How to block creation of purchase order from partially signed PR

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

  1. Select ACH parameter from left hand side.
  2. Go to in details of PSH group as shown in below figure.
Fig 1 : Parameter values

3. Set value of PSHPRTORD parameter as a ‘No’ as shown in below figure,

Fig 2 : Parameter values

Navigate To : Purchasing > Purchase requests > Purchase requests

  1. Create a Purchase request with 2 lines
  2. Do signature of line no.1
  3. 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,

Fig 3 : Purchase request

Now, we will see if the user set parameter as a ‘Yes’.

Navigate To : Purchasing > Purchase requests > Purchase requests

  1. Create a Purchase request with 2 lines
  2. Do signature of line no.1
  3. 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.

Fig 4 : Purchase request

With the help of above setup user can restrict the creation of purchase order from partially signed PR.

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