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