Summit Ops System

Client Project deposit threshold

Lives in Project Management

Minimum paid % before a Sales Order can open a Client Project

% of Agreed Amount

Project Budget approver

Purchase Order approval

Recorded here — not yet enforced in Procurement

Require approval before sending a PO to a vendor

Only required above (0 = every PO)

Company policy today is "every PO needs approval" — this records that rule so it's adjustable without a code change. Wiring an actual approval step into Procurement's Generate PO page is future work.

VAT rate

Shared with Pricing — same value, same update path

%

Cross-System Settings

Client Project deposit threshold

Purchase Order approval

VAT rate