Table of Contents

Create a Purchasing Restriction

You can specify the items and quantities that you can purchase from a vendor. When a purchasing restriction is applied to a vendor or order address, only the specified items can be ordered, unless an item is marked as unrestricted. Orders must also follow the defined minimum and maximum quantity limits defined in the purchasing restriction.

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

  2. On the Purchasing Restrictions page, select New.

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

    Field Description
    No.

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

    The field is automatically populated if the Purchasing Restriction Nos. field is populated on the Purchasing Restrictions Setup page.
    Description Enter a description of the purchasing restriction.
    Category Select the category to which the sales purchasing belongs.

  4. In the Lines FastTab, populate the following fields:

    Field Description
    Item No.

    Select the items you are allowed to purchase from the vendor.

    You cannot select items where the Not Subject to Purchasing Restrictions toggle is turned on on the Item Card page.
    Variant Code If applicable, select the item's variant.
    Min. Quantity (Base)

    Enter the minimum quantity, in the base unit of measure, that you must purchase from the vendor.

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

    Enter the maximum quantity, in the base unit of measure, that you must purchase from the vendor.

    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 purchasing restriction is in draft mode. The record can be updated but will not be applied to purchase orders.

    • Active: The purchasing restriction cannot be updated and will be applied to purchase orders. Active purchasing restrictions will be modified if adding or removing items through an action.

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

The purchasing restriction can be added to the vendor or order address.