Aging Summary

Question

Hello, 
 One of our customers has requested for their purchase order to show up on the aging summary. How do I go about adding a column to show the purchase order on it? 
 Thanks, 
 Jorge

Erzsi_I · Answer

Hi JDiaz , 
 Thanks for reaching out. Understanding how Sage 50 handles purchase orders once they are fully invoiced might offer some insight into managing your aging summary more effectively. 
 When a purchase order is fully invoiced, Sage 50 converts the purchase order into an invoice and removes the purchase order from the Purchase Order window. This means that directly finding a purchase order in the aging summary might not be straightforward once it's fully invoiced. 
 To work around this, you could consider one of the following options: 
 
 Use the same number for purchase invoices and purchase orders . This way, you can search for invoiced purchase orders by the purchase order number through the Purchases Invoices or Purchases, Orders and Quotes section in Sage 50 Canada. This doesn't directly add a column to the aging summary but helps you link invoices back to their original purchase orders for reference. 
 Upgrade to Sage 50 Quantum Edition if you haven't already. This edition includes an added lookup feature for invoiced purchase orders, making it easier to find and reference them, potentially aiding in managing your aging summary more effectively. 
 
 Unfortunately, if your goal is strictly to modify the aging summary report layout within Sage 50 Canada to include a direct column for purchase orders, these solutions might not fully resolve your query. It might be worth exploring custom report options within Sage or reaching out to Sage support for more tailored advice on modifying report layouts. 
 For more detailed guidance, including on generating reports like the pending sales order report mentioned in the second article, please refer to the specific steps and options provided in the Sage Knowledgebase articles linked below: 
 
 Invoiced Purchase Orders Lookup 
 Generating Pending Sales Order Reports 
 
 If this helps, please mark it as verified :) 
 Warm Regards, Erzsi

Sage 50 Canada

Aging Summary

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