Non-Stock Items: Rules of Line Completion and Closure

Lines of the Non-Stock type on the Details tab of the Non-Stock Items (IN202000) form are completed and closed based on the completion rule specified for the applicable non-stock item in the Close PO Line box. The system determines if a line of the Non-Stock type should be closed and completed by using the following rules:

  • If By Quantity is selected in the Close PO Line box for the item, the purchase order line is considered completed and closed (that is, the Closed check box is selected for the line of the purchase order) if the sum of the received quantity for the released purchase receipts prepared for the line is greater than or equal to the following: The quantity of the purchase order line * (Complete On (%)/100). The value of the Complete On (%) is defined for each line of the purchase order.
  • If By Amount is selected in the Close PO Line box for the item, the purchase order line is automatically considered completed and closed (that is, the Completed and Closed check boxes are selected for the line of the purchase order), when the amount of all the AP bills for that line is greater than or equal to the amount of the line.

Regardless of the option selected in the Close PO Line box, a line of the Non-Stock type is also considered completed on release of the purchase receipt prepared for the line if the you have selected the Completed check box manually in the non-stock line on the Details tab of the Purchase Orders (PO301000) form.

If you process the lines of a purchase order partially, multiple related purchase receipts and AP bills can be prepared for a single purchase order. The system determines which purchase order lines should be added to the prepared purchase receipt or AP bill depending on the state of the Completed and Closed check boxes in each line, as follows:

  • Completed purchase order lines are not added to the purchase receipt corresponding to the purchase order.
  • Closed lines are added to neither purchase receipts nor AP bills corresponding to the purchase order.

If all purchase order lines have the Completed check box selected, and at least one line still has the Closed check box cleared, the purchase order is assigned the Completed status. If all purchase order lines have the Completed and Closed check boxes selected, the purchase order is assigned the Closed status.

Note: You cannot delete a non-stock item from the system if there are any complete or incomplete transactions with the item or any unreleased documents that include this item.