QuickBooks Sales Orders and Purchase Orders

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QuickBooks' Sales Order and Purchase Order forms work a bit different from other forms. To prevent confusion when working with them in FormCalc SST you need to understand those differences.

Working with Sales Order (SO) and Purchase Order (PO) Forms

Unique Columns in SOs and POs

QuickBooks may automatically add some of the following columns toward the right side of a SO or PO form:

Clsd                        (Closed)

Rcv'd                        (Received)

Bkordered                        (Backordered)

Invoiced                        

These columns may not necessarily appear when you first enter lines on a new PO or SO. Often they will be added later if/when you edit the form. The Backordered column may not appear until you receive Items against a PO, for instance.

QuickBooks displays the Rcv'd, Invoiced, and Backordered columns with a gray background, indicating they are not directly accessible to you. However, the Clsd column is not grayed by QuickBooks, so it is accessible to you but works differently from other columns. FormCalc SST cannot read from or write to the Clsd column. That's something you probably wouldn't want FormCalc SST to do anyway, but you need to understand that trying to write to it will likely cause QuickBooks to display an error message.

Another column to know about...

Man. Part Num                (Manufacturer's Part Number)

The Man. Part Num column, if you include it in your PO form's template, is most peculiar of all. QuickBooks sometimes makes it inaccessible. FormCalc SST was not designed to handle this situation; however, working around the problem is easy, as described below.

In some cases FormCalc SST can detect that a QuickBooks form's column such as Clsd is inaccessible to it. When that happens, FormCalc SST displays **No Access** in that column of the Snapshot worksheet.

Rules for using FormCalc SST with SO and PO Forms

1.Don't try to read from or write to the Clsd column with FormCalc SST. It will fail.

2.In PO forms, always set up the form template so that the Man. Part Num column comes after (to the right of) any columns referenced by your FormCalc SST layout. Otherwise, FormCalc SST likely will not be able to process the form.