Items meant for Assemblies / BOMs - restrict from selling individually

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Posted on by BRBA

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Hello,

I'm very new to NAV, we are using 2013 R2. By mistake, some of our salespeople have been selling items that should only be part of an assembly. Is there a way to restrict that from happening ?

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Aleksandar Totovic 16,765 on at

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No by default

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Tharanga Chandrasekara 23,118 on at

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You do not have the control with the default version. But with a very limited modification you will be able to achieve this.

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Saurabh Shah 4,560 on at

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1) Are you selling your items in multiple unit of measure? If no then, you can remove the sales unit of measure from item card for those items which you do not want to sell and make the UOM field non editable in sales order. by this way they will not be able to sell this items.

2) Another option: Create one boolean (tick mark) field on item card as "Non salable" and put one validation on sales line No. field that if line type is "item" then check above boolean field and if it is true then error message. - This is very small modification in system but can solve your problem.

by default there is no any standard method but by using above you can achieve your requirement.

Regards,

-Saurabh Shah

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keoma 32,729 on at

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add a boolean field to table item: isassemblypart

add this field to the item card.

in trigger no.-onvalidate of table sales line the selected item is checked. there you could add a check for that new field.

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Tharanga Chandrasekara 23,118 on at

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Follow the following steps;

Add the Boolean value to Item table (Part of Assembly Item)

Add that new Boolean value to your Item master card.

Go to sale line table and design it.

Go to No. field properties.

In that you can see the "TableRelation" field and edit it.

Add the Boolean value as a table filter for items, and your table relation would look like below

IF (Type=CONST(" ")) "Standard Text" ELSE IF (Type=CONST(G/L Account),System-Created Entry=CONST(No)) "G/L Account" WHERE (Direct Posting=CONST(Yes),Account Type=CONST(Posting),Blocked=CONST(No)) ELSE IF (Type=CONST(G/L Account),System-Created Entry=CONST(Yes)) "G/L Account" ELSE IF (Type=CONST(Item)) Item WHERE (Part of Assembly Item=FILTER(No)) ELSE IF (Type=CONST(Resource)) Resource ELSE IF (Type=CONST(Fixed Asset)) "Fixed Asset" ELSE IF (Type=CONST("Charge (Item)")) "Item Charge"

Save the table and compile.

You are good to go. You do not have to code anything in the table or do any other modification. By doing that only the item with "part of assembly item = false will show in the drop down of your item list in the sales line.

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BRBA 172 on at

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Thank you to everyone, I will go through these suggestions and report back.

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Yeah, except we actually WANT to sell items as stand-alone products and use those same items in assemblies.

Think flour. We sell flour in a store. We also USE flour in the bakery. We buy/source flour from a single vendor.

Now think about a bagel. We use flour to make the bagel which we sell wholesale in multiples (dozens). We also sell individual bagels. We sell breakfast packages that include a bagel and assorted toppings. Would we be creating separate items, "bagel-single", "bagel-dozen","bagel-meal", that are all exactly the same item, just to use in various ways/assemblies? Would they be received into inventory separately, even as they come out of the ovens on the exact same conveyors?

Are you saying we can't have a single item called "flour", or a single "bagel" that we can both sell and use internally?

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