Job Purchases

WEI-INC · ‎August 18, 2021

I need to retrieve purchase order detail for a specific job.

We built a custom machine for a customer. Each purchase was made on a purchase order. The purchase order was tagged as to the customer / job. The customer wants another machine.

I tried customizing available reports and I cannot seem to get

ITEM ITEM DESCRIPTION VENDOR QUANTITY AMOUNT

In some configuration QB crashes.

In some the ITEM DESCRIPTION is blank.

In some there "NO DATA".

There are 210 purchase orders in this project. Retyping all the detail is very time consuming (expensive).

DebSheenD · ‎August 18, 2021

I've got you covered, WEI-INC.

Thanks for keeping us updated on how steps went through when customizing a report. I'll make sure you can get your desired report.

Before we proceed, did you get any error messages? Adding more details will help us provide an accurate solution.

I've added possible reasons why QuickBooks Desktop (QBDT) crashes:

Transaction is empty
The company name may be too long.
A damaged or missing QBWUSER.INI file.
A corrupt hard drive.
The program files or QuickBooks Desktop installation may be damaged.
A damaged Windows operating system.

To resolve this, let's run the Quick Fix my Program from the QuickBooks Tool Hub. This tool fixes common QuickBooks issues. Here's how:

Close QBDT, then download the QuickBooks Tool Hub file.
Once done, open the file (QuickBooksToolHub.exe) and follow the on-screen instruction to install.
After that, double-click the icon on your Windows desktop to open the tool hub.
Select the Program Problems, then Quick Fix my Program.
Reopen QBDT.

Once done, You can now try to customize a report. I'll show you how:

First, go to the Reports menu.
Choose Vendors and Payables.
Select Transaction list by Vendor.
Click Customize Report at the top right button of your screen.
Under the Display tab, you can add the columns, that you wanted to show on the report. Please check the screenshot below.
You can also filter out the report to only show the customer you're searching for on the report. Just click the Filters tab.
Select OK.
Now your report will show your custom field as a column and you can see what was inputted for that field.

If the issue persists, I'd recommend checking the company file for data damage. To do this, you can run a Verify and Rebuild tool. The tool scan data issues within the company file and self-resolves them.

Creating a purchase order is part of your usual A/R workflow in QBDT. To see the complete list of workflows and other vendor-related transactions, see Accounts Payable workflows in QuickBooks Desktop.

You can keep in touch with me if you have any follow-up questions about customizing a report. I'll be here to help.

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