This has bugged me for years. Am I just missing something?
When I export a PO to QB Desktop and something in the quote that doesn't match QB exactly, I get an error, but the error gives only 2 options.
Let's say I duplicated an old quote and the vendor name changed (like Synnex to TD Synnex) and I forgot to change the quote. There's no way to fix the quote and retry the export. You have to say 'no', fix the quote, then remove the PO # from the quote, re-save it, then try the export all over.
If you click 'Yes' it just gives you the error all over again.
Why can't it be a simple 'Yes' to take me back to the quote to fix then re-try without having it add extra steps?
1 Comment
Matt Rose (matt@prestigequoting.com)
said
about 5 hours ago
Is the main issue here that duplicating doesn't remove PO numbers (from the line items, I'm assuming?) or that there's no "Take me to Document ABC1234" button?
James M. Golden
This has bugged me for years. Am I just missing something?
When I export a PO to QB Desktop and something in the quote that doesn't match QB exactly, I get an error, but the error gives only 2 options.
Let's say I duplicated an old quote and the vendor name changed (like Synnex to TD Synnex) and I forgot to change the quote. There's no way to fix the quote and retry the export. You have to say 'no', fix the quote, then remove the PO # from the quote, re-save it, then try the export all over.
If you click 'Yes' it just gives you the error all over again.
Why can't it be a simple 'Yes' to take me back to the quote to fix then re-try without having it add extra steps?