You can set the system up to flag when the profit from a sale is too low, too high or not within an acceptable range. This is done via Work with sales restrictions. The type of flagging depends on the severity you place on the restriction. You can choose to automatically restrict the sale, put the order on hold, put the order line on hold or just issue a warning. You can also choose to send an alert message to the applicable person.
To exemplify, you will set up a restriction that will (during sales order line entry):
- Flag an order line and put it on hold if the profit is too low.
- Send an alert message to the applicable person
- Select the Work with sales restrictions menu item.
- On the initial panel, click Add.
- On the detail panel, enter the following information:
- Restriction
- Description
- What
- Select Item.
- Severity
- Select “Order line will be held”.
- Reason code
- Enter the code depicting the reason for holding the line.
- Release handler
- Enter the handler who has authority to release the order.
- Recheck after rel
- Indicate if you want the profit to be rechecked after release.
- Receiver of alert
- Enter the user(s) who should be flagged with an alert message during order line entry.
- Alert message
- Enter the message that should be sent.
- From/to date
- If you want this restriction to be valid for a specific period of time, enter the from/to dates.
- Minimum margin %
- Maximum margin %
- Click the Details option and select the Item for which you are placing the restriction in the What field. Click OK to update and exit.
- the user entering an order will be flagged with a DC1 system message
- an alert message will be sent to the receiver of the alert
- the line will be put on hold
Scroll down once and complete one or both of the following fields under Order line restrictions:
Click OK to update and return to the initial panel.
During sales order entry the following will happen should the profit for the item line not adhere to the profit margins you set up here: