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How Do I... |
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Restrict Item Purchases for Certain Customers or Ship-To States |
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Select Sales Order Setup menu > Purchase Control Maintenance.
This task is available only if the Enable Purchase Control of Items check box is selected in Sales Order Options.
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Use Purchase Control Maintenance to restrict the purchase of items in Sales Order Entry and Invoice Data Entry. Purchase control checking is also performed when selecting items in the Alternate Item Selection window accessed from Shipping Data Entry, and when replacing an item with a different item in RMA Entry and in RMA Receipts Entry (when processing a one-step RMA).
Note Use Sales Order Options to define whether the items are restricted based on the customer number or the customer's ship-to state, and whether the items selected in this task are restricted or allowed. If you allow only those items selected in this task, you must create records for each customer or ship-to state before you will be able to select items for those customers or ship-to states in the affected data entry tasks.
You can select individual items or entire product lines, and you can copy from existing purchase control entries. Users can select restricted items only if the appropriate security is set up.
Purchase control checking is performed only for inventory items. For kits, purchase control checking is performed only for the parent items, not the components; however, if you explode a kit for a sales order, and then insert an additional kit item, checking is performed for the inserted item.
If an item code is added on the fly in a data entry task, purchase control checking is performed for the item's product line. If the product line is allowed, the item is allowed; otherwise, the item is not allowed. If an alias item code is entered or added on the fly, purchase control checking is performed for the corresponding inventory item.
Note If a restricted item entered in this task is associated with an alternate item, you must enter that alternate item if you want it to also be restricted. If you select restricted items by product line, and an alternate item is of a different product line, then that product line must also be entered if you want the alternate item to be restricted.
You can print the Purchase Control Listing from this task.
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1. Items |
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2. Prod Lines |
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