Implementing product price type margin limits
Follow this checklist to perform the tasks to implement product price type margin limits:
| ✔ | Task | Reference |
|---|---|---|
| ❑ | Select the Use Extended Margin Limits option in SA Administrator Options-Documents-Sales Orders-Approval Process. | |
| ❑ | Select the Use Invoicing Margin Limit Holds option in SA Administrator Options-Documents-Sales Orders-Approval Process. | |
| ❑ | Ensure that operational hold codes are implemented to allow multiple active holds per order. | Implementing operational hold codes |
| ❑ | Specify a value in the new Invoicing Margin Hold field in SA Administrator Options-Documents-Sales Orders-Approval Process. This value is added to the default set of operational hold codes in SA Table Code Value Setup. The new hold code is named Invoicing Margin Limit Hold. | |
| ❑ | Grant operator access to the PD Margin Tolerance Setup screen in SA Operator Setup. Then, create margin tolerance records that are specific to your business requirements. | |
| ❑ | Optionally, create pricing zones that are specific to your business
requirements in the Pricing Zone table in
SA Table Code Value Setup. Then, associate the pricing zone records with warehouses in Product Warehouse Description Setup-General. |