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Sales order approvals if the minimum markup does not meet

  • 23 February 2024
  • 3 replies
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Userlevel 4
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Hi,

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

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Best answer by dcomerford 23 February 2024, 12:28

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3 replies

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Hello,

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.

Laura

Userlevel 4
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Hi @Laura02 ,

Thank you for your update. 

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. 

Thank you,
Dulanjana

Userlevel 7
Badge +12

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. 

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