Create order minimums

You can create an order minimum record and set up the amount, quantity, and gross weight requirements for various sources, ensuring that sales and purchase orders meet these requirements.

The following procedure outlines how to create an order minimum record.

1. Select the Search icon , enter Order Minimums, and then choose the related link.
   The Order Minimums page opens.
2. Select New.
   A new order minimum record is created.

3. Enter the required information in the following fields:

   Field	Description
   Source Type	Select the type of source to which you want to apply the order minimum requirement. The available options are: All Customers Customer Attribute Customer Price Group Customer All Vendors Vendor Attribute Vendor The Customer Attribute and Vendor Attribute values are visible only when the Aptean Advanced Attributes extension is installed.
   Source No.	Select the customer or vendor number if you have selected Customer or Vendor in the Source Type field, respectively. If the Source Type field is set to Customer Attribute or Vendor Attribute, the system inherits the values in the Source No. field as set up on the Order Minimum Setup page. For more information, see Set up order minimums.
   Source Name	Specifies the customer or vendor attribute name if the Source Type field is set to Customer Attribute or Vendor Attribute, respectively.
   Attribute Value	Select the customer or vendor attribute value if the Source Type field is set to Customer Attribute or Vendor Attribute, respectively.
   Source Address Code	Select the ship-to or order address if the Source Type field is set to Customer Attribute or Vendor Attribute.
   Minimum Amount (LCY) (Base)	Enter the minimum amount requirement you want to apply.
   Minimum Quantity (Base)	Enter the minimum quantity requirement you want to apply.
   Minimum Gross Weight (Base)	Enter the minimum gross weight requirement you want to apply.
   Mandatory	Select the checkbox if you want the order minimum requirements to be applied mandatorily. If you select the checkbox, the system displays an error when the sales or purchase order does not meet the order minimum requirement. If you clear the checkbox, the system displays a confirmation message to notify you that the sales or purchase order does not meet the order minimum requirement.
   Start Date	Select or enter the start date for the order minimum record.
   End Date	Select or enter the end date for the order minimum record.

   The order minimum record is created.

For order minimum records with the Source Type field set to Customer Attribute or Vendor Attribute on the Order Minimums page,

• The system displays a confirmation message when changing the Name field on the Vendor Attribute Values or Customer Attribute Values page. In case of a change, the system updates the Attribute Value field value on the Order Minimums page.
• The system displays a confirmation message when deleting a vendor or customer attribute on the Vendor Attribute or Customer Attribute page. In case of deletion, the system deletes the lines using the vendor attribute or customer attribute on the Order Minimums page.
• The system displays a confirmation message when deleting a vendor or customer attribute value on the Vendor Attribute Values or Customer Attribute Values page. In case of deletion, the system deletes the lines using the vendor attribute value or customer attribute value on the Order Minimums page.