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Basket rule - Details
Page finder
or On this page you can edit and delete an existing basket rule or create a new basket rule.
General settings
See Approval rules - General_settings for information on the options in this section.
Conditions
In this section, you can specify the condition that must be met in order for the approval rule to take effect. You can select only one of the following options:
Condition |
Description |
|---|---|
Project |
Select a project. The rule applies if the user selects this project in the basket. |
Contract |
Enter the name of a basic contract or search for it. The rule applies if the user requests goods for this basic contract. |
User |
Enter the name of a user or search for the name. The rule applies only to this user. |
Company |
Enter the name of a company or search for the name. The rule applies to all baskets of users belonging to this company and its subsidiary companies. |
Rule only for selected company |
Activate this option if the rule should apply only for the company entered in the Company input field. If this option is activated, subsidiary companies of this company are not affected by the rule. |
Cost centre |
Select a cost centre. The rule applies if the user selects this cost centre in the basket. |
Control structure A |
Select a control structure A. The rule applies if the user selects this control structure in the basket. |
Control structure B |
Select a control structure B. The rule applies if the user selects this control structure in the basket. |
Price limits
In this section you can specify the price limits that must be reached in order for the approval rule to take effect. You must enter a value in at least one of the fields. If you enter a price in more than one field, at least one of the conditions defined must apply to the order so that the rule is applied.
- Enter a minus sign (-) for a price that should not be considered by the rule. For example, if the rule should apply for only one price type, it is important to enter a minus sign in the other two price fields.
- Enter a zero (0) for a price that should always be considered by the rule. For example, enter zero in all price fields if the rule should always be applied for the selected condition, regardless of the price.
- Enter a price in the appropriate field if the rule is to apply as soon as this price is exceeded.
Option
Description
Unit price from
The unit price is the net individual price (per packaging unit) of the product ordered.
Item price from
The item price is the quantity of an item multiplied by the unit price.
Order price from
The order price is the total price of all items ordered, that is, the sum of all item prices.
Use order price per contract
Activate this option if the order price should apply for each basic contract in the basket instead of for the entire basket.
Currency
Select the currency unit in which the unit price, item price and order price are specified.
Priority
In this section you can specify the priority for the rule. Priorities can only be specified for basket and invoice rules. See Approval rules - Priorities for more information.