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Eliminating blocked items from purchase quotes item selection

  • 1.  Eliminating blocked items from purchase quotes item selection

    Posted 02-12-2018 01:06 PM
    Hello,

    Running NAV2015, we have recently revised the list of purchasing items which resulted in many items going out of use.  Although the items are blocked, they
    keep showing in the drop down list upon creating purchase requests / orders.
    Is there a setup option that would exclude the blocked items from the drop down list ?

    Thanks in advance !


  • 2.  RE: Eliminating blocked items from purchase quotes item selection

    TOP CONTRIBUTOR
    Posted 02-12-2018 01:40 PM
    I wish there was a setup option but there is not it take a small customization to hide blocked items.

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    Kim Dallefeld
    VP Professional Services
    Syte Consulting Group
    kdallefeld@sytecg.com

    Past NAVUG Board Chairman
    NAVUG Programming Committee
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  • 3.  RE: Eliminating blocked items from purchase quotes item selection

    Posted 02-13-2018 08:25 AM
    ​Hi Shacham,

    Kim is right there is no setting. When we demo, we generally do as Kim suggested and add a small line of code to filter out blocked items.


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    Jenn Morton
    Manufacturing Consultant
    Sabre Limited
    Cambridge Ontario Canada
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  • 4.  RE: Eliminating blocked items from purchase quotes item selection

    TOP CONTRIBUTOR
    Posted 02-13-2018 10:50 AM
    It's pretty simple... pretty much just filter out blocked items on all lists. I do that as a matter of course for any implementation.

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    Val Gameiro
    Senior NAV Analyst
    BPL Plasma Inc.
    Austin, Texas
    NAVUG Austin Chapter Leader
    ------------------------------



  • 5.  RE: Eliminating blocked items from purchase quotes item selection

    TOP CONTRIBUTOR
    Posted 02-13-2018 03:21 PM
    Edited by Eduardo Diaz 02-13-2018 03:21 PM
    Add the following filter to exclude the Blocked items from your Requisition Worksheet. Cheers



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    Eduardo Diaz
    IT Director
    Minequip Corp.
    Miami FL
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  • 6.  RE: Eliminating blocked items from purchase quotes item selection

    GOLD CONTRIBUTOR
    Posted 02-20-2018 08:07 PM
    I do not think this can be done without the Code change. If you like to make the code change, design the Purchase Line table, in the "NO." field table relation, add the table filter for blocked = No.
    tis will eliminate all the blocked items from all of you purchase line related pages. Same you can do with the sales line table as well.


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    Naveen Jain
    Director of IT
    Symbex Companies
    Santa Fe Springs CA
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