Filtering Items on Sales Line

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Posted on by Peter Taylor FP

Hi....I want to filter the list of items when looking up in the No. field on the sales order line. Specifically, I want to only show items with a certain BRAND (Global Dimension 1), where the 'Allowed Brands' are configured against the customer. So if I have 10 brands, A to J, and customer X is allowed to buy items with brands B, E and H, on looking up on the No. field from the sales line, only items that have brands B, E and H are listed. This means I need a table/page linked to the customer to record that customer X can only buy items with brands B, E and H. I think this will almost certainly need custom code, but wondered if anyone had any ideas on how to achieve this?

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Dynamics 365 Business Central

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YUN ZHU 85,770 Super User 2025 Season 1 on at

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RE: Filtering Items on Sales Line

Hi, Yes, it looks like it needs to be customized.
Because you need a corresponding table of items and customers, this is not a standard function of BC.
And if you want to filter easily, you can try the following functions.

Hope this helps.

Thanks.

ZHU