Troubleshooting Order Entry/Processing Issues

If you're unable to process an order seamlessly, there may be several reasons causing the issue. Below are some common reasons and how to address them:

1. Quote is Not Marked as Active or Valid in the Bill of Materials

• Active Quote: In the Bill of Materials module, ensure the quote is marked as Active. You can find a checkbox at the option level to mark or unmark a quote as Active.

• Valid Quote: In the “View BOM” tab, ensure the "Valid" checkbox is selected. This confirms the quote is marked as Valid.

2. Product Types Not Configured Properly to QuickBooks Chart of Accounts in the Administrator

• QuickBooks Chart of Accounts: It is essential to set up your QuickBooks Chart of Accounts for each e-manage|ONE Product Type. Navigate to Administrator Application > Drop Down List Setup > Product Types.

• Required Accounts: Ensure every Product Type has the following accounts configured:

  • Sales Account

  • Sales Tax Payable Account

  • COGS (Cost of Goods Sold) Account

  • Optional: WIP (Work In Progress) accounts should also be set up for every product type if you use this accounting method.

3. One or More Line Items in the BOM Have Not Been Fully Optioned Out or Contain Errors

• Line Item Errors: In the Bill of Materials module, check for line items marked with an “error”. This often occurs when product options/finishes have not been selected.

• Manual Errors: Sometimes, a line item or option may be manually marked as an error.

• Error Count: Look for the “Error Count” column on the line items to quickly locate issues. Expand the line item with the error to assess and address it.

By following these steps, you can identify and resolve common issues that prevent seamless order processing.