Hello Experts,
is there any option to restrict each vendor with some certain amount of purchases for each month. if the it exceeds the limit in the current month it does not allow to approve further. is there any feature like available. how can we dot it.?
Hi,
You have to create 2 fields on Vendor Card Page.
1) Amont
2) Period Selection.
As explain amount field help to restrict a record.
For Period Selection on vendor card instead of From - To Date. I suggest put selection of Month, Week, Year or Quarter.
If you define Month on vendor card and when you create a document with that vendor on document check document date match with system date and find month base on that create temp. filter on vendor ledger entry find document type as "Invoice" and found that list wise remaining amount and if it's match with your filled of vendor amount then record will restrict with Workflow else it will release.
Hope this will help.
Many Thanks,
Manan
Hi,
There is no functionality in Base, you have to customised it.
I suggest you can create field on Vendor Card and use Workflow with event condition of that field.
For example on vendor you create amount field. If monthly transaction reach that amount limit then with Workflow condition system will put restriction from purchasing with that vendor.
Hope this will help.
Many Thanks,
Manan
#1
Sohail Ahmed
2,655
#2
Mansi Soni
1,574
#3
YUN ZHU
1,453
Super User 2025 Season 1
Share
Report
All responses (
Answers (
