How to create a relationship between a sales order and a purchase order

Hello there, Jenny-TMX.

I'll be glad to share what I know about purchase and sale orders.

To help you keep track of the items you promised to customers, you can create a sales order and create a purchase order within the sales transaction.

Here are the steps to turn on Sales Order:

1. Sign in to the QuickBooks company file as Admin.
2. From the QuickBooks Edit menu, select Preferences.
3. On the left pane, choose Sales & Customers then go to the Company Preferences tab.
4. Select the Enable Sales Order checkbox then select OK.

Once the sales order is turned on, you can create a purchase order for all items or selected items.

See this reference to get started with sales orders.

Don't hesitate to comment if you need help creating your transactions. Have a nice day!

Hi Abegail,

Thanks, I understand how to create the purchase order from within the sales order. 

Is there a way to get a report that lists the sales orders and the associated purchase order? I need to be able to look at the open sales orders and quickly find if a purchase order was placed. I also need to know if the purchase order was shipped or confirmed by the supplier. 

Thanks

Greetings, @Jenny-TMX.

You can run and customize the Transaction Details report. I can guide you on how to do it.

1. Go to the Reports tab.
2. Choose Custom Reports.
3. Select Transaction Detail.
4. Click the Customize Report button.
5. In the Display tab, update the report date.
6. On the same page, click Paid from the Columns section.
7. Go to the Filters tab.
8. In the Filter section, click Posting Status then select Either from the options.
9. Click Transaction Type from the Filters, and choose Purchase Order from the Transaction Type drop-down.
10. In the Total By drop-down, select Customer.

This report will show the PO's received or billed. To view open PO's, you can use the Open Purchase Orders by Job. Follow the steps below:

1. Go to the Reports tab.
2. Click Purchases.
3. Choose Open Purchase Orders by Job.
4. Click the Customize Report button.
5. Go to the Display tab.
6. In the Columns section, click Debit and Credit.
7. Click OK.

Also, I've added these articles to help maximize the built-in reports in QuickBooks and how to customize them:

• Understand reports
• Customize reports in QuickBooks Desktop

Let me know if you have other questions or clarifications about QuickBooks or this topic. I'll be right here to help you whenever you need it. Have a lovely day!

Hi,

Thanks for the reply. But the reports you describe do not address my question. 

Maybe the solution is in Advanced Reporting.

Does anyone know how to do this yet?

It’s nice to have you here in the Community, @charlesmyf.

Let’s ensure that you’re thoroughly guided about setting up QuickBooks Advanced Reporting in your QuickBooks Desktop (QBDT).

QuickBooks Advanced Reporting is an add-on subscription that helps you create customized reports.

This way, you can use your company file data to create your report and customize this based on your specific needs. Thus, you can see the sales orders associated with its purchase orders.

If you haven’t signed up yet, I recommend reaching our Technical Support Team. In this manner, they can assist you further from the start until setting up this with your QBDT company file. Nevertheless, our phone representatives can securely pull up your account, and be able to perform screen-sharing.

Here’s how:

1. In QuickBooks Desktop (QBDT), go to the Help menu at the top.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Give a brief description of your issue, then tick Let's talk, and then choose a way to connect.

You may also check their business hours to connect with them at the time of your convenience.

Moreover, you can browse this resource for your reference on installing and using QuickBooks Advanced Reporting. 

Keep me posted about your concern with the advanced reporting feature, I’ll get back as soon as I can. Have a good one!

I understand what you're getting at. I am also struggling with this issue. In my mind, purchase orders created from sales orders should show under Related Transactions on the Transaction tab. Transaction history also does not show purchase orders created from sales orders. Purchase orders show the sales order number in the memo field, but it's not a link. 

I want to be able to click links from one to the other without having to run yet another report. 

Intuit are you listening?

Did you ever get this figured out?  I am having the same issue and was told it should work by QB Priority Support

Hi, eliseh. I can see that being able to get the report you need is beneficial to your business.

I can help you route to the best support available when it comes to setting up and installing Advanced reporting in QuickBooks Desktop. 

The QuickBooks Priority Circle gives you unlimited expert product guidance to meet your business needs. Here are links for more details and how to reach out to them:

• QuickBooks Priority Circle
• Enterprise Support Directory.

Get back to us if you need more help managing reports or any other concerns you may have. The Community is here to help.

This is very inefficient - why doesn't the PO show up on the Sales Order under the transaction list?  I was told by QB Priority Circle support that it should.  The other issue is we can't see the line item detail on any open order reports even though the fields are available. 

Has anyone ever received an answer on how to do this?  It seems that the Quickbooks moderators only know how to tell you to add on QB Advanced Reporting, but no actual solution.  

I have advanced reporting.  Is there a basic report available with this info or do I need to create from scratch...if even possible?

Hello PHX2023,

I appreciate you for joining us here in the Community. Let me step in and share some clarification about how the Related Transactions feature works in QuickBooks Desktop.

The Related Transactions feature in QuickBooks can only identify transactions of the same type. For example, creating a sales order from an estimate both show as customer-related transactions.
 

However, creating a relationship between a vendor and customer type transaction is unavailable (see screenshot below). For now, the workaround is to utilize the Memo column to take note of the related transaction.

I know how important being able to link them seamlessly in Desktop version. Know our product engineers provide updates regularly to improve the features and options, including the navigation.

As we assess this, I recommend sending feedback about the feature to our engineers.

Here's how to submit feedback:

1. Open QuickBooks Desktop.
2. Click the Help tab at the top menu bar.
3. Hover your cursor to Send Feedback Online, then select Product Suggestion or Help System Suggestion.

You can also play around with the reports by customizing the data, adding or deleting columns, adding or removing information on the header/footer, and even personalizing the font and style of the report. For additional guidance, check out this link: Customize reports in QuickBooks Desktop.

Let us know if you still have more questions about creating transactions or running reports. We're always ready to lend a hand. Take care, and have a great rest of the day.