Item Transaction Check User Guide
Installation
The “Item Transaction Check” apps is available on the Microsoft Dynamics 365 Business Central AppSource.
Please review the Extension Installation Procedure for further information.
Handbook
General
An Item Transaction Check rule is made of following settings:
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Define the type of transaction to which these rules will apply: This can be of three kinds, all sales documents (except return orders and Credit Memos), all purchase documents (except return orders and Credit Memos) and transfer orders (when moving from one location to another).
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Define whether a restriction (Lock) or authorization (Unlock) rule is created
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Define the list of items to which the rule applies. It is possible to define an item group by filtering on all the fields of the item card, item variants, item units. It is also possible to use the Item Treeview to create finer groups or granularities.
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Define the third parties for which the rule is to be applied. The type of third party depends on the type of transaction:
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For sales documents: It will be possible to filter the customers list to define whether the rule should apply to a particular customer (Use of customer card’s field or Customer Treeview to filter).
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For purchase documents: It will be possible to filter the vendors list to define whether the rule should apply to a particular vendor (Use of vendor’s card field or Vendor Treeview to filter).
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For transfer orders: It will be possible to filter the locations list to define whether the rule should apply to a particular location (Use of location’s card fields or Location Treeview to filter).
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There is no limitation on the number of locking/unlocking rules.
Setup
You can setup Item Transaction Check rules are made using Item Transactions Check list. Use the Search menu to find this list.
The list Item Transactions Check has the following fields
| Field | Description | Note |
|---|---|---|
| Transaction type | Sales: Check rule applicable to sales transactions (orders, invoices, quotes, etc.). Purchases: Check rule applicable to purchase transactions (orders, invoices, purchase requests, etc.). Transfer: Check rule applicable to transfer orders. |
Transfer: For transfer orders the check rule will be applied on The rule is applied on transfer-from warehouse, transfer-to warehouse and transit warehouse. |
| Description | Free comment to write the objective/scope of the rule. | The description will be used in the blocking or user information message. |
| Control type | Lock: The rule will limit item transactions following the applicable scope defined with filters. Unlock: The rule will allow item transactions following the applicable scope with the following filters. |
By default, item transactions are allowed as standard. , Unlock rules are only applied if they reduce the perimeter of a lock check rule. |
| Table | Name of the table on which the filters will apply. This table is defaulted per transaction type. For a Sales transaction type, we will filter on the Customer table. For a Purchase transaction type, we will filter on the Vendor table. For a Transfer transaction type we will filter on the Location table. | |
| Table filter | Filter applicable on the Table previously defined. | You cannot use the Table Filter and the Table Treeview Filter for the same line. |
| Table Treeview Filter | Filtering using the applicable entity treeview according to the transaction type. For a Sales transaction type, we will filter on the Customer Treeview . For a Purchase transaction type, we will filter on the Vendor Treeview. For a Transfer transaction type we will filter on the Location Treeview. | You cannot use the Table Filter and the Table Treeview Filter for the same rule. |
| Item filter | Definition of the applicable filter based on the fields of the item card. | |
| Filter Item Variant | Definition of the applicable filter based on the fields of the item variants. | |
| Filter Unit Item | Use of the item unit of measure to define the filtering. | |
| Item Treeview Filter | Use of the item treeview to define the filtering. | You cannot use the Item filters and the Item Treeview Filter for the same line. |
| Type of message | Used only for Lock rules Alert: An alert message will be displayed when the rule is triggered, but the process can go further on. Consider this as an inforamtion message. Lock: Order line input is blocked you can’t go further on. |
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| Starting Date | Define a starting date when the rule will be applicable | Optional : it cannot be after ending date |
| Ending Date | Define an ending date when the rule will end | Optional : it cannot be before starting date |