How To: Set Thresholds
Thresholds act as an early warning system during purchasing by flagging vendor price changes that exceed defined limits. This allows users to quickly review and verify price changes for accuracy.
All client types can take advantage of thresholds.
- Employee Access Permission enabled:
- System Setup > Options > Threshold > Visible
- System Setup > Options > Threshold > Edit
- Thresholds enabled system wide:
- If under System Setup > Options > Thresholds and the red warning text "Thresholds are not enabled. To use this feature, you must enable the setting on the System Options screen" displays, reach out to Yellow Dog support to enable this feature.
- Navigate to System Setup > Options > Thresholds.
- Select the Enabled box to turn on the threshold.
- Adjust the Warning and Requires Notes thresholds percentages as needed.
Any updates will automatically be saved.
Figure 1. The thresholds screen located under System Setup > Options > Thresholds, where threshold settings can be reviewed and updated.
Default Vendor Price Threshold Percentages
- Warning: If the default vendor price exceeds the Warning percentage, a pop-up will display and the user must click Confirm to acknowledge. Adding a note is optional.
- Requires Note: If the default vendor price exceeds the Requires Note percentage, a pop-up will display and the user must add a note explaining the price change then click Confirm to acknowledge.
Figure 2. Example pop-up that displays when the Warning threshold is exceeded.
Figure 3. Example pop-up that displays when the Requires Note threshold is exceeded.
Invoice Staging Threshold Percentages
- Warning: When the Warning threshold is exceeded in a Staged Invoice the item details will display in red.
- Requires Note: If the Require Notes threshold is exceeded, the user must provide a note explaining the price change before converting the document into an invoice.
Figure 4. Example of an item that exceeds the Warning threshold in Invoice Staging.
We recommend setting the Warning threshold for Invoice Staging to 5% so a thorough review can be completed to ensure the correct item and size was assigned to the vendor item.
Reviewing Threshold Warnings
To review threshold warnings:
- Go to Reports > User Audit Log.
- Set the Log Dates to the date range you would like to review.
- type Threshold in the search bar to review any entries related to Thresholds.
Figure 5. The User Audit log allows you to review any threshold warnings.
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