Table of Contents

Create a Sales Restriction

You can specify the items and quantities a customer can order. When a sales restriction is assigned to a customer or ship-to address, the customer is limited to ordering only the items listed in that restriction and must order within the defined minimum and maximum quantity ranges.

  1. Choose the icon, enter Sales Restrictions, and then choose the related link.

  2. On the Sales Restrictions page, select New.

  3. On the Sales Restrictions Card page, in the General FastTab, populate the following fields:

    Field Description
    No.

    If applicable, enter a unique identifier of the sales restriction.

    The field is automatically populated if the Sales Restriction Nos. field is populated on the Sales Restrictions Setup page.
    Description Enter a description of the sales restriction.
  4. In the Lines FastTab, populate the following fields:

    Field Description
    Item No. Select the items customers are allowed to order.
    Variant Code If applicable, select the item's variant.
    Min. Quantity (Base)

    Enter the minimum quantity, in the base unit of measure, that a customer must order.

    Leave the value blank for no minimum.
    Max. Quantity (Base)

    Enter the maximum quantity, in the base unit of measure, that a customer must order.

    Leave the value blank for no maximum.
  5. In the General FastTab, populate the following field:

    Field Description
    Status

    Select Active.

    The available statuses are as follows:
    • Draft: The sales restriction is in draft mode. The record can be updated but will not be applied to sales orders.

    • Active: The sales restriction cannot be updated and will be applied to sales orders.

    • Inactive: The sales restriction is no longer being used. The record can be updated but will not be applied to sales orders.

The sales restriction can be added to the customer or ship-to address.