How to restrict purchase invoice creation without purchase receipt?

By | November 25, 2015

Have you come across a scenario where you want to restrict purchase invoice creation without the creation of purchase receipt. Sage X3 has the standard feature where you can restrict to create the invoice without purchase receipt.

New Stuff: How to automatically allocate the work order

Navigate: Setup>General Parameters>Parameters values

Sage x3 setup/parameter values

Set the parameter “PBUKA=Load from receipt only”.

Set parameters to restrict purchase invoice creation without purchase receipt

If you try to create the purchase invoice without creation of receipt. System gives the below error message

 sage X3 purchase invoice without creation of receipt error

Also, we can set the below values to the same parameter.

If we set the Load from receipt only then (no matter if the corresponding receipt has been processed or not) for lines that are for products with the received checkbox active. This will enforce the user to always process receipts before invoicing.

No restriction: No restriction on line loading. The line can be loaded from either receipt of PO, no matter if the corresponding receipt has been processed or not. This means that the invoices can be created without receipts

Load from PO if no receipt exists: The line can be loaded only from receipt when the receipt has been processed against the purchase order. The only time the line can be loaded from the PO line is when the corresponding receipt does not exist at the time of invoicing. This will allow the parameter to work for POs that have split or prepaid payment terms. PO lines that are of type “Back to Back: Direct to Customer” will not be blocked as they are not received.

About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.