Minimum Order Value
Two-Level Configuration System
The feature employs a hierarchical configuration approach:
- System Level - Default settings in Sales & Receivables Setup and Purchases & Payables Setup
- Business Partner Level - Specific overrides for individual customers or vendors
This dual-level system provides flexibility to apply general rules while accommodating special agreements or exceptions for specific business partners.
Sales Configuration
Sales & Receivables Setup
Navigate to Sales & Receivables Setup to configure organization-wide defaults for customer minimum orders.
Free Carriage Group Configuration
The Free Carriage group appears after the Archiving section and contains:
| Field Name | Description | Options |
|---|---|---|
| Free Carriage Check | Determines the system’s response when minimum order requirements are not met | • No - No validation performed • Warning when not reached - Display warning but allow release • Block document release when not reached - Prevent release until minimum is met |
| Free Carriage Check Value | Specifies which amount to validate against the minimum threshold | • Subtotal Excl. VAT - Check against document subtotal • Total Excl. VAT - Check against total amount excluding VAT |
Customer-Specific Configuration
For customer-specific requirements, navigate to Customer Card > Navigate > Customer Shipping Fees.
Customer Shipping Fee Fields
| Field Name | Description | Configuration Notes |
|---|---|---|
| Free Carriage Target | Minimum amount (in shipping fee currency) required for free carriage | Enter the threshold value that must be reached |
| Free Carriage Check | Customer-specific validation behavior | • Default - Use system setup • No - No check for this customer • Warning when not reached - Warn but allow • Block document release when not reached - Block release |
Note: The Free Carriage Check field is hidden by default on the Customer Shipping Fees page. Use personalization to add it when customer-specific overrides are needed.
Purchase Configuration
Purchases & Payables Setup
Navigate to Purchases & Payables Setup to configure defaults for vendor minimum orders.
Free Carriage Configuration for Purchases
| Field Name | Description | Options |
|---|---|---|
| Free Carriage Check | Controls validation when vendor minimum orders are not met | Same options as sales setup |
| Free Carriage Check Value | Determines the amount basis for validation | Same options as sales setup |
Vendor-Specific Configuration
Configure vendor-specific minimums through Vendor Card > Navigate > Vendor Shipping Fees.
Vendor Shipping Fee Fields
| Field Name | Description |
|---|---|
| Free Carriage Target | Minimum purchase amount required |
| Free Carriage Check | Vendor-specific validation behavior using same options as customer configuration |
Note: The Free Carriage Check field is hidden by default on the Vendor Shipping Fees page. Use personalization to add it when vendor-specific overrides are needed.
Document Release Process
Validation Workflow
When releasing a document, the system follows this process:
-
Identify Applicable Rules
- Check for customer/vendor shipping fee configuration
- Determine if free carriage target is defined (> 0)
-
Determine Check Level
- Use partner-specific setting if not “Default”
- Otherwise, use system setup configuration
-
Calculate Document Value
- Based on configured check value (Subtotal or Total Excl. VAT)
- Consider calculation basis if integrated with shipping fees
-
Apply Validation Rule
- Execute appropriate action based on check setting
User Messages and Actions
Warning Mode Message
When minimum is not reached and check is set to “Warning when not reached”:
Message: “You have not reached the defined free carriage amount (1,500.00 EUR) for the document. Are you sure you want to continue?"
User Options:
- Yes - Proceed with document release despite not meeting minimum
- No - Cancel release to add more items or adjust the order
Blocking Mode Message
When minimum is not reached and check is set to “Block document release when not reached”:
Message: “You have not reached the defined free carriage amount (1,500.00 EUR) for the document. It is not possible to release this document."
Action Required: User must increase the order value to meet or exceed the minimum before release is allowed.
Implementation Examples
Example 1: Distributor with Standard Minimums
Scenario: A beverage distributor requires all orders to reach €500 minimum.
Configuration:
-
Sales & Receivables Setup:
- Free Carriage Check: “Warning when not reached”
- Free Carriage Check Value: “Total Excl. VAT”
-
Customer Shipping Fees (all customers):
- Free Carriage Target: 500
- Free Carriage Check: “Default”
Result: All sales orders below €500 trigger a warning, allowing exceptions with documentation.
Example 2: Key Account with Higher Threshold
Scenario: A premium restaurant chain has negotiated free delivery for orders over €2,000.
Configuration:
- Specific Customer Shipping Fee:
- Free Carriage Target: 2000
- Free Carriage Check: “Block document release when not reached”
Result: This customer cannot release orders below €2,000, ensuring contract compliance.
Example 3: Vendor Minimum Purchase Requirements
Scenario: A dairy supplier requires minimum orders of €1,000 to maintain delivery routes.
Configuration:
- Vendor Shipping Fee:
- Free Carriage Target: 1000
- Free Carriage Check: “Warning when not reached”
Result: Purchase orders below €1,000 generate warnings, helping buyers consolidate orders.