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Customer experience | Sales, Customer Insights,...
Suggested Answer

Filter products by business unit

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Posted on by 10

Hello!

I have 4 business units and every product is linked to an account that has a business unit associated. 

I want an user from BU A to only have access to the products that is related to BU A. 

I tried to filter the view but it didn't work. 

Does anyone have a solution? 

Kind regards

I have the same question (0)
  • Suggested answer
    Ram Prakash Duraisamy Profile Picture
    2,289 on at

    Hi,

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  • Suggested answer
    G. Rocher Profile Picture
    5 on at

    Hi Anaferreira21,

    Are the business units using mandatory price lists? If yes, you could try making price lists for each BU that contains only the products that BU is allowed to use.

    Then in the security settings, make sure that generic users are not allowed to create new price lists, and can only use pricelists belonging to their BU. This could be done via the permissions in Security Role permissions under Sales tab, Product entity.

    It seems that Product permissions encompass everything in the Product Catalogue source here (   ), including:

    1. Products
    2. Units
    3. Unit Group
    4. Discount Lists
    5. Price Lists

    This certainly would have some drawbacks as users would be forced to work with existing products and discounts, but managers could be responsible for creating products and discount lists.

    Hope this helps,
    Best of luck

    -Guillaume Rocher

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