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Below are a few reasons why you may be unable to process an order seamlessly:

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

In the Bill of Materials module, there is a check box on the option level to mark and un-mark a quote as Active. You will also see in the “View BOM” tab the “Valid” check box in which you will want to ensure the Quote is in fact marked as Valid.

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

It is imperative that you have your QuickBooks Chart of Accounts setup against each e-manageONE Product Type. Navigate to the Administrator Application > Drop Down List Setup > Product Types to ensure every Product Type has a Sales Account, Sales Tax Payable Account and a COGS Account (WIP accounts are optional but should be setup for every product type if you practice this accounting method).

One or More Line Items in the BOM have not been Fully Optioned Out or Contain Errors

In the Bill of Materials module, you may have line items marked with an “error”. In most cases, this is due to not having a selection on your product options/finishes. It is also possible someone manually marked the line item or option as an error. Look for the “Error Count” column on the line items to locate the issue quickly then expand the line item with the error to assess & address the error.

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