Customers must order more than the minimum but less than the maximum to keep their orders from being placed on hold, hence a minimum and maximum order amount can be specified. In the Customer Billing Instructions, a range for the minimum and maximum order amounts can be specified (P03013). If the Minimum and Maximum order holds are activated in the processing settings, Sales Order Entry (P4210) will compare the order amount to the values that are defined in the Customer Billing Instructions (P03013). Enter the Hold Code into the appropriate processing choices on the Order Holds tab behind Sales Order Entry to initiate the hold procedure (P4210). The mechanism contrasts the order amount with the lowest or maximum values. A hold code is used to specify a range.
Setup for Minimum and Maximum Holds
Select Customer Billing Instructions from the Sales Order Management menu, G4241 (P03013). Go to the Billing Page 1 tab, search for and choose the customer who will be utilised on the sales order, and then fill out the Maximum Order Value and Minimum Order Value sections. Reminder: When using the A/R Line of Business, make sure the appropriate firm is chosen. The Customer Billing Instructions for the Sold To address will be utilised to evaluate if the order amount exceeds the minimum or maximum values if the Sold To and Ship To addresses on the sales order differ. The minimum and maximum values for the Ship To address cannot be used to configure this hold such that it operates based on them. The order level holds are Minimum and Maximum Holds.
Maximum Order Value
Amount over which an order is put on hold (in this example, value). A processing option in Sales Order Entry initiates this process (P4210). The system holds an order whose total exceeds the maximum order value when it is entered.
Minimum Order Value
Value below which an order is put on hold (in this case, an amount). A processing option in Sales Order Entry initiates this process (P4210). When an order is entered, the system holds it if the amount is less than the minimum order value.
Warning and/or Error Messages
In the event that the order is either below the Minimum Value or above the Maximum Value, no error messages are shown in Sales Order Entry (P4210). Only the Hold Code is now in effect, and it can only be visible after accepting and rechecking the order.
Blanket or Quotations
For blanket orders or quote orders, the Sales Order system does not provide Minimum and Maximum Order Value Hold Codes. The produced Blanket Order or Quote Order will never be placed on hold if a customer is configured with a Minimum or Maximum Order Value through Customer Billing Instructions and the Hold Codes are configured in the Sales Order Entry (P4210) processing settings. When the order is a blanket order or a quote order, the application cannot execute the check for both Minimum and Maximum order holdings.
Orders with zero Dollars or value
Orders with a value of 0 dollars are not subject to Minimum or Maximum value checks. This is working as intended.
Re-evaluating and Order Editing
When the Order Total, Sold To, or Header Branch Plant are altered, the Minimum or Maximum Order checking is carried out in update mode. The system won't alter the Hold Code if the customer number is changed to one that shouldn't be on a Maximum or Minimum Order Value hold. The Held Orders (F4209) table organises hold codes according to the type of hold. Before updating the Customer Number, the order must be un-held. Not the customer, but the order is what is placed on hold. The order won't 'automatically' be released if it was entered, put on Minimum Order Amount Hold, and then another line was added to raise the minimum value. The same applies.
Applying the same Hold criteria to All Customers
The Minimum Order Values (MINO) and/or Maximum Order Value (MAXO) columns on the Customer Master Billing Instructions (P03013) must have data in them in order for the Order Maximum and Order Minimum holds to function. The Order Maximum and Order Minimum holds were created to be customer-specific holds, allowing each customer to choose their own maximum order a mount or minimum order amounts. All Customer Master Records must have these fields filled in if the Minimum Order Value and/or Maximum Order Value are to be applied uniformly to all customers. The software does not have a feature that allows users to compare order amounts to numbers entered in the lower and higher limit fields of Order Hold Revisions (P42090). Only the Margin Hold and are used to analyse these fields.
Future Orders
For upcoming or Future orders, updating does not do Minimum or Maximum order checking.
Cancelled Orders
When lines are cancelled, minimum or maximum order verification is not performed.
Purchase Orders
The Customer Master (P03013) and Supplier Master (P04012) both have fields for Minimum Order Value (MINO) and Maximum Order Value (MAXO), but only Sales Order Entry (P4210) and not Purchase Order Entry has the ability to put an order on hold using a Hold Code (P4310).
