How To: Prohibit Saving a Purchase Order

Table Of Contents

Create a Purchase Order Validation Rule
Result
Typical Uses
Additional Information
Related Articles
Telesales Rules can be used to prevent purchase orders from being saved when they exceed a defined value or meet other criteria.
This can help enforce purchasing controls, approval limits and internal procurement policies by warning users and stopping oversized purchase orders from being saved.

Create a Purchase Order Validation Rule

  1. Open a Promotion screen (show me how).
  2. Open the [ Telesale Rules ] tab.
  3. Press Ctrl + N or click New.
  4. Enter a title for the rule in the Short Description field.
  5. Select the Purchase radio button.
  6. Configure the criteria that will trigger the rule.
    Examples include:
    • Purchase Order value
    • Supplier classification
    • Stock type
    • Product criteria
    • Other available purchase order conditions
  1. Enter the warning message in the Long Description field.
    Example:
    This purchase order exceeds the maximum permitted value of £1,000.
  2. Tick Prohibit Saving Order.
  3. Press Ctrl + S or click Save.

Result

When a user attempts to save a purchase order that matches the defined criteria:
  • The warning message will be displayed.
  • The purchase order cannot be saved.
  • The user must amend the order so that it no longer breaches the rule.

Typical Uses

This functionality can be used to:
  • Prevent excessive purchase order values.
  • Enforce supplier-specific spending limits.
  • Control purchasing by product category.
  • Implement internal approval procedures.
  • Prevent accidental high-value purchases.

Additional Information

Note
This rule applies when purchase orders are created from both:

See Also


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