To validate the total amount of documents during the data entry of various types of Purchase Orders & Purchase Receipts, the following steps can be followed:
- Redirect to the Purchases from the main menu, open the Purchase Order Preferences (PO101000) form, and head to the “Validate Total on Entry section.
If the validation is required for Purchase receipts, then select “For Receipts” for Normal & Standard POs, select “For Normal & Standard orders”; for Blanked POs, select “For Blanket Orders,” for Drop-ship POs, select “For Drop-Ship Orders” & LCs select “For Landed Costs.”
2. Let’s assume that validation is required for Purchase Receipts. For this tick mark on “For Receipts” checkbox and click on Save.
3. Now add a new record of Purchase Order. Select the vendor, enter the description, add the item, and enter the qty and cost (if required).
Click Save & Remove Hold. The status of the order changes to “Open”.
4. Click “Enter PO Receipt.” Save it.
5. Since the Purchase Receipt amount needs to be validated, enter the total document quantity in the “Control Qty” box and save it.
If the Control Qty differs from the Total Qty, will raise the following error.
6. Now click on the“Release” button. The status of the Purchase Receipt gets changed to Released.
In a similar way the validations can be implemented for Normal, Standard, Blanket POs and for Landed Costs.
This blog explains how to Validate the Totals-Purchase Orders, Purchase Receipts, Landed Costs. For an immersive Acumatica customization and implementation consultation, mail us at info@germinit.com
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