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How to block creation of purchase order from partially signed PR

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Purchase request is a document detailing required items, the number required and when they will be required. Once approved it becomes a purchase order. A purchase request is an unapproved purchase order. The purchase request details what items and services are required, the quantity, supplier, and associated costs.

A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services. It is used to control the purchasing of products and services from external suppliers.

In Sage X3, there is a parameter with the help of the same user can restrict the creation of purchase order from partially signed purchase request.

Follow the below steps for the same:

Step 1:

Navigate To: Setup > General Parameters > Parameters values

  1. Select ACH parameter from left hand side.
  2. Go to in details of PSH group as shown in below figure.
Fig 1 : Parameter values

3. Set value of PSHPRTORD parameter as a ‘No’ as shown in below figure,

Fig 2 : Parameter values

Navigate To : Purchasing > Purchase requests > Purchase requests

  1. Create a Purchase request with 2 lines
  2. Do signature of line no.1
  3. Now create Purchase order from the same purchase request.

It will not allow to create purchase order from the purchase request which is partially signed. Also Order button will get disabled after creation of purchase request, as shown in below figure,

Fig 3 : Purchase request

Now, we will see if the user set parameter as a ‘Yes’.

Navigate To : Purchasing > Purchase requests > Purchase requests

  1. Create a Purchase request with 2 lines
  2. Do signature of line no.1
  3. Now create Purchase order from the same purchase request.

It will allow to create purchase order from the purchase request which is partially signed. Also Order button will get unable after creation of purchase request, as shown in below figure.

Fig 4 : Purchase request

With the help of above setup user can restrict the creation of purchase order from partially signed PR.

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Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We would like to hear from you.


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