Block Items from Sales or Purchasing

You can block an item from being entered on lines in sales or purchase documents, and you can block it from being posted in transactions. For example, this is useful when an item has a known defect. If someone chooses a blocked item on a sales or purchase document a message will inform them that the item is blocked.

The following table describes what occurs when items are blocked.

Option Description
Sales Blocked You can't enter the item in a sales document or in a sales item journal.
Purchasing Blocked You can't enter the item in a purchase document, in a purchase item journal, or in purchase planning processes.
Blocked You can't include the item in transactions.

Note

Blocked items can be returned. This means that none of the above settings apply to return orders and credit memos.

When you use the Copy from Document action to create new documents based on existing documents, you're notified if items on the source document lines are blocked. The blocked document lines are excluded from the new document, and a notification shows an overview of all document lines that are blocked in the source document.

To block an item from being entered on sales lines

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Items, and then choose the related link.
  2. Select the item that you want to block, and then select the Sales Blocked checkbox.

To block an item from being entered on purchase lines

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Items, and then choose the related link.
  2. Select the item that you want to block, and then select the Purchasing Blocked checkbox.

To block an item from being posted

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Items, and then choose the related link.
  2. Select the item that you want to block, and then select the Blocked checkbox.

See Also

Register New Items
Inventory

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