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How to stop blocked sales items appearing in the item list on a sales order

Posted on by 580

HI All

We are on F&O 10.0.0.x

We have thousands of released products, and 80% are components that belong to BOM's. We have "Stopped" checked in the default order settings, but when you enter a sales line, the item lookup still shows all the blocked items. You will get a warning that it's on hold, but the problem is when sales guys search for "chocolate" they find a ton of manufacturing components instead of just finished goods that are saleable. Is there a way to prevent these from showing, so that sales are not wading through dozens of products they can't sell.

Thanks

mark

  • markmj Profile Picture
    markmj 580 on at
    RE: How to stop blocked sales items appearing in the item list on a sales order
    [quote user="ColbyGallagher"]

    In addition to using PLM / an XDS policy, you could also consider creating a call center and create an assortment that will contain only the sellable products.

    docs.microsoft.com/.../assortments

    [/quote]

    Thanks. Sounds promising

  • Suggested answer
    ColbyGallagher Profile Picture
    ColbyGallagher 3,664 on at
    RE: How to stop blocked sales items appearing in the item list on a sales order

    In addition to using PLM / an XDS policy, you could also consider creating a call center and create an assortment that will contain only the sellable products.

    docs.microsoft.com/.../assortments

  • Suggested answer
    Mehdi AMRANI Profile Picture
    Mehdi AMRANI 1,420 on at
    RE: How to stop blocked sales items appearing in the item list on a sales order

    Hi marmj,

    You can use the new feature PLM (Product Life cycle management) and create a blocked Status.

    then eclude this status using XDS for the sales orders.

    Kind regards,

    Mehdi AMRANI

  • Suggested answer
    Gorminator Profile Picture
    Gorminator 362 on at
    RE: How to stop blocked sales items appearing in the item list on a sales order

    Markmj,

    An age-old problem.

    The default order setting flag 'stopped' will prevent it from transacting, but to remove the appearance of this item from the drop-downs on a sales order or purchase order line, you'll need to consider a modification.

    Without knowing your entire business process, you may find customer item lists helpful to some extent, as the end-user would then be shown a list of items allowed for the customer that they can select from before being brought directly back to the atypical sales order form.

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