Parts limit on Customer contract

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Posted on by Steve W

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

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Nya 29,060 on at

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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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