Create a report to see the list of POs where the Bill has not been created: recommended workflowLast updated on 05/12/2023
If you use inventory in ServiceTitan, you have the ability to turn off a setting that automatically creates a bill when a PO is received. As bills are what is exported to QuickBooks as part of the purchasing process, it may be necessary to find those outstanding POs where a bill has not been created for accurate accounting and inventory.
This article provides a reporting solution to find received purchase orders where a bill has not been created.
Build a Report to isolate received POs without a created Bill
The workflow to find the POs will involve building a custom report and filtering the correct column to isolate the information needed.
Go to the navigation bar and click Reports.
Click Create Reports button in the top right corner of the screen.
Choose the “Purchasing & Inventory” report type and then select the “Inventory” report template.
Include the following columns as well as any additional columns desired and Click Next:
Name the report, choose the category, and click Next.
Once in the report, click the antenna in the “Transaction Type” column and filter the column to CONTAIN the word “Receipt”.
Next click the antenna in the “Date Billed” column and filter the column to “Is Null”
In the filters at the top of the report, choose the date range for the Received Dates for which you are looking for the POs in the “From - To”. Leave the other filters to “All”.
Click Run Report.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.