Ever wondered why a purchased order line closed even though it was not fully received. In Sage X3, there is a parameter called POHCLE (PO line closing method) that controls when the PO line should close. This parameter has five different options to select from:
- If equal or greater than.
- Per request.
- Never.
- By tolerance.
- By tolerance and on request.
When “If equal or greater than” is selected, the order line will close automatically upon receiving the quantity in full or over receiving it if it is allowed.
When “Per request” is selected, if the quantity received is equal to or greater than the order line, the Close field on the PO receipt line will initiate to Yes; however, it can be changed to No. Note that if the Close selection on the receipt is set to Yes and the receipt is created, the PO line will close.
When “Never” is selected, the Close field on the PO receipt is set to No and it cannot be changed to Yes.
When “By tolerance” is selected, depends on the setting of the Delivery tolerance % on the Purchasing tab for a Product:
If a PO receipt line was entered with a quantity that is equal to or greater than the threshold percentage specified on the Purchasing tab for a product, the PO line will automatically close as the received quantity threshold has been met.
When “By tolerance and on request” is selected, if the percentage between the received quantity in the purchase unit and the ordered quantity is greater than the threshold set on the purchasing tab for a product, the Close field will be set to Yes but it can be modified and changed to No.