Setting Products for Mandatory Purchase Request

Setting Products for Mandatory Purchase Request

Tracking of Sales Representative and Commission

Setting Products for Mandatory Purchase Request

Some organizations require purchases to go through the requisition step. Still, users often need to pay more attention to it because they consider the requisition an internal document of “less importance.”
However, SAGE X3 provides a control to ensure users complete that stage, especially if the policy is that all purchases must go through requisitions.
This can be accomplished either at the product category or the product master.

On Product Category

To do that, go to Common Data>> Products>> Product Categories
Scroll down to the Purchase/Sales Section
Setting Products for Mandatory Purchase Request Image-1
Check on the field Mandatory PO Request and save
Setting Products for Mandatory Purchase Request Image-2
This means, every product in this category, will have to go through a mandatory purchase request.

Important: This will apply to products that will be created after this mapping is done. A product in this category must be mapped individually through the following process.

On Products

To do that on exclusive products within a category, go to; Common Data>> Products>> Products
Scroll down to the purchasing section
Setting Products for Mandatory Purchase Request Image-3
Check on the mandatory PO Request field.
This also means that users must go through the requisition stage whenever they want to purchase this product.

Otherwise, if they try to do a direct order, the system will block them with a pop-up message: “Direct order prohibited for this product. You must use a purchase request.”

Setting Products for Mandatory Purchase Request Image-4

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