PO date on item file

OZFLEX
OZFLEX Member Posts: 30 ✭

When creating a PO for inventory the item file shows the quantity on order but the PO date field is blank. Does anyone know how I can fix this please.

Thanks from a new user

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    That sounds unusual! Can you confirm exactly which screen/window you're in? Are you just looking at a FastReport on the Item itself? When you double-click on the PO, does it have the correct date on there?

    Try verifying your Company File (under the File dropdown menu > Utilities > Verify Data) then running the Rebuild (under the File dropdown menu > Utilities > Rebuild Data) 3 times

    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!)
  • OZFLEX
    OZFLEX Member Posts: 30 ✭

    Refer to the item review screen above. Quantity on Purchase order but the Purchase date is not shown. I would have to find the PO to know the date.

    thankyou for your attention

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited October 2021

    Ah ... that's because this is the Item List - It doesn't show transactions, it's just a list of your Items.

    To view any Item's transactional history - including POs & the dates - right-click on the Item in this List & click on FastReport... in the popup menu to view all the details 😊

    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!)
  • OZFLEX
    OZFLEX Member Posts: 30 ✭

    Oh ok thank you so, I just need to right click and see PO details via fast reports

    I can see it now.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    @OZFLEX I think you would really benefit from some 1-on-1 customised training to make navigating & using the program much quicker & simpler for you. A lot of things can be configured specifically & also automated.

    Feel free to get in touch with me directly if this is something you'd like to explore ☺️

    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!)
  • OZFLEX
    OZFLEX Member Posts: 30 ✭

    Yes I am brand new to the company and while I am used to large ERP systems I would certainly like to know more about Reckon system capabilities and ease of use.