Manage Items on Purchasing Restrictions

You can add or remove multiple items from specific purchasing restrictions or from purchasing restrictions linked to selected vendors.

Update items on purchasing restrictions

You can add or remove multiple items from one or more purchasing restrictions.

This process will make changes to all of purchasing restriction within the filter even if the restriction has an Active status.

This procedure does not allow you to filter by vendor. To do that, see Update items on purchasing restrictions by vendor.

1. Choose the icon, enter Add/Remove Items from Purchasing Restrictions, and then choose the related link.

   The page can also be opened by selecting Manage > Items on the Purchasing Restrictions page, or by selecting Actions > Purchasing Restrictions > Manage Items on the Items or Item Card page.

2. On the Add/Remove Items from Purchasing Restrictions page, populate the following fields:

   Field	Description
   Action	Select whether items are being added to or removed from the selected purchasing restrictions.

3. Under Filter: Item, enter the values that will filter the items you want to add to or remove from the purchasing restrictions.

   For example, enter a single item number or a range of item numbers (for example, F00001..F000020), or add another filter such as the item tracking code, which will add or remove all of the items associated with the tracking code.

   Note

   If no filters are entered for the item, then all items will be added to or removed from the purchasing restriction. You will be asked to confirm that you want to add or remove all of the items from the purchasing restriction.

4. Under Filter: Purchasing Restriction Header, enter the values that will filter the purchasing restrictions to which you want to add or remove items.

   For example, enter a single purchasing restriction or a range of purchasing restrictions (for example, PRR0001..PRR0050), or add another filter such as the category, which will add or remove the items associated for purchasing restrictions with that category.

   Note

   If no filters are entered for the purchasing restrictions, then the item will be added to or removed from all purchasing restrictions. You will be asked to confirm that you want to add or remove the item from all the purchasing restrictions.

   If no filters are entered for the item and purchasing restriction, then all of the items will be added to or removed from all of the purchasing restrictions. You will be asked to confirm that you want to add or remove all the items from all the purchasing restrictions.

5. Select OK.

   Items will be added to or removed from purchasing restrictions regardless of their status.

Update items on purchasing restrictions by vendor

You can add or remove multiple items from one or more purchasing restrictions for a range of vendors.

This process will make changes to all of purchasing restriction within the filter even if the restriction has an Active status.

1. Choose the icon, enter Add/Remove Items from Vendor Purchasing Restrictions, and then choose the related link.

   The page can also be opened by selecting Actions > Purchasing Restrictions > Manage Vendor Items on the Items or Item Card page, or by selecting Actions > Purchasing Restrictions > Add or Remove Items on the Vendors or Vendor Card page.

2. On the Add/Remove Items from Vendor Purchasing Restrictions page, populate the following fields:

   Field	Description
   Action	Select whether items are being added to or removed from the selected purchasing restrictions.

3. Under Filter: Item, enter the values that will filter the items you want to add to or remove from the purchasing restrictions.

   For example, enter a single item number or a range of item numbers (for example, F00001..F000020), or add another filter such as the item tracking code, which will add or remove all of the items associated with the tracking code.

   Note

   If no filters are entered for the item, then all items will be added to or removed from the purchasing restriction associated with a vendor. You will be asked to confirm that you want to add or remove all items from the purchasing restriction associated with a vendor.

4. Under Filter: Vendor, enter the values that will filter the vendors with purchasing restrictions to which you want to add or remove items.

   For example, enter a single vendor or a range of vendors (for example, VEN0001..VEN0050).

   Note

   If no filters are entered for the vendor, then the item will be added to all purchasing restrictions associated with a vendor. You will be asked to confirm that you want to add item to all the purchasing restriction associated with a vendor.

   If no filters are entered for the item and vendor, then all items will be added to or removed from all of the purchasing restrictions associated with a vendor. You will be asked to confirm that you want to add or remove the all the items from all the purchasing restrictions.

5. Select OK.

   Items will be added to or removed from the purchasing restrictions that are associated with the filtered vendors.