Related topics
- About purchase restrictions
- About DC1 Alert Management messages
- Setting up the purchase restriction functionality
This program is used to set up purchase restrictions.
Options
| Exceptions | Select this option to view or work with exceptions. |
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.
- What
- This column lists any values that have been configured for this restriction, in terms of what can be restricted. This could be the item, item restriction group, item group, item category, narcotic category, handling status from the Purchase restriction key table to which this purchase restriction applies.
- Description
- This column displays the description of the “What” value.
- From
- This column lists any values that have been configured for this restriction, in terms of from where the item(s) in question may not be purchased. This could be from a particular supplier, country, address category, supplier restriction group, supplier group, business partner category, state (within country) or area, as defined in the Purchase restriction key table.
- Description
- This column displays the description of the “From” value.
- To
- This column 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 purchased. This could be from a particular warehouse, country, state (within country), inventory contract type or inventory contract number, (the latter two are only applicable if DC1 Contract Managed Inventory (CMI) is activated.), as defined in the Purchase restriction key table.
- Description
- This column displays the description of the “To” value.
- By
- This column lists any values that have been configured for this restriction, in terms of by whom or item(s) in question may not be purchased. This could be a particular handler, cost centre, order type, as defined in the Purchase restriction key table.
- Description
- This column displays the description of the “By” value.
- Receiver
- If an alert message has been entered for the purchase restriction, this column displays the user profile of the user who should receive an alert about this purchase restriction.
- Alert message
- If an alert message has been entered, this column displays the message that will be displayed to the receiver of the alert message.
- 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 purchase restrictions (DSR88304)
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 Purchase restriction key table. Pre-defined purchase 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.
- Receiver of alert
- Optional entry. Alert messages for purchase restrictions can be configured to send when the purchase order is created in batch, for example from Data Interchange. Enter the user ID of the person who should receive an alert about this purchase 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 purchase 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 purchase restriction is to apply.
- To date
- Optional entry. Enter a date until which this purchase restriction is to apply.
Work with purchase restrictions, Copy (DSR88305)
In this panel you are able to create a new purchase 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 purchase restrictions, Deletion (DSR88308)
This panel displays the restricted types that have been selected for deletion. Click OK to confirm or Back to regret.
Work with purchase restrictions (DSR88311)
On this panel you can, optionally, define additional restraints for the purchase restriction.
- Restriction type
- Displays the name of the purchase 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 purchase 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 purchase 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 purchase restriction being applied on the order line.
- Quantity interval
- Enter the quantity interval (measured in stock unit) that is allowed to avoid a purchase restriction being applied on the order line. The order 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 purchase 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 purchase quantity interval.Quantity interval = 500 Sheet (stock unit)
Entered quantity on the purchase 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.
- Text
- Enter any text that you may wish to add to this restriction.