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Lotus7
December 3, 2024
Question

PO and Reports with Multiple Delivery/Expected/Due dates

  • December 3, 2024
  • 1 reply
  • 0 views

Hi All! So my problem right now is creating POs and Open PO Reports that show either multiple product due dates or will properly break out what is open and due (invoiced) and what is not due yet and hasn't been invoiced to us by our vendors. For example if we order 100 bolts but we don't need all the bolts right away we will have our vendor ship lets say 25 bolts every 2 weeks. Lets say we are halfway through that order currently, we have 50 and are still expecting 50, we have been invoiced for 50 so far but my PO has a due date of the first shipment for the total order amount so when I run my report instead of showing only what we've been invoiced for so far it shows the entire balance of the PO due. I attached an old PO for an example of how my purchasing dept is entering the POs currently and the report I currently use (I added a few columns that I felt would be helpful but I may be missing important ones). My new task at my office is to be able to show what amount is currently open and due, and what will be due in the future (two amounts broken out) so we can make fairly accurate projections on cash flow. I hope this makes sense please let me know if I need to clarify anything, I know I'm having some trouble explaining everything I need. TIA!

1 reply

R
rvrfrf
December 3, 2024

Thanks for joining the Community, Lotus7. I appreciate your detailed information.

 

If your Purchase Order and Inventory features are turned on, you'll have access to a few reports based on purchase orders:
 

  • Open Purchase Orders
  • Purchases by Vendor Detail
  • Purchases by Vendor Summary

 

I'd recommend using one or more of these to obtain the data you're looking for, since they're specific to purchase orders.

 

After you've ran a report, you can customize it in QuickBooks.

 

Here's how:
 

  1. Open a report.
  2. On the Report window, click Customize Report.
  3. From your Modify Report screen, access each tab you want to add customizations on. There's tabs for Display, Filters, Header/Footer, and Fonts & Numbers. You can learn more about each section in our Customize reports article.
  4. When you're finished customizing, select OK.

 

If you still need to customize a report further than QuickBooks will allow, you can export and customize it outside of your books.

 

I've also included a detailed resource about working with reports which may come in handy moving forward: Understand reports

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Tuesday!

L
Lotus7Author
December 3, 2024

Thank you! I am able to compile the basic reports but I'm looking to be able to break out my purchase orders that have multiple shipments and invoices so I can see what is currently due (invoiced) and what is still open (not received and not invoiced) in the reports.

 

Is there any way to modify/customize the purchase orders and PO reports to add multiple dates so that it will be able to separate out received/not received, and due and not yet due amounts? Thank you!

Candice C
Candice C
December 3, 2024

Good morning, @Lotus7. 

 

Thanks for coming back on this thread. 

 

If you're not able to get the results you like with the options listed in the Customize reports feature, then I recommend submitting feedback to our Product Developers. They will be able to review your request and then try to add your suggestions into the next available update. Here's how: 

 

  1. Go to the Help option.
  2. Press the Send Feedback Online option.
  3. Select the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button. The feedback is sent.

 

Feel free to come back if you have any other concerns. Take care! 

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