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I have a case, when i need to pay Purchase Order in advance, but not in a full amount. I am trying following steps:
- Create PO on 100$
- Create Prepayment Request (AP Bill with prepayment type) base PO - here I can adjust document amount, but I also need to control that purchase manager (user) does not has possibility to change (rise up) document amount after PO was approved. Simply to say, user should be allowed to create prepayment based PO with following condition: Prepayment Amount <= PO Amount. Because I cant set this kind of logic here, i had disabled this fields for users using Automation Steps (SM205000).
- Create Check and Payment based AP bill Prepayment - here I have a possibility to reduce original Purchase Order 100$ and have no possibility to rise. After I fill Payment Amount (in header) and Amount Paid (Documents to Apply tab) field, I can't release document, it says that "Prepayment is not paid in full. Document will not be released", but it is balanced.
Does anyone has this kind of problem and how was it solved? Is there any set of configuration regarding this case or it required customization?
Hi Levan,
I experience the same thing that you do and I can't think of a solution other than doing a small customization on the Bills and Adjustments screen to do your Prepayment Amount <= PO Amount logic.
Personally, I think the whole prepayment authorization document on the Bills and Adjustments screen is a complete waste of time. I wish that prepayments on the Purchase Orders screen functioned the same way as they do on the Sales Orders and Quotes screen. There is a thread on the Ideas website (click here) that you might want to chime in on.
Hi Tim,
In this case I will try to customize and will write how I will solve this case.
Acumatica just posted a link to a Webinar being help next Thursday about improving Purchase Order Prepayments.
Seems like they will be showing some Acumatica 2019 R2 Beta functionality and taking feedback.