How can we prevent the direct Purchase order creation in SAGE X3V12?

While working on Sage X3, have you come across a case where you can prevent the user from a direct purchase order creation without creating a purchase request?

The answer is Yes.

In this blog, we’ll look at how we can use Sage standard functionality to prevent a Sage X3 user from creating a direct purchase order without first creating a purchase request.

Navigation -> Common data -> Products -> Products

In Sage X3, there is a check box called Mandatory PO request on the Product master under the Purchasing tab as shown in image 1. Once the user has activated this check box, the X3 system will stop direct purchase order creation for the selected Item master.

Image 1

Navigate to -> Common data -> Products -> Product category

We can set the “Mandatory PO request” by default as active in the purchase category. However, if the Sage X3 user wants to create a new product by using the product category, the Sage X3 system will automatically make the “Mandatory PO request” set to activate automatically as seen in Image 2.

Image 2


Navigation -> Purchase -> Orders -> Orders

If the Sage X3 user wants to create a direct purchase order creation, the Sage X3 system prevents the user and displays the error message. Please refer to the screenshot image 3 for a better understanding.

Image 3

Thus we hope this blog will help you understand how can we prevent the direct Purchase order creation in SAGE X3. For more informative blogs on Sage X3 functions, subscribe to our newsletter now!

About Us- Recognized for its X3 implementation and customization the world over, GerminIT is one of the oldest Sage X3 (a Sage Business Cloud Solution) development and implementation enablers and a one-stop solution provider for Sage X3 organizational needs. With a proven track record of X3 development and implementation solutions for clients across the US, UK, Middle East, Australia, Asia, and Africa, we bring complete end-to-end assistance for data migration, system integrations, technical consultations, implementation competence, third-party add-on development, and product customizations.  With GerminIT your business will be supported with the best-in-class Sage X3 customization and development services, integrated applications such as Shipping System | eCommerce | Business Intelligence | POS | WMS | Payment Gateway, and mobile add-ons solutions. GerminIT caters to a wide range of Sage X3 offerings. Currently, we provide end-to-end support with Sage X3 implementation and customization solutions for Sage business partners, Sage PSG, and end-users worldwide.


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