Issue/Symptom/Question

How can I prevent entry of an invoice in excess of the amount on a PO?

Applies To

PENTA for Windows

Purchasing>Purchase Orders - Grid Option

System Management>System Rules>System Configuration>Purchasing

Resolution/Fix/Answer

Setting up a Purchase Order Overrun Amount or Percent would prevent an AP invoice from exceeding a Purchasing amount = (Purchase Order Amount + Overrun Amount or Percent)

Overrun amounts are typically used when the final Purchase Order Amount is unknown when issued

Within the System Management>System Rules>System Configuration>Purchasing window, PENTA allows you to set up purchasing default overrun settings

These can be set by Purchase Order Type at the:

• Purchase Order level
• Purchase Order Line level 
• Unit Price Line level

These then would default on any new Purchase Orders set up in PENTA but can be overridden

When creating a Purchase Order, review and/or update the Overrun Amounts or Percentage either on the Primary tab, for the total PO or within the Detail tab, for the PO Line to prevent entry of AP invoices that exceed the committed cost