company file: Create Back up Copy.

 

To verify data: 

 

  1.  Choose File then Utilities. 
  2.  Click on Verify Data.

 

If the tool detects an issue, rebuild the file by following these steps:

 

  1. From the File menu, choose Utilities and select Rebuild Data. 
  2. Click OK in the QuickBooks Information window and wait for the tool to repair your file.
  3. Hit OK once done.

 

For your reference, see the following link to learn more about this tool: Resolving Potential Data Issues.  

 

You can also delete and recreate a rule to check if it is damaged or not. To do that, follow the steps below: 

 

  1. Go to the Lists menu, select Price Rule List.
  2. Select the price rule you want to delete.
  3. Pick the Price Rule drop-down arrow and select Delete Price Rule.
  4. Hit OK when you get a confirmation prompt.

 

 

 

For additional insights about Price Rules in QuickBooks Desktop, please read through this article: Use Advanced Pricing.

 

For future reference, you can browse our QuickBooks Articles hub to search for some relevant topics, tips, and some steps for your day-to-day QuickBooks tasks.   

 

Have concerns or follow-up questions about price levels? Drop them anytime, and I'll be happy to answer them for you. Take care and have a great rest of the week.

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