Automatic Closing of purchase request in Sage X3

By | November 28, 2013
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Purchasing -> Purchase request -> Close Purchase request -> Automatic Closing

This function is used to close in bulk a selection of Purchase requests entered in the Purchase requests function.

Pre-requisite

An authorization can be granted for this function to limit the processes to a company or a site. The following options can be activated or de-activated for each user:

  •   All requesters

The PRs to be processed are selected on the basis of the following criteria:

  • Company
  • Site
  • Requester (selection among the users)
  • Date range (PR creation date)
  • Range on the number of the PR to be processed

The log file flag is used, when checked, to obtain a summary of all the validated journals at the end of processing.

When the close function is launched, the pre-commitments generated by the PRs are reversed (in negative amounts).

ClosePR1

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