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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Hide a warehouse or Si...
Finance | Project Operations, Human Resources, ...
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Hide a warehouse or Site for customers in Inventory On Hand

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Posted on by BCC 18

Hello

We share our AX2012 with our customers (we are suppliers) and we would like to have a "Warehouse" (or a new Site) in " Inventory On Hand" in AX2012 where the customers shouldn´t be able to see the balance on some of the items. So it should be hidden for them, but not for us.

Now, if the customers go to "Inventory On Hand" on their site, all our balance for the items is visible for our customers on what we have at home.

In that view,  we would like to have a "Warehouse" or new "Site" that only we can see the balance on an item.

And that ´s because we have balances on "scrap"-items that we don´t want to "inventory away", and that we don´t want the customers to see.

It is possible to hide a "Warehouse" or a "Site" for customers in " Inventory On Hand", so only we can see it?

In that case, how do we hide it?

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regards BCC

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    RE: Hide a warehouse or Site for customers in Inventory On Hand

    Hi BCC,

    I do hope you are able to solve your challenge now. Is there anything pending related to your question or did you complete your task?

  • BCC Profile Picture
    BCC 18 on at
    RE: Hide a warehouse or Site for customers in Inventory On Hand

    Thanx , André

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    RE: Hide a warehouse or Site for customers in Inventory On Hand

    Hi BCC,

    You can achieve this with eXtensible Data Security. I have created an example for warehouses in the past: dynamicspedia.com/.../

    Note that I mentioned in this blog that you should not restrict the InventSum table as it can cause issues with posting transactions. If you limit the XDS policy to only the external customer role, you can do it as the customers won't ever create new transaction, I assume.

  • BCC Profile Picture
    BCC 18 on at
    RE: Hide a warehouse or Site for customers in Inventory On Hand

    Hello Ludwig.

    No, they have no ability to see transactions, they can only see what balances we have on all our items at our four warehouses.

    And one of these warehouses we would like to hide from customers.

    /regards BCC

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Hide a warehouse or Site for customers in Inventory On Hand

    Hi,

    Can your customers access more than your warehouses / on hand inventory?

    As an example, can they investigate your inventory transactions?

    If they can you might have to restrict more than the on-hand form to avoid that your customers could simply calculate the on-hand transactions themselves when analyzing your inventory transactions.

    Best regards,

    Ludwig

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