Sales Blocking Items for Order Entry

Sales Blocking Items for Order Entry
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Dominic Zumpone
Dominic ZumponeJun 20, 2022 02:34 PM
We have a significant number of items that are used by our production team when scheduling. Many are …

1. Sales Blocking Items for Order Entry

Dominic Zumpone
Posted Jun 20, 2022 02:34 PM
We have a significant number of items that are used by our production team when scheduling. Many are not items we offer for sale, rather they are used in planning and scheduling manufacturing. The issue is that during order entry these items can be entered on an order, and if it is missed it will show up in scheduling causing confusion.

The route we’re exploring is “Sales Blocking” these items on the item card. Is this the best solution, and if so would there be an efficient way to create this list? Trying to avoid going through our system item by item to complete.

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Dominic Zumpone
Coloramics LLC dba Mayco Colors
Hilliard OH
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2. RE: Sales Blocking Items for Order Entry
NAVUG ALL STAR
Lewis Rosenberg
Posted Jun 20, 2022 08:22 PM
have never tried it, but it sounds like a SALES BLOCKED item will work for you. When an item is SALES BLOCKED it cannot be entered on a sales order. It can, however, be entered on Return Orders, Credit Memos, and Journals.

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Lewis Rosenberg
IT Manager
Mars Fishcare/Mars Horsecare
Chalfont PA
http://www.apifishcare.com
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D365UG-BC/NAVUG All-Star
D365UG-BC/NAVUG Advisory Board Member (Former Chairperson)
D365UG-BC/NAVUG Programming Committee

Twitter: @RosenbergL
LinkedIn: https://www.linkedin.com/in/rosenbergl
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3. RE: Sales Blocking Items for Order Entry
GOLD CONTRIBUTOR
Spencer Coulter
Posted Jul 18, 2022 03:33 PM
Rounding out Lewis’s response (which I agree), to mass update you can use a config package or Edit in Excel to mass update items with this flag.

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Spencer Coulter
Director, Business Applications

RSM US LLP
D: 515.281.9248 F: 515.471.5261
E: Spencer.Coulter@rsmus.com
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