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How auto-receiving thresholds work?
Two parameters can be set for auto-receiving:
- Auto Receiving based on Purchase order - Application.Procure.AutoReceiveOrderAmount
If the total cost of the purchase order (PO) is less than the threshold set in this parameter, the items are Auto-Received on due date. - Auto Receiving based on line item - Application.Procure.AutoReceiveLineItemAmount
If the threshold for purchase order (PO) total cost is surpassed, then, the system looks at the threshold for the line item. If the line item falls below the threshold, then, the items are Auto-received on due date.
*Anything that is over these thresholds causes a look at the receiving type that is set for each item. If the receiving type is not set, then, the item is manually received by quantity.
Example of how these work together:
Purchase order threshold: $100
Line item threshold: $50
Line item 1 : Set to Auto receive on order date
Line item 2: Receiving type not set
| Case 1 | Case 2 | Case 3 | Case 4 | |
| Line item 1 | $60 | $60 | $40 | $60 |
| Line item 2 | Null | $30 | $100 | $70 |
Case 1: The total cost of the order does not surpass the purchase order threshold. Line item 1 is auto-received on due date.
Case 2: Line item 1 and Line item 2 sum to $90, which falls below the order threshold. Both line items are auto-received on due date.
Case 3: The sum of the items surpasses the order threshold. The system looks at the line item threshold. Line item 1 is below $50, so this item is auto-received on due date. Line item 2 does go over the threshold. The system finds that no receiving type is set up. Line item 2 is manually received by quantity.
Case 4: The purchase order threshold is surpassed, and both line items surpass the line item threshold. Line item 1 has a receiving type configured, but line item 2 does not. Line item 1 is Auto-receive on order date and Line item 2 is manually received by quantity.
When you do not specify the currency in parameters (for example: 1000 and not 1000EUR) then system will default currency as USD and calculate threshold based on it. Also, when receiving is not configured, by default the item/part will be manually received by quantity.
Purchasing > Receiving
Purchasing > Receiving > Receipt Import/Export
Purchasing > Receiving > Receiving Types