How to close partially received purchase orders automatically

By | November 4, 2013

Sometimes ERP user doesn’t need to keep partially received purchase orders.

It could be one of the company’s policies wherein purchase orders are not retained, once the receipts are made against it, even though it is partially received or a user wants to clean up the ERP system from the large number of Purchase Orders entered in the system over the years.

One of the unique features of Sage 100 ERP allows closing the partially received purchase orders. Let’s see how to enable this feature in Sage 100.

  • Open the Sage 100 Company and go at Purchase Order -> Setup ->Purchase Order Options -> Main tab and select the check-box ‘Automatically close partially received purchase orders’ 
  • When you select the check box to “Automatically close partially Purchase Order “then “Receipt Variance to close purchase Order Lines” enables user to put percentage value in same.
  • Type the percentage of variance from the originally ordered quantity within which a purchase order is considered received. i.e. suppose a purchase order contains 10 quantities of items and user have received 5 quantities against it as a partial receipt, then a purchase order gets closed due to setting in receipt variance as 50 %.

However, user can avoid further cleanup activities of closing partially received purchase orders!  

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