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Purchase Orders

Is there any way to click on a Sales Order and see which Purchase Order is tied to it? Or is there possibly a "quick search" or report to see this?

Solved
Best answer 08-27-2019

Accepted Solutions
QuickBooks Team

Re: Purchase Orders

Hi SLCo,

 

You can search the PO number using the Memo field. This way, you'll be able to identify which sales order is attached to your PO number. Let me guide you through how.

  1. In your Home Page, press CTRL+F or click Edit and then Find.
  2. Under Filter, select Memo.
  3. Under the Memo drop-down, type your customer's sales order number.
  4. Click Find.

Please see attached screenshot below.

 

Feel free to read this article about the Accounts Receivable workflow: Accounts Receivable workflows in QuickBooks Desktop.

 

I've also added this link for future help regarding: Income and expenses.

 

Get back to me anytime if you have other questions.

 

View solution in original post

3 Comments
QuickBooks Team

Re: Purchase Orders

Hello there, SLCo.

 

The option to click on Sales Order in the Purchase Order (PO) is unavailable. You can use the Purchase Order (PO) number as your basis when you open the Sales Order. In the PO you can also see the Sales Order number under the MEMO field. This way you can identify which transaction is attached to the other. 

 

 

I'll personally send this as feedback to our engineers about having a way for you to click a link or report in the Sales Order and it'll route you to the linked PO. 

 

Reach out to me if you have other concerns. 

Not applicable

Re: Purchase Orders

Thank you for your feedback. Unfortunately in our situation that won't work as many of our customers (who see the Sales Order) have their own PO # that needs to be referenced for their order.  We mill flooring (mostly) per order so our method works something like this:

1. customer places order, a Sales Order is created

2. from the Sales Order we create a Purchase Order and send to our shop to have it milled

3. the shop mills the order and then calls it ready by it's PO#

 

This works great for finding the SO it is attached to because (as your attachment shows) this appears in the PO Memo window so we know exactly which job it is they are calling ready. Where we get in trouble is when a customer calls in to check on the status of their order they give us their SO #. We then have to go search for the corresponding PO# because it is not tied to the SO in the system when going this direction. I was hoping there was some way to see from the SO which PO was created from it but after many searches and reports I do not believe there is a way.

QuickBooks Team

Re: Purchase Orders

Hi SLCo,

 

You can search the PO number using the Memo field. This way, you'll be able to identify which sales order is attached to your PO number. Let me guide you through how.

  1. In your Home Page, press CTRL+F or click Edit and then Find.
  2. Under Filter, select Memo.
  3. Under the Memo drop-down, type your customer's sales order number.
  4. Click Find.

Please see attached screenshot below.

 

Feel free to read this article about the Accounts Receivable workflow: Accounts Receivable workflows in QuickBooks Desktop.

 

I've also added this link for future help regarding: Income and expenses.

 

Get back to me anytime if you have other questions.

 

View solution in original post

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