Purchases by Item Detail report

Kim Perico · ‎October 28, 2020

Can someone explain to me why the Purchases by Item Detail report doesn't include purchase order numbers? Why wouldn't someone looking at this report want/need to see the PO number? I'm thoroughly confused how this report is helpful without that information.

SashaMC · ‎October 28, 2020

Thank you for connecting with the QuickBooks Community, Kim Perico. You can include your purchase order numbers, but we would need to use the Transaction List by Vendor report and add some customization. No worries, I will be delighted to guide you on how to do this.

Go to the Reports tab and select Vendors & Payable, then pick Transaction List by Vendors.
Select the Customize Report option and the top of the screen.
In the Display tab, verify that the Num is checked.
Once you have checked that, select the Filter tab.
Search or type in Transaction Type in the search engine.
Use the drop-down menu and select Purchase Orders.
Select OK once completed.

You will now have the report, including the Purchase Order number. For more information on customizing reports in QuickBooks Desktop, I recommend reviewing this article for your edification.

Please let me know if you need any additional assistance with Purchase Orders. I'll be here willing and eager to help. I hope you enjoy the rest of your evening.

View solution in original post

SashaMC · ‎October 28, 2020

Thank you for connecting with the QuickBooks Community, Kim Perico. You can include your purchase order numbers, but we would need to use the Transaction List by Vendor report and add some customization. No worries, I will be delighted to guide you on how to do this.

Go to the Reports tab and select Vendors & Payable, then pick Transaction List by Vendors.
Select the Customize Report option and the top of the screen.
In the Display tab, verify that the Num is checked.
Once you have checked that, select the Filter tab.
Search or type in Transaction Type in the search engine.
Use the drop-down menu and select Purchase Orders.
Select OK once completed.

You will now have the report, including the Purchase Order number. For more information on customizing reports in QuickBooks Desktop, I recommend reviewing this article for your edification.

Please let me know if you need any additional assistance with Purchase Orders. I'll be here willing and eager to help. I hope you enjoy the rest of your evening.

Kim Perico · ‎November 21, 2020

Thank you. This helped a great deal.

Another question - is there a report that shows any and all transactions made against a Purchase Order? I'm hoping to see all Item Receipts and Invoices. If anyone has any thoughts, I would appreciate your input.

Jovychris_A · ‎November 21, 2020

Well done, @Kim Perico.

Running a report that shows all the transactions made against the Purchase Order is unavailable in QuickBooks Desktop right now.

I know how beneficial it is if we're able to get this kind of report. Concepts like this will help us enhance your experience, and we're looking forward to future updates. You can visit our product features and updates through this site: Firm for the Future.

In the meantime, you can run the report as suggested by my colleague, SashaMC, to get the info that you need. From there, you can double-click the Purchase Order line item to see the transactions made against it.

You can also memorize the report that you have customized by clicking the Memorize button on the top of the Transaction List by Vendor report window. Then access this later by going to Reports, then select Memorized Reports.

Feel free to tag me if you have other questions in mind with QuickBooks. I'm here to help anytime. Take care, and enjoy your day ahead!

Kim Perico · ‎November 21, 2020

Thank you for the suggestion but unfortunately that doesn't give me the information that I need. I really need to be able to see all receipts and invoices against a specific PO. This suggestion only shows me the invoice. Hopefully this is something that can be put on the fast track suggestion list.

MEL-GHC · ‎May 28, 2021

Unfortunately this doesn't resolve the issue that I think the previous user was having. I use the Purchases by Item Detail report as a Receiving Log. P.O. # and Num are available fields in the Columns list, and all of my item receipts are associated with a PO, so why does the PO number not populate when I run the report? (it actually displays randomly on one or two item receipts for whatever reason).

Jen_D · ‎May 28, 2021

Thanks for posting here, @MEL-GHC,

QuickBooks follows the Source and Targets concept to build company and financial reports. This means that, the data you see on every report is derived from the details of its source transaction.

The Purchases by Item Detail report, sources its information from posting transactions or purchases. This is why non-posting transaction details are not carried over to the report.

To learn more about the behavior of every report in QuickBooks Desktop, see the following link: Understand reports

If you need further assistance with reporting in QuickBooks Desktop, let me know in the comment below. I'll be right here if you need anything else. Have a good one!

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