Restrict sale of item by customer/item/branch plant

mgerritt

Well Known Member
I have a situation where for a specific customer we'll be shipping one product from leased warehouse, BP2, 5 months of the year. For all other customers, and the other 7 months, we'll ship from BP1. For the 5 months of BP2 I would like to prevent the ability to enter an SO for this item and customer only from BP1. Anyone know a way to do this, or have any idea where I could start looking?

Marc Gerritt
World 7.3 cum 13
 
G4231 opt 8 (preference profiles) go put a '1' by Inventory Commitment
on the screen.



This allows you to define what branches can be used to fulfill orders by
customer, item and date range. For P4211 (sales order entry) processing
options 73 and 74 apply to using the preference profile processing.



This gives you a place to start looking. I can't be of much more
assistance because we use a home grown allocation system and we re-wrote
the sales applications to fit our business. But if you look in the JDE
(peoplesoft, whatever you want to call it) manuals for either inventory
management and/or sales order entry, assuming you are at least close to
vanilla, you should be able to work through it.



Best of luck -

JJ

World 7.3 cum mongrel

_____

From: mgerritt [mailto:[email protected]]
Sent: Friday, October 15, 2004 2:37 PM
To: [email protected]
Subject: Restrict sale of item by customer/item/branch plant



I have a situation where for a specific customer we'll be shipping one
product from leased warehouse, BP2, 5 months of the year. For all other
customers, and the other 7 months, we'll ship from BP1. For the 5 months
of BP2 I would like to prevent the ability to enter an SO for this item
and customer only from BP1. Anyone know a way to do this, or have any
idea where I could start looking?

Marc Gerritt
World 7.3 cum 13

Marc Gerritt JDE WorldSoftware 7.3 cum 13

_____


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JJ, thanks for the suggestion. The Inventory Committment wasn't exactly what I had hoped to do (I was hoping for a big red flag that said, YOU CAN'T DO THIS), but it should keep us from shipping (and thus manufacturing) from the wrong warehouse. In fact, I was able to abandon the awkward workaround of forcing customer service to use a second set of IDs for the second warehouse.

Marc Gerritt
World 7.2 CUM 13

Andy Klee, thanks also for your suggestions, the Inventory Committment seemed a better fit to manage the warehouses.
 
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