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| . ''The supplier option, if non blank, takes precedence unless the salesperson option is explicitly set to '''NO'''. If both supplier and salesperson are blank, a purchase order will not be required.'' | . ''A Purchase Order is not required if either option is set to '''NO''' or neither option is set to anything.'' |
Notes on how the Purchase Order Required options on the supplier and salesperson work
Currently, the option on the supplier record "Po Required to receive stock" take precedence if it is set.
- If the above option is not set (i.e is blank), the options on the sales person come into effect
"Po required to receive external stock" for supplier purchase orders
"Po required to receive internal stock" for branch transfers
- If the final result is that a purchase order number is required, a number of additional checks should take place. This is true except in the case where the option in regards to internal stock is set (this is a known bug). The checks that do take place are:
- Not being allowed to increase the quantity (based on the previous quantity). If blind receipting is being used, the first entry for quantity is allowed regardless.
- A check against the stock item being entered is made. If the stock item is not found anywhere on the purchase order, a warning is given to the user, but they are still allowed to continue.
We propose the following:
Remove the option "Po required to receive internal stock" from the salesperson record
Rename the option "Po required to receive external stock" by leaving out the term "external"
- Change the precedence of the options in regards to the salesperson and supplier. The logic will be as follows:
Supplier Option |
Salesperson Option |
Po Required |
Y |
Y |
Y |
Y |
N |
N |
Y |
"" |
Y |
N |
Y |
N |
N |
N |
N |
N |
"" |
N |
"" |
Y |
Y |
"" |
N |
N |
"" |
"" |
N |
- The logic in code format:
po_required = (supp_option == 'n' || sperson_option == 'n') ? NO : ((supp_option == 'y' || sperson_option == 'y') ? YES : NO);
A Purchase Order is not required if either option is set to NO or neither option is set to anything.
We will provide a new option as follows "Generate stock receipt lines from expected transfers" and the current option "Generate stock receipt lines from purchase order" will only apply to purchase orders from external suppliers.
- The above mentioned checks will work as they currently do now, by disallowing an increase in the quantity, and giving a warning if attempting to receipt an item not on the purchase order.