Hi @RavenClaw ,
Please find my response below:
1. As per my understanding, there is no standard option to set an expiration date for a PO. Even if a custom field is used to capture an expiration date, the system does not provide any control or restriction on the PO based on that date.
Instead, you may consider using the standard system functionality to close the PO. Once a PO is closed by the Purchase Order Processor, users will no longer be able to reference or use that PO on invoices.
Attaching settings screenshot for your understanding purposes:
Sample screenshot:
2. Could we enforce an Additional level of Control for Goods received in the PO Matching Rule? This way the approvers and business can take ownership? Or some sort of a flag or indicator in the system?
Pooja - In matching rule section, there is not a much scope for customization. Maximum we can setup some threshold (%) for certain fields such as unit price/quantity/total amount etc. and accordingly warning/hard stop msg can be triggered.
If my understanding about your query is wrong then please feel free to provide some example and expected result so that I would be able to understand the scenario and able to guide accordingly.
If this answers your query, then please mark solution as accepted.
Hi @RavenClaw ,
Please find my response below:
1. As per my understanding, there is no standard option to set an expiration date for a PO. Even if a custom field is used to capture an expiration date, the system does not provide any control or restriction on the PO based on that date.
Instead, you may consider using the standard system functionality to close the PO. Once a PO is closed by the Purchase Order Processor, users will no longer be able to reference or use that PO on invoices.
Attaching settings screenshot for your understanding purposes:
Sample screenshot:
2. Could we enforce an Additional level of Control for Goods received in the PO Matching Rule? This way the approvers and business can take ownership? Or some sort of a flag or indicator in the system?
Pooja - In matching rule section, there is not a much scope for customization. Maximum we can setup some threshold (%) for certain fields such as unit price/quantity/total amount etc. and accordingly warning/hard stop msg can be triggered.
If my understanding about your query is wrong then please feel free to provide some example and expected result so that I would be able to understand the scenario and able to guide accordingly.
If this answers your query, then please mark solution as accepted.
