I haven't been able to find a good solution to our problem. Using QB Enterprise 10 if 2 users go to create a new X job, PO, SO, etc, when one goes to save its fine but when the 2nd person goes to save they get an error and have to start over. Why duplicate jobs / sales orders aren't handled better I don't know. The reason it happens is how data is stored to the database and how reads and writes happen. So in order to reserve a "new" job / customer / sales order / po / or any other identifying number you need to save the record. So to fix the problem from a procedural standpoint.
As soon as the user creates a new whatever it is, and they have the Ident Number / new template or whatever they should hit save then continue to edit it.
This is so the next user will request a "new" identification number for that record and will be 1 higher (even though 2 people will still be actually editing at the same time) this will assign each user their own unique record identifier.
Is there a setting in Quickbooks which to help prevent this or is this procedure the only way?