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

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Posted on by Peter_SK

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

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Dynamics 365 Business Central

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Dhiren Nagar 2,890 Super User 2026 Season 1 on at

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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/

Security Filter use, limitation - https://dhirennagar.blogspot.com/2024/05/blog-post.html

How to overcome this limitation - https://dhirennagar.blogspot.com/2024/05/CustomSecurityFilter.html

Regards,

Dhiren.

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Nitin Verma 21,812 Moderator on at

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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

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Saurav.Dhyani 14,419 User Group Leader on at

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Hi,

One easy way via development.

1. Create new field like "My No." in sales line table. Add field to page after Type.

2. Set Table relation as per your requirement (sample below).

3. Hide Standard No. field from page.

4. When user enter value in new field, update or validate field in the standard field.

with this you will be achieve what you need.

Here is suggested Table Relation for new field.

TableRelation = if (Type = const(" ")) "Standard Text"
else
if (Type = const("G/L Account"), "System-Created Entry" = const(false)) "G/L Account" where("Direct Posting" = const(true), "Account Type" = const(Posting), Blocked = const(false))
else
if (Type = const("G/L Account"), "System-Created Entry" = const(true)) "G/L Account"
else
if (Type = const(Resource)) Resource
else
if (Type = const("Fixed Asset")) "Fixed Asset"
else
if (Type = const("Charge (Item)")) "Item Charge"
else
if (Type = const("Allocation Account")) "Allocation Account"
else
if (Type = const(Item)) Item where("Sales Blocked" = const(false));

Hope it helps.

Regards,

Saurav Dhyani

https://www.youtube.com/@sauravdhyani

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OussamaSabbouh 17,577 Super User 2026 Season 1 on at

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Hello Peter,

This is standard Business Central behavior: Sales Blocked items are still shown in the No. field suggestions and lookup, and the system only blocks them after selection, so there’s no standard setting to filter them out upfront while typing. If you want to keep the type-ahead suggestions but hide sales-blocked items, the only solution is a small customization (page extension on the Sales Order Subform) that adds a TableRelation filter on the Sales Line No. field (Sales Blocked = false). Without customization, this cannot be changed in standard BC.

Regards,

Oussama Sabbouh

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YUN ZHU 101,995 Super User 2026 Season 1 on at

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Hi, hope the following helps.

Dynamics 365 Business Central: How to block items (Block, Sales Blocked, and Purchasing Blocked)

https://yzhums.com/18968/

Dynamics 365 Business Central: Can we extend TableRelation Property through a table extension??? (Yes, But…)

https://yzhums.com/26939/

Thanks.

ZHU

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Valentin Castravet 32,800 Super User 2026 Season 1 on at

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I’d open a support ticket with Microsoft about this. This wasn’t the case before v27, it only started happening after v27. It’s hard to tell whether this is intended behavior or a bug. Before v27, sales blocked items were not visible. If this is a bug, Microsoft would need to fix it.

There's another thread discussing this - "Sales Blocked" items are now listed in dropdown list of items in a sales line (BC27)

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Peter_SK 54 on at

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@Valentin Castravet,

Thank you - this is very valuable information. I did not realize that this was actually a recent change.

Quite disturbing that Microsoft has chosen to diminish regular usability, maybe in support of SO Agent, which by no means is mature to help a lot.

I'll figure out how to open a support ticket.

BR Peter

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Peter_SK 54 on at

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By the way - I tried to open a support request, but the bot did not let me, because I'm not on a service contract with MS.

Can it really be that I cannot report a bug / complain about usability being reduced to MS without having a support contract??

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