We work with hundreds of vendors, some with whom we can drop-ship and some we cannot. Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?
Answer
How to prevent an Item from being dropshipped?
Best answer by Laura03
Hello Jacob,
I think you will need a customization to achieve the ability to prohibit drop ship of certain items or item classes from certain vendors or vendor classes. Perhaps a custom screen that links order type, vendors, and items.
It’s a good idea; maybe you can post your idea in the Ideas section on this community. Your idea may be accepted for future versions.
+17HI
You can set up Row Level Security for this. You can do both by vendor and item.
Here is also the Help for that so you can look more into it.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
I don’t think that will solve this problem, but I might not be understanding. Row Level Security is for restricting visibility, not restricting actions, right?
I don’t want my users to not be able to see an item or a vendor. I want them to not be able to select “DROPSHIP” in the PO Source DropDown on the Sales Order line item if the inventory item is somehow marked as unavailable for DropShip. Does that make sense?
+17Hi
You can not restrict based on Purchase Order Type. The only other way I could think to do this is put Approvals in place.
Here is the help on approvals:
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+19Hello Jacob,
I think you will need a customization to achieve the ability to prohibit drop ship of certain items or item classes from certain vendors or vendor classes. Perhaps a custom screen that links order type, vendors, and items.
It’s a good idea; maybe you can post your idea in the Ideas section on this community. Your idea may be accepted for future versions.
~ Laura Barber, WM Synergy
+3As long as the same item cannot be purchased from multiple vendors, you could hid the Mark for PO and PO Source on the details grid using security or a admin controlled column configuration. Then the replenishment behavior will control if the item can be drop shipped or not. In similar situation sales people were checking the mark for po and drop ship because they did not trust the inventory. Hiding that and adding a a custom column for source - either stock or drop ship - allowed purchasing to review the orders and they can check the mark for PO and PO Source
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