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How to restrict product or product groups based on customer in D365

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Posted on by 10

The requirement is that materials are blocked from being entered in a sales order if excluded.  (Message to be displayed “Material is excluded from purchase by this customer”)

If an inclusion is used all materials not in the inclusion list are blocked from being entered in the sales order. (Message to be displayed “Material is not in the inclusion list for this customer”)

 

Material listing and exclusion lets you control which materials specific customers may or may not buy.

For example, if you create a material listing for a specific customer, the customer can only order products from that list.

You can also create a master record for material exclusion for a particular customer.

Then the customer can not order excluded materials from you.

 

 

Inclusion List                                      The customer can only purchase products in the list.

Exclusion lists                                     The customer can not buy any product that is excluded from them.

  • Kiran.Tulasi Profile Picture
    Kiran.Tulasi 10 on at
    RE: How to restrict product or product groups based on customer in D365

    Thank you for the correction I have now posted a question in D365 finance forum,

  • Verified answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: How to restrict product or product groups based on customer in D365

    Hi Kiran.Tulasi,

    You need post your thread in the following forum:

    (+) Dynamics 365 Finance - Forums, Blogs, Support

  • Kiran.Tulasi Profile Picture
    Kiran.Tulasi 10 on at
    RE: How to restrict product or product groups based on customer in D365

    Hi Leah,

    We are using Dynamics 365 Finance and operations app

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: How to restrict product or product groups based on customer in D365

    Hi Kiran.Tulasi,

    Could you tell me what app you are using in D365?

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