How to set a rule that sets a term reference field value and text area value in a commerce order entity This relates to a post I made here How do I copy a &quot;purchase limit&quot; field from a product to a product line item

Situation:
We are building a commerce website using Drupal 7 and Drupal Commerce for a government agency that distributes free publications

They have a limit on the number of free items that can be ordered at once, (unless the person ordering has a good reason.)

We have a field called copy limit on our product entities.

If the user enters a quantity on the” add to cart “for that exceeds the copy limit, we want the order to go into a holding area after the order is completed for further review.

Our plan is to use a taxonomy term to do this. We have a vocabulary called "Is this a bulk order?" It has two terms, yes and no.

We want to have it so if the quantity in one of the line items in a customer's order exceeds the copy limit, the term reference field for the "Is this a bulk order" vocabulary is set to yes.

Also (I'm not sure if this belongs here but....)

In a related question, we are trying to get the user fill out a field if the copy limit is exceeded explaining why they need to exceed the limit. We have a field on the order called "Bulk Order Explanation"

Right now, I have rule that after saving a new line item, and the quantity exceeds the copy limit, the user is brought to a add content page for a content type I called "Bulk Order Explanation"

What we want to happen is that after they save the "Bulk Order Explanation" node, the body of the content type is used to populate the bulk order explanation field.

I am not even sure if I am headed in the right direction on either of these things.
Thanks for any insight you can provide!
Here's a strategy that I think will work:


Create a field on the product like field_bulk_order_limit
Create a field on the order called "field_held_bulk_order" or something. This can be a boolean or some similar thing.
Create a rule that looks at the product's field_bulk_order limit whenever a line item is created or updated and its product has that field. It could output to the screen (system: site message) at the user if the number is above the bulk order limit.
Create a checkout rule (a rule triggered by "when completing the checkout process") that loops through the line items and checks their products' field_bulk_order_limit. If it finds line items with a quantity higher than the field_bulk_order_limit, set the order's field_held_bulk_order to TRUE. Optionally also show them another message.
Fiddle with your administrative order views to have a view that explicitly shows held orders,etc.
Nice to have: create a custom pane that lets them enter the reason that they need so many. This requires a tiny module. It could imitate the commerce_order.module's pane (see commerce_order.checkout_pane.inc and commerce_order_commerce_checkout_pane_info()