Open Order Report By Item

chellerowe · ‎September 01, 2022

Hello,

I am wanted to see if there was ever a solution to a question asked by gentleman regarding an open order report and the ability to filter by preferred vendor. I am having the exact same issue that he was having two years ago.

The Scenerio:

During the last year we have run into a large number of back orders from various vendors due to the supply chain issues. We would like to be able to pull an open item report showing all the open sales orders and items by Vendor. This would easily allow us to find open orders from a received vendor purchase order by item.

The Problem:

When I choose "Preferred Vendor" from the filter list and then select "Vendor A" from the drop down, the report does not filter the open items/sales order from Vendor A, it acts as if the filter isn't there and reports all open items.

Is there a fix or a work around? I did try to add a customer field to the inventory item by creating a "Product Line" field and filter off that but the same thing happened and the report was generated with no filtered results. Any suggestions would be helpful.

Thank you

Archie_B · ‎September 02, 2022

Hello there, chellerowe. Thank you for giving us the details and posting here in the Community.

The Open Sales Order Report will only show open and partially invoiced sales orders.

As a workaround, we can run a Custom Transaction Detail report instead. Then, add the filter for Preferred Vendor, and Transaction Type for Sales Order. This will show both open and closed transactions.

Here's how:

Go to Reports menu.
Choose Custom Report.
Once the modify report window shows, go to Filter tab.
Add and select the specific filter for Preferred Vendor (Vendor A), and Transaction Type (Sales Order)
Click OK to run report.

Read through this article for future reference and learn how to customize your report to show only the details that are important to you and your business.

If you have any further concerns, please do not hesitate to leave a comment or post them here in the Community. I'd be delighted to respond and assist. Have a great day!

chellerowe · ‎September 02, 2022

Thanks for the response but the problem I am having is that when I filter out the vendor by selecting "Vendor A" the filter does not work and the data returned on the report shows all vendors. I really need to select all open items on order by a specific vendor.

Thanks,

Michelle

Angelyn_T · ‎September 02, 2022

I appreciate you for getting back, Michelle. I'm stepping into the thread to share additional information on how to filter your QuickBooks Desktop (QBDT) report.

The system allows you to customize your report. If you wish to modify your data to a single vendor only, select the name from the Name filter.

Open the report you need.
Go to the Customize Report tab, then type Name under Filter.
Choose only Vendor A from the result.
Hit OK, the Refresh your report.

I'm adding this screenshot as your visual reference. a27 2.PNG

If it's not filtered to a specific vendor, I'd suggest performing some troubleshooting steps to narrow down the result. To get started, run the verify and rebuild tool to self-identify and resolve common issues within your company file. You can also repair your QBDT to fix your program right away.

On the other hand, you can get more tips while running your reports from here: How QuickBooks generates reports.

Post again if you have any other questions about your reports. I'll be right here to help. Have a good one!

chellerowe · ‎September 03, 2022

Thank you but when I added the name and refreshed the report, no data was returned. I tried to run the fix it tool but none of the fix it tools fit my problem. Any other suggestions?

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Open Order Report By Item