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Anyone know a good way to remove items from showin...
# administration
j
Anyone know a good way to remove items from showing up in a subsidiary? The Issue: I have items that are used in multiple subsidiaries with history transactions on them. One subsidiary no longer uses that item, but another one does. The item still appears in my items list on the subsidiary that no longer uses it. Is there a good way to remove it?
m
There should be a subsidiary field on the item record where you select what subsidiary has access to that item
Can you just remove the unwanted subsidiary from that field?
j
I've tried selecting just the subsidiary, but when I do that, it says 'cannot remove SUBSIDARYNAME because it has transactions'
m
Oh I see You might have to add a workflow error message when someone selects that item and subsidiary combination that doesn't allow them to continue Or You have to make a new item and inactivate this one
j
is it like on Sales Orders? or just in general when looking at say accounting/ items?
a
We have a saved search that limits the items available on the SO - could do something similar perhaps and limit at form level?
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j
I'll have to look into this. Thank you!
j
@Jordan Fitch here's what we did with the prior company i worked with that had so many items and initially the implementation was not so good so the item some times is no longer needed in that subsidiary but it had historical transactions so you cannot remove the subsidiary association in the item master:
1. If it is related to Lists views, like viewing items @Annabel suggestion works best. You have to create a List view search that becomes the preferred view by filtering each specific view by subsidiary - down side is if the role the user has has cross sub view so he or she can still view so another option is to restrict by role under the roles tab of the search
2. If it is related to item selection in transactions, POs and SOs have an Item filter field when you customize the form, however for other forms you may need to create like a script or workflow that performs the validation so the users cannot select that item. Where a popup will appear saying, this item is not available in the selected subsidiary - it's usually a client side script
3. If it pertains to global searches, this is a limitaiton though because once the user role has access to that sub and the item is tagged to that sub, the user can still access the item - the alternative solution we had also was a script. When the user select the item a script validates using a separate multi-select field in the item record with the list of subs selected. if the role accessing the item does not have access to any of those subs a pop up error prevents the user from viewing the item
hope it helps
j
Thanks JB. It's for transactions. Just dont' want my CSR team to use the old part#. I'll look into your suggestion. Appreciate it.
j
For transactions / we ended up using a Boolean field on the item record (to limit the items so MSR's were not scrolling through raw materials) and then this saved search to only show items that were active & had Boolean checked
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