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gerardoparedes
Level 1

How to show a report that shows the same info as the sales order fullfillment report

How can a print a report that shows the same info as the sales order fullfillment worksheet, if possible, including PO information as well.

3 Comments 3
Ashley H
QuickBooks Team

How to show a report that shows the same info as the sales order fullfillment report

Welcome to the Community, @gerardoparedes.

 

I'm here to help you get a report that will show you information on Sales Orders, along with Purchase Order information.

 

I recommend running two separate reports and exporting them to Excel to be combined into one. We can run an Open Sales Orders by Item Report and an Open Purchase Orders Detail Report. Here's how to do this process with ease:

 

Run An Open Sales Orders by Item Report:

  1. From the Reports menu, choose Sales, then Open Sales Orders by Item.
  2. Click the Customize Report button.
  3. Add any additional information that you'll like to see on the Report.
  4. Hit OK and then Refresh.
  5. Press on Excel and then Create a new worksheet.

Run An Open Purchase Orders Detail Report:

  1. From the Reports menu, choose Purchases, then Open Purchase Orders Detail.
  2. Click the Customize Report button.
  3. Add any additional information that you'll like to see on the Report.
  4. Hit OK and then Refresh.
  5. Press on Excel and then Create a new worksheet in the same workbook.

Once you have both reports in Excel, then you can combine them in a third worksheet. That's all there's to it! Let me know if you need anything else. Have a beautiful day.

 

gerardoparedes
Level 1

How to show a report that shows the same info as the sales order fullfillment report

It does not work, because the reports are not "square", there several lines and total per item, which i cannot use to build a database and join the two reports

Angelyn_T
QuickBooks Team

How to show a report that shows the same info as the sales order fullfillment report

Thank you for getting back to us here on the Community page, @gerardoparedes.

 

The steps provided above helps you run the report you need. All you have to do is customize the information exported to Excel or combine them so you can see the information needed. 

 

At this time, these are the only reports that QuickBooks generates to show the same information as the Sales Order Fulfillment report.

 

For additional reference about running, customizing, and combining two reports into a third worksheet, read these articles:

 

 

Post again if there's anything you need assistance with. I'm always here to help. Have a good day!

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