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Small and medium business | Business Central, N...
Suggested Answer

Sales Order Lines (Subform) - avoid seeing items, which are Sales Blocked = True

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Posted on by 38
Hi all,
 
My salespeople are complaining that when entering a sales order, the list of items being suggested includes everything in the Item table.
I do agree it's somewhat annoying and seems quirky.
As a production company, we have many items in BC, which are components and not intended to be added on a Sales Order, so they're sales blocked.
However, they still get suggested when entering sales lines.
 
Below is an example from a Contoso sandbox.
I get exposed to 1900-S although it's sales blocked, but will get an error if I select it.
 
How can I filter the suggestions being shown to only give me items, which are sales blocked = false?
And it's important to retain the current functionality of showing suggestions while I write in the field.
 
Thanks a lot
 
BR Peter
 
 
I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    21,712 Moderator on at
    Hi,
     
    For this you need to with custom extension in salesline Subform so that you can put the filters on No. field before its actually lookup.
     
    Thanks
  • Suggested answer
    Dhiren Nagar Profile Picture
    1,521 on at
    Hi,
     
    You need to use Permission sets Security Filter option. This will help you see only data for certain user based on Sales Blocked field filter.
     
    To give an idea, you need to create separate permission sets for these salespeople, and for the Items table you need to apply filter of Sales Blocked = false.
     
    Here is the link to blog on how you can achieve it and next is its use, limitation and how to overcome those limitation.
     
    Security Filter - https://yzhums.com/10133/
     
     
     
    Regards,
    Dhiren.

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