I have a monthly report to produce for my department’s requisitions. We are able to order up to $250k of items without requiring administrative approval (per vendor, either individually or in aggregate:
i.e., one $100k purchase or ten $10k purchases would not require administrative approval; a single $260k order would require further approval, as would this scenario: Two $100k orders are placed in Sept. A $40k order is placed in October. A $30k order placed in November would put this vendor over the $250k limit, so that order would require administrative approval)
As the academic year progresses, if we reach the $250k level, and administration approves the item(s), the “baseline” is then reset to zero, and we start again accumulating towards the next $250k ceiling.
I would like to have a report that shows the YTD accumulations for each vendor (which a running total takes care of), BUT I need the report to “reset” once we’ve gotten administrative approval at the $250k+ level. I’ve done an exhaustive search on the internet and have not found a solution.
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