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Sammylie

ALL PURCHAE ORDER SHOULD PASS THROUGH PURCHASE RECEIPT (MANDATORY)

Posted By

Hello All,

Please i need help am having issue,.

I want to make all transaction coming from purchase order to go through purchase receipt.

Is there a way to make all transaction done using purchase order screen to go through purchase receipt?

Thanks

Parents

  • Hello,

    One possible solution to this is to set the PTHDIR general parameter to "No" as seen below. 

    How to make the Order number mandatory on a Purchasing Receipt?

    Created on 07-06-2016 | Last modified on 12-04-2020

    Summary

    How to make the Order number mandatory on a Purchasing Receipt?

    Disclaimer

    Support

    Sage Customer Support does not provide assistance for issues related to third party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Please contact your Sage business partner, network administrator, or accountant for assistance. Please review this document for additional information on the scope of Sage Customer Support Services.

    Cause

    Need the purchase order number to be entered on all receipts.  

    Resolution

    ACH Purchase for receipt rules to change to No.

    1. Setup, General parameters, Parameter values

    2. Expand ACH Purchase and select the right folder.

    3. Right click REC Receipt rules and click Detail.

    4. Change the PTHDIR value filed to No.

    5. Save and Exit.

  • in reply to Rafael

    Hi Rafael,

    I have done all you ask me to do, but when i raised a purchase Order both Non-manage & Managed item, without doing purchase receipt, i can still do purchase invoice.

    Which is not what i wanted..

    I want ALL purchase order to pass through purchase receipt (mandatory) before purchase invoice can be done on it.

    Thanks.

  • in reply to Sammylie

    This is a tricky demand: I am not sure how to enforce such control with standard setup..
    In several regions, you need to enter the supplier invoice the day you receive it (legal requirement). Now if you miss the stock receipt, you can use the payment approval status to block the paiement process until you receive the goods (manual management). So first question: are you sure your customer is not allowed to create the supplier invoice in the system if the receipt has not been done? 

  • in reply to Julien Patureau

    Hi Julien,

    Thanks for the reply.

    Customer can create supplier invoice if the receipt is not done, which gives issues.

    You won't be able to convert the PO to receipt because invoice has been done on it.

    So that is why we want to make receipt mandatory for all purchase order raised.

    Thanks

  • in reply to Sammylie
    Sammylie said:
    You won't be able to convert the PO to receipt because invoice has been done on it

    I don't share your statement, as far as I know Sage X3 authorize to raise a PO, create and post the related invoice and create the receipt at the end.

  • in reply to Julien Patureau

    Ok,

    I will check my settings.

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