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S
sdietrich72
February 20, 2021
Question

Open Sales Orders by Item

  • February 20, 2021
  • 1 reply
  • 2 views

I am trying to run a open sales order report with the following columns pulled from the Sales Order Screen:  item, item description, date due, and ordered.  Then I would like to be able to sort them by date or by item depending on what I am needing the report for. 

 

When I am on the Open Sales Order Report and try to run one with my requirements, the date and date due show the same date (Why isn't the date due pulling from the Sales Order?)

I want to be able to see how many of one part with different orders are ordered with their individual due dates.

 

Any help will be greatly appreciated

 

1 reply

M
mv32
Level 8
February 21, 2021

Hello there, @sdietrich72.

 

You can pull up the Open Sales Order by Item report and set the columns for Item, Item Description, Date, Due Date, and Ordered.

 

Here's how:

  1. Go to the Reports menu and then select Sales, choose Open Sales Order by Item.
  2. Click Customize Report.
  3. Check the following columns on the Display tab.
    Date
    Due Date
    Item
    Item Description​​​​​​​
  4. Click OK.

Once done, you can then Sort the report by Item or by Date. From there, ordered items can be seen below the Invoiced column. If you are using Shipdate field then by default it will pick a date which is current date or from the last transaction.

 

You can also pull up a Custom Report and choose the Transaction Detail as your basis for getting the data you need.

 

I've added articles as your references as part of the information about reports in QuickBooks Desktop:

 

If you have other concerns about customizing or setting report preferences, let me know. I'll keep my notifications open. Stay safe.

 

 

S
sdietrich72Author
February 22, 2021

 Thank you so much for the great instructions!  However, when I follow the steps, my date, ship date, and due date are all the same date.  I do not understand why my due date  on the report is not the same due date I entered on my Sales Order screen. Any ideas?

L
lin_jcaj
Level 9
February 23, 2021

Thanks for getting back to us, sdietrich72. I'm here to help share additional details about this.

 

The Sales Order in QuickBooks Desktop doesn't have a Due Date. With that said, the due date that shows on the report is base on the invoice date. 

 

Also, check out the links provided by my peer above that will guide you through customizing reports in QBDT:

Let me know if there's anything else I can help you with. I've always got your back. Have a great day!

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