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DennisSOTA
Level 1

Custom Item fields on drop ship purchase orders

We have custom item fields that will be used on sales orders and purchase orders and when manually entering items in these orders, the data seems to show up fine.  But when we manually enter a sales order and then 'create' a purchase order for drop shipping, not all of the custom fields display on the newly created PO.  If we were to manually add the same item to the PO, then the fields do display properly, so its somewhere in the creating that this is not working correctly.  Now to make things more confusing, if the order comes in thru EDI, these fields all seem to work fine.  

4 Comments 4
Jelayca V
QuickBooks Team

Custom Item fields on drop ship purchase orders

Hello there, Dennis. I understand that you are experiencing difficulties with custom fields not displaying correctly on newly created purchase orders for drop shipping. I am here to provide you with some insights to resolve this issue. 

 

To begin with, it is important that you have set up the custom fields in the Item details (Edit item) window prior to creating the sales order. Additionally, ensure that the purchase order template has the same custom fields. 

 

Once this is done, toggle the item on the sales order, save the changes, and then click on Create Purchase Orders (PO) from the sales order window. While doing so, make sure to use the template with the custom fields. 

 

In case you need to edit the PO template, follow these simple steps: 

 

  1. Go to the Lists menu and select Templates.
  2. Double-click on the template and click Additional Customization
  3. Click on Columns and checkmark the custom fields that you want to display. 

 

To ensure that the messages are sent correctly, it is also recommended to check and customize the email templates in QuickBooks Desktop (QBDT). 

 

By following these steps and customizing the necessary fields and templates, the issue with the custom fields not displaying correctly on the newly created purchase orders should be resolved.

 

For your reference, you can visit this article to learn about the Accounts Payable workflows you can use in QBDT:  Accounts Payable workflows in QuickBooks Desktop

 

Don't hesitate to reach out to us if you need further assistance with custom fields in QBDT. The Community is always available to help 24/7. Have a good one.

DennisSOTA
Level 1

Custom Item fields on drop ship purchase orders

Everything in the setup should be correct.  Custom items have been created and used for this last year.  We only have one template for sales and purchasing.  Each document does access different fields but like I said, this does work fine for orders that are imported thru EDI.  Sounds like a bug.

Erika_K
QuickBooks Team

Custom Item fields on drop ship purchase orders

I understand how challenging this is, @DennisSOTA

 

When encountering minor issues while using QuickBooks Desktop (QBDT), it is encouraged to perform basic troubleshooting steps to resolve them.

 

To get started, we can Verify your company data to fix these company file data issues.  

 

Here's how:   

 

  1. Click the Window tab, then select Close All.
  2. Go to the File menu, and then hit Utilities.
  3. Choose Verify Data. If you see: 
    • QuickBooks detected no problems with your data: The data is clean. 
    • An error message: We can search for it on our QuickBooks Desktop support site on how to fix it. 
    • Your data has lost integrity: Data damage is detected. Rebuild your data to fix it.   

 

Then, we can Rebuild your company file data to ensure we can fix any issues. 

 

However, if the issue persists, we can use the QuickBooks Desktop Tool Hub to fix common QuickBooks Desktop issues.   

 

Additionally, I've added this article about pulling up reports about open Purchase orders in QBDT: Create a report of your open purchase orders

 

For any concerns regarding managing your custom fields in QBDT, comment below. Stay safe!   

DennisSOTA
Level 1

Custom Item fields on drop ship purchase orders

What I did was include the custom fields required for the PO fields into the sales order template so that the data would be there from the start.  I just had to let everyone in the organization to ignore those fields when looking at the sales order.

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