cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Do I have a default setting somewhere that is assuming an open item is backordered even prior to invoicing.  My assumption was that an item doesn't become backordered until I invoice the sales order and a particular item is not invoiced (it remains open and therefore now on backorder).  I am unable to run a report to show me what is on backorder, as all open sales order items are showing as backordered.

Solved
Best answer December 10, 2018

Best Answers
Highlighted
Level 15

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

"shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet."

Yes, that is why they are the same. The amount Requested has no yet been provided. If I order 6, then backorder still is 6, until you start shipping or fulfilling my order. Backorder = Ordered minus Delivered. Right now, delivered = 0.

View solution in original post

19 Comments 19
Highlighted
QuickBooks Team

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Good day sally,

The Sales by Item Detail report depends on the sales transactions. Since this report is not working for you, you can customize a report. Here's how:
  1. Go to Reports, and choose Custom Reports.
  2. Click Transaction Detail.
  3. In the Search Columns field, enter backordered.
  4. Put a check mark next to Backordered.
  5. Go to Filters tab.
  6. In the Search Filters field, enter posting status, then choose Non-posting.
  7. In the search field, enter transaction type.
  8. Click on the Transaction Type drop-down arrow, and choose Sales Order.
  9. Click OK.
I have attached a screenshot for your reference.

Let me know if you have other concerns. Thanks! 
Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Thank you for these clear steps.  In following these, I still have the problem that every item that I have on a sales order (that has not yet been converted to an invoice) shows up as backordered, and now I have myself even more confused, as my sales orders that have been fully invoiced, show up on my report - even though I have filtered by "non-posting" as you noted above.  Only those sales orders that have been invoiced show items as "0" backorders.  All my other sales orders have all items listed as "backordered".
Highlighted
QuickBooks Team

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Hello sally,

In the report, when the quantity and the backordered columns have the same number, it means that the sales order is closed or not invoiced yet.
Highlighted
Level 15

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

"shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet."

Yes, that is why they are the same. The amount Requested has no yet been provided. If I order 6, then backorder still is 6, until you start shipping or fulfilling my order. Backorder = Ordered minus Delivered. Right now, delivered = 0.

View solution in original post

Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

OK.  The way we think through things in house, is an order is "open" until it has been invoiced, then if it isn't shipped because it is out of stock, it is backordered.  An open order is not the same as a back order.  But I guess in QB it is.  It would be nice to have them differentiated so I could monitor my back order needs more easily.  Not sure why it is necessary then to have "open orders by item" and "backordered" quantities listed - as they are one in the same?
Highlighted
Level 15

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

"An open order is not the same as a back order."

A Backorder report is telling you what is left to fulfill.


Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

In my case orders were actually shipped and invoiced already but not paid yet (nor closed), and the backordered qty is still showing the same amount for the filled items and 0 qtys for shorted items. At the same time, the invoice (if you d-click the report line) shows correct data: column Qty  shows qty shipped and Backordered - qty shorted. I'd expect the Sales by Item Detailed report would show the same data.

Highlighted
QuickBooks Team

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Welcome to Community @AKGSB,

 

Either you can follow the steps provided to my colleague Kristine Mae or you can use these steps to show your desired report in Sales by Item Details. Here's how:

 

  1. Go to the Reports menu, and choose Custom Reports.
  2. Select Transaction Detail.
  3. In the Search Columns field, enter backordered.
  4. Put a checkmark in the box beside the Backordered.
  5. Click the Filters button.
  6. Enter the posting status in the Search Filters field, then select Non-posting.
  7. In the search field, enter transaction type.
  8. Click the drop-down arrow in Transaction Type , and choose Sales Order.
  9. Click OK.

 

Once done, you can memorize feature to save the modified report. Check out this link for the steps: Create, access, and modify memorized reports.

 

If you need further assistance, feel free to leave a message in the comment section. I'm always here to help.

Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Thanks Rejeil_O! I did follow the steps posted by your colleague; the only reason i went ahead and posted my question is that i want to get to the root of this issue as i believe that report indeed is incorrect.

thanks again for your quick response,

 

Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

I created a report just as suggested but it is still showing all sales orders not only the ones that are still open

Highlighted
QuickBooks Team

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Hello EmpireDist!

 

A lovely weekend to you! I'll help you with your sales order report.

 

The original poster, sally2, wanted to see which of her sales orders is still open, closed, or has a back-ordered quantity, as I understand it. So, my colleague, KristineMae, provided a report that shows all the sales orders, but with Backordered column to indicate which of them is still open or has a back-ordered qty. If you add the QTY column to it, it's much clearer to see which of them has those statuses.

 

Personally, I would prefer running the Open Sales Order by Item report because it only shows the open sales orders, whether they have backorders or still not invoiced. You can use this in your case. See the comparison in the screenshot.

 

sales order reports comparison.PNG

 

Feel free to share which of the reports you want to use, or if you still need more help running reports for your open sales orders.

 

By the way, we post updates about all our QuickBooks products on the QuickBooks Blog page. Feel free to check it out.

Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

I need an open order report that is similar to the the open order report by customer but need to add the item info. to the report. If I generate a custom transaction report it shows me all orders for that customer not just the orders that are still open. I ran it for non-posting and transaction type ="sales order"

Highlighted
QuickBooks Team

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Hi there, EmpireDist.
 

If you're using Pro or Premier, there's a wide variety of reports available to you. These can be customized as well.

Depending on the specific report being run, you'll have different options in your Columns section while customizing them. Some of these, such as Include, have choices to show items. This may help generate what you're looking for.
 

In the event you require additional reporting features, there's also our Enterprise subscription. You can contact our QuickBooks Desktop support to get more info about what kind of reports will be available in their lineup.

Here's a few resources that will come in handy:


If you have any other questions, I'm just a post away. Enjoy the rest of your day!

Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Yes, thank you. I am familiar with how the reports work and the customization for them. I would like a report that is an open order report by customer but will show me the items that are open on the order. I have already used the transaction list by customer report but this shows me everything for the customer not just the orders that are still open. I have run this report based on non posting accounts and transaction type="sales order", but it is still showing me orders that have been fully invoiced.

Highlighted
QuickBooks Team

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Hello there, @EmpireDist.

 

I'd be happy to help run a report that will show an open order group by customers and open items.

 

I recommend pulling up Sales by Customer Detail report. We can customize it to show the information you'll want in your report. I'll show you how:

  1. Select the Reports menu.
  2. Choose Sales then click Sales by Customer Detail.
  3. At the upper left corner, select Customize Report.
  4. Click the Filters tab.
  5. Under the Filter, choose Item and set to All sales items, Posting Status select Non-posting.
  6. For Name, set it to All customers/jobs, and for Transaction Type, choose Sales Order.
  7. Once done, click the OK button.

I've added this article that can guide you more about Customizing Reports in QuickBooks Desktop.

 

Let me know if you have other concerns. I'll be glad to help you as soon as I can. Have a safe and peaceful day.

Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

This report is still showing Sales Orders that have been invoiced in full. I only want to see Sales Orders that are still open because of a back order or that have not been invoiced yet.

Highlighted
QuickBooks Team

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Thanks for actively responding, @EmpireDist. I'd be delighted to add more steps from the guide provided by my colleague @Rubielyn_J

 

To include the sales orders that are still open in the Sales by Customer Detail report, let's ensure to also mark the Open radio button under the Paid Status in the Filters section. Then, click OK whenever you're ready. 

 

See the screenshot below for your visual guide: 

 

QBDT.JPG

 

Additionally, read through this article: Create, access, and modify memorized reports. It helps you learn about how to save your settings of the customized report so you won't have to repeat the same process when you need it in the future. 

 

Let me know if you have additional concerns. We're always happy to help you some more. 

Highlighted
Level 1

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Thank you for your input. I made the change as you suggested and it is still showing me sales orders that are either closed or have been invoiced in full

Highlighted
QuickBooks Team

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Hi EmpireDist. It sounds like there might be something else getting in the way. I recommend you reach out to our support team via phone. You can find the up to date support number here. Our team will help you get back on track as soon as possible. Feel free to come back if you have any other questions, I'll be more than happy to assist. The community always welcomes new users. Have a great day. 

Need to get in touch?

Contact us