Table of Contents

Setup

To See
View the permission sets. Permissions
Set up inventory restrictions. Set Up Inventory Restrictions
Create restriction codes, which configure the transactions to be restricted. Create Inventory Restriction Codes
Set up the templates and batches to be used by the Inventory Restriction Journals page. Create Inventory Restriction Journal Templates
Create restriction groups, which can be assigned to an item. Create Inventory Restriction Groups
Assign a restriction group to an item. Assign Inventory Restriction Group to Items
Set up a bin for quarantined items. Set Up Quarantine Bin
Set up users who are permitted to manually add or remove restrictions from items. Set Up Users
Schedule a job queue to apply restrictions to expiring inventory. Set Up Apply Expiration Warning Restrictions Job Queue

Item Recalls

If the Item Recalls app is installed, item restrictions can be assigned to tracked items associated with a released item recall. The restricted items will be prevented from being used in inbound, outbound, and warehouse processes depending on how the inventory restriction codes were set up.

This feature can be used when you want to prevent items that are part of a recall from being used in transactions.

In addition to the Inventory Restrictions setup steps, you will need to set up item recalls.

To See
Set up the Item Recalls app. Setup
Add inventory restriction codes to item recall categories. Add Inventory Restrictions to Item Recall Categories

Quality Inspections

If the Quality Inspections app is installed, item restrictions can be assigned to tracked items associated with active or finished quality inspections. The restricted items will be prevented from being used in inbound, outbound, and warehouse processes depending on how the inventory restriction codes were set up.

This feature can be used when you want to prevent items undergoing a quality inspection from being used in transactions or restrict items that have failed an inspection.

In addition to the Inventory Restrictions setup steps, you will need to set up quality inspections.

To See
Set up the Quality Inspections app. Setup
Add inventory restriction codes to quality inspection templates. Add Inventory Restrictions to Quality Inspection Templates