Important Information About Setting Up Purchase Types

If a Purchase Type contains a purchase invoice stage but no other mandatory invoice stages, either matching or confirmation, then a purchase invoice line may be set to closed as soon as the line is entered.

This means that you cannot amend the line or enter any ancillary information against this invoice line. For example, split analysis, item characteristics or standard text. To enable amendments or entry of ancillary information, you should set the Hold after Completion indicator on Purchase Invoice Entry Stage, or, set up another Purchase Invoice Stage such as Invoice Confirmation.

Either of these ensures that the invoice line is not completed immediately after the entry process.

If a Purchase Type contains only a purchase order stage, or just a purchase order stage plus an optional order confirmation stage, then a purchase order line is set to closed as soon as the line is entered. This means that you cannot amend the line or enter any ancillary information against this invoice line. For example, split analysis, item characteristics or standard text. To enable amendments or entry of ancillary information, you should set the Hold after Completion indicator on Purchase Order Entry Stage or set up another Purchase Order Stage.

Either of these ensures that the order line is not completed immediately after the entry process.