Skip to main content
Question

Warning for Profit Margins - Sales Orders

  • Nov 4, 2026 8:17 PM UTC
  • 1 reply
  • 9 views
  • Translate All
Freshman I
Forum|alt.badge.img

Hi All

In Acumatica I know there is a setting to warn if an item on an SO does not meet minimum gross profit requirement or it can be set to the minimum required value.

What I would like to know is if there is any way to block the order from being processed rather than just giving a warning or to set the price to the minimum value.

Thanks

Amit

      1 reply

      Laura03
      Captain II
      Forum|alt.badge.img+20
      • Laura03
      • Captain II
      • Nov 4, 2026 8:36 PM UTC

      Hello, 

      One way to prohibit release of a Sales Order with low gross profit is to use an Approval Map based on Margin:

      Sales Orders example - less than 20% margin will route for Approval when Hold status is removed

       

      Translate
      ~ Laura Barber, WM Synergy
      Terms & ConditionsAccessibility statement
      About Acumatica ERP system
      Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
      © 2008 — 2024  Acumatica, Inc. All rights reserved