Limit X-type By Acct/Sub Account

I don't know of any way using standard setup screen to limit the ability to order specials when specific accounts are entered on the line. Perhaps a special security rule might work. If you use LPI or IPA for req approvals you might be able to add check that rejects the req if a line is ITEM TYPE = X and ACCOUNT = ?. You can also deny access to the special/service screen by individual based on the AU access they have in their RQ04 record.

Thanks Jon. I opened an incident with Infor & they recommended Design Studio for now, then Process Flow once we're on RQC.

Design Studio would be the best solution.

I'm not very familiar with Design Studio. I thought that only changed the way the screens looked but didn't affect how they function.

You can interject JavaScript code/logic via Design Studio to change how a form functions; be aware that Design Studio customization only affects Mingle/Portal and is not applied by Excel Addins nor Smart Office. I have accomplished similar scenarios to yours via security rules. Not as elegant, since you get 'security violation' message rather than 'you can't do x-type with this account'. Have also done it via process flow approval processing to reject a requisition when certain conditions apply.