Purchasing Business Rules

Business Rules

A purchase order can't be created or saved if all required fields are not filled in.

A purchase order can't be created with any Status other than PENDG and Sub Status of READY.

A pending purchase order's Status can only be changed to ISSUE or CANCL.

An issued Purchase Order's Status can't be changed to PENDG.

Purchase Order Total Cost is the sum of all Line Item total costs + shipping cost + misc. cost.

Purchase Order Line items issued to a warehouse cannot have a material that is not associated with the selected warehouse.

A blanket order release can only be created from a blanket order Status ISSUE and with a release number of zero.

A release has all the same information from the original blanket order except it won't have any line items and have the Status Sub Status PENDG/READY.

Issues to a work order, asset, account, or resource use the LIFO costing method.

The user can't cancel a purchase order with received items on it.

If the user chooses to close a purchase order with open items on it, or cancel one that hasn't had any items received, then the remaining line items are changed to an order quantity of zero. The user is informed of this.

If the module option Allow Receipt from Purchase Order is enabled, then a user might receive items from the Items tab of an issued purchase order by selecting a line item and clicking a button. This launches the Material Receipt screen pre-filled with the Line Item's data.

Line Items might be issued to a warehouse, a work order, an asset, an account, or a resource.

A Line Item might have only one asset, work order, or resource.

If the module option Allow Non-Inventoried Materials (Material on the Fly) is enabled, then the user might add a non-inventoried item as a line item, but it cannot be issued to a warehouse.

If no line items are on the purchase order, then the user won't be allowed to change the Status of the purchase order to ISSUE.

Average Cost does not change and is not used on issues to a work order, asset, account, or resource.