Solved

Search Purchase Orders by Description

Forum|Forum|5 years ago
February 18, 2021
6 replies
31 views

Hello,

Is there a way to do a quick report for all purchase orders by purchase order description?

There is no column to add in reports that pulls up this field.

Thanks,
Ben Butler

QuickBooks Enterprise Suite

Best answer by Angelyn_T

Hi, @bbutler1.

You can create a custom report of your purchase orders, then add the Memo column to look for them by descriptions. I can help on how.

Open your QuickBooks Desktop file, then head over to the Reports tab.
Select Transaction Detail from Custom Reports.
Add the Memo column under Display, then switch to the Filters tab.
Set the Posting Status to Either and the Transaction Type to Purchase Order.
Hit OK.
Set the Dates correctly, then click Refresh.

The PO descriptions are added under the Memo column.

For more tips about customizing the data or information on your report/s, you can open this article: Customize reports in QuickBooks Desktop.

Also, here's how you can save the settings/customization of your report for future use.

If you have any other questions about your reports or purchase orders, please let me know by adding a comment below. I'm more than happy to help. Cheers for more success!

Angelyn_T

Answer

Moderator

Hi, @bbutler1.

You can create a custom report of your purchase orders, then add the Memo column to look for them by descriptions. I can help on how.

Open your QuickBooks Desktop file, then head over to the Reports tab.
Select Transaction Detail from Custom Reports.
Add the Memo column under Display, then switch to the Filters tab.
Set the Posting Status to Either and the Transaction Type to Purchase Order.
Hit OK.
Set the Dates correctly, then click Refresh.

The PO descriptions are added under the Memo column.

For more tips about customizing the data or information on your report/s, you can open this article: Customize reports in QuickBooks Desktop.

Also, here's how you can save the settings/customization of your report for future use.

If you have any other questions about your reports or purchase orders, please let me know by adding a comment below. I'm more than happy to help. Cheers for more success!

B

bbutler1Author

Hi Angelyn,

I found that for purchase order with a different name and source name, this report works.

But for purchase orders that have the same name and source name, the memo field is pulling from the bottom left memo field on the purchase order.

Any idea how to get the description for ALL purchase orders?

Thanks,
B

K

Klent

Level 8

I have QB Premier Contractor Edition and am not able to search PO's by Job or Part Number. Is there a way to turn this application on? I have the Purchase Order Reports under the Reporting Segment, but no transactions appear

Hi there, beiland.

I'll help you in running that report.

Please know that QuickBooks has a built-in report that can show all the purchase orders you've created for each job. I'll show you how to pull it up:

Select Reports from the sidebar menu.
Go to the Jobs, Time & Mileage section, then choose Open Purchase Orders by Job.
Click the Customize Report button.
In the Display tab, set the appropriate reporting date.
Head to the Filters tab, then select Received from the Filter menu.
Tick the Either radio button, then click OK to complete the process.

With regards to the part number, this option is currently unavailable in the program. I also think that having this type of filter will help you speed up the reporting process. Rest assured, I'll take note of this idea to help improve your QuickBooks experience.

In the meantime, you'll want to consider exporting your customized Open Purchase Orders by Job report to an Excel file. This way, you'll be able to further sort and filter its data.

I also recommend reading these articles to ensure that you'll get the most out of QuickBooks reporting capabilities:

Feel free to leave a comment below if you have any other concerns or further questions about reports. I'll be more than happy to assist you again.

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