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Can't find field?

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    Can't find field?

    I cannot for the life of me, find a field called S.O. num or S.O. #. I can add this field as a column in e.g. the customer open balance report (the standard QuickBooks report), and it appears on my invoices as a field to be entered.

    I have tried filling in a unique value (xxxeeexxx) into said field, refreshing my data and then doing a search of all tables, but I get no results.

    I've attached images of my invoice screen, a sample report and the report column screen, please help...

    #2
    Re: Can't find field?

    Look at the QB template for the invoice to see what field has the Bill of Lading # in...

    Or stop by the webinar on Thursday and we'll explore it..
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    http://www.iadn.com/images/media/iadn_member.png

    Comment


      #3
      Re: Can't find field?

      There isn't a field named S. O. # per se. That is an abbreviation for the Sales Order #. Sales Orders aren't available in QB Pro and have to be enabled via a preference in Premier or Enterprise Solutions.

      If you have Premier or ES, you can find S. O. # in several places. It's the Refnumber field in the SalesOrder table. That connects to invoices via the InvoiceLinkedTxn table, and in that table, the S. O. # field is called Linkedtxnrefnumber.

      The attached screenshot shows that.

      QB will autopopulate this field is you create an invoice for items on an existing sales order.

      Comment


        #4
        Re: Can't find field?

        Thanks for the assistance today. So if I was to sum-up what we found, the data is being saved somewhere in QuickBooks, but because of the version I have (Pro) I am not able to access it outside of QuickBooks?

        Other than upgrading to Enterprise or Premier, there is no way for me to directly pull that field?

        Comment


          #5
          Re: Can't find field?

          Originally posted by SecureTech View Post
          Thanks for the assistance today. So if I was to sum-up what we found, the data is being saved somewhere in QuickBooks, but because of the version I have (Pro) I am not able to access it outside of QuickBooks?

          Other than upgrading to Enterprise or Premier, there is no way for me to directly pull that field?
          That is what it appears to me....

          We could test that theory by opening the same company file in a later version and looking at it again.

          Do you have another version of QB to try that with? Otherwise get a hold of me off line and we can test it.....

          I'll need a QB portable backup to rebuild from... I can send you info on where to ftp it to..
          Al Buchholz
          Bookwood Systems, LTD
          Weekly QReportBuilder Webinars Thursday 1 pm CST

          Occam's Razor - KISS
          Normalize till it hurts - De-normalize till it works.
          Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
          When we triage a problem it is much easier to read sample systems than to read a mind.
          "Make it as simple as possible, but not simpler."
          Albert Einstein

          http://www.iadn.com/images/media/iadn_member.png

          Comment


            #6
            Re: Can't find field?

            After doing some more testing, I have some more info as well as a few more questions.

            First, the issue is based on how QB updates its internal tables.

            If I have Sales Orders enabled (because I have Premier and ES), I can see the S. O. # information you're after in the SalesOrderLinkedTxn table. If that preference is disabled (which it is for you if you have Pro), the SalesOrderLinkedTxn table isn't updated by QB, so QRB's effort to refresh that table will produce no records.

            However, in US QB, I don't have a report that matches yours - "Customer Open Balance." I checked US QB Premier 2009 and ES 10. The closest I have is "Customer Balance Detail". On that report, I only see the S. O. # column in the report display tab if I have the sales order preference enabled.

            I'm puzzled how you showed this in your image attachment if you don't have sales orders enabled. What version of QB are you running? Press F2 inside of QB to find out. Do you have sales orders enabled? In US QB, that would be Edit->Preferences->Sales & Customers on the Company tab.

            With all of that, there is another way to approach this: stop using the S. O. # field and use a custom field on your invoice template. That won't help you for old data unless you replace the custom field data with the contents of your S. O. # field, but it would allow you to use the custom field data for future transactions for reporting in QRB. It would be tedious, but you could keep the existing S. O. # field on your template, add a new custom field, and 1 x 1 copy the data to your new custom field - then remove the S. O. field from the template. Of course, that could be done much faster via a program outside of QB.

            Comment


              #7
              Re: Can't find field?

              Bill

              Great points - thanks for the research.

              Let's continue this discussion to expand the knowledge base.

              I'll let you know when I get to the island and help Greg out....
              Al Buchholz
              Bookwood Systems, LTD
              Weekly QReportBuilder Webinars Thursday 1 pm CST

              Occam's Razor - KISS
              Normalize till it hurts - De-normalize till it works.
              Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
              When we triage a problem it is much easier to read sample systems than to read a mind.
              "Make it as simple as possible, but not simpler."
              Albert Einstein

              http://www.iadn.com/images/media/iadn_member.png

              Comment

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