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mikey007
December 11, 2019
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In QB Desktop, from an estimate, I create a purchase order. How do I show more than the latest job in the customer column? I want to see full Customer:Job in that field.

  • December 11, 2019
  • 1 reply
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I can create an estimate, no issues.   From that estimate I want to issue a PO.   The Customer is set up with Name:Job (i.e. Sam Smith:Den Project).   In the customer column of the PO, I get only "Den Project".   How do I get the customer name to show too?   Thanks!
Best answer by MikiD

Including the Customer name in the Job field will work for me for now.   

 

Another question - is there any way to create a PO for a vendor but including orders for multiple customer orders?   Say I have a Furniture Manufacturer and orders from 3 or 4 of our customers for product from that manufacturer - combine into one PO?


Creating a single purchase order to a vendor with multiple customers is possible, mikey007.

 

 

Each line item in your PO can be tagged under a certain customer. Just make sure to enter the right customer on the Job/Customer field. 

 

Learn more about the Accounts Payable workflow by checking this article: AP

 

Keep those posts coming if you have additional questions or concerns.  We'll be around to handle them.

1 reply

Tori B
Tori B
December 11, 2019

Hey there, @mikey007.

 

 

Glad to have you here in the Community!

 

When creating an Estimate you want to be sure you're selecting the Customer: Job. If you are doing this, it sounds like you may have a broken Purchase Order template.

 

First, create a new Purchase Order template. Then convert the Estimate to a Purchase Order using the new template.

 

Here are the steps:

 

  1. Go to the Lists menu at the top.
  2. Select Templates.
  3. On the bottom left drop-down menu choose New.
  4. Click Purchase Order then select OK.
  5. Customize your template how you see fit. Then click OK.

For more details on using and customizing templates check out this article: https://quickbooks.intuit.com/learn-support/en-us/customize-forms/use-and-customize-form-templates/00/207841

 

Once you have the new template created, use it when you convert your already made Estimate to a Purchase Order.

 

If you have any questions or concerns please know I'm only a post away. Take care!

 

M
mikey007Author
December 12, 2019

Thanks Tori for the quick feedback.   I've followed your instructions but the problem still exists.  

 

The PO created for printing or saving still displays only the "Job" and not the "Customer:Job".  The Template selects "Customer:Job" and the "Create Purchase Order" form shows both Customer and Job.  The printed or preview shows job only.

 

I have even widened the Customer column in layout to see if it perhaps was truncating the customer portion, but the customer name is just not there.   I've tried with a number of customers and templates but no luck.    Am I missing something?  

Kristine Mae
Kristine Mae
December 12, 2019

You're not missing anything, Mikey007. Good job, though, for doing the steps my colleague provided.

 

Another step that you can do to fix it is to repair QuickBooks. This fixes program-related issues. I'm here to guide you. 

 

Before doing it, let's create a backup copy of your company file to avoid data loss. 

 

Once done, let's go ahead and repair the software. Here's how:

  1. Click Start or the Windows icon, and select Control Panel. (In Windows 8/8.1: From the Start menu, open Search, and type Control Panel. From the results, select Control Panel.)
  2. Go to Programs and Features, then select Uninstall a program. If you don't see these options, go to Programs, then select Program Features.
  3. Select QuickBooks in the list of programs, then click Uninstall/Change.
  4. Click Continue, then Next.
  5. Select Repair, then Next. Wait for the repair to complete.
  6. Click Finish, then restart your computer if prompted.

After repairing QuickBooks, recreate the purchase order from the estimate, then check if you can already see the customer name.

 

I'll include screenshots for better guidance.

 

 

 

 

 

A purchase order is part of the Accounts Payable (A/P) workflow. I'll share the article about it, so you'll learn more about how it works.

 

If any question arises, you can tag me. I'll personally reply to you as soon as I can. 

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