I want to set approvals for sales orders based on the minimum markup of an inventory item. If the margin % of the sales order line is less than minimum markup, system should get approvals. Do you have any idea how we can get this done?
Thank you,
Dulanjana
Best answer by dcomerford
We have been asked for this before and what we had to do was development to add a new field to the Sales Order Line to store the Item minimum margin and then another field to store the difference between the two margins and then in the approval map we could use this new field to see it was less than 0 to trigger approval.
I created an example of Sales Order approval map based on Minimum Markup % or Minimum Markup amount. Version 2023 R2 is shown; I also looked at 2022 R2 and these same fields were not available in the older version.
Yes, Agree with you. But here the minimum markup is different from item to item. The minimum markup is defined at the item level. we can't keep a fixed markup for all the items. That is the constraint for me.
We have been asked for this before and what we had to do was development to add a new field to the Sales Order Line to store the Item minimum margin and then another field to store the difference between the two margins and then in the approval map we could use this new field to see it was less than 0 to trigger approval.