You may come across a scenario where we want to set closing criteria for a purchase order taking into account the quantity that you receive.
To set the closing criteria, go to Product → supply tab → purchasing.
There is a field “Delivery Tolerance %” which is used during the receipt of goods. It is used to determine if the associated order line should be closed taking into account the remaining quantity to be received.
In the below example, Delivery Tolerance % set as 10. Purchase order has been created and received it partially.Even if there was some quantity remaining to receive, the purchase order got closed because we have set the Tolerance criteria for the order to get closed.
This value is combined with the value given by the POHCLE setup.
- If equal or larger: if the received quantity is equal to or larger than the quantity of the order line (decreased by any quantity already received) or of the delivery call-off, then the Close information of the receipt line is initialized to Yes and can no longer be modified. Upon receipt creation, the order line or the delivery call-off will be closed.
- On demand: if the received quantity is larger than or equal to the quantity of the order line (decreased by any quantity already received), then the Close information of the receipt line is initialized to Yes and can be modified. Otherwise, it is initialized to No. Upon receipt creation, if the Close information remains set to Yes, the order line or the delivery call-off will be closed
- Never: The Close information of the receipt line is initialized to No and cannot be modified. An order line or a delivery call-off will never be closed by a receipt.
- According to tolerance: If the percentage expressed between the received quantity in purchase unit and the ordered quantity is larger than the threshold set on the Repl tab of the product record, then the Close information of the receipt line is initialized to Yes and cannot be modified. Upon receipt creation, the order line or the delivery call-off will be closed.
- Tolerance and rest on demand: If the percentage expressed between the received quantity in purchase unit and the ordered quantity is larger than the threshold set on the Repl tab of the product record, then the Close information of the receipt line is initialized to Yes and remains modifiable. Upon receipt creation, the order line or the delivery call-off will be closed.
Hope this blog helps!
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