Hey All: I'm trying to accomplish something via workflow and I'm struggling to find the right path as it seems that you cannot join Item Location Configurations to an Item Record. Basically, here's what I'm trying to do 1. If an inventory item has the Lifecycle Stage set to "End of Life" (a custom field we have against the item record) AND the Auto-Calculate Reorder Point flag is unchecked and Auto-Calculate Preferred Stock Level is unchecked, set the reorder points and preferred stock level on each location to 0 The problem I'm facing is this: 1. If I set up a saved search and workflow on the Item Location Configuration level, there is no option to join in the item table to those searches 2. If I set up a saved search and workflow on the Item level, I cannot use the workflow to update the item location configuration fields The other option I considered was creating a custom field against the Item Location configuration to automatically pull the "End of Life" field from the item record and assign it to the Item Location Configuration so I can set the criteria on the Item Location Configuration level and use the saved search and workflow based on that, but I am again restricted from sourcing a custom Item Location Configuration field from the Item Record (I can only source from the location record). Any ideas on how I might accomplish this? The purpose behind this is trying to prevent our Purchasing Team from ordering products that are marked end of life. I thought about adding a filter to their "Order Items" page but this only gives me the option to INCLUDE a single status on the "Order Items" page, whereas I need to EXCLUDE a particular Lifecycle Stage (End of Life).

Not possible to do this with a workflow.

Not super familiar with scripting and I'm about to head out of this company so want to try to give them a solution that's not going to take more than a couple hours to figure out. I do like the idea of the Valid for Purchase checkbox, so I'll give that a try. Thanks!

Or make your life cycle list a custom record - and include a checkbox for "valid for purchase" and then use that as a filter

Yeah probably not. I'll see if I can find a script somewhere online that might do something like this that I can work off of else I will give your workaround a shot. Thanks so much