Track Remaining Customer P/O Budget poplar_pobudget - tailored

Track the total value of all invoices and orders assigned to a Customer Purchase Order. Display the PO budget information in an Information Manager Note and warn users when a configurable amount of the budget remains.

Business Case

Automate the tracking of customer spend against their open purchase orders to make sure there is sufficient budget available before accepting a new order.

How does it work?

The Track Remaining Customer P/O Budget customization creates a new table for storing Customer P/O Numbers and their total value. The O/E Order Entry screen is updated to replace the default P/O field with a finder field that only supports the open POs for the Order Customer.

Once a PO has been assigned to an order, the budget remaining on the PO is calculated by subtracting orders and invoices already issued against the PO. If the budget remaining is below a configurable threshold, a warning is issued to seek a new PO from the customer.

Features

P/O Budgets:

• track customer P/Os and their value in the database;
• enforce the presence of a valid customer P/O number in orders and invoices by adding a finder to the P/O field and verifying the value on post;
• calculate the remamining budget and the impact of the current order on the P/O Budget when an order is posted;
• displayed detailed PO budget information in an Information Manager Note.

Pricing

The Track Remaining Customer P/O Budget customization must be tailored to fit the customer environment. There is a one-time development cost in addition to the base cost for the customization. For a free assessment and quote, contact us.

The Track Remaining Customer P/O Budget customization is offered either on a monthly subscription or a perpetual license.

For more information or to buy a license, contact us.