Sales Order won't save: common causes

When you try to save a sales order and it won't save, the issue is usually one of a few common problems. Below are the most likely causes and how to fix each one.

Missing customer or items

Symptom: A message appears asking you to fill in required fields, or the Save button is disabled (greyed out).

Fix: Make sure you have:

• Selected a customer from the Customer field
• Added at least one line item (product or service) with a quantity
• Entered a quantity and unit price for each line

If these are all filled in and the Save button is still disabled, check that your customer exists in the system. Go to Contacts → Customers Open in Usystems and verify the customer is listed.

Account not configured for the product

Symptom: You see an error like "Receivable account not set" or "Cash account not found" after clicking Save.

Fix: This means the product or customer's accounting settings are incomplete. See the Missing account errors troubleshooting article for detailed steps.

Currency mismatch or exchange rate missing

Symptom: An error appears about currency or exchange rate when you try to save.

Fix: Make sure:

• The order currency matches the customer's default currency
• If you are using a different currency, a valid exchange rate is entered or available in the system

See the Currency and conversion-rate problems article for more detail.

Quantity or price validation error

Symptom: You see a message like "Quantity must be a positive number" or "Unit price is invalid."

Fix:

• Enter quantities as whole numbers or decimals (e.g., 5 or 5.5), never text
• Enter unit prices as positive numbers
• Do not leave quantity or unit price fields blank for any line item

Network or session timeout

Symptom: The page goes blank, or you see a "request failed" or "connection lost" message.

Fix:

• Check your internet connection and refresh the page
• Log in again if your session has expired
• Try saving again

If the problem persists, contact your system administrator.

When to contact support

If you have completed all the checks above and the sales order still will not save, or if you see an error message not listed here, contact your Usystems support team with:

• The exact error message (take a screenshot if possible)
• The customer name and at least one product in the order
• When you first noticed the problem