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Toonces
January 31, 2020
Question

Custom Calculated Fields

  • January 31, 2020
  • 1 reply
  • 0 views

We manufacture products for customers and we would like to use Quickbooks to help with manufacturing scheduling. In our sales orders we have a Due Date which is the date the customer expects the product to arrive at their business. We also use a custom field called Ship Time which is the number of days we know from experience how many days in transit a product will take from our business to the customer. We would like to add another custom field called Ready Date which would be Due Date minus Ship Time. The Ready Date would be the day the production team manufactures/assembles and ships the customers product. We'd like to generate a report in Quickbooks Enterprise that we could print daily and give to the production manager so she would know what products to manufacture/assemble and ship for the day.

 

For example, the due date for customer A is 01/15/2020. The ship time is 7 days. The ready date would be 01/08/2020. The ship time varies by the customer's location. An overseas customer may have a ship time of 20 days while a Texas one 2 days.

 

Quickbooks does not seem to have this kind of spreadsheet functionality in the reports or custom fields. Suggestions and dialog is apprei

1 reply

February 6, 2020

For that kind of math between custom fields, I think you'd need a 3rd party add-on like the FormCalc SST for QuickBooks product (Google it), which is spreadsheet based. It could calculate the Ready Date, I think.

 

As for a daily report I'm not certain about how you'd need to go about getting that. You might need to prepare a standard QuickBooks report, export it to Excel, sort by Ready Date in Excel, then print out the spreadsheet.

Toonces
TooncesAuthor
February 6, 2020

Thanks for the reply. We've seen that add-on. As we have MS Access, we may use that. Very disappointing that QB doesn't have custom calculated fields. Cheers.