{"id":23743,"date":"2021-10-27T06:55:45","date_gmt":"2021-10-27T06:55:45","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=23743"},"modified":"2021-10-27T06:55:47","modified_gmt":"2021-10-27T06:55:47","slug":"how-to-set-minimum-purchase-order-amount","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/10\/27\/how-to-set-minimum-purchase-order-amount\/","title":{"rendered":"How to set minimum Purchase Order amount"},"content":{"rendered":"\n

In a normal business scenario, purchase orders play an important role as it is a key part of any business process. A purchase order<\/strong> (PO<\/strong>) is a commercial document and first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services.<\/p>\n\n\n\n

Purchase orders are a critical element of the whole purchase cycle and production cycle.<\/p>\n\n\n\n

Purchase orders are also called Supplier orders<\/strong> and it is used to control the purchasing of products and services from external suppliers. Purchase orders can be an essential part of enterprise resource planning system orders.<\/p>\n\n\n\n

Companies use purchase orders for several reasons. Purchase orders allow buyers to clearly and explicitly communicate their intentions to sellers. They may also help a purchasing agent to manage incoming orders and pending orders. Sellers are also protected by POs in case of a buyer’s refusal to pay for goods or services.<\/p>\n\n\n\n

 So the Purchase process involves purchase order followed by receipt and then invoice. So all the above processes which we discussed are an integral part of the Purchase cycle and without any of them the cycle may not be able to complete depending on the circumstances.<\/p>\n\n\n\n

 In some business scenarios, there might be a situation where we want to give a user control of the minimum order amount, like if the minimum order amount is not reached for any particular supplier then we want to give a warning message or block the creation of the order itself.<\/p>\n\n\n\n

 So in this blog we will show you the process which can help you to set up a minimum order amount and if the amount is not reached then how we can block order creation.<\/p>\n\n\n\n

Steps to follow:<\/em><\/strong><\/p>\n\n\n\n

First, we need to set up a minimum order amount which can be set for any particular supplier on the \u2018Commercial\u2019 tab of supplier screen. The amount is expressed in folder management currency.<\/p>\n\n\n\n

So, in order to block the control, we need to navigate to All -> Setup -> General Parameters <\/strong>and open the \u2018AUZ<\/strong>\u2019 group (i.e., Authorizations) of the \u2018Purchase<\/strong>\u2019 chapter. Kindly refer below screenshot for the same.<\/p>\n\n\n\n\n\n

After opening the \u2018AUZ<\/strong>\u2019 group of \u2018Purchase<\/strong>\u2019 chapter, just change parameter POHMINAMT <\/strong>(i.e., Order min amount control) from \u2018Warning\u2019 <\/strong>to \u2018Blocking<\/strong>\u2019. Kindly refer below screenshot for the same.<\/p>\n\n\n\n\n\n

So this parameter can be set to either folder wise or legislation wise or company wise whichever way is preferred we can set the same.<\/p>\n\n\n\n

The parameter has only three values \u2018No Control\u2019, \u2018Warning\u2019 and \u2018Blocking\u2019 and below is the use of the same.<\/p>\n\n\n\n

Blocking control<\/strong>: The order line or order cannot be created.<\/p>\n\n\n\n

Warning<\/strong>: A warning message is displayed when creating or modifying an order line, and when creating or saving the order. This warning message stops the creation or modification and resumes the amount entry.<\/p>\n\n\n\n

No control<\/strong>: The minimum order quantity is ignored and no message is displayed.<\/p>\n\n\n\n

Note <\/u><\/em><\/strong>: In order entry, if an order line is loaded from the requirements consideration window, the warning message is not triggered on the order line, but when saving the order.<\/p>\n\n\n\n

By the help of the above blog, we can set the minimum supplier order amount in X3.<\/p>\n\n\n\n

About Us<\/strong><\/h2>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In a normal business scenario, purchase orders play an important role as it is a key part of any business process. A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services. Purchase orders are a critical\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,6,8],"tags":[3172,1285,1565,3447],"class_list":["post-23743","post","type-post","status-publish","format-standard","hentry","category-features","category-installation","category-sage-erp-x3","tag-amount","tag-minimum","tag-purchase-order","tag-supplier-order"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23743","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=23743"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23743\/revisions"}],"predecessor-version":[{"id":23747,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23743\/revisions\/23747"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=23743"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=23743"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=23743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}