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Field reference

Party Specific Item

How to use Party Specific Item in Quotations & Sales Orders: access, working steps, fields, related records and troubleshooting.

Sales & MarketingUpdated 12 October 2026Configuration-aware guidance
Open Party Specific Item ↗Module guide

Purpose and access

Build a quotation from the agreed items, prices and terms, then create the sales order after confirmation. Review currency, dates, taxes, warehouse and fulfillment information before submission.

This page is a record page in Sales & Marketing → Quotations & Sales Orders. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Party Type, Party Name, Restrict Items Based On, Based On Value.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Party Specific Item from Sales & Marketing → Quotations & Sales Orders, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
Party Typeparty_typeSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Customer
  • Customer Group
  • Supplier
  • Supplier Group
Party NamepartyDynamic Link
Required		Select the record identified by the associated document-type field. Verify both the type and the linked record.
Restrict Items Based Onrestrict_based_onSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Item
  • Item Group
  • Brand
Based On Valuebased_on_valueDynamic Link
Required		Select the record identified by the associated document-type field. Verify both the type and the linked record.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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