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1388746600
November 25, 2021
Question

Entering Back Orders - Receiving Multiple Bills against 1 Purchase Order

  • November 25, 2021
  • 1 reply
  • 0 views

 

Hello,

 

We are running into several back orders as of recent and want to ensure we are entering our Bills correctly to balance out our Supplier Purchase Orders.

 

Scenario:

#1 - Create estimate for client and they approve

#2 - Create PO and send to Vendor

#3 - Vendor fulfills 50% of the items ordered at time of purchase

#4 - Vendor ships Back Ordered items in several different orders as they receive the items

#5 - We end up with 4 Vendor Bills for 1 Purchase Order

 

We've tried to receive the items in our PO before we convert to a Bill but QBO will not allow us to use the Received Column in our PO.

 

Can we add a custom Back Order field to our QBO Bills?  Or is there a best practice to handle BO's in QBO?

 

Any advice is greatly appreciated.

 

Paul

 

 

1 reply

R
Rochelley
November 26, 2021

Hello @1388746600 ,

 

You cannot receive the items in the PO before entering the vendor invoice.

Steps to follow:

  1. Find your purchase order.
  2. Under Action, choose copy to bill.
  3. Under Item details, edit qty on bill to only the amount of goods received.
  4. Save bill.
  5. The next time you get a bill relating to this same PO, repeat the process.
  6. Each time you bring up the PO and create a bill from it, only the remaining qty will be showing.
  7. Repeat this process as many times as necessary until all items on the PO have been received and billed.

 

It is the very act of converting the PO to a bill and entering qty's received that updates the Received Column in your PO.

 

Good luck!

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