Configure order limits by ship to address

You can set a year to date (YTD) budget for purchases based on the Ship to location.

If you are using eCommerce, your customer will see these budget limits on the order pad as well as a warning if you go over.

1. Go to File > Customer > Master.
2. In the Customer box, find the customer you want to edit by typing the name, number, address, or phone. If the data for your customer does not appear automatically, press the Tab key.
3. Click the Ship Tos tab.
4. Click a Ship To link to open and edit one.
5. Click Edit.
6. On the Ship To page that appears, click the Monthly Budget tab.
7. For each month, type the limit that you want to impose on this customer's spending. The budget is based on merchandise only; taxes, shipping, and freight are not included in the budget limit. This budget will appear in the Customer Order Pad.

   

8. Click Save.
9. Now configure Inform ERP to validate this budget:
   1. Go to File>Company>Company Master.
   2. Set Show and Validate Ship To Sales Dollar Limit in S/O to Yes.
   3. Click Save.