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RML9
Level 1

How do you set or change the expected delivery date for a po?

Is it possible to change the expected delivery date of a vendor po? It looks like QB uses the po date as the next delivery date and that is not accurate.

 

Solved
Best answer March 22, 2019

Best Answers
PreciousB
Moderator

How do you set or change the expected delivery date for a po?

Welcome to the Community, RML9.

 

I'm here to share some information about the expected delivery date of the purchase order.

 

You're right that QuickBooks Desktop uses the purchase order date as the expected delivery date. If you want to change it, you'll have to open the purchase order and manually update it.

 

Here's how:

  1. Open the purchase order.
  2. Update the Expected date (refer to the screenshot below).
  3. Click Save & Close.

Check out this link for more details: Create a purchase order.

 

image.png

 

That information should get you on the right track. The Community always has your back, so don't hesitate to let me know if you have any questions. Have a good one.

View solution in original post

14 Comments 14
PreciousB
Moderator

How do you set or change the expected delivery date for a po?

Welcome to the Community, RML9.

 

I'm here to share some information about the expected delivery date of the purchase order.

 

You're right that QuickBooks Desktop uses the purchase order date as the expected delivery date. If you want to change it, you'll have to open the purchase order and manually update it.

 

Here's how:

  1. Open the purchase order.
  2. Update the Expected date (refer to the screenshot below).
  3. Click Save & Close.

Check out this link for more details: Create a purchase order.

 

image.png

 

That information should get you on the right track. The Community always has your back, so don't hesitate to let me know if you have any questions. Have a good one.

RML9
Level 1

How do you set or change the expected delivery date for a po?

Thanks so much! This was making me crazy and such an easy fix! It never occurred to me that there was a field missing form the po form I was using.

Have a wonderful day.

Robert52
Level 2

How do you set or change the expected delivery date for a po?

The expected delivery date field does not appear on my Create Purchase Orders screen.  How can I fix this?

MorganB
Content Leader

How do you set or change the expected delivery date for a po?

Hello, Robert52.

 

You've come to the right place for assistance. I want to make sure you're able to see the expected delivery date field.

 

This field can be added by:

 

1. Opening the Purchase Order.

2. Select the Formatting tab at the top.

3. Choose Customize Data Layout.

4. Check the Expected box in the Header section.

5. Click OK when you're finished.

 

That will do it. Please let me know if you have any other questions.

Robert52
Level 2

How do you set or change the expected delivery date for a po?

Awesome!  Thank you.

MorganB
Content Leader

How do you set or change the expected delivery date for a po?

You're very welcome! The Community always has your back if you ever need assistance again in the future.

tom c1
Level 1

How do you set or change the expected delivery date for a po?

HI, I was able to put in the expected delivery date of a purchase order. How can I reflect this against the actual receive date? 

 

Thanks

KlentB
Moderator

How do you set or change the expected delivery date for a po?

Hello tom c1,

 

Currently, the option to directly linked expected delivery date of a purchase date to it's received date is unavailable in QuickBooks. As a work around, we'll have to pull up and customize the Transaction List by Vendor Report and the Purchases by Item Detail Report.

 

Using these reports, we'll be able to compare the purchase order expected date to item receipt received date. You can follow the steps that I've listed below.

 

Customizing Transaction List by Vendor Report:

  1. Select Reports from the top menu.
  2. Go to Vendors and Payables.
  3. Choose Transaction List by Vendor Report.
  4. Click the Customize button.
  5. In the Display tab, select the Ship date or Deliv Date (this column will display the expected date) from the COLUMNS section.
  6. In the Filters tab, select Transaction Type from the FILTER menu then choose Purchase Order from drop-down menu.
  7. Hit OK.

Customizing Purchases by Item Detail Report:

 

  1. Select Reports from the top menu.
  2. Go to Purchases.
  3. Choose Purchases by Item Detail Report.
  4. Click the Customize button.
  5. In the Display tab, select the Ship date or Deliv Date (this column will display the received date) from the COLUMNS section.
  6. In the Filters tab, select Transaction Type from the FILTER menu then choose Item Receipts from drop-down menu.
  7. Click OK to complete the process.

I encourage checking out this article that will help you track where business stands in terms of expenses and accounts payable: Customize vendor reports.

 

Do you have other questions in mind? Feel free to leave them below. I'll make sure to get back to you as quickly as I can.

tom c1
Level 1

How do you set or change the expected delivery date for a po?

Thank you very much, I will try that work around. Another question I had is a bit of topic. But I am looking to create a new company file since my current one is large and corrupted and will not allow me to condense it. I was able to upload everything. The only issue I am running into is when I upload inventory it is not carrying over quantity and value. Do you know how I can accomplish this? 

MJoy_D
Moderator

How do you set or change the expected delivery date for a po?

It's our pleasure to help, @tom c1.

 

You can also consider using the Add/Edit Multiple List Entries window to add your inventory items by copying and pasting list information from Excel directly into QuickBooks. 

 

To do this:

  1. Go to the Lists menu and select Add/Edit Multiple List Entries.
  2. Select the List drop-down arrow and choose the correct list. 
  3. Set the columns you want to see in the Add/Edit Multiple List Entries window by clicking the Customize Columns.
  4. Copy (Ctrl+C) the data from your Excel file and paste (Ctrl+V) it into the Add/Edit Multiple List Entries window.
  5. Once you're done, click on Save Changes

Check this article for more information: Add and edit multiple customers, vendors, and items.

 

Let us know by leaving a comment below if you still have questions. Please know that I'm always here to assist. Enjoy the rest of the week. 

BB_PAT
Level 1

How do you set or change the expected delivery date for a po?

Though the PO appears correctly, the date on the report is not the same.

We typically COPY a purchase order for the next order, but it keeps using the original PO date for delivery rather than the corrected "new" date.  Anyway to get the Open Purchase Orders Detail report to correctly reflect what is actually on the PO?

Ryan_M
Moderator

How do you set or change the expected delivery date for a po?

Hi @BB_PAT,

 

I appreciate the number of details you've included in your post. Let me take care of this query for you. 

 

I've replicated this situation on my test account and found that when you edit the Expected delivery date box on your PO, it also reflects on your Open Purchase Orders Detail report. By default, the Expected field isn't on the PO.

 

Follow the steps below to have it appear on the PO:

 

  1. Go to the Vendors menu.
  2. Select Create Purchase Orders.
  3. Tap the Formatting tab.
  4. Press the Customize Data Layout button.
  5. Tick the checkboxes for Expected.
  6. Hit OK when done.

At this point, you can update the expected delivery dates on your PO transactions. Right after, you can run the Open Purchase Orders Detail report to see the changes.

 

Take a look at this article to learn more about the Accounts Payable workflow: Accounts Payable workflows in QuickBooks Desktop. This includes bills that have a PO and those that don't.

 

Let me know if you have other questions by posting a comment below. I'll get back to you as soon as I can. 

HP West Inc
Level 1

How do you set or change the expected delivery date for a po?

I am using Desktop Pro 2017.. I don't see the option of expected delivery date on my purchase orders screen. Is this an option in this version?

 

Thanks

Ryan_M
Moderator

How do you set or change the expected delivery date for a po?

Hi @HP West Inc,

 

I'll take care of your query about the expected delivery date on purchase order transactions.

 

I have replicated this on a QuickBooks Desktop (QBDT) 2016 version and confirmed that the feature is available. I have already provided the steps above so you can see the Expected Delivery Date box.

 

In case you missed it, here's how:

  1. Go to the Vendors menu.
  2. Select Create Purchase Orders.
  3. Tap the Formatting tab.
  4. Press the Customize Data Layout button.
  5. Tick the checkboxes for Expected.
  6. Hit OK when done.

To learn more about the 2 Accounts Payable workflows in QBDT, see this article: Accounts Payable workflows in QuickBooks Desktop. One workflow consists of bills that have a purchase order, while the other only has bills. 

 

You're always welcome to post here in the Community in case you need further assistance. I'll get back to you as soon as I can. 

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