Purchase Order Special Item Validation

Does anyone know of a way to perform special item validation on the purchase order when creating a PO manually? In RSS, if you create a special that matches a number in your item master you get a warning. We are looking for a way to do that with our buyers when they manually create specials. We were hoping it can be done on the vendor item field of a PO line when the item type is Special. Here is a screenshot of what I'm referring to in RSS:

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Accepted answers

andy

You could, but I think you would run into an error because you're removing a key from the set and still including a lower level key (VendorItem).

Maybe try using Set2 and exclude Item and Vendor?

Set2

indexed

Sort Order

ProcurementGroup

VendorItem

Item

Vendor

All comments

Sandeep Chandak

@patrick-webley We do provide a message when creating a PO line for a special item and if that item already exists in the item master.

Stace Webley

Thanks, Sandeep. What field is it based on? Vendor item or manufacturer item? I would like to test that out.

Sandeep Chandak

It is based on the Item field

Stace Webley

When a buyer enters a special they put the vendor item or manufacturer number in the item field. Will it look those values up in the Vendor Item table and Item Master table?

ben-auer

Hey @andrew-tarver - looks like the item notification will pop up if change is made to the PO or the line added. Could "purchase order release" be a trigger for this check?

We notice that if we add the requisition to the PO, and release it the notification will not pop up.

andy

You likely could by adding a similar entrance / exit rule to the Release instance action (Unreleased state), but since you're at the PO header you'd need to check against the associated PO Line Set of specials with your PO Line Relation that checks for related Vendor Items; or create a single PO to PO Line Relation to check against and warn / block if the relation exists.

Not sure how it'd affect performance and other down stream actions, so you'd probably want to try different options and test it thoroughly.

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