Setting up a product sourcing restriction record

Warehouse product records, catalog product records, and sourcing documents are validated against the records that you create in Product Sourcing Restriction Setup. If a sourcing restriction record matches the key values found on a product record or a line on a sourcing document, the record or line is not created or updated unless an override of the restriction is allowed on the restriction record and within the function.

  1. Select Product > Setup > Sourcing Restrictions.
  2. Click New.
  3. Select the type of restriction record to create.
  4. Specify the settings that correspond to type of record you are creating.
    • If you selected Product in the Restriction Type field, specify a product.
    • If you selected Product Line, specify a product line. In the Vendor # field, specify the ARP vendor for that product line.
    • If you selected Product Category in the Restriction Type field, specify a product category.
  5. Specify the start date.
  6. Optionally, specify a warehouse if this restriction record is warehouse-specific. If you do not specify a warehouse, the sourcing restriction is applied to all warehouses.

    The warehouse specified here cannot transfer the product to the Ship To warehouse or receive the product from the restricted vendor.

  7. Optionally, specify the expire date of the restriction record.

    If you specify an expiration date, this record is not included in validation processing that occurs on or after the expiration date.

  8. Optionally, specify a description of the restriction.
  9. Select Allow Override to indicate that this restriction can be overridden with the correct authority.
  10. In the Document Type field, select the type of transaction to which this sourcing restriction record applies.
  11. If you selected Purchase Order or Both in the Document Type field, specify the vendor to which this restriction record applies in the Restriction for Vendor # field.
  12. If you selected Warehouse Transfer or Both in the Document Type field, specify the warehouse that is restricted from receiving the product in the Ship To Warehouse field.
  13. Click Save.