Check item catalog mandatory and private label when entering a sales line manually

If the customer is only allowed to order items within his catalog, there is a check when an item number is entered directly in the sales order line. If the item number in combination with the variant and unit of measure doesn’t exist in the Customer Item Catalog, it isn’t allowed to sell the item to this customer.

If the Private Label checkbox is selected for an item, you cannot sell the item unless it exists in the customer item catalog. If the item, variant, and unit of measure combination that you select on the sales order does not exist in the catalog, the system shows a notification. Additionally, you will also receive an error message when you try to release the order.

Entering an item manually on a sales order line

When entering a sales line manually on a sales order where the Customer is set as Item Catalog Mandatory = Yes, a notification will occur when for the first time a combination of an Item, Variant and Unit of Measure is entered that does not exist in the Item Catalog.

• The notification indicates which Item No., Variant Code, and Unit of Measure is not set up in the Customer Item Catalog.
• If you manually enter a sales line on a sales order, the system shows a notification if the private label item, variant, and unit of measure combination you enter does not exist in the customer item catalog.

Changing the order date, sell-to customer or ship-to address on a sales order

When the Order Date, Sell-to Customer or Ship-to Address is changed in a sales order with existing lines and the (new) customer is set as Item Catalog mandatory = Yes, an error will be thrown. In this case, the sales lines should be deleted.

When the Order Date, Sell-to Customer or Ship-to Address is changed in a sales order with existing lines and the sales line include a Private label Item, an error will be thrown. In this case, the sales line that contains the Private Label item should be deleted.