Purchase request is a document detailing required items, the number required and when they will be required. Once approved it becomes a purchase order. A purchase request is an unapproved purchase order. The purchase request details what items and services are required, the quantity, supplier, and associated costs.
A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services. It is used to control the purchasing of products and services from external suppliers.
In Sage X3, there is a parameter with the help of the same user can restrict the creation of purchase order from partially signed purchase request.
Follow the below steps for the same:
Step 1:
Navigate To: Setup > General Parameters > Parameters values
- Select ACH parameter from left hand side.
- Go to in details of PSH group as shown in below figure.
3. Set value of PSHPRTORD parameter as a ‘No’ as shown in below figure,
Navigate To : Purchasing > Purchase requests > Purchase requests
- Create a Purchase request with 2 lines
- Do signature of line no.1
- Now create Purchase order from the same purchase request.
It will not allow to create purchase order from the purchase request which is partially signed. Also Order button will get disabled after creation of purchase request, as shown in below figure,
Now, we will see if the user set parameter as a ‘Yes’.
Navigate To : Purchasing > Purchase requests > Purchase requests
- Create a Purchase request with 2 lines
- Do signature of line no.1
- Now create Purchase order from the same purchase request.
It will allow to create purchase order from the purchase request which is partially signed. Also Order button will get unable after creation of purchase request, as shown in below figure.
With the help of above setup user can restrict the creation of purchase order from partially signed PR.
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.