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Parts limit on Customer contract

Posted on by 5

Hello,

I have a question on parts limits for customer contracts.  We have a $3k parts limit on our field service contracts.  Is the way to set up a notification when this is reached and generate a PO for the amount in surplus for that servcie intervention.  One the year is completed the limit will reset back to $3k.

Thanks,

Steve

  • Verified answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: Parts limit on Customer contract

    Hi Steve,

    Please try to achieve your request with a Flow if you’re familiar with Power Automate.

    When the record is updated and the data reaches the limit value, push a notification and generate the PO you want.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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