Purchase Receipt quantity not flowing to Purchase Invoice screen in Sage X3

In Sage X3, we faced an issue for the Quantity not getting flown from Purchase Receipt to Purchase Invoice screen on the selection from the left list. As per the standard process, we create a Purchase order, and further we create a Purchase receipt using the same Purchase Order. Further, while creating the Purchase Invoice we select the respective Receipt which eventually flow the detail line data of the Receipt to Invoice screen which includes Product Code, Product description, UOM, Quantity, Gross price, etc. But here the quantity is not getting flowed from Receipt to Invoice screen.

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As shown in above screenshot, we have created the Purchase receipt with quantity 10 for “SASA001 – Test Supplier”.

Now we will be creating a Purchase Invoice using the same supplier code and select the respective Receipt from the left list. As you can see in above screenshot, all the details are flowing properly in Purchase Invoice detail line except the quantity which did not flow on Invoice screen.

Let’s check the steps to solve above the issue.

Navigate to Setup -> General Parameters -> Parameter Values. In Parameter values, expand the ACH Purchase field from the left list and select the folder. Here in the grid there is an option of INV – Invoicing rules. Click on the action button and select Details which will open the pop-up box as shown in below screenshot.

As you can see, the value for billable quantity is “Qty A”. So this means only those Receipt quantities will be flowing in Invoice detail line whose Status is “A”. But as you can see in the first screenshot (Purchase Receipt), the status is “Q” in detail line so that is the reason the quantity did not flow in the Invoice screen. Here we will select from the finder which Invoice Quantity we need to select so that quantity will flow in the Invoice screen. Here there are three options, A (Allocate), Q (Quality) and R (Reject). As per the clients requirement we will select the Products whose status is either Allocated (A) or in Quality (Q) i.e. (Qty A+Q).

Now we will create the Purchase Invoice from the Receipt using same supplier code and now we will check the whether the quantity will flow in the Invoice or not.

As you can see in the above screenshot, here the quantity 10 is flowing properly now in the Purchase Invoice detail line as it we changed the setting as per the requirement. So now here the Quantity is flowing properly from the Purchase Receipt screen to Purchase Invoice.

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