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I'd like to create a screen within the Vendors tab that shows a complete list of all items on order. I dont want a list of purchase orders, but a compiled list of all the items that are currently on open purchase orders. User should also be able to see columns with info from the associated purchae order(s) like; item PO #, date item ordered, date item expected, customer item assigned to, item tracking #, etc. 

Any ideas on how I can get started with this? I'm sure once I get started it will make sense. Ive tried modifying the various Item and Proposal List tables and screens, even created my own new screen, but am not getting the results I want. I'm sure I just don't know what to do. 

Any help or direction is appreciated!

Hi Josh, 

To start you off, I would suggest creating a screen based off the PurchaseOrderLine table. This table holds all the items inside your purchase orders. From here you'll be able to set filter views based on any field in the table. IsManuallyClosed might be a field of interest in this case. Hope this helps. 

- Jason

Thanks Jason, 

I've done that, (IsManuallyClosed equals No) in a filter but still cannot get only items not received to show up. Im getting a massive list of items, and almost all of them have been received into QB and those PO's have been closed. 

What exactly does the IsManuallyClosed look for? Maybe I'm doing it wrong?

Thanks!

Hi Josh, 

IsManuallyClosed is set to true or yes when the purchase order is closed in Quickbooks. I would suggest exporting the PurchaseOrderLine table and seeing if the items marked as false in the IsManuallyClosed field are actually the items that you were hoping would show up in your filered grid. 

- Jason

Josh, 

Another possible solution is filter your grid by the IsFullyReceived field from the PurchaseOrder table. You would have to link this field into your PurchaseOrderLine table. 

- Jason