Examples of using Item Transaction Check

Check items is matching customer requirements

In the following scenario, customer has defined its requirement to only order/receive veggie products. We want to check when ordering that only “veggie” products can be ordered.

Definition of the item treeview

Using the Treeview Management we define our own groups of items as follows:

• A node named “VEGGIE” grouping together veggie products
• A node named “STANDARD” grouping together non-veggie products

Setting up item transaction check rule

Open the Item Transactions Check page.

And create the following line:

This setting must block the sale of “STANDARD” items (therefore non-vegetarian to customer 20000).

Check result

When creating a sales order, you may see the following blocking message when entering a “STANDARD” item.

Alert during transfers to a warehouse that only manages pallets

Setting up item transaction check rule

Open the Item Transactions Check page.

And create the following line:

This setup should trigger a warning message when creating a transfer order for non-palletized goods to the “PRINCIPAL” warehouse.

Check result

When creating a transfer order, you may see the following alert message when entering a non-palletized item.