Question

Determine on time delivery from a vendor

Forum|Forum|5 years ago
June 21, 2021
1 reply
21 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.

QuickBooks Enterprise Suite

C

CharleneMaeF

QuickBooks Team

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.

Go to the Reports menu, then hover on Purchases.
Choose Purchases by Vendor Detail.
Click the Customize Report button.
Enter the correct date.
Under COLUMNS, search P.O.#.
Head to the Filters tab.
Search for Transaction Type, then set the filter option to Item Receipts.
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.

A

AllanUserAuthor

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

Angelyn_T

Moderator

I appreciate you for getting back to this thread, Allan. I'm here to share with you some additional information about the P.O.# column on your QuickBooks Desktop (QBDT) report.

The purchase order (PO) number won't show up in the P.O# column on your reports. For the time being, you can create a Custom report or open the Transaction List by Vendor report to get the information you need. From there, filter the transaction type to purchase orders and add display the Num column.

For the detailed instructions, you can follow these steps:

Open your QBDT file.
From the Reports tab, click on Vendors & Payable, then tap on Transaction List by Vendor.
Filter the dates, and the columns you want to add.
Hit OK.
From there, you can see your transaction numbers from the Num column.

If you wish to extract and customize the information, you can export the details to Excel. For your reference, you can check out this article: Export reports as Excel workbooks in QuickBooks Desktop.

Alternatively, you can manually open the Item Receipt, and see the PO number from there.

For more tips about handling your QBDT reports, I recommend opening this link: Understand reports.

I'm also adding this article to learn more about the different ways in tracking your vendor transactions in QBDT: Accounts Payable workflows in QuickBooks Desktop.

Please let me know how else I can assist you with reports by adding a comment below. I'm just a few clicks away to help. Keep safe!

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