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Purchase order line attributes conditions

  • 8 January 2024
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estebanperalta54
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Hi! I have a client with this requirement: for POs they need to be able to assign a condition to each line item, for example, new, used, refurbished, etc. This condition then needs to flow down to the purchase receipt so receiving makes sure they receive the item in its proper condition. We’ve already mentioned using line item notes but they don’t like it. I’ve thought about template items but that might be excessive. I’m thinking about item cross references or related items since Acumatica no longer has subitems. But if you have any ideas would be great.

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Best answer by Robert Sternberg 9 January 2024, 04:02

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Robert Sternberg
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Hi @estebanperalta54 

 

Approach 1: Have separate inventory items for each condition. 

Benefit - OOTB functionality, carries through to purchase receipt, on-hand inventory is well-managed based on original purchase condition. 

Drawback - On-hand quantity at the base item level is more difficult to have at your fingertips. 

 

Approach 2: Low-Code/No-Code, this could likely be done in the low-code/no-code architecture if it did not need to flow to the purchase receipt.  You could use printed forms, GIs, or Side Panels to list the intent from the original purchase order.

Benefit - Lower Cost, Flexible Solution. 

Drawback - Little PO Receipt Visibility. 

 

Approach 3: Full Developer Customization

Benefit - Matches the Customer’s Specific Needs.

Drawback - Higher Cost.

 

Hope this helps.

Robert Sternberg, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.

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