In Sage X3 you can automate the procurement system for throwing either a warning or blocking message at the time of receipt and invoice if the detail line has changed. For e.g. If you are creating a receipt for the purchase order and your quantity exceeds by 10% of that in the purchase order then you can setup X3 to throw a warning or blocking message as per the company policy.
In X3 you can setup the tolerance in three different ways
1) For each Supplier
2) For a particular product
3) For each product-supplier combination
New Stuff : Changing Bulk Products Category in Sage X3
In our example we will display how to display a blocking message when the order quantity is exceeded by 10 quantities. Also we shall be setting up matching tolerance for the product supplier combination.
The below screenshot displays creation of tolerance matching.
Assigning the tolerance to a Product-Supplier combination in the matching tolerance field.
Now when you shall recive the product with quantity increased by more than 10 as compare to the quanitity in the prchase order the system will throw a warning message.
In this exampe i had selected 10 quantites in the purchase order and increased it by 11 in the receipt which had triggered the above message when i clicked on create button.
Based on the business process followed we can setup tolerance matching for quantites and receipt dates as well. While matching the receipt date the system checks if the receipt date entered is earlier or later than the purchase date and warns the user depending on the threshold setup in the tolerance screen.
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