Menu Path: Customer Service Inquiries Customers Sales Restriction Inquiry
View sales restrictions.
Use Sales Restriction Inquiry to display product, category, or subcategory sales restrictions for customers, sales representatives, divisions, or sales restriction groups. This window is an inquiry-only version of Sales Restriction Maintenance, intended for users who are allowed to look at this information, but not change it.
Button |
Description |
Exit |
Click this button to close the Sales Restriction Inquiry window. |
First |
Click this button to display sales restrictions for the first product, product category, or product subcategory based on the selected Restrict and Restrict By options. |
Prev |
Click this button to display sales restrictions for the previous product, product category, or product subcategory based on the selected Restrict and Restrict By options. |
Next |
Click this button to display sales restrictions for the next product, product category, or product subcategory based on the selected Restrict and Restrict By options. |
Last |
Click this button to display sales restrictions for the last product, product category, or product subcategory based on the selected Restrict and Restrict By options. |
Restrictions |
Click this button to display Restriction Inquiry, which allows you to view product, subcategory, or category restrictions for the selected customer, sales representative, or division. |
Field or Button |
Description |
Select whether to display sales restrictions by customer, sales representative, customer division, or sales restriction group. |
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Select whether to display sales restrictions for a product, subcategory, or category. |
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Enter a product code for which to display sales restrictions, or click the Lookup button to select a product code. This field is only available if you select the Product radio button. |
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Enter a product category for which to display sales restrictions, or click the Lookup button to select a product category. This field is only available if you select the Subcategory or Category radio button. For information on setting up product categories, see Product Category Maintenance. |
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Enter a date for which to display active sales restrictions in the Sales Restriction grid, or click the drop-down arrow to select a date. Example A customer restriction is set up for product ABC that expires on 3/31/2020. If a date is entered that is less than or equal to 3/31/2020, it will display this restriction in the Sales Restriction grid. If a date is entered that is greater than 3/31/2020, the restriction is not displayed in the grid. |
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Enter a product name for which to display sales restrictions, or click the Lookup button to select a product name. This field is only available if you select the Product radio button. |
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Enter a product subcategory for which to display sales restrictions, or click the Lookup button to select a product subcategory. This field is only available if you select the Subcategory radio button. For information on setting up product subcategories, see Product Subcategory Maintenance. |
Field or Button |
Description |
This check box is selected if customer restrictions exist for the selected product, category, or subcategory. |
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This check box is selected if sales representative restrictions exist for the selected product, category, or subcategory. |
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This check box is selected if division restrictions exist for the selected product, category, or subcategory. |
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This check box is selected if sales restriction group restrictions exist for the selected product, category, or subcategory. |
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Customer/Sales Representative/Customer Division/Sales Restriction Group Code |
This field displays the customer code, sales representative, customer division ID, or sales restrictions group code for the selected sales restriction. This field is only enabled if you clear the All Others check box. |
Select this check box to display sales restrictions for all unrestricted customers, sales representatives, divisions, or sales restriction groups. |
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This field displays the customer name for the selected sales restriction. This field is only available if you select the Customer radio button. |
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This field displays the expiration date for the selected sales restriction. |
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This field displays the maximum quantity that can be sold for the selected sales restriction. |
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This check box is not enabled, and can only be used in Sales Restriction Maintenance. |
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This grid displays sales restrictions for the selected product, product category, or product subcategory for all customers, sales representatives, customer divisions, or sales restriction groups based on the selection in the Restrict and Restrict By radio sets. Values in the Used Qty column are the quantity already ordered for the product, so you can compare them to the restricted quantity. During order entry an available quantity is calculated as the restricted quantity minus the used quantity. |