Skip to main content
Question

Vendor minimum order amount


Forum|alt.badge.img

Is there a way to set a minimum purchase order amount per vendor with Acumatica?

Laura02
Captain II
Forum|alt.badge.img+18
  • Captain II
  • 3135 replies
  • August 8, 2024

Hello,

Acumatica has no field in Vendor Profile screen where you can simply enter the minimum purchase order amount.

Acumatica does have configurations that can help you meet the vendor’s minimum PO requirements.

  1. Use a Pop-up Message on the Vendor to remind the Users who enter PO’s:
  1. Use Approval Map on Purchase Orders to automatically Reject the PO when the vendor minimum purchase is not met.

Do not provide an Approver Name or a Workgroup on step 1:

Step 2 rejects document:

Configure and test your approval map, then export it from your test tenant and import to your live tenant.

 

I hope one of these ideas helps you.

 

Laura


Forum|alt.badge.img
  • Jr Varsity II
  • 21 replies
  • August 9, 2024

Thanks for the assistance but this did not work. I attempted to use Line Total and Order Total from the PO fields and the PO was still able to be processed.


Laura02
Captain II
Forum|alt.badge.img+18
  • Captain II
  • 3135 replies
  • August 9, 2024

Hello, 

Was the Approval map connected to the Approvals tab of PO Preferences, and activated?

Laura


Forum|alt.badge.img
  • Jr Varsity II
  • 21 replies
  • August 9, 2024

It is


Chris Hackett
Community Manager
Forum|alt.badge.img
  • Acumatica Community Manager
  • 2658 replies
  • September 9, 2024

Hi @leppley were you able to find a solution? Thank you!


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings