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! 

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.

I downgraded from enterprise to premium and the "what kind of Data" field is no longer there.

I lost all my UPS numbers for my customers in the data conversion and downgrade. Is this not a feature of premium? Or do I not have it turned on and need to find it?  Please help. Thank You

Thanks for connecting with the Community, dek1119. You are correct in saying that the "What kind of Data" field is only available for QuickBooks Enterprise, where you can add the preset data field. With Premier, you can still create that custom field, but on the form, you would have to enter the information instead of using the drop-down like before. Here's how:

1. Go to the Lists tab and click Item List.
2. On the bottom of the screen, use the Item drop-down area and select New.
3. Add the item name, type, and account or additional information if necessary for the UPS column.
4. Once you enter all the information, choose Custom Fields.
5. In the Custom Fields, select Define Fields.
6. Under Label, add a name (an example could be Customer UPS) and add a checkmark under Use.
7. Select OK four times to save those changes.
8. Go to an Estimate or any sales form and open it.
9. Under the Formating tab, select Customize Data Layout.
10. In the columns setting, locate that new item field and add a checkmark.
11. Select OK to save the changes.

You will now be able to see that column and enter the information there. For more information on customizing and creating custom fields in Quickbooks Desktop, I encourage you to review this article.  If you have any questions or need clarification, please @ me or mention my name below. My team and I will be here to help you with whatever we can. Have a lovely day!

I have 1500 customers with a UPS or shipping code needed for each.  How do I add that UPS number to PO's to my vendors to 3rd party ship.  Is there a work around for this or will i have to keep a spreadsheet and manually enter it on every PO? I dont need it on sales orders - i need it on PO's. the drop down in enterprise was amazing for this.  what does premier have as a solution?  I have to believe most MFG REPS have this problem. as well as the problem below.

This is as annoying as the inability of type fill for the over 100,000 products I offer. I have to type each part in everytime I order.  what time i gain in flow through, i lose in typing constantly.

example:  parts - 50,000 different part numbers

     machines - 10,000 different machine numbers

      belts  - 1500 different belt sizes

       buckets - 1000 different sizes

etc.

Thanks for getting back to us, @dek1119!

The only way to automatically show the UPS number you've created for your customers to a purchase order (PO) is to create a PO from the sales order. To achieve this in the Premier version, you'll have to allow this field to be used for vendors as well. This way, you have the option to enable this in your PO template. I'll guide you how.

1. Go to the Customers menu.
2. Select Customer Center.
3. Right-click on any of the customers' names and select Edit Customer.
4. Select the Additional Info tab and click Define Fields.
5. Find the UPS label and place a checkmark under the Customer and Vendor column.
   
6. Click OK.

Then, let's turn it on in your Custom Purchase Order template.

1. Go to Lists and select Templates.
2. Right-click Custom Purchase Order and select Edit Template.
   
3. Click Additional Customization.
4. Enable the UPS label by placing a checkmark under the Screen and Print column.
   
5. Click OK twice.

Once done, the UPS number will automatically show when you create a PO directly from the sales order. Simply open the sales order and click the Create Purchase Order button.

I've added these helpful articles to give you better ideas on how to create custom fields and customize form templates to make it more personalized and attractive:

• Create and use custom fields in QuickBooks Desktop
• Use and customize form templates

Visit me here again in the Community and keep me posted on your progress with this UPS concern. I'm determined to help you succeed.