Purchase Orders. Due date by line/item rather than whole order.

Ian_8365621
Ian_8365621 Member Posts: 12 Reckoner Reckoner

Two part question:

  1. Is it possible to specify the due date for each item/line on a purchase order? If I expect part of the order to arrive a different date to the rest of the order.
  2. Inventory status report shows "Next Deliv" as the date of the PO, not the due date on the PO. Can this be changed?

Thanks

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,727 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited August 2021

    1) Is it possible to specify the due date for each item/line on a purchase order? If I expect part of the order to arrive a different date to the rest of the order.

    It's not a default column available but yes, however you would need to either:

    1. use the existing Service Date label (assuming you're not already using this one!) or
    2. use one of the "Other ..." labels or
    3. add a custom Data Field -

    (Note 2 & 3 are just text fields so won't contain the calendar dates or be able to be used in auto-calculating timeframes)


    2) Inventory status report shows "Next Deliv" as the date of the PO, not the due date on the PO. Can this be changed?

    Yes - The "Next Deliv" column is the available default label "Expected" on your PO template & you can choose to display it both on screen & when printed. Customise your template & tick this label to include accordingly. You can rename it if you prefer however I wouldn't recommend calling it "Due Date" because there is actually already a "Due Date" label relating to payment terms (on invoices)! Note that unfortunately - as it's a field label rather than a column - it's also only able to apply to the whole order, not line-by-line.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Ian_8365621
    Ian_8365621 Member Posts: 12 Reckoner Reckoner

    Thank you Shaz for your help!