Sometime we may come under a situation where we need to restrict the purchase order if there is no purchase request. This scenario can be handled on the basis of product. We may have a condition where we need to apply this restriction only for some type of product. We can apply this restriction for the whole category of product. This can help users in their business scenario if they wish to setup such restriction on particular products. In the same way we can also apply the restriction i.e. if there is no open order of a particular product, we won’t be able to create its purchase order. But standard allows this restriction only on product not on whole product category.
New Stuff:- Implement SSL Certificates with Sage X3 Syracuse web server
Steps to follow:
To restrict PO if there is no request-
There is a checkbox named “Mandatory PO request” placed in the PURCHASING tab of product master as shown in the below figure. As the field name it-self says that open order for this product is mandatory. Kindly check this checkbox if you want to apply restriction on that particular product.
Navigate: ALL -> COMMON DATA -> PRODUCT
If we want to restrict the whole product category we do have same checkbox in product category window as shown below figure.
Navigate: ALL -> COMMON DATA -> PRODUCT CATEGORY
Once we have checked this checkbox on product master and try to create the purchase order with this product, standard displays the below error and do not allow us to create the purchase order.
Hence, when we want to create a purchase orders for such kind of product we will always have to create the purchase request with respect to the restricted product and then convert the purchase request to purchase order.
To restrict PO if there is no open orders-
In the same way we can add restriction i.e. if there is no open order of a particular product, we won’t be able to create its purchase order.
There is a checkbox named “Mandatory open order” placed in the PURCHASING tab of product master as shown in the below figure. As the field name it-self says that open order for this product is mandatory. Kindly check this checkbox if you want to apply restriction on that particular product. We cannot apply this restriction on the whole category of the product.
Navigate: ALL -> COMMON DATA -> PRODUCT
Hence, when we want to create a purchase orders for such kind of product we will always have to create open order with respect to the restricted product and then convert the purchase request to purchase order. In this manner we have multiple conditions in product, product master and product site that can restrict product to create transactions.
In this way by marking up those check boxes we can apply the restriction for products in the process of purchase order creation.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
