Minimum Version Required: 22.06
Steps
Not Authorized Statuses:
1. Authorized: This Product has no restrictions and is allowed to be Invoiced.
2. Product is Discontinued: Go to the Product record and check the 'Status' field.
3. Inventory is Discontinued: Go to the Inventory record for that Location and Product and check the 'Status' and/or 'Active Effective' field.
4. Brand Families Area is Inactive: Go to the Brand Families Areas table and go to that Brand Family and check the 'Active' field.
5. Not in Customers Product Group: Go to the Customer record and check the 'Product Group' field. Go to the Product Group table and view the Sub Table of 'Product Type List', these are the available Product Types available to be Invoiced.
6. Product Type Track Customer History is False: Go to the Product Type record and check the 'Track Customer History' field.
7. Chain Product is Not Authorized: Go to the Product Authorizations table and view that Product and Chain record and check the 'Authorized' field.
8. Suppliers Area is Inactive: Go to the Suppliers Areas table and go to that Supplier and check the 'Active' field.
9. Product is Not in Season: Go to the Products table and check the 'In Season' field.
10. Allocation is not Authorized: Go to the Allocations table and go to that Product and check the 'Allocation Type' field.
11. Product is Premise Restricted: Go to the Products table and check the 'Premise' field.
12. CustomerHistory Override Authorization is False: Go to the Customer History table and go to that Customer and Product record and check the 'Authorized Override' field.
Fields And Definitions
Not Authorized:
This field can be found on the customer history table
This field controls whether a Customer can purchase a product and gives information about why they may not be able to purchase a product
Authorized Override
This field can be found on the customer history table
Overrides ALL other Product Controls while populated with True (Allow purchase of the Product) or False (Deny All ability to Purchase the Product).
This can be set for a Date Range
Invoice Edit Not Authorized Status Behavior:
Server logic:
A: Product is not displayed in Invoice Edit:
1, Product is Discontinued;
2, Inventory Is Discontinued;
4, Allocation by Sales Rep;
6, ProductTypeTrackCustomerHistoryIsFalse
B: Display the product and show Not Authorized status. The product can be picked up but cannot be sold as positive units:
3, Brand Families Area is Inactive;
5, Not in Customers Product Group;
7, Chain Product is Not Authorized;
8, Suppliers Area is Inactive;
9, Product Is Not In Season;
12, CustomerHistory Override Authorization is False;
13, Product is Unavailable;
14, Inventory Is Unavailable;
15, Pre-Order Product Deadline passed
10, Allocation is not Authorized;
11, Product is Premise Restricted;
2, For add new Products and Manual Invoice Edit search,
0, Authorized
4, Allocation by Sales Rep;
6, ProductTypeTrackCustomerHistoryIsFalse
EM logic:
A: Product is not displayed in Invoice Edit:
1, Product is Discontinued;
2, Inventory Is Discontinued;
B: Display the product and show Not Authorized status. The product can be picked up but cannot be sold as positive units:
3, Brand Families Area is Inactive;
5, Not in Customers Product Group;
6, ProductTypeTrackCustomerHistoryIsFalse
7, Chain Product is Not Authorized;
8, Suppliers Area is Inactive;
9, Product Is Not In Season;
12, CustomerHistory Override Authorization is False;
13, Product is Unavailable;
14, Inventory Is Unavailable;
15, Pre-Order Product Deadline passed
10, Allocation is not Authorized;
11, Product is Premise Restricted;
2, For Add new Products and Invoice Edit search,
0, Authorized
4, Allocation by Sales Rep;
Best Practices
When you are unable to order a Product, check the Customer History Table to determine why the product is not able to be purchased
If setting an Authorized Override, make sure to set an End Date.