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Novice5
June 24, 2020
Question

Remove "Received Status" in Purchase Order

  • June 24, 2020
  • 1 reply
  • 0 views

We have several Purchase Order templates. I wanted to add "Ship Date" to the header portion of one of our PO templates. On the template I wanted, I selected the Formatting tab, selected Manage Templates, selected the template, and clicked Additional Customization.  I didn't see ship date as an option under the  header tab. So I tried "Due Date" and "Expected" by clicking them and seeing if I can use those fields since they are not currently being used. Suddenly, a "Received Status column" is now on my PO. I didn't select this. I when the the Column tab under the Additional Customization and the "Received Status column" is not a column on this template. So

 

1. how can I get rid of this "Received Status" column? 

2. I have a backup of my Quickbook file. So I exported the PO template from the backup and imported it to QB. However, how can I change all my past POs to use this template? I don't want to go to all my past POs and manually change the template. 

 

Thanks!

1 reply

IamjuViel
IamjuViel
June 24, 2020

I appreciate the complete details you've provided, @Novice5.


You may have enabled the Received Status column. Let me guide you in customizing your purchase order template.

  1. Go to the Lists menu.
  2. Choose Templates. puchase..PNG
  3. Locate the Purchase Order you want to use.
  4. Click the Additional Customization button.
  5. Select the Columns tab.
  6. Make sure to remove the checkmark for Received Status.
    • Also, make sure that there's no Number or Order assigned on it.
  7. Click Ok. 

Also, you want to make sure to remove the checkmark on the Print Status Stamp tick box. This will display the Received Status on the printed purchase order.

On the other hand, you can open your past purchase orders and manually change the template used on it. From the Purchase Order window, just click on the Template drop-down. Then, select the template you want to use.

You can refer to this article for more detailed instructions about managing your templates: Use and customize form templates.

 

Keep me posted if there's anything else you need. Have a good one.

N
Novice5Author
June 24, 2020

@IamjuViel the Received column is not the one I am talking about. In fact, we do have the Received column on the PO and has no problem with it. The column in red is what I am talking about. It is NOT one of the columns listed on the columns tab. I don't know how it got turn on and can't get it off.

We have a lot of POs using that template. It will take forever to manually change from the template with the column to the restored template without the column. Is there no option to automatically replace all the templates to the restored template? 

J
JamesDuanT
June 25, 2020

Thanks for getting back, Novice338.

 

The RECEIVED STATUS column will appear if you toggle the TEMPLATE field back to the Custom Purchase Order Template. This column will disappear after saving the purchase order.

 

This is a built-in column for purchase order, hence, you cannot see it when customizing the template.

 

Meanwhile, restoring a template to its original customization is easy. Here's how to do it:

  1. Click Lists at the top menu and select Templates.
  2. Double-click the template you want to edit and select the Add Customization... button.
  3. Click the Default button and you'll see a message whether to continue setting it back to its default setup or not.
  4. Select OK if you want to continue.

That'll do it. We'll be right here if you have additional queries regarding the process. Have a great day!

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