Sage 100

Sage100 2016 - Is there a security feature that I'm missing that will prevent a user from adding a new line while in a PO Receipt of Goods? There is one that stops over-receiving the line but nothing that I can see stops them from adding a new line. Thanks

I couldn't find a security feature that addressed that issue. Does the user need access to Inventory? Maybe if you took away Inventory access then they couldn't add an inventory item to the ROG.

Why are they adding items to the ROG? Are the POs long and it's hard to find the line with the item number? Sometimes teaching them to use the Quick Row lookup helps, also adding the line number to the PO print out can save some headaches. I usually teach the users to pull the qty backordered and qty invoiced up from the 2nd grid to main grid to help them see previous ROG/ROI info.

@MoiraGoggin I agree, they shouldn't be adding new lines during ROG and deviating from the what was originally ordered. However, vendors are sending the wrong items and/or adding items that were not ordered. Receivers are just adding the new stuff during ROG. I know, I know, train them and write a procedure but I thought it would be nice if we could just block them altogether from doing so. @JaneCavanaugh preventing them from adding an item in IM does not prevent them from adding new lines in ROG.

If that's the issue, the vendors sending add'l items or the wrong items, then it isn't a software issue. Blocking them from adding the line items would be worse, you'd have items in the warehouse that aren't in Inventory or PO History and then later the issue of partial payment of invoices, etc. The correction needs to occur at the time the PO is placed and letting the vendors know that deviations will not be accepted nor returned. Add terms and conditions on the PO form and verbally have the buyers back it up. Email the new policy out to all vendors. Once vendors aren't paid for their mistakes they'll stop making them.

@MoiraGoggin Sorry, I disagree. The correction cannot occur when the PO is placed, the order is already sitting on the dock waiting to be received into Sage. If you let receivers add the items that were not ordered, it could get buried in the paperwork, possibly paid by AP and the Vendor error will never surface. If something was not ordered on the PO, it should not be received. There should be a process for dealing with such errors but not allowed into IM. It could cause all kinds of problems with history, future material requirements, stock levels, etc

I see your point too, my take is to prevent the error before shipment through vendor education and terms. I've dealt with it both ways, as I'm sure you have too @KennyDaniel, and would rather not have refused product on the dock waiting for returns.