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Level 2

Customer UPS number on Purchase order from Acknowledgement

I have created a custom field for my customers for their UPS account number.

When I create an estimate or sales order the number appears.

when I create a purchase order from the sales order the UPS number does not show up.

when i put it it manually, it asks if I want to save it for the vendor.

Is there a work around or do I manually have to enter my customer UPS number every time I write a PO?

 

any help would be appreciated.

thanks

 

Solved
Best answer March 06, 2020

Best Answers
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Moderator

Customer UPS number on Purchase order from Acknowledgement

Thanks for the quick reply, @dek1119.

 

You can add a multiple choice field to Vendor Profile by following the steps advised by my colleague above. Once you've performed those steps, you can continue with the following steps here to set it up on your forms.

 

  1. Under the What kind of data? column, select User's multi-choice list.


     
  2. A Multi-choice List window will appear. Enter your account numbers one line at a time. Each line is limited to 30 characters.


     
  3. Click the OK button.

 

That's it! Now you can track custom name and item fields on your Purchase Orders

 

Let me know if you have any additional questions. I'm here to ensure your continued success.

View solution in original post

3 Comments
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QuickBooks Team

Customer UPS number on Purchase order from Acknowledgement

Hey, @dek1119

 

Helping out with purchase orders are my specialty. The reason why you're not able to view the customer's UPS account number from a purchase order is that a vendor is a person to receive the form. However, the way to fix this is to create a new vendor including the UPS account number as a custom field, and then you'll be able to see it on the purchase order. Here's how: 

  1. Go to the Vendors menu. 
  2. Click Vendor Center
  3. Press New Vendor
  4. Type in the information needed and then go to Additional Info
  5. In the Custom Fields section, hit Define Fields
  6. Name the Custom Field, and hit OK
  7. Once you're finished, click OK

That's it! Learn more about purchase orders by looking through this guide. 

 

Let me know if this helps. Remember, I'm only a post away if you have any more questions. Happy Friday! 

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Level 2

Customer UPS number on Purchase order from Acknowledgement

Thank You for your response

 

I have 1500 customers with 1500 different UPS numbers to use for shipping. Do I set up vendor A 1500 times with each customers UPS number?

there has to be another way.

Highlighted
Moderator

Customer UPS number on Purchase order from Acknowledgement

Thanks for the quick reply, @dek1119.

 

You can add a multiple choice field to Vendor Profile by following the steps advised by my colleague above. Once you've performed those steps, you can continue with the following steps here to set it up on your forms.

 

  1. Under the What kind of data? column, select User's multi-choice list.


     
  2. A Multi-choice List window will appear. Enter your account numbers one line at a time. Each line is limited to 30 characters.


     
  3. Click the OK button.

 

That's it! Now you can track custom name and item fields on your Purchase Orders

 

Let me know if you have any additional questions. I'm here to ensure your continued success.

View solution in original post

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