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Restricting Purchase requestions based on a Budget

  • February 15, 2022
  • 3 replies
  • 169 views

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Hi,

There is a customer requirement (Construction project) to restrict creating purchase requestions if the budgeted quantity exceeds. 

As an example ,  a budget of 10,000 cement bags has been allocated for a specific construction project. The project execution team has been utilized 10,000 allocated cement bags and the team try to create a new purchase requestion to buy more 100 cement bags. 

In this case system needs to restrict creating a new PR since the budgeted 10,000 units of cement bags exceeds by this PR. 

Appreciate help on this matter. 

 

Thanks,

Dulanjana  

Best answer by vkumar

Hi @dsenevirathne54 

I don't see an out of the box option that can meet your requirement. Since there is no option to link Project /Task on Requisitions, you may explore customization.  Here is an existing feature request which is relevant to your requirement. 

Hope this helps,

Regards,

3 replies

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  • Acumatica Support Team
  • Answer
  • February 15, 2022

Hi @dsenevirathne54 

I don't see an out of the box option that can meet your requirement. Since there is no option to link Project /Task on Requisitions, you may explore customization.  Here is an existing feature request which is relevant to your requirement. 

Hope this helps,

Regards,


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Hi @vkumar ,

Appreciate your comments. 

 

Thanks,
Dulanjana 


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  • Acumatica Support Team
  • February 20, 2022

Hi @dsenevirathne54 

You are most welcome.