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Blanket PO for services

Forum|Forum|1 year ago
August 5, 2024
4 replies
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kbedillion08
Freshman I

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

Best answer by ChandraM

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”.

C

+8

ChandraM
Semi-Pro I
Answer
Forum|Forum|1 year ago
August 9, 2024

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”.

Chandra M