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To set up the Release Calendar Exclude Groups
The functionality allows specific items to be excluded when releasing a purchase order, based on some criteria (for example to exclude the frozen items from orders released on Fridays, because the vendor can deliver them on Saturday when the store is closed. They can leave the items in an area where they have access but cannot place the frozen items in the cold area).
To set up the Release Calendar Exclude Groups
- Click the
icon, enter Release Calendar Exclude Groups, and select the relevant link. - Click the New action.
- Fill in the Group ID and Description for the group.
- Fill in the Type. This can be an Item Category, a Special Group, an Item, or Field Filter which allows you to set a filter on any field from the Item table.
- In case Type is other than Field Filter, set the No. field based on the selected Type. The value from the No. field will be used as filter.
- In case Type is Field Filter, select the Field No. and define the Filter that will be applied on the selected field (note that the values set in the filter should be applicable for the selected field).
Once defined, the Exclude Group can be used when you set up the Release Calendar.
See also