Purchase Order Ship Date and Delivery Date

Glad to have you here in the Community, @WineFinance2021.

In QuickBooks Desktop, we can customize the ship and delivery date to show on the purchase order.

Here's how:

1. Go to the Reports menu.
2. Hover over Purchases, select Open Purchase orders.
3. Click the Customize Report tab.
4. From the Display tab, type in Delivery Date on the Search Columns.
5. Click the Delivery Date to put a checkmark beside it.
6. From the Display tab, type in Ship Date on the Search Columns.
7. Click the Ship Date to put a checkmark beside it.
8. Select OK once done.

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

Also, take a look at this link 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.

Stay in touch with us if you have other questions. I'm more than happy to help. Take care!

Hi. Yes, I see that. But how do I add both dates to the actual PO screen? Right now I am only seeing the ability to add one date to the actual PO.

Hi there, @WineFinance2021.

I can help you customize your Purchase Order (PO) so the Ship and Expected Delivery dates will show up.

You can add the said dates either as a header or a column. This way, they'll show up on the PO screen.

Here's how to do it:

1. Open your PO.
2. Go to the Formatting tab, and then choose Customize Data Layout.
3. Select either the Header or Columns tab. 
4. Enter the "Ship Date" and "Expected Delivery Date" on the Other column. In this example, I used the Expected column for the expected delivery date.
5. Make sure to click the checkbox under the Screen column. You may also tick the Print checkbox if you want to see them when printing your PO.
6. Choose the Layout Designer button to adjust the column size.
7. Click OK when you're ready.
   
   

Once done, you can now pull up a report to get the said details. To do that, please follow the steps outlined by my peer @Maybelle_S.

When you receive the items you ordered with the, PO you can also enter that in QuickBooks. This way, you can keep your records organized. Please see Step 3 in this article for more details: Record item you received with PO in QuickBooks Desktop.

Fill me in if you have further questions about handling your PO in QuickBooks. I'm always ready to help you.

Thank you. I have had it set up like this for some time, however, when I pull the report none of the text in the Other fields shows up. I have a blank column in the report. I am current using the "Expected" column as the ship date and "Other2" as the ETA. The text in the "Expected" fields on the PO shows on the report, however, the text in the "Other2" field does not show when selected for reporting. 

Hi there, WineFInance2021. 

Thank you for stopping by the Community. If you're still running into trouble customizing your purchase orders, I would suggest reaching out to our support team. They can guide you step-by-step on how to set them up exactly as you'd like because they can screen share with you in a private 1-on-1 setting. To reach them, follow these steps:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk and then choose a way to connect.

Phone support may be limited due to volume. If there's anything else I can do to help, feel free to post here anytime. Thank you and  I hope you have a wonderful day today.