Customer exclusion

Dawid Kaczmarek Updated by Dawid Kaczmarek

Customer exclusion

In some cases, the setup and usage of Advanced Customer Approval can require a high volume of data and thereby also effort for maintaining the data. In these cases, it might be easier to look at what is NOT allowed. For these cases the Customer exclusion framework is available.

By using the exclusion framework, a combination of Customer, Customer group or Country, can be setup to be blocked for a specific Item, an exclusion group of items or all items.

The customer exclusion setup can be used in combination with the advanced customer approval but blocking functionality will overrule approved functionality.

The blocking functionality will prevent creation of data in the following areas:

  • Sales quotations (Also prospects if country is blocked)
  • Sales agreements
  • Sales order lines

Setup

This functionality does not require any setup of number sequence, but there are 2 parameters that control the level of approvals you want to use, as soon as data has been setup in the form ‘Customer exclusion list’ and approved (if mandatory according to the parameter setting).

Go to: Accounts receivable/Setup/Advanced customer approval/ Advanced customer approval setup/tab page Advanced customer approval to setup the 2 new parameters:

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Customer exclusion group

Path: Sales and marketing / Customer exclusion list – Item customer exclusion group In this form exclusion groups can be created. This provides the possibility to create groups of released products (items) to be excluded from sale in combination with a single customer, a customer group or all customers in a country.

Each item can be setup to be part of one or more groups.

For each exclusion group, there is access to see and maintain what products is included into the group using the menu [Related items]. A tool for selection of items to be added to the selected group, is also available using the menu [Add items].

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A search for records to be included can be setup (using the filter option) and it can be selected to run the search with or without update.

If run without update, the info log will show the items included in the search and information whether the item already is part of the group.

If run with update, the selected items will be added to the group.

Customer exclusion list

Path: Sales and marketing / Customer exclusion list – Customer exclusion list

In this form the total setup of Customer exclusion is available, cross item and customers. From here existing setup can be maintained and new setup can be created and approved. Only records that are not approved can be edited (unless allowed otherwise via the parameter) and only the date fields will be editable once saved. To exclude all customers in a country, select Account code = All and the field Country/Region becomes editable as well as mandatory.

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Released product details

Path: PIM/Products/Released products/Sell/Customer exclusion/ Access to customer exclusion is also available direct from the released product form on the tab page [Sell]. From here the exclusion settings relevant for the specific product is accessible.

Dates on data shown on the tab page [Customer exclusion list] are editable if not approved. If marked as mandatory for approval only records that are approved will be included in the exclusion logic. Data shown on the tab page [Exclusions by Group or All] is not editable, as this is a visualization of exclusion where the item is part of a Group or All setting. Embedded Image

Exclusion from sales order

When creating a sales order line, control for customer approval as well as for customer exclusion is done for each sales order line being created. If automatic control of either customer approval or customer exclusion are failing, creation of the sales order line will fail. In the info log detailed information will be available.

![When adding items to a sales order line using the lookup function, information of exclusion is available for the items shown in the lookup form. In the example below it can be seen that 4 of the FXXXXX items have been excluded for the customer or delivery address.

This will prevent creation of the sales order line if any of these items were to be selected.](../images/image_019.png)

Even when an item (here) FP06 has been approved for sale using the ACA setup, it will still be shown that this item is not allowed because of being on the exclusion list. If any exclusion is identified, this will overrule ACA setup.

If selecting item FP06 anyway, an error is shown, and creation of the record is being prevented. The error text will show why. Embedded Image

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