Setting up a product shipping restriction record

Use the Product Shipping Restriction Setup function to set up Ship Via restrictions by product, product line, or product category. 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

Use these instructions to create a product shipping restriction record:

  1. Select Product > Setup > Product Shipping Restrictions.
  2. Click New.
  3. Specify the Ship Via for the shipping restriction record.
  4. Select the type of shipping restriction record you want to create.
  5. Specify the settings that correspond to the type of record you are creating. For example, if you select Product Category in the Restriction Type field, a Product Category field is displayed. If you select Product Line as the Restriction Type, the Vendor and Product Line fields are also displayed.
  6. Specify the start date.
  7. Optionally, specify a warehouse if this shipping restriction record is warehouse-specific.
  8. Optionally, specify a restriction code. The values in this lookup field are from the Product Restrictions table in SA Table Code Value Setup.
  9. Optionally, specify the expiration date of the shipping restriction record. If you specify an expiration date, this record is not included in validation processing that occurs on or after the expiration date.
  10. Specify a document type for the record. Specify one or more types of orders to apply the product shipping restriction. You can select Sales Order, Warehouse Transfer, or both.
  11. Optionally, specify a ship to warehouse.
  12. Indicate if the record is active.
  13. Indicate if operator override of the record is allowed.
  14. Click Save.
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