E1: 45: How to Set a Required Minimum Order Quantity for a Customer Order (Doc ID 1093143.1)

Last updated on FEBRUARY 22, 2024

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Purpose

Overview

A requirement may exist to set a minimum purchase quantity for an item and customer. For example, customer "X" cannot order less than a quantity of 10 item "A" in a sales order.

To handle this requirement a combination setup is utilized between standard sales order entry and advanced pricing. The customer must be restricted to having a 'Maximum Order Value' that is high enough to not be reached under normal circumstances. The following set up is needed to accomplish this:

1. Sales Order Entry (P4210) has to be set with a hold code for Order Maximum Value Check.
2. An Adjustment Schedule must be created with a quantity threshold set for the minimum that the customer has to order so the order is not put on hold.

The objective is to put the sales order on hold when the minimum item quantity required for the customer order is not reached. If the customer is required to order a quantity of 10 of Item A and that quantity is not reached, then the order will be placed on hold.  The hold is applied by increasing the price of the item over the Maximum Order Value when the minimum quantity is not ordered.  If the required quantity is ordered by the customer then the price of the item will not change. 

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