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Level 1

On time Delivery Report

I use Sales Orders in QB Manufacturing and am trying to create an on time delivery report.  I need to pull in the Due Date from the Sales order form as well as the Ship date.  In addition I need to pull in the Invoice date for the invoice that was generated from the sales order.  I have determined that I cannot get what I need from custom QB reports.  I have therefore resorted to using QB Advanced Reporting.  The problem is that I can not find the field that holds the "Due Date" from the sales order form in the database.  I thought that getting an answer to this question would be fairly simple by calling QB.  I was on the phone for an hour and 20 mins and still don't have an answer.  Does someone have a cross reference document showing the table/field name for all of the QB fields from the standard forms?  If not, does anyone know the table/field name for the Sales Order Due Date field?

5 Comments
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Level 11

On time Delivery Report

Open your invoice template and check the layout designer. Find the Due Date box. Is it active?

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Level 1

On time Delivery Report

No it is not checked because I don't want to display it on my Invoice Screen or on my printed invoice.  I think this is the Invoice Due Date and not the Sales Order Due Date anyway.

Highlighted
QuickBooks Team

On time Delivery Report

Hello, @Markteeth.

 

Let me guide you in generating and customizing the Sales Orders for All Customers report. This will allow you to view all of your sales orders recorded in QuickBooks.

 

Here's how:

  1. Go to the Customers menu.
  2. Choose the Customer Center.
  3. Select the Transactions tab.
  4. Pick Sales Orders
  5. Click the Run Reports drop-down arrow. 

Now, let's customize the Sales Orders for All Customers report to include the ship date on it. Here's how:

  1. From the Sales Orders for All Customers report, click the Customize Report button.
  2. Choose the Display tab.
  3. From the Columns section, mark Ship Date
  4. Click Ok

You can read through these articles to learn more about managing and customizing reports in QuickBooks:

Always feel free to swing by here if you have other questions. I'm just a few clicks away.

Highlighted
Level 1

On time Delivery Report

Thanks for trying but the "Ship Date" that you are pulling in is the Planned Ship Date.  It is not the day that the order actually shipped.  We do use this manually entered date as a target for shipment but I need to pull in the Invoice Date to see when the order was actually completed and shipped.  I am trying to calculate on-time delivery.

Highlighted
Moderator

On time Delivery Report

Hello again, Markteeth. Thanks for keeping us updated. 

 

Let's first customize the Invoice template to show the Sales Reports to use the Ship Date. Here's how:

  1. Locate and open the invoice. 
  2. In the Create Invoices window, click the Formatting tab.
  3. Hit the Customize Data Layout
  4. Choose the Header column. 
  5. Mark the Screen and Print boxes next to the Ship Date
  6. Pick OK then Save & Close

Once done, try to run your Sales Reports, then follow the below steps:

  1. Click the Customize Report button.
  2. Go to the Display tab.
  3. Enable the Ship Date column.
  4. Hit OK

To learn more about customizing reports, you can visit this article: Customize reports in QuickBooks Desktop.

 

If you have any other questions, let me know by leaving a comment below. I'm always here to help. Have a great day!

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