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    • Some split data lost. (while working with Customer Invoices)

    Quicken Windows Subscription Member ✭✭
    edited September 2024 in Registers & Transactions (Windows)

    I found this post and I am experiencing the same issue.

    "Some split data lost. Continue?" when editing accounts receivable invoice

    sboerner

    I am using Quicken Classic Business & Personal, I have ensured I have the latest version and have run the validate and super validate data. The problem remains. I entered my first customer invoice , saved and closed. I then went to the list of all invoices and selected the display form for the invoice, this is when I get the message "some split data lost…" same as in post above. I am unable to delete this invoice, the only way to remove is to restore from backup. I also noticed if I enter a second invoice, it seems to work correctly. I can edit the 2nd invoice, it doesn't matter if it is the same customer or new customer, the edit works as expected and I can delete the 2nd invoice but still not the 1st invoice entered. The 1st invoice entered is trashed with no way to edit or remove without restoring from backup. Any thoughts as to what is going on…

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    • Quicken Windows Subscription Moderator mod

      Hello @AG168,

      To help troubleshoot this issue, if you haven't done so already, please try reinstalling the most recent Quicken patch (you can find instructions here), then restarting Windows.

      If the issue persists, please provide more information. If possible, please provide a screenshot of the invoice, just before you see the error (with any personal information redacted), and a screenshot of the error message. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

      You mentioned that once the error happens, you can't delete the invoice without restoring a backup. Have you restored a backup? If so, does the same issue happen in the backup?

      I look forward to your reply!

      Quicken Kristina

      Make sure to sign up for the email digest to see a round up of your top posts.

    • Quicken Windows Subscription Member ✭✭

      Hi Kristina,

      I have already followed the instructions to install the latest Quicken patch and restarted Windows. No change.

      I am attaching 5 screen shots.

      1. Screenshot 1 is after the invoice was created following the menu option Business Actions, Invoices and Estimate, Create Invoice… After the invoice was created I went to this view and tried to edit the invoice by selecting the Display Form icon in the far right on the highlighted invoice.
      2. Screenshot 2 is the message box after selecting Display Form for the invoice. In this sequence I select cancel but the next screen shot opens. I have tried selecting OK or Cancel and the same results occur.
      3. Screenshot 3 is the window that opens next. Notice that the item column is null. I tried to fill in the item and select save and done and a new invoice was created, and now there are 2 invoices for the same amount. The new invoice was able to be deleted. That is not the sequence in these shots but wanted to mention that I also tried filling in the missing item info.
      4. Screenshot 4 is the view after trying to delete the invoice. I highlight the invoice, select the gear and delete menu option. The message box appears to confirm the deletion. I select Yes and the next screenshot show the results.
      5. Screenshot 5, notice the only thing that is removed is the balance column is null. Once you close the app and reopen this column is repopulated.

      I did restore the backup and nothing changed after retrying to create the invoice. I also applied the latest patch before the backup restore, tried to edit the invoice with no change. I then restored the backup, applied the latest patch, repeated the steps but received the same results.

      Hope this helps you find the issue. Let me know if you need more information.

      Thanks.

      @AG168

      .

      Screenshot 1.png
      Screenshot 2.png
      Screenshot 3.png
      Screenshot 4.png
      Screenshot 5.png
    • Quicken Windows Subscription SuperUser ✭✭✭✭✭

      Thanks for all the images.

      I'm not sure if that is an issue (or a long unrecognized bug) with the Customer Invoices account register itself when trying to delete the first and only invoice in the register.

      OTOH, I noticed that, in your invoice, you are charging Sales Tax to the customer as line item #2.
      Sales Tax, when applicable to a line item is automatically calculated and transferred to the *Sales Tax* account by marking the line item as taxable. This is done by either marking the "T" field in the invoice's line item or, if you use a predefined Line Item, by marking the Taxable field in the Line Item description record.
      Try editing the existing invoice and remove line item #2, then change line item #1 and click the T field to see how sales tax is automatically added to the invoice.

      After saving the invoice … now try deleting it. Does it still give you a problem?

    • Quicken Windows Subscription Member ✭✭

      I edited the invoice by removing the Sales Tax line and putting the T on the first line. A new invoice was created with the corrected information. I then tried to delete the first invoice without success. I then restored from backup and created the first invoice again. This time I ensured the T was on the line since I did not create the invoice with a sales tax line separate. I save the invoice and when I edit, I get the same message, and the sales tax line has been added to the invoice. The app is adding the sales tax line. So, are you saying this is a known bug? Is the suggestion to have a dummy invoice as a place holder for the first invoice? Any suggestions are appreciated.

    • Quicken Windows Subscription Moderator mod
      edited August 2024

      Thank you for your reply,

      You may be impacted by a known bug. In your accounts receivable register, your screenshot indicates that you have it sorted by date so that the blank line is at the top.

      Screenshot 2024-08-26 at 2.36.14 PM.png

      Please try reversing that sort order so that the blank line is at the bottom, then test to see if the issue persists.

      Screenshot 2024-08-26 at 2.38.07 PM.png

      If the issue is "resolved" by having the sort order in that register set so that the blank line is at the bottom, then you're encountering the known issue (QWIN-18537).

      Please let me know how it goes!

      Quicken Kristina

      Make sure to sign up for the email digest to see a round up of your top posts.

    • Quicken Windows Subscription Member ✭✭

      I unknowingly tried this while trying to create a dummy invoice, since my experience showed me that all but the first invoice worked. I created the dummy invoice and changed to order and was able to create and edit invoices successfully. Now that I have read your comments, I deleted the dummy invoice, and I can still edit the other invoices without issue. I think I was experiencing the QWIN-18537 issue. It would be good to default the sort order so that the blank line is at the bottom. I had not changed the order, that was the default. Thanks for your help, I think I can now move forward.

    • Quicken Windows Subscription Moderator mod

      Thank you for the follow-up,

      I'm glad to hear that the work-around for this bug helps you bypass the issue. I'll forward your feedback to the proper channels.

      If you need further assistance, please feel free to reach out!

      Quicken Kristina

      Make sure to sign up for the email digest to see a round up of your top posts.

    • Quicken Windows 2017 SuperUser ✭✭✭✭✭

      It sounds like you might be experiencing the problem described here:

      https://community.quicken.com/discussion/7955237/nasty-new-transaction-line-bug-in-register

      If so; as I understand the problem, all you have to do is insure that your Invoice (A/R) account register is sorted by Date ascending (earliest dates first) when you enter a new invoice.

      [I don't think Quicken should allow this problem to occur, but I would not hold my breath waiting for a software fix).

      -JP

      Quicken user since Q1999. Currently using QW2017.
      Questions? Check out the Quicken Windows FAQ list

    • Quicken Windows Subscription Member ✭✭

      The sort is actually pretty messed up (worse than I originally thought). Let's say you have it sorted as downward ascending (i.e. latest date is at the bottom). Sometimes when you add new transactions, they end up somewhere in the list of transactions instead of sorted by date. You then have to click the date column header twice to resort - it's really dumb.

    • Quicken Windows Subscription Member ✭✭

      FYI, when I reported the issue they said this bug wound be fixed in the next release. I hope that's true because I found out it's been around for years! I just purchased quicken and it was really frustrating having to deal this bug while I was creating and trying to delete test invoices. Here's a video showing the behavior:

      https://youtu.be/tn9-l9m_KKg

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