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LynnOfCarols
January 8, 2021
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Purchase Orders and Expected Dates

  • January 8, 2021
  • 1 reply
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I'm very disappointed with the limitations of QuickBooks for our business. 

 

When I run an Open Purchase Order by Detail report, the "Expected date" for each line will default to the date input in my header. 

 

However, when i have items on back order, i want that to be reflected.  I have customized my PO to add a column in the body of the PO (i had to name it Expected Date) that being said, b/c that's a manually named field, it doesn't generate on any reports. 

 

This is very important. How can i get the information I need without having to open each purchase order to see the date we input for each line? 

Best answer by MirriamM

I appreciate your input from every angle, LynnOfCarols.

 

Let me share information on how to show the Expected Date of the Purchase Order on the report.

 

When customizing the Purchase Order Template, you can have the Expected Date set up under the Columns tab in the Additional Customization window. From there, put a checkmark on the Screen and Print box for Other 1.

 

 

Once you create a Purchase Order, the Expected Date will be part of the Columns tab. 

 

Then, when pulling up the Open Purchase Orders Detail report, click the Customize Report button. On the Modify Report window, search Other 1 in the COLUMNS field and put a check-mark. 

 

After that, the Expected date will now show up under the Other 1 column on the report. 

 

For additional information on how to customized reports in QuickBooks Desktop (QBDT), you can check this article:  Customize reports in QuickBooks Desktop. 

 

For future help, here's A resource to help you get ready during tax season: QuickBooks Desktop Year End Prep and Resources.

 

Stay in touch with me if you any other questions by adding a comment below. I'm always here for you. 

1 reply

M
MirriamMAnswer
January 9, 2021

I appreciate your input from every angle, LynnOfCarols.

 

Let me share information on how to show the Expected Date of the Purchase Order on the report.

 

When customizing the Purchase Order Template, you can have the Expected Date set up under the Columns tab in the Additional Customization window. From there, put a checkmark on the Screen and Print box for Other 1.

 

 

Once you create a Purchase Order, the Expected Date will be part of the Columns tab. 

 

Then, when pulling up the Open Purchase Orders Detail report, click the Customize Report button. On the Modify Report window, search Other 1 in the COLUMNS field and put a check-mark. 

 

After that, the Expected date will now show up under the Other 1 column on the report. 

 

For additional information on how to customized reports in QuickBooks Desktop (QBDT), you can check this article:  Customize reports in QuickBooks Desktop. 

 

For future help, here's A resource to help you get ready during tax season: QuickBooks Desktop Year End Prep and Resources.

 

Stay in touch with me if you any other questions by adding a comment below. I'm always here for you. 

    L
    LynnOfCarolsAuthor
    January 9, 2021

    Thank you but that's not what i'm asking. I know how to do that but that only gives me 1 expected date for the whole PO. if each line has a different expected date, how can i run a report indicating the expected date for each line? 

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