Quotas Policy - Activation & Defaults
This page explains how to enable or disable Quotas and define the default minimum threshold used during policy evaluation. Specific per-account and co-validation group rules are covered on the next pages.
Key points
- Quotas are a tenant-level policy you can toggle on or off.
- A default minimum applies when no more specific rule matches.
- When Quotas are off, the quota check is skipped during evaluation.
- When Quotas are on, evaluation compares order metrics to the applicable minimum threshold.
🧭 What this configuration controls
graph LR %% ---------- Nodes ---------- QP[Quotas Policy<br>tenant settings] TOG[Toggle<br>on or off] DEF[Default minimum<br>tenant wide] ORD[Orders<br>quota evaluation] NEXT[Specific rules<br>covered next pages] %% ---------- Relations ---------- QP --> TOG QP --> DEF QP --> ORD DEF --> ORD QP --> NEXT %% ---------- Styles ---------- classDef total fill:#e8f1ff,stroke:#2f6feb,stroke-width:2px,color:#0b3d91; classDef op fill:#e0f7fa,stroke:#06b6d4,stroke-width:2px,color:#065f46; classDef visible fill:#ecfdf5,stroke:#10b981,stroke-width:2px,color:#064e3b; classDef resp fill:#f2f4f7,stroke:#475569,stroke-width:2px,color:#111827; class QP,TOG,DEF op; class ORD total; class NEXT resp; style QP rx:8,ry:8 style TOG rx:8,ry:8 style DEF rx:8,ry:8 style ORD rx:8,ry:8 style NEXT rx:8,ry:8
Effect on evaluation
- Toggle off → quota checks are skipped.
- Toggle on → the engine resolves the applicable minimum and compares it to the order metrics used by your setup.
🔄 Toggle and outcomes
graph LR
SAVE[Save settings] --> EN{Quotas enabled}
EN -->|No| SKIP[Skip quota checks<br>orders unaffected]
EN -->|Yes| START[Run quota checks<br>on orders]
%% ---------- Styles ----------
classDef total fill:#e8f1ff,stroke:#2f6feb,stroke-width:2px,color:#0b3d91;
classDef diff fill:#fff4e5,stroke:#f59e0b,stroke-width:2px,color:#7a3e00;
classDef visible fill:#ecfdf5,stroke:#10b981,stroke-width:2px,color:#064e3b;
class SAVE total;
class EN diff;
class SKIP,START visible;
style SAVE rx:8,ry:8
style EN rx:8,ry:8
style SKIP rx:8,ry:8
style START rx:8,ry:8
Toggle changes apply to new orders entering the evaluation pipeline.
🎯 Default minimum — semantics
The default minimum defines the baseline quota threshold when no more specific rule applies.
Typical measures include an order amount or other tenant-configured KPIs. The evaluation logic:
- Resolve the effective minimum: prefer a specific rule if any matches; otherwise use the default minimum.
- Compare the order metrics to the effective minimum.
- If the order is below the minimum, the Quotas policy blocks the order and records a quota_min_not_met reason; otherwise it passes.
Specific rules per account, supplier, and co-validation groups are documented on the next pages.
🧾 Admin endpoints
- GET /v1/buying-policies/quotas — ADM-BUYING-POLICY-501
- PATCH /v1/buying-policies/quotas — ADM-BUYING-POLICY-204
- PATCH /v1/buying-policies/quotas/min-value — ADM-BUYING-POLICY-205
🔗 API quicklinks
- GET /v1/buying-policies/quotas — ADM-BUYING-POLICY-501
- PATCH /v1/buying-policies/quotas — ADM-BUYING-POLICY-204
- PATCH /v1/buying-policies/quotas/min-value — ADM-BUYING-POLICY-205
Updated 21 days ago
