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Create Sales Quote with Blocked Items

Posted on by 29

Recently we have blocked some items and want to create a Sales quote with those blocked items.

May I know how it will work? 

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 70,124 Super User 2024 Season 2 on at
    RE: Create Sales Quote with Blocked Items

    Hi, Please don't try this weird customization.

    I think you can unblock the items first, then use them, and then disable them after use. This is also in line with the process.
    Perhaps an application form outside the system is required for both opening and disabling.

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: Create Sales Quote with Blocked Items

    Why block them if you want to use them after all?

    If it is an item you do not have in stock the catalogue items is a better option i think.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 58,878 Super User 2024 Season 2 on at
    RE: Create Sales Quote with Blocked Items

    It can be achievable with a customization using the OnBeforeTestStatusOpen event.

  • Suggested answer
    Manan_Shah Profile Picture
    Manan_Shah 1,457 on at
    RE: Create Sales Quote with Blocked Items

    Hi CCAUS,

    In Base system once you blocked item user can't use item for transactions. I suggest for Sales Quote you can use Non - Inventory items else ask your development Partner to do customization as per your requirement. 


  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,025 Moderator on at
    RE: Create Sales Quote with Blocked Items

    Hi,

    I dont think system will allow you do that, because blocking functionality works everywhere in the system, if you select Item, you need to consult with your Development team to achieve that.

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