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bobbyl
Level 1

I need to tie a PO # to a Job number? Example my other Software has the job# in the PO That I create. I need to be able to look up a job# and see what PO are tied to it.

 
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Best answer December 10, 2018

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qbteachmt
Level 15

I need to tie a PO # to a Job number? Example my other Software has the job# in the PO That I create. I need to be able to look up a job# and see what PO are tied to it.

"I need to tie a PO # to a Job number?"

Yes, each line on that PO can be assigned to the specific Job. You can use Job Name as numeric or as words.

"Example my other Software has the job# in the PO That I create."

Yes, this is called Job Tracking, in QB.

"I need to be able to look up a job# and see what PO are tied to it."

You would run a report on PO; start from the PO side. Example: Open PO by Job report.

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6 Comments 6
qbteachmt
Level 15

I need to tie a PO # to a Job number? Example my other Software has the job# in the PO That I create. I need to be able to look up a job# and see what PO are tied to it.

"I need to tie a PO # to a Job number?"

Yes, each line on that PO can be assigned to the specific Job. You can use Job Name as numeric or as words.

"Example my other Software has the job# in the PO That I create."

Yes, this is called Job Tracking, in QB.

"I need to be able to look up a job# and see what PO are tied to it."

You would run a report on PO; start from the PO side. Example: Open PO by Job report.

bobbyl
Level 1

I need to tie a PO # to a Job number? Example my other Software has the job# in the PO That I create. I need to be able to look up a job# and see what PO are tied to it.

Thank your qbteachmt, I am a Parts Manager / Purchasing Manager for a Refrigeration / HVAC / Commercial kitchen hot food equipment repair. All three divisions have different hourly service charge amounts. Example...A major pizza chain at one location could have 3-4 different job #s at any goner time at one location by 2-3 different divisions. How QB's is de up now it only shows the customer/ location/ store #. A job# in the PO on each line would. E perfect. I could do a couple orders a day from a certain vendor instead of each job# getting a PO for 1 item and and a freight charge. I could bring in 10 different job #s under 1 purchase order. Thank you
qbteachmt
Level 15

I need to tie a PO # to a Job number? Example my other Software has the job# in the PO That I create. I need to be able to look up a job# and see what PO are tied to it.

"all the PO's are from my company."

Then the Line Item details are what you Job Track.

"We usually purchase 1 po to one job#."

But it doesn't have to. You might have 4 projects going for customers, and need stuff from the same supplier for all of them.

"My old system Davisware SK2000... I would click on the job #.....select a vendor and create a purchase order."

In QB, if you created an Estimate for the Scope of work, you can create a PO from the top. Or, as I noted, you might be using Sales Orders, or managing inventory, and you create the PO and list all the different things you need to order. Yes, you can start from the Vendor Name, since a PO is issued to a Vendor Name.

Then, you list the details. The PO is your Shopping List.

"When a tech would call me...he would give me the job # and ask me for part numbers...pricing and freight. I in return would type in the job #...goto the purchasing tab and I would have a report of what I purchased...who the vendor is and the pricing for parts, freight and tax."

You run Reports for this, in QB. Purchase Order reports; or, if it has arrived, then Job Cost reports.

Please see my attachments.


qbteachmt
Level 15

I need to tie a PO # to a Job number? Example my other Software has the job# in the PO That I create. I need to be able to look up a job# and see what PO are tied to it.

"I am a Parts Manager / Purchasing Manager for a Refrigeration / HVAC / Commercial kitchen hot food equipment repair. All three divisions have different hourly service charge amounts."

You asked about PO#. If this is not Your PO, but your Client's, then you put this on the Sales Order or invoice or sales receipt.

"Example...A major pizza chain at one location could have 3-4 different job #s at any goner time at one location by 2-3 different divisions. How QB's is de up now it only shows the customer/ location/ store #. A job# in the PO on each line would. E perfect."

If you are tracking Jobs by customer's PO, then use the PO number as the Job "name." Typically:

A PO to you from a customer = your SO. PO is an available field on that transaction and on the invoice.

A PO from you is to a supplier.

"I could do a couple orders a day from a certain vendor instead of each job# getting a PO for 1 item and and a freight charge. I could bring in 10 different job #s under 1 purchase order."

If I give you three POs in the course of a week, you can enter three SO. Then, you invoice me at the end of the week and invoice for everything on all three SO, or individually. If you put them on one invoice, you SO line can show on the template on screen. That SO has the PO number noted on it in the Header.

You have Enterprise; all of this is provided for.


bobbyl
Level 1

I need to tie a PO # to a Job number? Example my other Software has the job# in the PO That I create. I need to be able to look up a job# and see what PO are tied to it.

Yes, all the PO's are from my company. We usually purchase 1 po to one job#. My old system Davisware SK2000... I would click on the job #.....select a vendor and create a purchase order. When a tech would call me...he would give me the job # and ask me for part numbers...pricing and freight. I in return would type in the job #...goto the purchasing tab and I would have a report of what I purchased...who the vendor is and the pricing for parts, freight and tax.
IntuitLea
Level 2

I need to tie a PO # to a Job number? Example my other Software has the job# in the PO That I create. I need to be able to look up a job# and see what PO are tied to it.

Hello bobbyl,

Right now, QuickBooks Desktop doesn't have the report to look up for the Job number and see the Purchase Order attach. You'll have to open the Purchase Order to see the Job number. You might want to send feedback to our product engineers to request this feature. Just click the Help tab and choose Send Feedback Online

Please let me know if you have other concerns.

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