How to restrict purchase invoice creation without purchase receipt?

By | November 25, 2015

Have you come across a scenario where you want to restrict purchase invoice creation without the creation of purchase receipt. Sage X3 has the standard feature where you can restrict to create the invoice without purchase receipt.

New Stuff: How to automatically allocate the work order

Navigate: Setup>General Parameters>Parameters values

Set the parameter “PBUKA=Load from receipt only”.

If you try to create the purchase invoice without creation of receipt. System gives the below error message

Also, we can set the below values to the same parameter.

If we set the Load from receipt only then (no matter if the corresponding receipt has been processed or not) for lines that are for products with the received checkbox active. This will enforce the user to always process receipts before invoicing.

No restriction: No restriction on line loading. The line can be loaded from either receipt of PO, no matter if the corresponding receipt has been processed or not. This means that the invoices can be created without receipts

Load from PO if no receipt exists: The line can be loaded only from receipt when the receipt has been processed against the purchase order. The only time the line can be loaded from the PO line is when the corresponding receipt does not exist at the time of invoicing. This will allow the parameter to work for POs that have split or prepaid payment terms. PO lines that are of type “Back to Back: Direct to Customer” will not be blocked as they are not received.

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