Tip & Trick – Sage X3 – How to stop created purchase receipts lines from automatically closing.

When creating purchase receipts, the receipt line is automatically being labelled "YES" in the Close field but without any invoicing being executed against the receipt.

The general parameter for ACH Purchase is set such that the receipt line that meets certain parameters gets closed.

Resolution

Step 1 - Go to Setup, General Parameters, Parameter Values.

Step 2 - Select the ACH Purchase parameter in the left list.

Step 3 - In the right grid select REM.

Step 4 - Right click and select Detail.

Step 5 - Select the Value field POHCLE.

Step 6 - Double click in this field and select the parameter that affects the Close field in the receipts function.

Step 7 - There should be 5 choices to choose from.

a) If equal or larger: if the received quantity is equal to or larger than the quantity of the order line (decreased by any quantity already received) or of the delivery call-off, then the Close information of the receipt line is initialized to Yes and can no longer be modified. Upon receipt creation, the order line or the delivery call-off will be closed.

b) On demand: if the received quantity is larger than or equal to the quantity of the order line (decreased by any quantity already received), then the Close information of the receipt line is initialized to Yes and can be modified. Otherwise, it is initialized to No. Upon receipt creation, if the Close information remains set to Yes, the order line or the delivery call-off will be closed

c) Never: The Close information of the receipt line is initialized to No and cannot be modified. An order line or a delivery call-off will never be closed by a receipt.

d) According to tolerance: If the percentage expressed between the received quantity in purchase unit and the ordered quantity is larger than the threshold set on the Repl tab of the product record, then the Close information of the receipt line is initialized to Yes and cannot be modified. Upon receipt creation, the order line or the delivery call-off will be closed.

e) Tolerance and rest on demand: If the percentage expressed between the received quantity in purchase unit and the ordered quantity is larger than the threshold set on the Repl tab of the product record, then the Close information of the receipt line is initialized to Yes and remains modifiable. Upon receipt creation, the order line or the delivery call-off will be closed.

Step 8 - Depending on what is chosen, is what will be put in that Closed field. Normally it is set to If Equal or greater than.

Step 9 - Click End.

Step 10 - Click Save.

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