Restrict the Purchase of Items Based on the Customer or Ship-To or Province

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Purchase Control Maintenance allows you to restrict the selection of inventory items in data entry tasks based on the selected customer number or the customer's ship-to state or province. Use this procedure to set up and create entries in Purchase Control Maintenance.

 

Set Up Purchase Control Maintenance

  1. Select Sales Order Setup menu > Sales Order Options.

  2. Select the Enable Purchase Control of Items check box. For more information, see Sales Order Options - Fields.

  3. At the Select Items Based On field, select Customer to restrict item purchases for certain customers, or select Ship-To State/Province to restrict item purchases for customers in certain states or provinces.

  1. At the Control Purchases Based On field, select Items Allowed if you want the items entered in Purchase Control Maintenance to be allowed for purchase. Select Items Not Allowed if you want the items entered in Purchase Control Maintenance to be restricted for certain customers or states or provinces.

  2. Click Accept.

Purchase Control Maintenance is now set up.

Create entries in Purchase Control Maintenance

  1. Select Sales Order Setup menu > Purchase Control Maintenance.

  2. Enter a customer number or type a two-character state or province abbreviation. For more information, see Purchase Control Maintenance - Fields.

Note The Purchase Control Maintenance window will display either the Customer No. field or the Ship-To State/Province field, depending on your selection in the Select Items Based On field in Sales Order Options.

  1. Select items or product lines.

  2. If you selected Items Allowed in the Control Purchases Based On field in Sales Order Options, select the items or product lines that you want to be allowed for purchase.

  3. If you selected Items Not Allowed in the Control Purchases Based On field in Sales Order Options, select the items or product lines that you want to be restricted.

  1. Click Accept.

Purchase control checking will now be performed based on the entries you created in Purchase Control Maintenance.