We are having some of our vendors put stipulation on our sales saying certain customers can't purchase brands products. We have put memos in customer accounts so when someone takes an order the memo pops up first saying what they can't or can purchase from us. This is a crazy question but is there a way to do a conditional formatting on a UDF in Sales Order that pops up saying that they can't purchase that item when they type into a sales order? If customer memo doesn't say approved for a Brand and that UDF Brand is on a sales order. Or do you know of a better way to tackle it? I know MAS has a way to do this but it doesn't work for our web orders.
I'd go with a script lookup of allowed / restricted product lines for customers (UDT? Checkboxes in items / customers?). SetError when blocked, and that should stop things at the business object level (including imports...).
Would it be easier if we create a customer UDF and list the Brands that they cant purchase (we have a Brand UDF for each item) and make a field in sales order that just says Restricted when an item is entered in a sales order line? Background info: We have over 700 Brands, over 30,000 active items, over 65,000 items. Each customer shouldn't have more than 5-8 restricted brands. Would a scrips slow Sales Order down?
Generally it is best to minimize the amount of settings to manage. Whatever fits your business needs, with the least effort would be "easiest".
Anything added affects performance at some level, but a well written script should run in a fraction of a second.