Receipt Tolerance on item level, Item category and Purchase and Payables setup

In standard Business Central, a user cannot receive more units than the Quantity in the purchase order. However, it might be possible that the vendor has delivered a few units more than anticipated. That’s why BUSINESS CENTRAL ACCELERATOR allows a receipt tolerance, namely a percentage deviation from the quantity that is allowed to be received.

Setup

The receipt Tolerance can be setup on 3 levels:

  • Item
  • Item category card
  • Business Central Accelerator Setup for Purchase

Item has higher priority over Item category card

Item category card has higher priority over Business Central Accelerator Setup for Purchase

The principal of this setup schema is that you only fill in the exceptions. In the Setup, the fields Receipt Tolerance % (Negative) and Receipt Tolerance % (Positive) indicate the lower and upper boundaries for deviation of the Qty. to Receive from the Quantity in the purchase order. Within this interval, the user will get a warning, as indicated in the next paragraph:

  1. Fill the percentage tolerances(negative and positive) into Business Central Accelerator Setup for Purchase
  2. Fille the percentage tolerances(negative and positive) into in the Item Category Card
  3. Fill also into Item level – fastTab Business Central Accelerator

Execution

  1. Choose the search icon, enter Purchase Order.
  2. Choose the New action. On the lines, enter an item and the related Quantity. Suppose we ordered 100 units.
  3. Suppose first that the vendor delivers less units than expected. Upon delivery of the items, you notice that only 96 units were delivered. This is a 4% negative deviation from the original quantity, and thus falls within the limits that were entered in Tolerance % on item level.
  4. Enter the 96 in Qty. to Receive. Than the pop-up will appear with the below message:Do you want to close the order?
  5. If you click Yes, Business Central will automatically adjust the Quantity to 96, so that there will be no remaining Qty. to Receive and the order is seen as “completely received". If you click no, the Quantity will not be adjusted (will remain 100), and the 96 will be seen as a partial delivery, indicating you still expect 4 units to be delivered.
  6. If the vendor delivered 90 units, this would mean a negative deviation of 10%, so this falls outside the limits from the Tolerance Setup.
  7. Enter the 90 units in Qty. to Receive. Business Central will not show the pop-up or adjust the Quantity: the delivery of 90 units is seen as a partial delivery.
  8. Suppose now that the vendor delivered more units than expected. If 103 units were delivered, it means that the deviation of 3% is still within the limits of the Tolerance Setup.
  9. Enter 103 in the Qty. to Receive. You will get the following pop-up:Total received quantity does not much ordered quantity. Do you want to change the order quantity from 100 to 103?
  10. If you click Yes, Business Central will adjust the Quantity to 103, so that the order is adjusted to the actually received quantity. If you press No, you will get a standard Business Central error message (which you would get immediately upon entering 103 in the Qty. to Receive in standard Business Central).
  11. If the vendor delivered more than 105 goods, so the margin of 5% from the Tolerance Setup is surpassed, you will also get this standard Business Central error message.