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Hi
In Purchasing if we setup our Quantity Tolerance Shortage to 5% and if we receipted the PO within the 5% shortage. I read that it will automatically cancel the remaining Quantity.
For example
QTY Ordered 100, Shipped/Receipted 98. As soon as you hit save the end result will be Ordered 100, Shipped 98, Cancelled 2
My question is, can we prevent the remaining quantity (2) to be automatically cancelled by the system incase we needed the remaining quantity for later on?
Your advice will be much appreciated.
Regards,
Tim
HI Tim,
Your assessment of how the Quantity Tolerance Shortage functionality works is spot on. Below is the definition from the help menu.
Shortage Mark Shortage and then enter the percentage to use when the quantity received is less than the quantity ordered. If the difference between the quantity received and quantity ordered falls within the quantity tolerance percentage, the difference between the quantities is canceled and the status of a line item is automatically changed to change order, received, or closed. The status of the line item depends on whether or not the line item has been invoiced.
If you do not want to cancel the remaining 2 lines automatically, you would have to turn this setting off. If you unmark this option, then you could ship/invoice the 98 quantity, and the 2 quantity would remain on the PO so that you could receive them later or cancel them later manually as that is the whole point of this feature to cancel the remaining quantity.
If you had a PO where this occurred you could reopen the PO by going to (Purchasing >> Transactions >> Edit Purchase Orders) change the status to 'Change Order' then open the PO in the PO Entry window, and add a new line with 2 quantity on it for the item. You have to add a new line as you cannot reopen a closed PO line, but you can add a new line to the existing PO.
I hope this helps!
Thanks!
Isaac Olson
Microsoft Support
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