SOP Require Customer Item

SOP: Require Customer Item

Require Customer Item prevents selling an Item to a Customer if a Customer-Item record does not exist. This Tweak can be used to support a sales environment where customers must be approved to purchase items, or where customers can only buy certain groups of items, such as private label inventory for a specific customer.

Setup

Navigation: Tools >> Setup >> Company >> Setup GP PowerPack

Mark the box next to TWK-SOP: Require Customer Item

Restart Dynamics GP to enable this feature.

Using Require Customer Item

Create Customer-Item records using the Customer Item Maintenance window (Cards >> Sales >> Customer Items).

Note that it is possible to have a Customer-Item record without a Customer Item Number (as shown above). Having a blank Customer Item Number will also prevent selling the Item to the selected Customer.

When an Item is entered in Sales Transaction Entry that does not have a Customer Item Number assigned, a warning will be presented, and the user will be prevented from using that item.

The Item Number Lookup can be set to default to show only Customer Items.