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Can you enter a blanket purchase order for services(consulting) with Acumatica warning when total invoices have reached the total on the blanket PO?

Hi @kbedillion08 Yes. You can add a Consulting service item (Non-stock item) to a Balnket PO in Acumatica.The items then can be added to a Normal PO from the Blanket PO.

Workaround 1: A direct AP Bill created for the Vendor’s Normal PO will show the warning message when the Qty Exceeds the ordered qty.

Workaround 2: If Consulting non-stock item is Configured as “Require Receipts”, a purchase receipt would be created for the hrs of Consulting received. If the hrs exceed the hrs order in the  PO, a warning message will be shown. Note: The Receipt action on the POline should be set to “Warn bit Accept” or “Reject”.


Hi @kbedillion08 Please find the below screenshots from my testing for your reference showing the warning message in the AP Bills and Adjustments.

Blanket Purchase Order Qty=10

 

AP Bill: Warning message shown when the qty is greater than the ordered Qty

 


Hi @kbedillion08  Please review the details and let me know if this helps

 


HI @kbedillion08 

Have you looked at Customer Contracts? You can set up a balance of a payment and deduct from it with service orders. 

 


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