Party Specific Item
Overview
Party Specific Item – Business Overview
The Party Specific Item document is used in Dafater to manage situations where certain products or services are unique to a specific customer or supplier. It allows businesses to clearly define which items are applicable to which business partners, ensuring accuracy in sales and purchasing activities.
What the Party Specific Item is Used For
In day-to-day operations, businesses often deal with: - Customers who buy customized products - Clients who use their own item codes or names - Suppliers who provide exclusive or contract-based items
The Party Specific Item document helps link an item directly to a specific party, so that transactions remain clear, consistent, and error-free. It ensures that the right item is used for the right party every time.
Prerequisites and Setup Requirements
Before using Party Specific Item, the following should already be in place:
- Parties such as customers or suppliers must be created in Dafater
- Items or products must be defined in the system
- A clear business understanding of which items are exclusive or customized for specific parties
This document is typically set up once and then reused across multiple transactions.
Typical Workflow and Business Fit
- A business identifies that an item is specific to a particular customer or supplier
- A Party Specific Item record is created linking that party with the relevant item
- When sales orders, quotations, or purchase transactions are created, the system recognizes the party-specific item
- Transactions proceed smoothly with the correct item details, pricing, and descriptions
This workflow fits naturally into sales, purchasing, and account management processes, especially in businesses with customized offerings.
Key Business Scenarios Where It Is Essential
The Party Specific Item document is especially valuable in:
- B2B sales with customer-specific products or branding
- Long-term contracts with negotiated or exclusive items
- Businesses handling private labels or customer-defined item codes
- Supplier arrangements where materials or services are unique
In these cases, it prevents confusion and improves professionalism in transactions.
Important Considerations for Users
- Ensure party-specific items are reviewed periodically to avoid outdated links
- Avoid creating unnecessary records; only use this document when an item truly differs by party
- Communicate internally so sales and purchasing teams understand which items are party-specific
- Use it consistently to maintain clean and reliable business data
In summary, Party Specific Item in Dafater plays a crucial role in managing customized and exclusive business relationships, helping organizations operate more accurately, efficiently, and professionally.
Basic Information
- Module: Selling
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| party_type | Party Type | Select | ✓ | Customer, Supplier | Select whether restriction applies to a customer or supplier. |
| party | Party Name | Dynamic Link | ✓ | party_type | Specify the customer or supplier to apply item restrictions. |
| restrictbasedon | Restrict Items Based On | Select | ✓ | Item, Item Group, Brand | Choose basis for item restriction: item, item group, or brand. |
| basedonvalue | Based On Value | Dynamic Link | ✓ | restrictbasedon | Select specific item, group, or brand for the restriction. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |