---
title: "Setting a Limit-To on a folder"
slug: "setting-a-limit-to-on-a-folder"
updated: 2026-08-10T20:16:10Z
published: 2026-08-10T20:16:10Z
canonical: "help.idibilling.com/setting-a-limit-to-on-a-folder"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting a Limit-To on a folder

You can set a Limit-To on a folder in two ways:

- Use the New Limit-To Wizard.
- Select an existing InfoScript.

#### New Limit-To Wizard

The New Limit-To Wizard creates a new InfoScript that can be used to set Limit-To's on any folder.

1. Click **Applications > Product Management > Product Catalog**. The Product Catalog window is displayed.
2. Right-click the desired folder and select **Limit To Configuration > New Limit To Wizard**. A window opens with an input field for the name of the InfoScript you are going to create.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/19401.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)
3. Enter a descriptive name and click **OK**. The Assignment Level Limit-To window is displayed.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84994.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)

Select the level at which the catalog items in the folder should be assigned.

| Both customer and service level | The Wizard will step through screens that cover both the customer level and the service number level. |
| --- | --- |
| Customer level only | The Wizard will step through screens that cover only the customer level. |
| Service level only | The Wizard will step through screens that cover only the service number level. |
| Will use one or more existing limit tos | Selecting this option will bring you to a page in the Limit To wizard that lets you select one or more existing Limit Tos to apply to the selected folder. |

1. Click **Next**. The Customer Limit-To Configuration window is displayed. This window applies to all three Limit-To levels.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/57889.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)

Select all the customer properties that you want the catalog items to be limited by within the following criteria.

| Bill Cycle | The assignment of the catalog items will be limited to the bill cycles selected. |
| --- | --- |
| Market | The assignment of the catalog items will be limited to the market selected. |
| Account Type | The assignment of the catalog items will be limited to the account types selected. |
| Account Status | The assignment of the catalog items will be limited to the account statuses selected. |
2. Click **Next**.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/57890.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)

Select all the customer properties that you want the catalog items to be limited by within the following criteria.

| Region | The assignment of the catalog items will be limited to the regions selected. |
| --- | --- |
| Customer Type | The assignment of the catalog items will be limited to the customer types selected. |
| Affinity Group | The assignment of the catalog items will be limited to the affinity groups selected. |
| Channel Partner | The assignment of the catalog items will be limited to the Channel Partners selected. If your company is licensed for Three Rate, select only one Channel Partner customer's name. If you are using E-Finity, you ***must*** use a Channel Partner. |
3. Click **Next**. The Service Limit-To Configuration window is displayed. This window only applies to the Service Limit‑To level.

**Show picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84996.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)

Select all the service properties that you want the catalog items to be limited by within the following criteria.

| Service Type | The assignment of the catalog items will be limited to the types of services selected. |
| --- | --- |
| Tax Account Type | The assignment of the catalog items will be limited to the types of tax accounts selected. |
| Plan | The assignment of the catalog items will be limited to the plans selected. The list includes only plans in the "Plan" exclusive group. |
| Plan Catalog Group | Lets you select from your list of available Plan Catalog Groups. |
4. Click **Next**. The next Service Limit-To Configuration window is displayed. This window only applies to the Service Limit‑To level.

**Show picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84999.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)

Select all the service properties that you want the catalog items to be limited by within the following criteria.

| Handset | The assignment of the catalog items will be limited to the handsets selected. The list includes only items with a Product Class of "Handset." |
| --- | --- |
| Contract | The assignment of the catalog items will be limited to the contracts selected. Only Contract SKUs in the Contracts exclusive group are available for selection |
| Handset Catalog Group | Lets you select from your list of available Handset Catalog Groups. |
5. Click **Next.** The Location Limit-To Configuration window is displayed. This screen only applies to the Service Limit-To level.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/57892.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)
6. Right-click in the Service Location Limit-To Configuration window to access the follow editing options:
  - To enter a new location, select **New**. The Service Location window is displayed. This window only applies to the Service level.
  - To modify an existing location, right-click on the desired location and select **Edit**. The Service Location window is displayed.
  - To delete an existing location, right-click on the desired location and select **Delete.**

> [!NOTE]
> Note
> 
> When a service is set up and a catalog item is assigned, the NPANXX, State, and OCN are validated to determine if the folder is available for assignment. Therefore, the rows in the Service Location Limit-To window work as “OR” executions, meaning row 1 or row 2 or row 3 is true. The columns work as “AND” executions, meaning column 1 and column 2 and column 3 are true.

![LocationWindow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/24417.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)
  - Enter the necessary information and select **Save** to save the changes and return to the Service Location Limit-To window.

If you do not know the Rate Center to enter, click the **Search** button. The following window is displayed.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/24419.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)
  - Click **Search** to view all the Rate Centers, or enter the appropriate search criteria and click Search to view the results.
  - Double-click to select a Rate Center, or right-click and choose **Select.**
7. To import Service Location information (such as data from a spreadsheet or data from another Limit-To Configuration file), select **Import** from the shortcut menu.

![BlankLimitToWizSvcLocImportExport](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/23823.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)

The Service Location Limit-to Import/Export window is displayed.
  - To add Service Location Information from your clipboard to the current data, select Append. Then click Paste from Clipboard and click **Import.** The present data remains and any data from your clipboard is also displayed.
  - To replace any existing Service Location Information with data from your clipboard, select Overwrite. Then click Paste from Clipboard and and click **Import.** Any previous data is gone and any data from your clipboard is displayed.
8. You may also add Service Location Information by clicking in a cell, typing an entry, then clicking **Import.**

> [!NOTE]
> Note
> 
> When using the Import function, the system checks to see if the Zone entered is valid. If it is, the record is successfully added to the Limit-To file. If not, an error message is displayed.

![Rate Detail Error](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/23825.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)
9. To export Service Location Information (such as data from a spreadsheet or data from another Limit-To Configuration file), select **Export** from the drop-down list.
  - The same Service Location Limit-To Import/Export window is displayed. The grid is populated with any existing data in the Service Location Limit-To file.
  - Click Copy to Clipboard to export the displayed data to a spreadsheet or to a different Limit-To file in the catalog. Then click the **Export** button. (Append and Overwrite do not apply when exporting.)
10. When you're done editing the Service Location Limit-To Configuration, click **Next**. The POS Location Limit-To Configuration window is displayed. This window applies to all three Limit-To levels.

**(Show picture)**

![LimitToPOSLocation](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/64963.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)
11. Select the POS Locations where you want the catalog items to be available for sale. This setting affects POS orders. It also affects orders only if the user creating the order is connected to a POS location.
12. Check **Show Inactive Locations** to display locations that are not currently active. This lets you include locations that are not ***yet*** active.

To quickly select or clear multiple locations do one of the following:
  - Check a parent location. The parent and all children are selected.
  - Clear the check box of a selected location. Only that location's check box is cleared.
  - Right-click a parent location and select **Check Tree**. That parent and its children are selected.
  - Right-click a parent location and select **Uncheck Tree**. The check boxes for that parent and its children are cleared.
  - Right-click anywhere in Location and select **Check All**. All locations are selected.
  - Right-click anywhere in Location and select **Uncheck All**. All locations are cleared.
13. When you're done editing the POS Location Limit-To Configuration, click **Next**. The Order Limit-To Configuration window is displayed. This window applies to all three Limit-To levels.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/57893.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)
14. Select the Order Types that the catalog items can be assigned to and click **Next**. The Apply Limit-To Selections window is displayed.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/57894.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)
15. Click **Finish** to save all the information and exit the Limit-To Wizard. The folder icon changes to indicate that there are Limit-To's applied to it. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/19387.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)

#### Select Existing InfoScript

You can use existing scripts to limit the catalog items in a folder to the same criteria as the existing script.

1. Click **Applications > Product Management > Product Catalog**. The Product Catalog window is displayed.
2. Right-click on a folder and select **Limit To Configuration > Select Existing InfoScript**. The Select Existing InfoScript window is displayed.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/19410.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)
3. Select the desired InfoScript name from the drop-down list and click **Save**. The folder icon changes to indicate that there are Limit-To's applied to it. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/19387.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A03Z&se=2026-11-14T12%3A22%3A03Z&sr=c&sp=r&sig=TohJBDgWDuGJo1K5hQ8bPxrPU25IqM1Q2kWys9Ayk24%3D)