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Level 2

Requiring Fields in Purchase Order

How do I make a field be required to complete a purchase order?  They are not custom fields.  For example:  You are not allowed to close the PO until "product" or "delivery date" is filled in.

6 Comments
QuickBooks Team

Requiring Fields in Purchase Order

Hello there, kfrem.

 

Thanks for reaching out to us. I'm here to help and provide some information about creating Purchase Order (PO) in QuickBooks Desktop.

 

Are you trying to set up a warning message once you're PO doesn't fill in the complete fields? If so, this feature isn't available in QuickBooks Desktop. I can see how this future would be helpful for you when creating purchase order, I recommend sending feedback directly to our product developers for consideration in the future updates. 

 

Here's how you can send feedback: 

  1. Click Help.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Fill in the feedback info.
  5. Click Send Feedback.

For future reference you can check this article on how to use and customize form templates in QuickBooks. 

 

Please know that you're always welcome to post again if you have any other questions. We're always here to help. Have a good one. 

Level 2

Requiring Fields in Purchase Order

Yes, I want the creator of the PO to be unable to close out the PO if certain fields are not filled in.  

Level 2

Requiring Fields in Purchase Order

I want to make my "Qty" column required to be filled in before saving and/or closing my PO

QuickBooks Team

Requiring Fields in Purchase Order

Hi kfrem, 

Requiring the QTY field to be filled before closing/saving a PO is unavailable. You'll want to visit our Developer's forum and post questions like yours straight to them. 

Here's the link: https://help.developer.intuit.com/s/

We're always here if you need help with anything else.

Level 1

Requiring Fields in Purchase Order

Hi -

 

I want to be able to utilize this feature - was it ever done?  Making certain fields in purchase order entry mandatory before closing is a very effective tool.

 

Please advise,

Thank you

Moderator

Requiring Fields in Purchase Order

Thanks for joining this conversation, @denise8993.

 

While the option to make certain fields in a purchase order (PO) entry mandatory before closing is currently unavailable, I'll go ahead and take note of this. Our Product Engineers are always looking for ideas to consider on how to import QuickBooks Desktop (QBDT).

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

To learn more about managing POs in QBDT, I suggest checking out this article: Create purchase orders in QuickBooks Desktop.

 

For tips and other resources, I recommend visiting our website for future reference: Self-help articles.

 

Reach out to me in the comment section below if you have any other questions or concerns, and I'll get back to you as soon as possible. I'm always here to help. Have a good one!

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