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Work with sales restrictions, Details (DIR87401)

This program is used to set up the details of sales restrictions, and to combine the various reasons for which a restriction may apply. The fields listed in this panel are dependent on the manner in which they were configured in Work with sales restrictions.

Options

DisplaySelect this option to view a record.

Selection fields

The selection fields on this panel can be used separately or in combination with each other. If several fields exist on your panel, then the first field is always a positioning field.

The following selection types exist in tables, enquiries and files:

  • Positioning
    Used to display the sequential list, starting with the character or value that you have entered.

    If only one positioning field exists on your panel, then it can be used in two ways. If you enter part of the value/code, the field will function as a positioning field. If you enter a complete value/code, the field will function as a direct access to that record.

    Note: 'Work with' programs never give you a direct access.

  • Exact match
    Used to narrow down the number of records in a list. Only records that are equal to the value you have entered will be displayed.

  • Search
    Used to find a specific record in a list. Enter a search argument consisting of one or several characters. All records that hold the search argument that you have entered will be displayed.

    Note: This selection type is primarily used for description-related fields (free text fields combining upper and lower case letters).
Restriction
This heading displays the name of the restriction that you are working with.
Exception
This heading displays the name of any exceptions that may be in place for this restriction, if at all.
What
This heading is always displayed and lists the item, item group or item category from the Sales restriction key table to which this restriction applies.
From
This heading lists any values that have been configured for this restriction, in terms of from where the item(s) in question may not be sold from. This could be from a particular country, province, state or warehouse, as defined in the Sales restriction key table.
To
This heading lists any values that have been configured for this restriction, in terms of to whom or where the item(s) in question may not be sold. This could be from a particular country, province, entity, person, company, state or customer, as defined in the Sales restriction key table.
By
This heading lists any values that have been configured for this restriction, in terms of by whom or item(s) in question may not be sold. This could be a particular user, salesman, cost group, etc., as defined in the Sales restriction key table.

Work with sales restrictions (DIR87404)

In this panel, new restriction details are created, edited and displayed.

Restriction
Displays the name of the restriction that you are currently creating details for.
Exception
Displays, if any, the exception name that may have been applied to this restriction.

What
Mandatory entry. Make a valid entry, such as an item name, item category, etc., depending on what Restriction key has been allocated to this field. The restriction is indicated to the right of this field.
From
Make a valid entry, such as country, state, warehouse, etc., depending on what Restriction key has been allocated to this field. This field is only valid if it the restriction has been configured to include this type of restriction in the Sales restriction key table.
To
Make a valid entry, such as customer name, state, country, etc., depending on what Restriction key has been allocated to this field. The restriction is indicate to the right of this field. This field is only valid if it the restriction has been configured to include this type of restriction in the Sales restriction key table.
By
Make a valid entry, such as salesman, order type, etc., depending on what Restriction key has been allocated to this field. The restriction is indicate to the right of this field. This field is only valid if it the restriction has been configured to include this type of restriction in the Sales restriction key table.

Work with sales restrictions, Deletion (DIR87408)

This panel displays the restricted sales details that have been selected for deletion. Click OK to confirm or Back to regret.