Show only approved products

Dawid Kaczmarek Updated by Dawid Kaczmarek

On the sales order line, sales quotation lines as well as the sales agreement a new dialog form is shown with 3 choices when carrying out a look up in the field 'Item number' to enable the user to see: - All products: When this option is activated all products are shown - Approved products: When this option is activated you will only be shown products that have been approved to sell to the current customer account - Not requiring approval: When this option is activated you will be shown products that hold the Approved customer check method: No check OR Warning only

The last value will be remembered, this means that the item number look up will open on the option last used.

Figure 12: Tabs for various lookup options

NOTE : If no ACA IDs exists in the current company the list will be blank, as the look up have no data to start with, to show all products simply un-mark the parameter and this value will be the default for the user when opened next time.

NOTE ALSO: If you have created an ACA ID where you haven't filled in the customer account nor the country code (is allowed for all customer in the time interval) this ACA ID will not be shown as an approved product on the list, but it can be used anyway.

How did we do?

Setup for Advanced Customer Approval

Using ACA information for purchase

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