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Level 1

Purchase Order Report By Service Date

Hi,

I am a contractor and hire subcontractors to do the work and they are all paid 30% at the beginning of their work and then 70% at the end.  Before a job starts, I enter a PO for each of the subcontractors into QB.  I enter one line for the first 30% payment and enter the expected date of payment under the Service Date.  I then enter a second line for the other 70% along with the expected date of payment under the Service Date.

 

I'm trying to run a PO report that shows the actual Service Dates, Source Name, Memo, and the Amount.  This way I can see what costs I have in the future and when.  So far, every PO report that I run shows each line, but the only date it will show is the date I created the PO, not the Service Date.

 

Can anybody help with this?

 

Thanks

Solved
Best answer April 24, 2020

Best Answers
Highlighted
Moderator

Purchase Order Report By Service Date

Hello there, skoz5555. Thanks for getting back to this thread.

 

I appreciate you for providing further details of your concern, as well as the screenshot.

 

The Other 1 or 2 columns of the report will not be changed, it'll still remain as the title of the column. Though, anything that you have entered from the PO will show up to that column.

 

It requires a bit more effort on our part to verify the things that we've added and recorded on the PO. Let me help you customizing the Transaction Detail Report as my colleague suggested above. This way, we'll be able to display and get the necessary information that we need from the report.
 

To do so, follow these steps:

  1. From the menu bar, select ReportsCustom ReportsTransaction Detail. The Modify Report: Custom Transaction Detail Report window will open automatically. 
  2. Select the From and To dates to match the period you're going to run
  3. Click the Filters tab.
  4. In the Choose Filter box, with the Posting Status highlighted, choose Either from the drop-down list.
  5. Next is to highlight the other needed details.
  6. Then, OK.

posting.PNG

 

For more tips and information about customizing the reports in QBDT, you can check out here: Personalizing QuickBooks Desktop reports.

 

 

Please get back to me if you have more questions. I'm right here together with the Community people to help you out. Hope you're well and safe!

View solution in original post

4 Comments
Highlighted
QuickBooks Team

Purchase Order Report By Service Date

I'd like to know more about this, Skoz5555. This way, I can provide an accurate answer.

 

Where did you enter the service date? Did you add it in the fields or line item?

 

In the meantime, you can create custom transaction detail reports. This uses different combinations of display and filters tab. Here's how:

  1. Click Reports.
  2. Go to Custom Reports.
  3. Select Transaction Detail.
  4. You can filter and add columns.

You can check this reference about customizing reports in QuickBooks Desktop for more information.

 

We're just around if you need our help. Feel free to visit us anytime.

Highlighted
Level 1

Purchase Order Report By Service Date

Hi Kristine,

 

I tried your suggestion at just running a Transaction Detail report for the job and none of the PO's showed up on that either.

 

I've attached four screenshots in a zip file.  Here is what I've done throughout the process:

 

 1. PO Columns - I created a customized PO template and it has the "Service Date" column available.  (I also created a custom one "Exp Pay Date" under the "Other 1" title, hoping I could include that in a report but no luck.)

2. PO Created - I created a PO and  you'll see that I have different dates in the "Service Date", for these are the days I expect to actually pay the sub

3. Trans Detail Report - I ran a Transaction Detail report for the months that cover the " Services Dates" for the job name and you can see that none of these PO's even showed up

4. Trans Detail Settings - These are the settings I used.

 

Thanks again for your persistence with this.  It would be extremely helpful if I could figure a way to make this work.

Highlighted
Moderator

Purchase Order Report By Service Date

Hello there, skoz5555. Thanks for getting back to this thread.

 

I appreciate you for providing further details of your concern, as well as the screenshot.

 

The Other 1 or 2 columns of the report will not be changed, it'll still remain as the title of the column. Though, anything that you have entered from the PO will show up to that column.

 

It requires a bit more effort on our part to verify the things that we've added and recorded on the PO. Let me help you customizing the Transaction Detail Report as my colleague suggested above. This way, we'll be able to display and get the necessary information that we need from the report.
 

To do so, follow these steps:

  1. From the menu bar, select ReportsCustom ReportsTransaction Detail. The Modify Report: Custom Transaction Detail Report window will open automatically. 
  2. Select the From and To dates to match the period you're going to run
  3. Click the Filters tab.
  4. In the Choose Filter box, with the Posting Status highlighted, choose Either from the drop-down list.
  5. Next is to highlight the other needed details.
  6. Then, OK.

posting.PNG

 

For more tips and information about customizing the reports in QBDT, you can check out here: Personalizing QuickBooks Desktop reports.

 

 

Please get back to me if you have more questions. I'm right here together with the Community people to help you out. Hope you're well and safe!

View solution in original post

Highlighted
Level 1

Purchase Order Report By Service Date

It was the posting status that I had to change.

 

Thanks for your help.

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