Related topics
- About sales restrictions
- About DC1 Alert Management messages
- Setting up the sales restriction functionality
This program is used to set up sales restrictions.
Options
| Exceptions | Select this option to view or work with exceptions. |
Function keys
Selection fields
- Restriction
- This column lists the name of the restrictions that have been configured.
- Description
- This column lists the descriptions of all the restrictions that have been configured.
- Det
- If this column is set to YES, it denotes that details for this restriction have been added.
- Exc
- If this column is set to YES, it denotes that exceptions to this restriction have been added.
- Sev
- This column lists the degree of severity for the restriction. The following codes could be displayed:
Note: The codes are panel values and therefore could differ in your system.
- RC
- This column lists the reason code indicating why the order or order line should be held (if Severity code is 2 or 3).
- Rel handler
- This column lists the handler who has the authority to release this order.
- From date
- This column lists the date from which this restriction is valid.
- To date
- This column lists the date to which this restriction is valid.
Work with sales restrictions (DIR87304)
On this panel, the details of the restrictions are created, edited and displayed.
- Restriction
- Mandatory entry. Enter the name of the new restriction that you wish to create. In edit mode, this value may not be changed.
- Description
- Mandatory entry. Enter a description of the restriction that you are creating or editing.
- What/From/To/By
- Mandatory entry. At least one key must be defined. These fields are used to determine What is restricted, To whom, By whom and From where. Enter a code from the Sales restriction key table. Pre-defined sales restriction keys are allocated to each field. Click the window prompt to the right of each field to select any of the valid keys that can be assigned.
- Severity
- Mandatory entry. Enter the degree of severity for the restriction. Valid codes are:
Note: The codes themselves are panel values and therefore could differ in your system.
- Reason code
- Only valid when Severity is 2 (Order will be held) or 3 (Order line will be held). This field is used to identify the reason why the sales order or sales order line must be held. Enter a value from the Order held reason codes table. Only reason codes with category R (Restriction hold) may be used.
- Release handler
- Enter the handler id of the user that is permitted to release any held orders or order lines that are restricted due to these rules.
- Re-check after rel
- Mandatory entry. Indicate if you wish the order or order line to be re-checked, once it has been released.
- Receiver of alert
- Optional entry. Enter the user profile of the user who should receive an alert about this sales restriction. If the system is set up to send/receive alerts (see Configure the system to send/receive alert messages) and a receiver of an alert is defined in this field, it will be possible to create an alert when a sales restriction is found. This is valid for all degrees of severity. The alert is created automatically both for manually entered order lines and for order lines created in batch.
- Alert message
- Optional entry. Enter the message that will be displayed to the receiver of the alert message.
- From date
- Optional entry. Enter a date from which this sales restriction is to apply.
- To date
- Optional entry. Enter a date until which this sales restriction is to apply.
Work with sales restrictions, Copy (DIR87305)
In this panel you are able to create a new sales restriction, by copying the details of an existing record.
- Restriction type
- Displays the name of the existing restriction type from which you are copying.
- New restriction type
- Enter the name of the new restriction type that you wish to create and confirm this by clicking OK.
Work with sales restrictions, Deletion (DIR87308)
This panel displays the restricted types that have been selected for deletion. Click OK to confirm or Back to regret.
Work with sales restrictions (DIR87311)
On this panel you can, optionally, define additional restraints for the sales restriction.
- Restriction type
- Displays the name of the sales restriction for which you are defining conditions.
Order line restrictions
- Minimum line amount
- Enter the minimum order line amount (measured in system currency) that must be fulfilled to avoid a sales restriction being applied on the order line.
- Maximum line amount
- Enter the maximum order line amount (measured in system currency) that is allowed to avoid a sales restriction being applied on the order line.
- Minimum margin %
- Enter the minimum margin percentage that must be achieved to avoid a sales restriction being applied on the order line.
- Maximum margin %
- Enter the maximum margin percentage that is allowed to avoid a sales restriction being applied on the order line.
- Minimum quantity
- Enter the minimum order line quantity (measured in stock unit) that must be fulfilled.
- Maximum quantity
- Enter the maximum order line quantity (measured in stock unit) that is allowed to avoid a sales restriction being applied on the order line.
- Quantity interval
- Enter the quantity interval (measured in stock unit) that is allowed to avoid a sales restriction being applied on the order line. The order/quotation line is checked against the quantity interval defined here. The quantity entered on the order line must be a multiple of the quantity interval.
Examples:
Quantity interval = 500 Sheet (stock unit)
Entered quantity on the sales order line is 600 sheet
Severity of the restriction = 1
Result: The user will receive an error message and it will not be possible to create the line since the order line quantity is not a multiple of the sales quantity interval.Quantity interval = 500 Sheet (stock unit)
Entered quantity on the sales order line is 2 Ream (conversion factor 500) = 1000
Result: Accepted interval
Order restrictions
- Minimum order amount
- Enter the minimum order amount (measured in system currency) that must be fulfilled.
- Maximum order amount
- Enter the maximum order amount (measured in system currency) that must be fulfilled.
- Minimum margin %
- Enter the minimum margin percentage that must be achieved to avoid a sales restriction being applied on the order.
- Maximum margin %
- Enter the maximum margin percentage that is allowed to avoid a sales restriction being applied on the order.
- Text
- Enter any text that you may wish to add to this restriction.