Question

The following job items are not appearing in the "Create Invoices" form so I am not able to invoice for them:
- Towel Bar K11370G
- Towel Ring-K11377G
- Tissue Paper Holder-K11374g

What's going on?

Answer

Interesting situation...

What's going on is that three items:
- Kohler Forte 18" Towel Bar
- Kohler Chrome Towel Ring
- Kohler Chrome Tissure Holder

... have been change order canceled in order "Wrong Hardware".

But the three items:
- Towel Bar K11370G
- Towel Ring-K11377G
- Tissue Paper Holder-K11374g

... are not appearing in the create invoice because they have not been purchased - they are only purchase ordered.

The way I figured this out is by going to the Master Bath / Accessories section of the job estimate and pulling each of the items up to see if anything looked strange. The first three all had status "Purchased", the second three had status "Purchase Ordered". Items do not appear in the Create Invoices for until they have been Purchased. So that explained why the one you wanted were not appearing. But it was evident that the first three items are similar items (Towel Bar, Towel Ring, Tissue Holder), and since they had status "Purchased", I wondered why they were not appearing in the Create Invoices.

If you click on the "View" button to the right of the big colored item status sign, a menu will pop up with options to display the various transactions that an item may be associated with: Change Order, Purchase Order, Purchase, Invoice. I clicked "View" for the first three items and saw that they are all change order canceled.

(By the way, the second three items are also change order added, but I notice that they are on a different change order: "Hardware-Brushed". I assume the second three items were purchased to replace the first three, so in a situation like that you can (maybe should) put all of these items - the canceled, and the added - on the same change order. That way they will all appear on one change order, and that change order will show the net change, instead of two change orders with one saying x amount subtracted, and the x amount added.)

Anyway, the reason the first three items are not appearing in the Create Invoices for is because they are change order canceled, and the reason the second three items are not appearing is becuase they have not been purchased.

So, to fix this situation, remove the first three items from their purchase transactions (since I assume they were returned), and then enter purchase transactions for the second three so they will appear in the Create Invoices. To find which purchase transations the purchased (canceled) items are on, click on "View" next to the status sign, and click on "Show Purchase(s)". This will show which purchase transactions they were purchased under. Note the date and then go to the Enter Purchases form and pull up the purchases for those dates. Un-check the items from the purchases and click OK.