How to Update your PO Receive Date in QuickBooks

If your purchase order Receive Dates in Inventory Optimizer are not accurate to when products are estimated to arrive, follow the instructions below to update this field in QuickBooks.

Receive Date corresponds to Due Date or Expected Date in QuickBooks. You will only need one of these fields filled in for it to sync with the Receive Date field in Inventory Optimizer. 

First, you need to check whether you have enabled either field on your purchase orders. One way to tell that this field is not entered on your PO from Inventory Optimizer is if the Receive Date shown is the day after your PO Date. If Inventory Optimizer does not find a Due Date or Expected Date to sync, the day after your PO Date will auto-populate here. 

If you do not have Due Date or Expected Date on your purchase orders, you can add one by opening your PO in QuickBooks, selecting "Customize Data Layout" and adding to the header "Due Date" or "Expected Date". Select "OK" to save, then go back into the PO to edit the date in this field and save. Add the corresponding date to all open POs and then run a sync through the web connector to update the Receive Date in Inventory Optimizer. 

If you have a Due Date or Expected Date on your open POs already, open each PO, adjust the date accordingly, and then run a sync through the web connector to update the Receive Date in Inventory Optimizer. 

It is important to have accurate Receive Dates in Inventory Optimizer to ensure your open purchase orders are being counted as incoming inventory in your recommendations. Depending on your company-level settings, Receive Dates in the past may affect if your Open Qty is counted in the recommendations. To check if your open purchase orders are being factored into the recommendations correctly, locate the Existing PO Qty column in Purchasing. If the Existing PO Qty is accurate to the number of units on PO, your open purchase orders are being counted correctly. If the Existing PO Qty is not accurate to the number of units on PO, check your open purchase orders in ForecastRx for those products and correct any Receive Dates that are in the past. If the open purchase orders in Inventory Optimizer do not align with the data in QuickBooks, initiate a sync to update the data. If the purchase orders are still not correct after running a sync, please contact Inventory Optimizer Support.

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