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Setting Products for Mandatory Purchase Request

Setting Products for Mandatory Purchase Request

Setting Products for Mandatory Purchase Request

Certain organizations prefer that all their purchases go through the requisition step. Most users prefer to skip the requisition stage because it is an internal document often considered “Not as important” However, SAGE X3 provides a control to ensure users don’t skip that stage especially if it is a policy that all purchases must go through requisitions. This can be done at the product category master or at the product master.

On Product Category

To do that, go to Common Data>> Products>> Product Categories Scroll down to the Purchase/Sales Section
Setting Products for Mandatory Purchase Request
Check on the field written Mandatory PO Request and save
Setting Products for Mandatory Purchase Request 2
This means, every product in this category, will have to go through a mandatory purchase request. Important: This will apply to products that will be created after this mapping is done. A product that already exists in this category will have to be mapped one by one through the process outlined next.

On Products

To do that on exclusive products within a category, go to; Common Data>> Products>> Products Scroll down to the purchasing section
Setting Products for Mandatory Purchase Request 3
Check on the mandatory PO Request field. As well, this means any time a user wants to purchase this product, they have to go through the requisition stage. Otherwise, if they try to do a direct order, the system will block them with a pop-up message “Direct order prohibited for this product. You must use a purchase request.”
Setting Products for Mandatory Purchase Request 4

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Greytrix Africa is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300, Sage 300 People (HRMS), Sage CRM, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), Sage 300, Sage CRM, and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics), and Agriculture.

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