🧠 What does this error means:
When reconciling or receiving a Purchase Order in Ply, you may see an error while sending materials to a job or fleet location. This usually happens during the reconciliation / receiving flow and prevents the PO from being completed.
One common cause of this reconciliation error is how a material is assigned within the category structure. Housecall Pro only allows materials to sync when they are assigned to a leaf (deepest) category.
If a material is assigned to a parent category, Housecall Pro blocks the update and Ply surfaces this error during reconciliation.
🔍 Why this happens
This typically occurs when:
- A material in Ply is assigned to a parent category instead of a leaf category
- Less commonly, the material is not properly mapped as part of the Housecall Pro integration
💡 This is expected behavior from Housecall Pro and needs to be fixed in Ply, not directly in HCP.
🛠️ How to fix it (step by step)
1️⃣ Identify the material causing the error
- Open the Purchase Order where the reconciliation error appears
- Look for the material that failed during reconciliation or receiving
- Take note of:
- Material name or item number
- The category currently assigned to it
2️⃣ Check the category structure in Ply
- Go to Settings → Catalog → Categories
- Search for the category currently assigned to the material
- Check whether the category is a parent or a leaf (deepest) category
How to tell the difference:
- If the category can be expanded (shows an arrow), it’s a parent category
- If it cannot be expanded, it’s a leaf category
3️⃣ Update the material to a leaf category
- Go to Catalog → Materials
- Open the material that’s failing
- Click Edit
- Change the Category to a leaf (deepest) category under the correct branch
- Click Save
Important notes:
- This change must be made in Ply
- You do not need to update anything directly in Housecall Pro
- Any valid leaf category will work, as long as it has no subcategories
4️⃣ Retry the reconciliation
- Go back to the Purchase Order
- Retry the reconciliation or receiving action
- If needed, run a category resync and try again
✅ Quick checklist
Before retrying the reconciliation, confirm that:
- The material is assigned to a leaf (deepest) category
- The material changes were saved
- The reconciliation or receiving action was retried