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SteveMIn
April 7, 2022
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Sort by custom field on item

  • April 7, 2022
  • 1 reply
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One of our employees has setup a custom field on items.  He calls that custom field product groups and assigns certain parts into each group.   He's wanting to run the Open Purchase order details by item report but to only show a certain product group or to show all product groups he's assigned and sort them by group.   So far when we set a filter to either a specific group it blanks out the entire report as if that isn't a usable filter.  Also noticed that if I add the column order group no item shows information there like it hasn't been done.  Are we doing something wrong?  Is there a way to do this?

Best answer by CharleneMaeF

Thanks for choosing QuickBooks in tracking your transactions, SteveMIn. I recognize how important it is to pull up the correct details when running a report. I'm here to share some insights.

 

Viewing the product group on the Purchase Order Detail report is a great functionality. Since this option is unavailable, I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Help menu and then select Send Feedback Online.
  2. Choose Product Suggestion.
  3. Add the type of feedback.
  4. Type in your feature suggestion.
  5. Once done, click Send Feedback.

 

You can also check out this article to learn more about managing custom fields: Use custom fields in QuickBooks Desktop.

 

 Additionally, I've included an article that'll help you learn more about personalizing reports. This ensures you can keep track of the details that matter most to your business:  Understanding the Concept of Source and Targets.

 

I'm only a few clicks away if you need assistance in managing your inventory in QuickBooks, SteveMIn. It's always my pleasure to help you out.

1 reply

C
CharleneMaeFAnswer
April 7, 2022

Thanks for choosing QuickBooks in tracking your transactions, SteveMIn. I recognize how important it is to pull up the correct details when running a report. I'm here to share some insights.

 

Viewing the product group on the Purchase Order Detail report is a great functionality. Since this option is unavailable, I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Help menu and then select Send Feedback Online.
  2. Choose Product Suggestion.
  3. Add the type of feedback.
  4. Type in your feature suggestion.
  5. Once done, click Send Feedback.

 

You can also check out this article to learn more about managing custom fields: Use custom fields in QuickBooks Desktop.

 

 Additionally, I've included an article that'll help you learn more about personalizing reports. This ensures you can keep track of the details that matter most to your business:  Understanding the Concept of Source and Targets.

 

I'm only a few clicks away if you need assistance in managing your inventory in QuickBooks, SteveMIn. It's always my pleasure to help you out.

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