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Bluemanta
Level 2

Purchase Orders by Job for a specific Vendor

Hello,

 

Is there a way to create/customize a report that will show all PO's filtered by specific vendor and specific job?

 

I tried to customize Open Purchase Orders by Job which shows the vendor in "Source" column but this field is missing from the fields to filter by

 

Thanks,

 

Eyal

8 Comments 8
MJoy_D
Moderator

Purchase Orders by Job for a specific Vendor

I can help you generate the report that you need, @Bluemanta

 

You can customize a Transaction Detail report to generate a report showing purchase orders by a specific vendor. Follow the steps below:

 

  1. Go to the Reports tab and choose Custom Reports.
  2. Select Transaction Detail and click the Customize Report button.
  3. In the Display tab, update the report date.
  4. Go to the Filters tab.
  5. Click Transaction Type from the Filters, and choose Purchase Order from the Transaction Type drop-down.
  6. Click OK.

 

Check this article for more information on running reports for your vendors: Customize vendor reports

 

To further customize the report based on your needs, check out this article for further guidance: Customize reports in QuickBooks Desktop.

 

I'm always here if you need anything else in generating the report that you need. Let me know by leaving a reply below. Keep safe and have a wonderful day!

Bluemanta
Level 2

Purchase Orders by Job for a specific Vendor


@MJoy_D wrote:

I can help you generate the report that you need, @Bluemanta

 

You can customize a Transaction Detail report to generate a report showing purchase orders by a specific vendor. Follow the steps below:

 

  1. Go to the Reports tab and choose Custom Reports.
  2. Select Transaction Detail and click the Customize Report button.
  3. In the Display tab, update the report date.
  4. Go to the Filters tab.
  5. Click Transaction Type from the Filters, and choose Purchase Order from the Transaction Type drop-down.
  6. Click OK.

 

Check this article for more information on running reports for your vendors: Customize vendor reports

 

To further customize the report based on your needs, check out this article for further guidance: Customize reports in QuickBooks Desktop.

 

I'm always here if you need anything else in generating the report that you need. Let me know by leaving a reply below. Keep safe and have a wonderful day!


 

 

Thank you @MJoy_D  for the reply

 

I tried your suggestion but got zero results

Also, as I mentioned in my original post, i am looking for a report that will show all purchase orders sent to a specific vendor within the scope of specific job

 

Your suggestion seem to be missing the 2nd filtering by Job

 

Thanks,

Eyal

RenjolynC
QuickBooks Team

Purchase Orders by Job for a specific Vendor

Thanks for getting back here, Bluemanta.

 

I'd like to share some additional info about the vendor report.

 

The Open Purchase Orders by Job is the closest report that includes the information you are looking for. Since the Source name is unavailable in the Filter section, you can search for the Preferred Vendor option or filter it by Name.

 

Here's how:

 

  1. Go to Reports > Purchases Open Purchase Orders by Job.
  2. Click the Customize Report button and select the Filters tab.
  3. In the Search field, type Preferred Vendor and choose the vendors you want to display from the drop-down.
  4. Go back to the Search field and type Name. Then, select the customer or jobs you want to view.
  5. Click OK twice.

To learn more about the different reports in QuickBooks Desktop and how you can customize them, please check out these articles:

 

For more questions about the QuickBooks reports or need help with other task in your account, please let me know in your reply. I'd be glad to help you out again. Have a good day ahead.

Bluemanta
Level 2

Purchase Orders by Job for a specific Vendor

Thank you @RenjolynC 

 

Could you please clarify a couple more questions:

 

  1. Why is the "Source Name" missing from the filtering fields?
  2. The report is really showing the line items in PO rather than showing one line item per PO. Is there another way to generate a report showing a single line item per PO? Then if I want to see the detailed line items within the PO I can zoom into the PO
  3. The "preferred vendor" is a field that is part of an item. If I order this item from another vendor that is not preferred vendor then the report will be incorrect because it would exclude all items that are not matching the preferred vendor in the search. What other options are available?
  4.  What other options are available for creating better reporting?
ShiellaGraceA
QuickBooks Team

Purchase Orders by Job for a specific Vendor

Thanks for getting back to us, @Bluemanta.

 

Let me share some information about the purchase report. To be able to view the source name, you'll have to add it from the column section. See the image below.

 

 

 

About the detailed line items, you'll just need to click on the PO to see them. 

 

With regards to the preferred vendor, currently, we're unable to pull up a specific report that way. You can pull up other reports (Open Purchase Order by Item) so you can filter it by Preferred Vendor. From there, export these reports in Excel to combine your desired data.

 

 

 

 

Please refer to these articles for more information:

 

 

Please don't hesitate to reply if you still have questions or concerns with the reports. I'll be around to help. Take care and have a nice day ahead.

Bluemanta19
Level 1

Purchase Orders by Job for a specific Vendor

@ShiellaGraceA  please read my last post again. You are completely off

Jen_D
Moderator

Purchase Orders by Job for a specific Vendor

Thanks for reaching out to the QuickBooks Community again, @Bluemanta19.

 

I'm joining this discussion to share further insights about this reporting concern.

 

Source Name is part of the display element of our report as a customizable column, not a filter. Hence, the reason why you can't see it in the Filters tab.

 

Additionally, purchase order reports are detailed reports, which is why they will display individual line items. If you don't like this, you have the option to export the report to an Excel worksheet and hide the lines from there.

 

QuickBooks follows the Sources and Targets concept to build the company and financial reports. This means that the data you see on every report is derived from the details of its source transaction. In your case, the vendor used on a transaction will always appear in the report.

 

I'm adding this article to learn more about the reports and your report options in QuickBooks Desktop: 

 

 

Please know that your insights about our reports are important for us to improve our products. If you have any questions feel free to reach out back again, and I'll be right here to help. Have a nice day!

Bluemanta
Level 2

Purchase Orders by Job for a specific Vendor

Thank you @Jen_D for the clarification

 

The link you provided for the "Sources & Targets" methodology is broken

 

Nevertheless, the report tool should have an option to group the line items and show the total amount for each PO.

QB already does it when in Vendor > Purchase Orders

Asking the user to export the data to an Excel Sheet and manually hiding rows is more of the 80's - not the 21st century 

 

As for having columns in the report that are not part of the filtering ("Source Name") or sorting - I can send you hundreds of articles about how bad of practice this is. I hope Intuit is really listening because this reporting tool could use some TLC to make it more user friendly and intuitive. Specifically since the pricing model for QB has changed and the cost went up

 

After all - the purpose of a report is to provide the information I need in a single page view.

In fact, the very first statement on the page you linked in your reply shows as: "QuickBooks Desktop provides different reports that cater to your business needs."

Currently , the reporting tool is missing these needs

 

Thanks

Eyal

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