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Making a Stock Item available to only one customer

  • March 2, 2023
  • 29 replies
  • 1479 views

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29 replies

Dana Moffat
Community Manager
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  • Community Manager
  • February 21, 2024

@Ellie we’ll take you up on your offer.  Let me coordinate with the team and email you some proposed date/times for a deep dive.


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  • February 21, 2024

@Ellie we’ll take you up on your offer.  Let me coordinate with the team and email you some proposed date/times for a deep dive.

Much appreciated! Looking forward.

 


sangland
Varsity I
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  • Varsity I
  • February 26, 2024

Hi, Common requirement for sure so an enhancement to restriction groups is best. My solution is :

1) Inventory Item attribute to identify a restricted item​​​​​​, 2) Using Customer Part Number to create teh customer/item relationship, 3) Generic Enquiry to find open SO Lines for restricted items where the alternateID on the line is empty, 4) Business event on record insert using the GI to send an email alert with a link to the GI.


DavidEichner
Captain II
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We also need to be able to restrict the service items based on customers who are prevailing wage customers.  We have setup a customer price class called PREVAILING that we have assigned to Prevailing Wage customers and then we have setup some service items with PREVAILING price class ID.  We need to be able to restrict the detail lines that are service items to only show those items that have PREVAILING price class.  On other detail lines that are Stock or NonStock, the restriction needs to not be in effect.

We are trying to write a customization but have not had any luck getting it to dynamically restrict the item lookup based on LineType and customer price class ID.