Product shipping restriction validation

Shipment-related settings are validated against the Product Shipping Restriction Setup records in these functions:

  • Sales Order Entry
  • Sales Shipping Feedback Entry
  • Transfer Entry
  • Transfer Shipping Entry

If a shipment restriction record applies to the product, then the shipment-related settings from the sales order or warehouse transfer are validated against those records.

When an invalid shipment is found on a sales order, the order is placed on hold using the hold code specified in SA Administrator Options-Products-Product Restrictions. If active product shipping restrictions are found during Sales Order Entry, and if overrides are allowed within the Product Shipping Restriction Setup record, the operator may override the restriction in Advanced Line Entry to avoid the hold .

If active product shipping restrictions are found during Transfer Entry, the operator may override the restriction in Advanced Line Entry. Warehouse transfers are not placed on hold.

External shipping application integrations do not validate against the product shipping restriction records.

Validation of the Ship Via specification occurs under these circumstances:

  • A Ship Via is added or changed in Sales Order Entry-Initiate or Sales Order Entry-Maintain. This includes Easy Line Entry, Quick Line Entry, Advanced Line Entry, and Optional Product Selection.
  • Ship Via is changed in Sales Order Entry-Customer Order Settings.
  • An order is finished in Sales Order Entry. This ensures that the sales order lines and the ship via on maintained orders are re-validated.
  • An order is copied or converted in Sales Order Entry.
  • A quote is edited, copied, or converted in Sales Order Entry.
  • An order is manually shipped in Sales Shipping Feedback Entry.
  • The Ship Via field in the order header is changed in Sales Shipping Feedback Entry.
  • A Ship Via is added or changed in Transfer Entry-Initiate or Transfer Entry-Maintain. This includes Easy Line Entry and Advanced Line Entry.
  • A transfer is manually shipped in Transfer Shipping Entry.
  • The Ship Via field in the warehouse transfer is changed in Transfer Shipping Entry.
  • An order is approved (taken off hold) in Sales Order Entry or Sales Shipping Feedback Entry.

Sales order lines are also validated in these Sales Order Entry functions:

  • Shopping List
  • Multi-Line Sourcing/Line Creation
  • Standard Freight Rate Shopping
  • Import order
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