Notes on how the Purchase Order Required options on the supplier and salesperson work

A purchase order is required if the following conditions are met:

Supplier Option

PO required to receive stock on the supplier record

Salesperson Option

PO required when receiving stock on the salesperson record

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);

The logic in English:

• A Purchase Order is not required if either option is set to NO or neither option is set to anything.

If a purchase order number is required, a number of additional checks take place. The checks that do take place are:

1. 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.

2. 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. Note that this check happens as long as a purchase order has been entered, regardless if it was required or not.

Change Log

#9762 - 27/06/06

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, so that NO takes precedence (see above for more detail).

• 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.

• 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.

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