Create a Open PO Detail report with Other1 and Other2 header fields

Hi there, @Mcchild1017.

I can help you customize your Purchase Order (PO) so the Ship and Expected Delivery dates will show up.

You can add the said dates either as a header or a column. This way, they'll show up on the PO screen.

Here's how to do it:

1. Open your Purchase Order.

2. Go to the Formatting tab, and then choose Customize Data Layout.

3. Select either the Header or Columns tab. 

4. Enter the "Ship Date" and "Expected Delivery Date" on the Other column. In this example, I used the Expected column for the expected delivery date.

5. Make sure to click the checkbox under the Screen column. You may also tick the Print checkbox if you want to see them when printing your PO.

6. Choose the Layout Designer button to adjust the column size.

7. Click OK when you're ready.

Once done, you can now pull up a report to get the said details. To do that, I'll guide you how:

1. Go to the Reports menu.

2. Hover over Purchases, select Open Purchase orders.

3. Click the Customize Report tab.

4. From the Display tab, type in Delivery Date on the Search Columns.

5. Click the Delivery Date to put a checkmark beside it.

6. From the Display tab, type in Ship Date on the Search Columns.

7. Click the Ship Date to put a checkmark beside it.

8. Select OK once done.

Additionally, take a look at this link to learn more about the Accounts Payable workflow: Accounts Payable workflows in QuickBooks Desktop. This includes bills that have a PO and those that don't.

Fill me in if you have further questions about handling your PO in QuickBooks. I'm always ready to help you.

I have data in the Other1 and Other2 on the header tab NOT the column tab.  There is no option for Other1 and Other2 to bring those fields into a report??  There is a option for Other 1 and Other 2 under the column tab for a customized report (note the spaces Other1 (Header Tab) Other 1 (Column Tab)) but not for the header.  Do you know where to add those options to a report?

Thanks for adding clarifications to what you're trying to achieve, Mcchild1017.

In QuickBooks Desktop (QBDT), you only have the option to show Other 1 and Other 2 (with spaces) Columns in the report. However, the Other1 and Other2 (without spaces) on the Header section can't be. You'll want to manually click the transaction in the report to see the details of the two headers.

While this isn't yet an option, I encourage you to visit our firm of the future where new and product updates like features are posted. You can view and select topics to learn more.

I've added this article to guide you on how to modify the reports: Customize reports in QuickBooks Desktop. 

Please let me know if you need further assistance with your reports. I'll make sure to get back to you whenever you need me. Have a great day!