Unit Cost Restriction in Three Way PO Matching Module

By | September 27, 2023

In Sage 300 ERP, we have an Add-on module, Three-way PO matching, which makes sure that a Purchase Order matches the Purchase Receipt in terms of how much and how many quantities were received. This system prevents users from accepting a receipt that says they got more quantities or cost than they were supposed to according to the purchase order. If this happens, the system tells the user that the received quantity or amount can’t be more than what was in the purchase order.

New Stuff:- Validation on Generating Duplicate Vendor/Customer

In the Three-way PO matching, the cost restriction is based on the Extended Cost of the PO Receipt and Invoice. We have now enhanced our Add-on and have introduced restriction on the Unit Cost rather than the Extended Cost so that a change in Unit cost of the Item from PO to Receipt will prompt user of the changes or limitations allowed.

As you can see, a P/O Order entry is done and posted for three items with Unit Cost as defined in the below Transaction.

Original Unit Cost of P/O Order Entry
Fig 1.2 Original Unit Cost of P/O Order Entry

Once the PO Order is done, user will populate the PO in the Receipt Entry. Once the user will try to change the Unit Cost, system will throw a validation as set in the configuration of Three Way

Po matching module which consists of 3 Types:
1. Warning

2. Error

3. Tolerance

Modified the unit cost in P/O Receipt Entry
Fig 1.3 Modified the unit cost in P/O Receipt Entry

In this case, User has set ‘Error’ Validation, which will popup an Error message and will reset the Unit Cost to the original one as on Purchase Order Transaction. Refer below image to check how an error message will pop up and reset the quantity on Purchase Receipt. This similar functionality is achieved in Purchase Invoice which will have validations on the Quantity and Unit Cost for Purchase Receipt and Purchase Invoice transactions.

Error for modified unit cost
Fig 1.4 Error for modified unit cost

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