Hi
Is there a functionality in NAV to block a purchase order from receiving. This will help to prevent store-man from receiving the order accidentally.
Thank you in advance.
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It is completely possible with your customization. You can simply add a new field to the Purchase Header Table (Type : Boolean) and in the posting code unit you can check if the field is marked true. If it is true you can hold the posting.
You can also play with a status "Open" or "Released" for the PO, e.g. you cannot post it until it has "Released" status.
You can simply add the field at PO and can give specific people access to mark that field.
Further, you can add validation at PO post based on the value selected at this newly created field.
Hi Nareshwar,
To be more specific, these are direct charge POs that we need to be on-hold even they are physically arrived and don't want to to be received until stores are informed. Is it possible that I put a customization to create a check box Blocked in the purchase order document and triggers a message if trying to receive.
Thanks,
You can't block "accidental" the posting of the purchase order using standard functionality, as accidents can always happen. If the same person should be able to post the purchase order when needed, there is no smart option to prevent him from posting that accidentally.
There might be few workarounds I can offer.
1. You can theoretically play with approvals (e.g., purchase order to be posted only when approved by the same person first, so it would require from store-man to first approve and then post).
2. You can create a special technical dimension value and make it obligatory for selecting on the vendor payables account. If the dimension value is not selected in the PO, then attempt to post such order would be unsuccessful (error with warning message would appear and it can prevent from accidental posting). Then, when PO really needs to be posted, a store-man will select this dimension value in the PO and only then post it.
3. Another option is to make a customization so that the system would ask more intensively if the purchase order really needs to be posted.
Hi,
No such functionality in the standard. But there should be anyways Receive will happen. How will you trigger accidental scenarios?
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