posted
Best answer 05-31-2019
Solved
Accepted Solutions
Thanks for getting back to us, @JoeE.
I appreciate you performing the solution shared by my colleague to add the Requested Ship Date on the Sales Order. Since it’s possible that the option may cause issues on your previous transactions, you can use one of the templates main header boxes and change its Title instead.
Here’s how:
- Go to the Lists menu and select Templates.
- Select the template used for your sales orders.
- Click the Additional Customization button on the Basic Customization window.
- Under Header, you can use the P.O. No box. Select it and add Requested Ship Date under Title column.
- Choose OK on the Additional Customization window.
- On the Basic Customization window, hit OK.
Once done, create a sample sales order. Then, run the Open Sales Orders by Customer and customize it to display the P.O. No on the report with the Requested Ship Date data.
Follow the steps below:
- Click the Customize Report button on the Open Sales Orders by Customer report.
- On the Columns field under the Display tab, enter P.O. # and select it.
- Hit OK to save the changes.
You should find the dates on the report under the P.O # column. Check out his article about templates to learn more: Use and customize form templates.
That should do it. Keep me updated on how this goes. I’m more than happy to help if you need anything else. Take care!
You've come to the right place, @JoeE.
First of all, thanks for sharing the complete details of your concern. In QuickBooks Desktop (QBDT), you can create a custom field, then add this to the Sales Order and reports.
Here's how:
1. Go to the Customers menu at the top.
2. Pick Customer Center at the drop-down.
3. Double-click the name for the customer.
4. Select the Additional Info tab at the left pane, then click Define Fields.
5. Enter Requested Ship Date under Label column, then put a checkmark on where you want to use it for.
5. Hit OK.
To add the custom field on the Sales Order:
1. Open the Sales Order, then click the Formatting tab at the top.
2. Select Customize Date Layout.
3. Go to the Header column and put a checkmark on Screen and Print for the Requested Ship Date.
4. Hit OK.
To add the custom field on the report:
1. Go to the Reports menu at the top.
2. Pick Sales and Open Sales Orders by Customer at the drop-down.
3. Click the Customize Report option at the upper left.
4. On the Display tab, go to the Columns section and put a checkmark on the Requested Ship Date.
5. Hit OK.
For additional information, consider checking out this article: Use QuickBooks Desktop custom fields.
That should point you in the right direction. Please let me know how everything goes by leaving a comment. I'm always here if you need further assistance. Have a good one.
Thanks for getting back to us, @JoeE.
I appreciate you performing the solution shared by my colleague to add the Requested Ship Date on the Sales Order. Since it’s possible that the option may cause issues on your previous transactions, you can use one of the templates main header boxes and change its Title instead.
Here’s how:
- Go to the Lists menu and select Templates.
- Select the template used for your sales orders.
- Click the Additional Customization button on the Basic Customization window.
- Under Header, you can use the P.O. No box. Select it and add Requested Ship Date under Title column.
- Choose OK on the Additional Customization window.
- On the Basic Customization window, hit OK.
Once done, create a sample sales order. Then, run the Open Sales Orders by Customer and customize it to display the P.O. No on the report with the Requested Ship Date data.
Follow the steps below:
- Click the Customize Report button on the Open Sales Orders by Customer report.
- On the Columns field under the Display tab, enter P.O. # and select it.
- Hit OK to save the changes.
You should find the dates on the report under the P.O # column. Check out his article about templates to learn more: Use and customize form templates.
That should do it. Keep me updated on how this goes. I’m more than happy to help if you need anything else. Take care!
Good observation, DarlingtonDesigns.
The "Ack Rcv'd" information is added to a line item, so the only way to show it is to change the detail level setup.
I'll walk you through with customizing the report:
- On the Open Purchase Orders report, click Customize Report.
- Go to the Filters tab.
- Under CURRENT FILTER CHOICES, select Detail Level.
- Under Detail Level, select All except summary.
- Click OK.
Here's how it'll look like:
You can memorize the report. This way, you'll not go through the same customization process again.
Tag me if there's something else that I can do for you. I'll reply to your question as soon as I can.