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AllanUser
June 21, 2021
Question

Determine on time delivery from a vendor

  • June 21, 2021
  • 8 replies
  • 46 views

At a high level, I would like to have a report that shows me if we received goods from a vendor on time. 

I have searched and configured reports in QB Enterprise21 (we use enhanced/advanced inventory) but have not been able to do this..  In QB, the PO has a PO# and DueDate.  The Item receipt has a date and it shows the PO#.  If I were able to export these two pieces of information into a spreadsheet, I would be able to compare them.  I am unable to create a report that has item receipts that shows the PO#.  Any help is appreciated.

8 replies

CharleneMaeFQuickBooks Team
QuickBooks Team
June 21, 2021

I have a report in mind, AllanUser.

 

We can run and customize the Purchases by Vendor Detail report. This will show the item receipts and the P.O.#. I'll show you how.

 

  1. Go to the Reports menu, then hover on Purchases.
  2. Choose Purchases by Vendor Detail.
  3. Click the Customize Report button.
  4. Enter the correct date.
  5. Under COLUMNS, search P.O.#.
  6. Head to the Filters tab.
  7. Search for Transaction Type, then set the filter option to Item Receipts.
  8. Once done, click on OK.

This is what it looks like:

 

I've also added an article that you can read to help personalize the expense and accounts payable-related reports: Customize vendor reports. This way, it will be easier for you to find the information that you need.

 

Once you pull up the correct data, you can memorize it in QuickBooks. By doing so, you can easily access the current customized settings.

 

I'm still here if you have other questions with regards to running the correct reports in QuickBooks. It's always my pleasure to help in any way I can.

AllanUserAuthor
June 21, 2021

Dear CharleneMae_F,

First, thank you for taking the time to respond (especially with screenshots).  The issue is that the "P.O.#" Column is blank for every line.

If you have any additional thoughts or suggestions, please let me know.  Thank you,

AllanUser

 

AllanUserAuthor
June 23, 2021

Thanks for keeping us posted, AllanUser. 

 

I can see how the PO number is convenient for you in running your vendor reports. While the option to link the different PO numbers in the report is unavailable, you can manually open the item receipt. Also, you'll want to send feedback to our engineers. We'd like to have this opportunity to improve your QuickBooks experience.

 

You can send a product suggestion using these steps: 

 

  1. Open your company file.
  2. Click Send Feedback Online.
  3. Select Product Suggestion.
  4. Enter the fields on the QuickBooks Feedback window and click Send Feedback.

For feature updates, you can visit our QuickBooks Blog. You can check out this article for more details on customizing vendor reports.

 

Let me know if there's anything else that you need help with. I'll be here to help you. Have a good one!


Thank you to all those who tried to help me solve this.  It appears that QB is currently unable to generate a report showing Inventory Receipts and the corresponding PO #.  Product Suggestion sent along.  Thanks,

AllanUser

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